TFITX vs. TLLIX
Compare and contrast key facts about TIAA-CREF Lifecycle Index 2065 Fund (TFITX) and TIAA-CREF Lifecycle Index 2050 Fund (TLLIX).
TFITX is managed by TIAA Investments". It was launched on Sep 29, 2020. TLLIX is managed by TIAA Investments. It was launched on Sep 29, 2009.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: TFITX or TLLIX.
Correlation
The correlation between TFITX and TLLIX is 1.00, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
TFITX vs. TLLIX - Performance Comparison
Key characteristics
TFITX:
1.71
TLLIX:
1.76
TFITX:
2.26
TLLIX:
2.40
TFITX:
1.33
TLLIX:
1.32
TFITX:
2.66
TLLIX:
2.68
TFITX:
10.50
TLLIX:
10.12
TFITX:
1.91%
TLLIX:
1.91%
TFITX:
11.75%
TLLIX:
10.97%
TFITX:
-25.69%
TLLIX:
-31.41%
TFITX:
0.00%
TLLIX:
-0.30%
Returns By Period
The year-to-date returns for both stocks are quite close, with TFITX having a 3.74% return and TLLIX slightly lower at 3.62%.
TFITX
3.74%
1.87%
8.15%
19.22%
N/A
N/A
TLLIX
3.62%
1.84%
7.76%
18.45%
10.06%
9.56%
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TFITX vs. TLLIX - Expense Ratio Comparison
TFITX has a 0.11% expense ratio, which is higher than TLLIX's 0.10% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Risk-Adjusted Performance
TFITX vs. TLLIX — Risk-Adjusted Performance Rank
TFITX
TLLIX
TFITX vs. TLLIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for TIAA-CREF Lifecycle Index 2065 Fund (TFITX) and TIAA-CREF Lifecycle Index 2050 Fund (TLLIX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
TFITX vs. TLLIX - Dividend Comparison
TFITX's dividend yield for the trailing twelve months is around 2.04%, less than TLLIX's 2.11% yield.
TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
TIAA-CREF Lifecycle Index 2065 Fund | 2.04% | 2.11% | 1.98% | 1.93% | 1.78% | 1.55% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
TIAA-CREF Lifecycle Index 2050 Fund | 2.11% | 2.18% | 2.06% | 1.97% | 1.90% | 1.59% | 2.14% | 2.41% | 1.93% | 2.10% | 2.19% | 2.20% |
Drawdowns
TFITX vs. TLLIX - Drawdown Comparison
The maximum TFITX drawdown since its inception was -25.69%, smaller than the maximum TLLIX drawdown of -31.41%. Use the drawdown chart below to compare losses from any high point for TFITX and TLLIX. For additional features, visit the drawdowns tool.
Volatility
TFITX vs. TLLIX - Volatility Comparison
TIAA-CREF Lifecycle Index 2065 Fund (TFITX) and TIAA-CREF Lifecycle Index 2050 Fund (TLLIX) have volatilities of 3.29% and 3.22%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.