TFITX vs. TLZIX
Compare and contrast key facts about TIAA-CREF Lifecycle Index 2065 Fund (TFITX) and TIAA-CREF Lifecycle Index 2040 Fund (TLZIX).
TFITX is managed by TIAA Investments". It was launched on Sep 29, 2020. TLZIX 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 TLZIX.
Correlation
The correlation between TFITX and TLZIX is 0.99, 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. TLZIX - Performance Comparison
Key characteristics
TFITX:
1.71
TLZIX:
1.74
TFITX:
2.26
TLZIX:
2.39
TFITX:
1.33
TLZIX:
1.32
TFITX:
2.66
TLZIX:
2.81
TFITX:
10.50
TLZIX:
9.70
TFITX:
1.91%
TLZIX:
1.77%
TFITX:
11.75%
TLZIX:
9.85%
TFITX:
-25.69%
TLZIX:
-28.82%
TFITX:
0.00%
TLZIX:
-0.65%
Returns By Period
In the year-to-date period, TFITX achieves a 3.74% return, which is significantly higher than TLZIX's 3.18% return.
TFITX
3.74%
1.87%
8.15%
19.22%
N/A
N/A
TLZIX
3.18%
1.61%
6.73%
16.33%
8.71%
8.68%
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TFITX vs. TLZIX - Expense Ratio Comparison
TFITX has a 0.11% expense ratio, which is higher than TLZIX'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. TLZIX — Risk-Adjusted Performance Rank
TFITX
TLZIX
TFITX vs. TLZIX - 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 2040 Fund (TLZIX). 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. TLZIX - Dividend Comparison
TFITX's dividend yield for the trailing twelve months is around 2.04%, less than TLZIX's 2.23% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TFITX 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% |
TLZIX TIAA-CREF Lifecycle Index 2040 Fund | 2.23% | 2.31% | 2.11% | 2.06% | 1.88% | 1.64% | 2.14% | 2.40% | 1.92% | 2.09% | 2.19% | 2.21% |
Drawdowns
TFITX vs. TLZIX - Drawdown Comparison
The maximum TFITX drawdown since its inception was -25.69%, smaller than the maximum TLZIX drawdown of -28.82%. Use the drawdown chart below to compare losses from any high point for TFITX and TLZIX. For additional features, visit the drawdowns tool.
Volatility
TFITX vs. TLZIX - Volatility Comparison
TIAA-CREF Lifecycle Index 2065 Fund (TFITX) has a higher volatility of 3.29% compared to TIAA-CREF Lifecycle Index 2040 Fund (TLZIX) at 2.91%. This indicates that TFITX's price experiences larger fluctuations and is considered to be riskier than TLZIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.