TFITX vs. TVIIX

The year-to-date returns for both stocks are quite close, with TFITX having a 3.95% return and TVIIX slightly lower at 3.94%.

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TFITX has a 0.11% expense ratio, which is higher than TVIIX'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%.

This table presents a comparison of risk-adjusted performance metrics for TIAA-CREF Lifecycle Index 2065 Fund (TFITX) and TIAA-CREF Lifecycle Index 2060 Fund (TVIIX). 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.

The current TFITX Sharpe Ratio is 0.73, which is comparable to the TVIIX Sharpe Ratio of 0.75. The chart below compares the historical Sharpe Ratios of TFITX and TVIIX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

TFITX's dividend yield for the trailing twelve months is around 2.03%, less than TVIIX's 2.08% yield.

The maximum TFITX drawdown since its inception was -25.69%, smaller than the maximum TVIIX drawdown of -32.04%. Use the drawdown chart below to compare losses from any high point for TFITX and TVIIX.

TIAA-CREF Lifecycle Index 2065 Fund (TFITX) and TIAA-CREF Lifecycle Index 2060 Fund (TVIIX) have volatilities of 3.26% and 3.19%, 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.