TFTIX vs. TTRIX
Compare and contrast key facts about TIAA-CREF Lifecycle 2050 Fund (TFTIX) and TIAA-CREF Lifecycle 2055 Fund (TTRIX).
TFTIX is managed by TIAA Investments. It was launched on Nov 29, 2007. TTRIX is managed by TIAA Investments. It was launched on Apr 28, 2011.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: TFTIX or TTRIX.
Key characteristics
| TFTIX | TTRIX | |
|---|---|---|
| YTD Return | 13.17% | 13.34% |
| 1Y Return | 21.45% | 21.62% |
| 3Y Return (Ann) | 4.55% | 4.64% |
| 5Y Return (Ann) | 10.45% | 10.58% |
| 10Y Return (Ann) | 8.81% | 8.91% |
| Sharpe Ratio | 1.70 | 1.71 |
| Daily Std Dev | 12.43% | 12.49% |
| Max Drawdown | -53.39% | -32.75% |
| Current Drawdown | -1.06% | -1.06% |
Correlation
The correlation between TFTIX and TTRIX 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
TFTIX vs. TTRIX - Performance Comparison
The year-to-date returns for both investments are quite close, with TFTIX having a 13.17% return and TTRIX slightly higher at 13.34%. Both investments have delivered pretty close results over the past 10 years, with TFTIX having a 8.81% annualized return and TTRIX not far ahead at 8.91%. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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TFTIX vs. TTRIX - Expense Ratio Comparison
Both TFTIX and TTRIX have an expense ratio of 0.22%, making them cost-effective options compared to the broader market, where average expense ratios typically range from 0.3% to 0.9%.
Risk-Adjusted Performance
TFTIX vs. TTRIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for TIAA-CREF Lifecycle 2050 Fund (TFTIX) and TIAA-CREF Lifecycle 2055 Fund (TTRIX). 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
TFTIX vs. TTRIX - Dividend Comparison
TFTIX's dividend yield for the trailing twelve months is around 1.77%, more than TTRIX's 1.66% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TFTIX TIAA-CREF Lifecycle 2050 Fund | 1.77% | 2.01% | 8.81% | 11.71% | 6.91% | 5.63% | 5.37% | 3.73% | 3.85% | 5.49% | 5.09% | 4.35% |
TTRIX TIAA-CREF Lifecycle 2055 Fund | 1.66% | 1.88% | 8.28% | 10.18% | 5.68% | 5.23% | 4.77% | 3.53% | 3.41% | 4.93% | 4.60% | 4.04% |
Drawdowns
TFTIX vs. TTRIX - Drawdown Comparison
The maximum TFTIX drawdown since its inception was -53.39%, which is greater than TTRIX's maximum drawdown of -32.75%. Use the drawdown chart below to compare losses from any high point for TFTIX and TTRIX. For additional features, visit the drawdowns tool.
Volatility
TFTIX vs. TTRIX - Volatility Comparison
TIAA-CREF Lifecycle 2050 Fund (TFTIX) and TIAA-CREF Lifecycle 2055 Fund (TTRIX) have volatilities of 3.71% and 3.66%, 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.