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TFTIX vs. TTRIX
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

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.


-0.50.00.51.01.0

Performance

TFTIX vs. TTRIX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in TIAA-CREF Lifecycle 2050 Fund (TFTIX) and TIAA-CREF Lifecycle 2055 Fund (TTRIX). The values are adjusted to include any dividend payments, if applicable.

-4.00%-2.00%0.00%2.00%4.00%SeptemberOctoberNovemberDecember2025February
1.59%
1.48%
TFTIX
TTRIX

Key characteristics

Sharpe Ratio

TFTIX:

1.10

TTRIX:

1.07

Sortino Ratio

TFTIX:

1.54

TTRIX:

1.51

Omega Ratio

TFTIX:

1.20

TTRIX:

1.19

Calmar Ratio

TFTIX:

0.94

TTRIX:

1.07

Martin Ratio

TFTIX:

5.30

TTRIX:

5.15

Ulcer Index

TFTIX:

2.36%

TTRIX:

2.41%

Daily Std Dev

TFTIX:

11.39%

TTRIX:

11.58%

Max Drawdown

TFTIX:

-53.39%

TTRIX:

-32.75%

Current Drawdown

TFTIX:

-2.54%

TTRIX:

-2.71%

Returns By Period

The year-to-date returns for both investments are quite close, with TFTIX having a 3.16% return and TTRIX slightly higher at 3.18%. Over the past 10 years, TFTIX has underperformed TTRIX with an annualized return of 5.21%, while TTRIX has yielded a comparatively higher 5.81% annualized return.


TFTIX

YTD

3.16%

1M

-0.27%

6M

1.60%

1Y

10.54%

5Y*

4.96%

10Y*

5.21%

TTRIX

YTD

3.18%

1M

-0.28%

6M

1.48%

1Y

10.49%

5Y*

5.67%

10Y*

5.81%

*Annualized

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


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%.


TFTIX
TIAA-CREF Lifecycle 2050 Fund
Expense ratio chart for TFTIX: current value at 0.22% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.22%
Expense ratio chart for TTRIX: current value at 0.22% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.22%

Risk-Adjusted Performance

TFTIX vs. TTRIX — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

TFTIX
The Risk-Adjusted Performance Rank of TFTIX is 6161
Overall Rank
The Sharpe Ratio Rank of TFTIX is 5858
Sharpe Ratio Rank
The Sortino Ratio Rank of TFTIX is 5858
Sortino Ratio Rank
The Omega Ratio Rank of TFTIX is 5757
Omega Ratio Rank
The Calmar Ratio Rank of TFTIX is 6464
Calmar Ratio Rank
The Martin Ratio Rank of TFTIX is 6767
Martin Ratio Rank

TTRIX
The Risk-Adjusted Performance Rank of TTRIX is 6161
Overall Rank
The Sharpe Ratio Rank of TTRIX is 5757
Sharpe Ratio Rank
The Sortino Ratio Rank of TTRIX is 5757
Sortino Ratio Rank
The Omega Ratio Rank of TTRIX is 5555
Omega Ratio Rank
The Calmar Ratio Rank of TTRIX is 6868
Calmar Ratio Rank
The Martin Ratio Rank of TTRIX is 6666
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

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.


Sharpe ratio
The chart of Sharpe ratio for TFTIX, currently valued at 1.10, compared to the broader market-1.000.001.002.003.004.001.101.07
The chart of Sortino ratio for TFTIX, currently valued at 1.54, compared to the broader market0.002.004.006.008.0010.0012.001.541.51
The chart of Omega ratio for TFTIX, currently valued at 1.20, compared to the broader market1.002.003.004.001.201.19
The chart of Calmar ratio for TFTIX, currently valued at 0.94, compared to the broader market0.005.0010.0015.0020.000.941.07
The chart of Martin ratio for TFTIX, currently valued at 5.30, compared to the broader market0.0020.0040.0060.0080.005.305.15
TFTIX
TTRIX

The current TFTIX Sharpe Ratio is 1.10, which is comparable to the TTRIX Sharpe Ratio of 1.07. The chart below compares the historical Sharpe Ratios of TFTIX and TTRIX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio1.001.502.002.503.00SeptemberOctoberNovemberDecember2025February
1.10
1.07
TFTIX
TTRIX

Dividends

TFTIX vs. TTRIX - Dividend Comparison

TFTIX's dividend yield for the trailing twelve months is around 1.96%, more than TTRIX's 1.91% yield.


TTM20242023202220212020201920182017201620152014
TFTIX
TIAA-CREF Lifecycle 2050 Fund
1.96%2.03%2.01%1.73%3.83%2.50%1.69%2.75%2.89%1.32%1.96%2.97%
TTRIX
TIAA-CREF Lifecycle 2055 Fund
1.91%1.97%1.88%1.69%3.76%2.45%1.70%2.70%2.74%1.37%1.92%2.92%

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.


-8.00%-6.00%-4.00%-2.00%0.00%SeptemberOctoberNovemberDecember2025February
-2.54%
-2.71%
TFTIX
TTRIX

Volatility

TFTIX vs. TTRIX - Volatility Comparison

TIAA-CREF Lifecycle 2050 Fund (TFTIX) and TIAA-CREF Lifecycle 2055 Fund (TTRIX) have volatilities of 3.11% 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.


2.00%3.00%4.00%5.00%6.00%SeptemberOctoberNovemberDecember2025February
3.11%
3.22%
TFTIX
TTRIX
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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