TIBFX vs. TVIIX
Compare and contrast key facts about TIAA-CREF Core Plus Bond Fund Institutional Class (TIBFX) and TIAA-CREF Lifecycle Index 2060 Fund (TVIIX).
TIBFX is managed by TIAA Investments. It was launched on Mar 31, 2006. TVIIX is managed by TIAA Investments. It was launched on Sep 25, 2014.
Performance
TIBFX vs. TVIIX - Performance Comparison
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TIBFX vs. TVIIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
TIBFX TIAA-CREF Core Plus Bond Fund Institutional Class | -0.75% | 7.36% | 2.34% | 6.66% | -13.84% | -0.32% | 8.22% | 9.71% | -0.53% | 4.83% |
TVIIX TIAA-CREF Lifecycle Index 2060 Fund | -4.41% | 21.10% | 15.59% | 20.90% | -17.60% | 17.62% | 17.39% | 26.52% | -7.17% | 19.58% |
Returns By Period
In the year-to-date period, TIBFX achieves a -0.75% return, which is significantly higher than TVIIX's -4.41% return. Over the past 10 years, TIBFX has underperformed TVIIX with an annualized return of 2.30%, while TVIIX has yielded a comparatively higher 10.88% annualized return.
TIBFX
- 1D
- 0.44%
- 1M
- -2.55%
- YTD
- -0.75%
- 6M
- 0.41%
- 1Y
- 3.74%
- 3Y*
- 4.03%
- 5Y*
- 0.47%
- 10Y*
- 2.30%
TVIIX
- 1D
- -0.31%
- 1M
- -8.49%
- YTD
- -4.41%
- 6M
- -1.59%
- 1Y
- 16.41%
- 3Y*
- 14.81%
- 5Y*
- 8.39%
- 10Y*
- 10.88%
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TIBFX vs. TVIIX - Expense Ratio Comparison
TIBFX has a 0.30% expense ratio, which is higher than TVIIX's 0.10% expense ratio.
Return for Risk
TIBFX vs. TVIIX — Risk / Return Rank
TIBFX
TVIIX
TIBFX vs. TVIIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for TIAA-CREF Core Plus Bond Fund Institutional Class (TIBFX) 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.
| TIBFX | TVIIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.10 | 1.07 | +0.04 |
Sortino ratioReturn per unit of downside risk | 1.59 | 1.57 | +0.03 |
Omega ratioGain probability vs. loss probability | 1.20 | 1.23 | -0.04 |
Calmar ratioReturn relative to maximum drawdown | 1.58 | 1.26 | +0.32 |
Martin ratioReturn relative to average drawdown | 5.23 | 5.94 | -0.71 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| TIBFX | TVIIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.10 | 1.07 | +0.04 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.09 | 0.57 | -0.49 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.51 | 0.69 | -0.18 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.83 | 0.60 | +0.23 |
Correlation
The correlation between TIBFX and TVIIX is 0.04, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
TIBFX vs. TVIIX - Dividend Comparison
TIBFX's dividend yield for the trailing twelve months is around 4.26%, more than TVIIX's 2.73% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TIBFX TIAA-CREF Core Plus Bond Fund Institutional Class | 4.26% | 4.55% | 3.87% | 3.84% | 2.85% | 3.76% | 3.71% | 3.24% | 3.08% | 3.16% | 4.14% | 3.95% |
TVIIX TIAA-CREF Lifecycle Index 2060 Fund | 2.73% | 2.61% | 2.16% | 2.13% | 2.22% | 1.92% | 1.63% | 2.18% | 2.80% | 0.12% | 2.69% | 0.40% |
Drawdowns
TIBFX vs. TVIIX - Drawdown Comparison
The maximum TIBFX drawdown since its inception was -18.92%, smaller than the maximum TVIIX drawdown of -32.04%. Use the drawdown chart below to compare losses from any high point for TIBFX and TVIIX.
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Drawdown Indicators
| TIBFX | TVIIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -18.92% | -32.04% | +13.12% |
Max Drawdown (1Y)Largest decline over 1 year | -2.98% | -10.98% | +8.00% |
Max Drawdown (5Y)Largest decline over 5 years | -18.92% | -25.56% | +6.64% |
Max Drawdown (10Y)Largest decline over 10 years | -18.92% | -32.04% | +13.12% |
Current DrawdownCurrent decline from peak | -2.55% | -9.05% | +6.50% |
Average DrawdownAverage peak-to-trough decline | -2.63% | -4.64% | +2.01% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.90% | 2.45% | -1.55% |
Volatility
TIBFX vs. TVIIX - Volatility Comparison
The current volatility for TIAA-CREF Core Plus Bond Fund Institutional Class (TIBFX) is 1.37%, while TIAA-CREF Lifecycle Index 2060 Fund (TVIIX) has a volatility of 4.78%. This indicates that TIBFX experiences smaller price fluctuations and is considered to be less risky than TVIIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| TIBFX | TVIIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.37% | 4.78% | -3.41% |
Volatility (6M)Calculated over the trailing 6-month period | 2.35% | 8.76% | -6.41% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.00% | 15.54% | -11.54% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 5.38% | 14.73% | -9.35% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 4.55% | 15.88% | -11.33% |