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TLHIX vs. TLYIX
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between TLHIX and TLYIX 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

TLHIX vs. TLYIX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in TIAA-CREF Lifecycle Index 2030 Fund (TLHIX) and TIAA-CREF Lifecycle Index 2035 Fund (TLYIX). The values are adjusted to include any dividend payments, if applicable.

-2.00%0.00%2.00%4.00%6.00%8.00%SeptemberOctoberNovemberDecember2025
5.81%
6.64%
TLHIX
TLYIX

Key characteristics

Sharpe Ratio

TLHIX:

1.57

TLYIX:

1.55

Sortino Ratio

TLHIX:

2.20

TLYIX:

2.16

Omega Ratio

TLHIX:

1.29

TLYIX:

1.28

Calmar Ratio

TLHIX:

2.96

TLYIX:

2.72

Martin Ratio

TLHIX:

8.60

TLYIX:

8.08

Ulcer Index

TLHIX:

1.43%

TLYIX:

1.68%

Daily Std Dev

TLHIX:

7.83%

TLYIX:

8.72%

Max Drawdown

TLHIX:

-23.86%

TLYIX:

-26.39%

Current Drawdown

TLHIX:

-0.88%

TLYIX:

-0.99%

Returns By Period

In the year-to-date period, TLHIX achieves a 2.24% return, which is significantly lower than TLYIX's 2.99% return. Over the past 10 years, TLHIX has underperformed TLYIX with an annualized return of 7.19%, while TLYIX has yielded a comparatively higher 7.66% annualized return.


TLHIX

YTD

2.24%

1M

2.24%

6M

5.81%

1Y

11.98%

5Y*

7.17%

10Y*

7.19%

TLYIX

YTD

2.99%

1M

2.99%

6M

6.64%

1Y

13.32%

5Y*

7.66%

10Y*

7.66%

*Annualized

Compare stocks, funds, or ETFs

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


TLHIX vs. TLYIX - Expense Ratio Comparison

Both TLHIX and TLYIX have an expense ratio of 0.10%, making them cost-effective options compared to the broader market, where average expense ratios typically range from 0.3% to 0.9%.


TLHIX
TIAA-CREF Lifecycle Index 2030 Fund
Expense ratio chart for TLHIX: current value at 0.10% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.10%
Expense ratio chart for TLYIX: current value at 0.10% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.10%

Risk-Adjusted Performance

TLHIX vs. TLYIX — Risk-Adjusted Performance Rank

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

TLHIX
The Risk-Adjusted Performance Rank of TLHIX is 8383
Overall Rank
The Sharpe Ratio Rank of TLHIX is 8080
Sharpe Ratio Rank
The Sortino Ratio Rank of TLHIX is 8080
Sortino Ratio Rank
The Omega Ratio Rank of TLHIX is 7979
Omega Ratio Rank
The Calmar Ratio Rank of TLHIX is 9090
Calmar Ratio Rank
The Martin Ratio Rank of TLHIX is 8383
Martin Ratio Rank

TLYIX
The Risk-Adjusted Performance Rank of TLYIX is 8282
Overall Rank
The Sharpe Ratio Rank of TLYIX is 7979
Sharpe Ratio Rank
The Sortino Ratio Rank of TLYIX is 8080
Sortino Ratio Rank
The Omega Ratio Rank of TLYIX is 7878
Omega Ratio Rank
The Calmar Ratio Rank of TLYIX is 8989
Calmar Ratio Rank
The Martin Ratio Rank of TLYIX is 8282
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.

TLHIX vs. TLYIX - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for TIAA-CREF Lifecycle Index 2030 Fund (TLHIX) and TIAA-CREF Lifecycle Index 2035 Fund (TLYIX). 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 TLHIX, currently valued at 1.57, compared to the broader market-1.000.001.002.003.004.001.571.55
The chart of Sortino ratio for TLHIX, currently valued at 2.20, compared to the broader market0.002.004.006.008.0010.0012.002.202.16
The chart of Omega ratio for TLHIX, currently valued at 1.29, compared to the broader market1.002.003.004.001.291.28
The chart of Calmar ratio for TLHIX, currently valued at 2.96, compared to the broader market0.005.0010.0015.002.962.72
The chart of Martin ratio for TLHIX, currently valued at 8.60, compared to the broader market0.0020.0040.0060.0080.008.608.08
TLHIX
TLYIX

The current TLHIX Sharpe Ratio is 1.57, which is comparable to the TLYIX Sharpe Ratio of 1.55. The chart below compares the historical Sharpe Ratios of TLHIX and TLYIX, 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 Ratio1.001.502.002.503.00SeptemberOctoberNovemberDecember2025
1.57
1.55
TLHIX
TLYIX

Dividends

TLHIX vs. TLYIX - Dividend Comparison

TLHIX's dividend yield for the trailing twelve months is around 2.58%, more than TLYIX's 2.39% yield.


TTM20242023202220212020201920182017201620152014
TLHIX
TIAA-CREF Lifecycle Index 2030 Fund
2.58%2.63%2.31%2.21%1.92%1.71%2.15%2.41%1.89%2.05%2.15%2.13%
TLYIX
TIAA-CREF Lifecycle Index 2035 Fund
2.39%2.46%2.19%2.11%1.88%1.68%2.15%2.41%1.91%2.07%2.16%2.17%

Drawdowns

TLHIX vs. TLYIX - Drawdown Comparison

The maximum TLHIX drawdown since its inception was -23.86%, smaller than the maximum TLYIX drawdown of -26.39%. Use the drawdown chart below to compare losses from any high point for TLHIX and TLYIX. For additional features, visit the drawdowns tool.


-5.00%-4.00%-3.00%-2.00%-1.00%0.00%SeptemberOctoberNovemberDecember2025
-0.88%
-0.99%
TLHIX
TLYIX

Volatility

TLHIX vs. TLYIX - Volatility Comparison

The current volatility for TIAA-CREF Lifecycle Index 2030 Fund (TLHIX) is 2.41%, while TIAA-CREF Lifecycle Index 2035 Fund (TLYIX) has a volatility of 2.58%. This indicates that TLHIX experiences smaller price fluctuations and is considered to be less risky than TLYIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


1.50%2.00%2.50%3.00%3.50%4.00%SeptemberOctoberNovemberDecember2025
2.41%
2.58%
TLHIX
TLYIX
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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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