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TLLIX vs. VINIX
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between TLLIX and VINIX is 0.97, 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

TLLIX vs. VINIX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in TIAA-CREF Lifecycle Index 2050 Fund (TLLIX) and Vanguard Institutional Index Fund Institutional Shares (VINIX). The values are adjusted to include any dividend payments, if applicable.

-5.00%0.00%5.00%10.00%SeptemberOctoberNovemberDecember2025
8.35%
11.00%
TLLIX
VINIX

Key characteristics

Sharpe Ratio

TLLIX:

1.61

VINIX:

1.77

Sortino Ratio

TLLIX:

2.21

VINIX:

2.37

Omega Ratio

TLLIX:

1.29

VINIX:

1.32

Calmar Ratio

TLLIX:

2.47

VINIX:

2.75

Martin Ratio

TLLIX:

9.30

VINIX:

10.88

Ulcer Index

TLLIX:

1.91%

VINIX:

2.13%

Daily Std Dev

TLLIX:

11.03%

VINIX:

13.13%

Max Drawdown

TLLIX:

-31.41%

VINIX:

-55.19%

Current Drawdown

TLLIX:

-0.18%

VINIX:

-1.21%

Returns By Period

In the year-to-date period, TLLIX achieves a 3.75% return, which is significantly higher than VINIX's 3.30% return. Over the past 10 years, TLLIX has underperformed VINIX with an annualized return of 9.50%, while VINIX has yielded a comparatively higher 12.39% annualized return.


TLLIX

YTD

3.75%

1M

3.75%

6M

8.35%

1Y

19.32%

5Y*

10.25%

10Y*

9.50%

VINIX

YTD

3.30%

1M

3.30%

6M

11.00%

1Y

25.28%

5Y*

13.07%

10Y*

12.39%

*Annualized

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


TLLIX vs. VINIX - Expense Ratio Comparison

TLLIX has a 0.10% expense ratio, which is higher than VINIX's 0.04% 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%.


TLLIX
TIAA-CREF Lifecycle Index 2050 Fund
Expense ratio chart for TLLIX: 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 VINIX: current value at 0.04% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.04%

Risk-Adjusted Performance

TLLIX vs. VINIX — Risk-Adjusted Performance Rank

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

TLLIX
The Risk-Adjusted Performance Rank of TLLIX is 8383
Overall Rank
The Sharpe Ratio Rank of TLLIX is 8181
Sharpe Ratio Rank
The Sortino Ratio Rank of TLLIX is 8080
Sortino Ratio Rank
The Omega Ratio Rank of TLLIX is 7979
Omega Ratio Rank
The Calmar Ratio Rank of TLLIX is 8787
Calmar Ratio Rank
The Martin Ratio Rank of TLLIX is 8686
Martin Ratio Rank

VINIX
The Risk-Adjusted Performance Rank of VINIX is 8686
Overall Rank
The Sharpe Ratio Rank of VINIX is 8585
Sharpe Ratio Rank
The Sortino Ratio Rank of VINIX is 8383
Sortino Ratio Rank
The Omega Ratio Rank of VINIX is 8484
Omega Ratio Rank
The Calmar Ratio Rank of VINIX is 8989
Calmar Ratio Rank
The Martin Ratio Rank of VINIX is 8989
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.

TLLIX vs. VINIX - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for TIAA-CREF Lifecycle Index 2050 Fund (TLLIX) and Vanguard Institutional Index Fund Institutional Shares (VINIX). 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 TLLIX, currently valued at 1.61, compared to the broader market-1.000.001.002.003.004.001.611.77
The chart of Sortino ratio for TLLIX, currently valued at 2.21, compared to the broader market0.002.004.006.008.0010.0012.002.212.37
The chart of Omega ratio for TLLIX, currently valued at 1.29, compared to the broader market1.002.003.004.001.291.32
The chart of Calmar ratio for TLLIX, currently valued at 2.47, compared to the broader market0.005.0010.0015.0020.002.472.75
The chart of Martin ratio for TLLIX, currently valued at 9.30, compared to the broader market0.0020.0040.0060.0080.009.3010.88
TLLIX
VINIX

The current TLLIX Sharpe Ratio is 1.61, which is comparable to the VINIX Sharpe Ratio of 1.77. The chart below compares the historical Sharpe Ratios of TLLIX and VINIX, 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 Ratio1.001.502.002.503.003.50SeptemberOctoberNovemberDecember2025
1.61
1.77
TLLIX
VINIX

Dividends

TLLIX vs. VINIX - Dividend Comparison

TLLIX's dividend yield for the trailing twelve months is around 2.10%, more than VINIX's 1.23% yield.


TTM20242023202220212020201920182017201620152014
TLLIX
TIAA-CREF Lifecycle Index 2050 Fund
2.10%2.18%2.06%1.97%1.90%1.59%2.14%2.41%1.93%2.10%2.19%2.20%
VINIX
Vanguard Institutional Index Fund Institutional Shares
1.23%1.27%1.47%1.74%1.28%1.59%1.91%2.13%1.82%2.07%2.45%2.44%

Drawdowns

TLLIX vs. VINIX - Drawdown Comparison

The maximum TLLIX drawdown since its inception was -31.41%, smaller than the maximum VINIX drawdown of -55.19%. Use the drawdown chart below to compare losses from any high point for TLLIX and VINIX. For additional features, visit the drawdowns tool.


-8.00%-6.00%-4.00%-2.00%0.00%SeptemberOctoberNovemberDecember2025
-0.18%
-1.21%
TLLIX
VINIX

Volatility

TLLIX vs. VINIX - Volatility Comparison

The current volatility for TIAA-CREF Lifecycle Index 2050 Fund (TLLIX) is 3.33%, while Vanguard Institutional Index Fund Institutional Shares (VINIX) has a volatility of 4.55%. This indicates that TLLIX experiences smaller price fluctuations and is considered to be less risky than VINIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


2.00%3.00%4.00%5.00%6.00%SeptemberOctoberNovemberDecember2025
3.33%
4.55%
TLLIX
VINIX
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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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