TLRIX vs. FSRAX
Compare and contrast key facts about TIAA-CREF Lifecycle Retirement Income Fund (TLRIX) and Fidelity Advisor Strategic Real Return Fund Class A (FSRAX).
TLRIX is managed by TIAA Investments. It was launched on Nov 29, 2007. FSRAX is managed by Fidelity. It was launched on Sep 7, 2005.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: TLRIX or FSRAX.
Correlation
The correlation between TLRIX and FSRAX is 0.64, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
TLRIX vs. FSRAX - Performance Comparison
Key characteristics
TLRIX:
1.69
FSRAX:
2.04
TLRIX:
2.44
FSRAX:
2.92
TLRIX:
1.32
FSRAX:
1.38
TLRIX:
0.88
FSRAX:
1.59
TLRIX:
7.87
FSRAX:
10.63
TLRIX:
1.14%
FSRAX:
0.92%
TLRIX:
5.29%
FSRAX:
4.80%
TLRIX:
-26.70%
FSRAX:
-37.96%
TLRIX:
-1.92%
FSRAX:
-0.35%
Returns By Period
In the year-to-date period, TLRIX achieves a 2.22% return, which is significantly lower than FSRAX's 2.75% return. Both investments have delivered pretty close results over the past 10 years, with TLRIX having a 3.01% annualized return and FSRAX not far ahead at 3.06%.
TLRIX
2.22%
0.61%
1.60%
8.25%
2.23%
3.01%
FSRAX
2.75%
1.06%
2.87%
9.41%
5.45%
3.06%
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TLRIX vs. FSRAX - Expense Ratio Comparison
TLRIX has a 0.26% expense ratio, which is lower than FSRAX's 0.95% expense ratio.
Risk-Adjusted Performance
TLRIX vs. FSRAX — Risk-Adjusted Performance Rank
TLRIX
FSRAX
TLRIX vs. FSRAX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for TIAA-CREF Lifecycle Retirement Income Fund (TLRIX) and Fidelity Advisor Strategic Real Return Fund Class A (FSRAX). 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
TLRIX vs. FSRAX - Dividend Comparison
TLRIX's dividend yield for the trailing twelve months is around 3.19%, less than FSRAX's 4.44% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TLRIX TIAA-CREF Lifecycle Retirement Income Fund | 3.19% | 3.26% | 3.32% | 2.93% | 3.18% | 2.59% | 2.43% | 3.06% | 2.86% | 2.26% | 2.38% | 2.94% |
FSRAX Fidelity Advisor Strategic Real Return Fund Class A | 4.44% | 4.56% | 5.04% | 7.08% | 5.16% | 2.02% | 2.83% | 3.68% | 2.18% | 1.89% | 1.32% | 1.88% |
Drawdowns
TLRIX vs. FSRAX - Drawdown Comparison
The maximum TLRIX drawdown since its inception was -26.70%, smaller than the maximum FSRAX drawdown of -37.96%. Use the drawdown chart below to compare losses from any high point for TLRIX and FSRAX. For additional features, visit the drawdowns tool.
Volatility
TLRIX vs. FSRAX - Volatility Comparison
TIAA-CREF Lifecycle Retirement Income Fund (TLRIX) has a higher volatility of 1.33% compared to Fidelity Advisor Strategic Real Return Fund Class A (FSRAX) at 1.24%. This indicates that TLRIX's price experiences larger fluctuations and is considered to be riskier than FSRAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.