TLXNX vs. VLXVX
Compare and contrast key facts about TIAA-CREF Lifecycle 2060 Fund (TLXNX) and Vanguard Target Retirement 2065 Fund (VLXVX).
TLXNX is managed by TIAA Investments. It was launched on Sep 25, 2014. VLXVX is managed by Vanguard. It was launched on Jul 12, 2017.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: TLXNX or VLXVX.
Key characteristics
| TLXNX | VLXVX | |
|---|---|---|
| YTD Return | 13.42% | 13.03% |
| 1Y Return | 21.73% | 21.77% |
| 3Y Return (Ann) | 4.73% | 5.01% |
| 5Y Return (Ann) | 10.70% | 10.31% |
| Sharpe Ratio | 1.71 | 1.89 |
| Daily Std Dev | 12.61% | 11.40% |
| Max Drawdown | -32.99% | -31.42% |
| Current Drawdown | -1.16% | -0.59% |
Correlation
The correlation between TLXNX and VLXVX is 0.98, 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.
Performance
TLXNX vs. VLXVX - Performance Comparison
The year-to-date returns for both stocks are quite close, with TLXNX having a 13.42% return and VLXVX slightly lower at 13.03%. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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TLXNX vs. VLXVX - Expense Ratio Comparison
TLXNX has a 0.22% expense ratio, which is higher than VLXVX's 0.08% 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%.
Risk-Adjusted Performance
TLXNX vs. VLXVX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for TIAA-CREF Lifecycle 2060 Fund (TLXNX) and Vanguard Target Retirement 2065 Fund (VLXVX). 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
TLXNX vs. VLXVX - Dividend Comparison
TLXNX's dividend yield for the trailing twelve months is around 1.49%, less than VLXVX's 1.82% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
TLXNX TIAA-CREF Lifecycle 2060 Fund | 1.49% | 1.69% | 7.19% | 7.94% | 4.59% | 5.03% | 4.71% | 2.96% | 3.40% | 6.23% | 2.63% |
VLXVX Vanguard Target Retirement 2065 Fund | 1.82% | 2.06% | 2.00% | 1.93% | 1.60% | 1.90% | 1.85% | 0.78% | 0.00% | 0.00% | 0.00% |
Drawdowns
TLXNX vs. VLXVX - Drawdown Comparison
The maximum TLXNX drawdown since its inception was -32.99%, roughly equal to the maximum VLXVX drawdown of -31.42%. Use the drawdown chart below to compare losses from any high point for TLXNX and VLXVX. For additional features, visit the drawdowns tool.
Volatility
TLXNX vs. VLXVX - Volatility Comparison
TIAA-CREF Lifecycle 2060 Fund (TLXNX) has a higher volatility of 3.83% compared to Vanguard Target Retirement 2065 Fund (VLXVX) at 3.51%. This indicates that TLXNX's price experiences larger fluctuations and is considered to be riskier than VLXVX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.