TLYIX vs. TVIIX
Compare and contrast key facts about TIAA-CREF Lifecycle Index 2035 Fund (TLYIX) and TIAA-CREF Lifecycle Index 2060 Fund (TVIIX).
TLYIX is managed by TIAA Investments. It was launched on Sep 29, 2009. TVIIX is managed by TIAA Investments. It was launched on Sep 25, 2014.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: TLYIX or TVIIX.
Performance
TLYIX vs. TVIIX - Performance Comparison
Returns By Period
In the year-to-date period, TLYIX achieves a 11.96% return, which is significantly lower than TVIIX's 15.73% return. Over the past 10 years, TLYIX has underperformed TVIIX with an annualized return of 7.86%, while TVIIX has yielded a comparatively higher 9.57% annualized return.
TLYIX
11.96%
-1.50%
5.14%
18.98%
8.15%
7.86%
TVIIX
15.73%
-1.37%
6.03%
23.49%
10.52%
9.57%
Key characteristics
| TLYIX | TVIIX | |
|---|---|---|
| Sharpe Ratio | 1.98 | 1.95 |
| Sortino Ratio | 2.82 | 2.64 |
| Omega Ratio | 1.40 | 1.37 |
| Calmar Ratio | 2.30 | 3.13 |
| Martin Ratio | 13.46 | 13.40 |
| Ulcer Index | 1.41% | 1.74% |
| Daily Std Dev | 9.62% | 11.99% |
| Max Drawdown | -26.39% | -32.04% |
| Current Drawdown | -1.99% | -2.51% |
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TLYIX vs. TVIIX - Expense Ratio Comparison
Both TLYIX and TVIIX 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%.
Correlation
The correlation between TLYIX and TVIIX is 0.99, 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.
Risk-Adjusted Performance
TLYIX vs. TVIIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for TIAA-CREF Lifecycle Index 2035 Fund (TLYIX) 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.
Dividends
TLYIX vs. TVIIX - Dividend Comparison
TLYIX's dividend yield for the trailing twelve months is around 1.96%, more than TVIIX's 1.76% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TLYIX TIAA-CREF Lifecycle Index 2035 Fund | 1.96% | 2.19% | 2.11% | 1.88% | 1.68% | 2.15% | 2.41% | 1.91% | 2.07% | 2.16% | 2.17% | 1.87% |
TVIIX TIAA-CREF Lifecycle Index 2060 Fund | 1.76% | 2.04% | 1.94% | 1.89% | 1.57% | 2.63% | 2.39% | 1.91% | 2.12% | 2.22% | 2.13% | 0.00% |
Drawdowns
TLYIX vs. TVIIX - Drawdown Comparison
The maximum TLYIX drawdown since its inception was -26.39%, smaller than the maximum TVIIX drawdown of -32.04%. Use the drawdown chart below to compare losses from any high point for TLYIX and TVIIX. For additional features, visit the drawdowns tool.
Volatility
TLYIX vs. TVIIX - Volatility Comparison
The current volatility for TIAA-CREF Lifecycle Index 2035 Fund (TLYIX) is 2.36%, while TIAA-CREF Lifecycle Index 2060 Fund (TVIIX) has a volatility of 3.12%. This indicates that TLYIX 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.