TLYIX vs. VFORX
Compare and contrast key facts about TIAA-CREF Lifecycle Index 2035 Fund (TLYIX) and Vanguard Target Retirement 2040 Fund (VFORX).
TLYIX is managed by TIAA Investments. It was launched on Sep 29, 2009. VFORX is managed by Vanguard. It was launched on Jun 7, 2006.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: TLYIX or VFORX.
Correlation
The correlation between TLYIX and VFORX 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.
Performance
TLYIX vs. VFORX - Performance Comparison
Key characteristics
TLYIX:
1.53
VFORX:
1.59
TLYIX:
2.14
VFORX:
2.20
TLYIX:
1.28
VFORX:
1.29
TLYIX:
2.70
VFORX:
0.83
TLYIX:
8.00
VFORX:
8.88
TLYIX:
1.68%
VFORX:
1.69%
TLYIX:
8.76%
VFORX:
9.45%
TLYIX:
-26.39%
VFORX:
-51.63%
TLYIX:
-0.99%
VFORX:
-4.91%
Returns By Period
The year-to-date returns for both investments are quite close, with TLYIX having a 2.99% return and VFORX slightly higher at 3.01%. Over the past 10 years, TLYIX has outperformed VFORX with an annualized return of 7.79%, while VFORX has yielded a comparatively lower 6.38% annualized return.
TLYIX
2.99%
2.99%
5.68%
14.42%
7.66%
7.79%
VFORX
3.01%
3.01%
6.73%
16.11%
4.95%
6.38%
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TLYIX vs. VFORX - Expense Ratio Comparison
TLYIX has a 0.10% expense ratio, which is higher than VFORX'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
TLYIX vs. VFORX — Risk-Adjusted Performance Rank
TLYIX
VFORX
TLYIX vs. VFORX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for TIAA-CREF Lifecycle Index 2035 Fund (TLYIX) and Vanguard Target Retirement 2040 Fund (VFORX). 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. VFORX - Dividend Comparison
TLYIX's dividend yield for the trailing twelve months is around 2.39%, which matches VFORX's 2.37% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
VFORX Vanguard Target Retirement 2040 Fund | 2.37% | 2.44% | 2.38% | 2.10% | 2.39% | 1.62% | 2.28% | 2.41% | 1.91% | 1.98% | 2.16% | 1.93% |
Drawdowns
TLYIX vs. VFORX - Drawdown Comparison
The maximum TLYIX drawdown since its inception was -26.39%, smaller than the maximum VFORX drawdown of -51.63%. Use the drawdown chart below to compare losses from any high point for TLYIX and VFORX. For additional features, visit the drawdowns tool.
Volatility
TLYIX vs. VFORX - Volatility Comparison
The current volatility for TIAA-CREF Lifecycle Index 2035 Fund (TLYIX) is 2.64%, while Vanguard Target Retirement 2040 Fund (VFORX) has a volatility of 2.93%. This indicates that TLYIX experiences smaller price fluctuations and is considered to be less risky than VFORX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.