TLYIX vs. WELL

Last updated Apr 2, 2026

Compare and contrast key facts about TIAA-CREF Lifecycle Index 2035 Fund (TLYIX) and Welltower Inc. (WELL).

TLYIX is managed by TIAA Investments. It was launched on Sep 29, 2009.

Performance

TLYIX vs. WELL - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in TIAA-CREF Lifecycle Index 2035 Fund (TLYIX) and Welltower Inc. (WELL). The values are adjusted to include any dividend payments, if applicable.

TLYIX vs. WELL - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
TLYIX TIAA-CREF Lifecycle Index 2035 Fund	-1.23%	17.02%	11.83%	17.24%	-16.30%	13.19%	15.53%	23.03%	-5.76%	16.49%
WELL Welltower Inc.	7.52%	49.86%	43.07%	41.79%	-21.18%	36.98%	-17.19%	23.04%	15.31%	0.22%

Returns By Period

In the year-to-date period, TLYIX achieves a -1.23% return, which is significantly lower than WELL's 7.52% return. Over the past 10 years, TLYIX has underperformed WELL with an annualized return of 9.16%, while WELL has yielded a comparatively higher 15.35% annualized return.

TLYIX

• 1D: 1.95%
• 1M: -4.24%
• YTD: -1.23%
• 6M: 0.72%
• 1Y: 14.73%
• 3Y*: 12.62%
• 5Y*: 6.65%
• 10Y*: 9.16%

WELL

• 1D: 0.58%
• 1M: -5.38%
• YTD: 7.52%
• 6M: 11.69%
• 1Y: 31.15%
• 3Y*: 43.65%
• 5Y*: 25.28%
• 10Y*: 15.35%

*Multi-year figures are annualized to reflect compound growth (CAGR)

Return for Risk

TLYIX vs. WELL — Risk / Return Rank

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

TLYIX

TLYIX Risk / Return Rank: 73
TLYIX Sharpe Ratio Rank: 72
TLYIX Sortino Ratio Rank: 74
TLYIX Omega Ratio Rank: 72
TLYIX Calmar Ratio Rank: 70
TLYIX Martin Ratio Rank: 77

WELL

WELL Risk / Return Rank: 80
WELL Sharpe Ratio Rank: 83
WELL Sortino Ratio Rank: 77
WELL Omega Ratio Rank: 76
WELL Calmar Ratio Rank: 82
WELL Martin Ratio Rank: 80

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

TLYIX vs. WELL - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for TIAA-CREF Lifecycle Index 2035 Fund (TLYIX) and Welltower Inc. (WELL). 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.

	TLYIX	WELL	Difference
Sharpe ratio Return per unit of total volatility	1.34	1.47	-0.14
Sortino ratio Return per unit of downside risk	1.93	1.97	-0.04
Omega ratio Gain probability vs. loss probability	1.28	1.26	+0.02
Calmar ratio Return relative to maximum drawdown	1.72	2.53	-0.81
Martin ratio Return relative to average drawdown	7.79	6.23	+1.56
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

TLYIX vs. WELL - Sharpe Ratio Comparison

The current TLYIX Sharpe Ratio is 1.34, which is comparable to the WELL Sharpe Ratio of 1.47. The chart below compares the historical Sharpe Ratios of TLYIX and WELL, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Sharpe Ratios by Period

	TLYIX	WELL	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	1.34	1.47	-0.14
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.59	1.08	-0.50
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	0.74	0.48	+0.25
Sharpe Ratio (All Time) Calculated using the full available price history	0.71	0.56	+0.15

Correlation

The correlation between TLYIX and WELL is 0.41, 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.

Dividends

TLYIX vs. WELL - Dividend Comparison

TLYIX's dividend yield for the trailing twelve months is around 3.74%, more than WELL's 1.45% yield.

	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
TLYIX TIAA-CREF Lifecycle Index 2035 Fund	3.74%	3.70%	3.09%	2.19%	2.70%	2.89%	2.03%	2.26%	2.73%	0.15%	2.56%	0.27%
WELL Welltower Inc.	1.45%	1.52%	2.03%	2.71%	3.72%	2.84%	4.18%	4.26%	5.01%	5.46%	5.14%	4.85%

Drawdowns

TLYIX vs. WELL - Drawdown Comparison

The maximum TLYIX drawdown since its inception was -26.39%, smaller than the maximum WELL drawdown of -63.33%. Use the drawdown chart below to compare losses from any high point for TLYIX and WELL.

Drawdown Indicators

	TLYIX	WELL	Difference
Max Drawdown Largest peak-to-trough decline	-26.39%	-63.33%	+36.94%
Max Drawdown (1Y) Largest decline over 1 year	-8.20%	-12.61%	+4.41%
Max Drawdown (5Y) Largest decline over 5 years	-23.24%	-40.78%	+17.54%
Max Drawdown (10Y) Largest decline over 10 years	-26.39%	-63.33%	+36.94%
Current Drawdown Current decline from peak	-5.00%	-7.39%	+2.39%
Average Drawdown Average peak-to-trough decline	-3.83%	-10.37%	+6.54%
Ulcer Index Depth and duration of drawdowns from previous peaks	1.81%	5.13%	-3.32%

Volatility

TLYIX vs. WELL - Volatility Comparison

The current volatility for TIAA-CREF Lifecycle Index 2035 Fund (TLYIX) is 4.33%, while Welltower Inc. (WELL) has a volatility of 6.70%. This indicates that TLYIX experiences smaller price fluctuations and is considered to be less risky than WELL based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	TLYIX	WELL	Difference
Volatility (1M) Calculated over the trailing 1-month period	4.33%	6.70%	-2.37%
Volatility (6M) Calculated over the trailing 6-month period	6.70%	14.86%	-8.16%
Volatility (1Y) Calculated over the trailing 1-year period	11.42%	21.26%	-9.84%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	11.44%	23.50%	-12.06%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	12.45%	31.82%	-19.37%