TLZIX vs. TFITX

In the year-to-date period, TLZIX achieves a 4.10% return, which is significantly lower than TFITX's 4.44% return.

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

TLZIX has a 0.10% expense ratio, which is lower than TFITX's 0.11% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.

This table presents a comparison of risk-adjusted performance metrics for TIAA-CREF Lifecycle Index 2040 Fund (TLZIX) and TIAA-CREF Lifecycle Index 2065 Fund (TFITX). 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.

The current TLZIX Sharpe Ratio is 0.88, which is comparable to the TFITX Sharpe Ratio of 0.80. The chart below compares the historical Sharpe Ratios of TLZIX and TFITX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

TLZIX's dividend yield for the trailing twelve months is around 2.21%, more than TFITX's 2.02% yield.

The maximum TLZIX drawdown since its inception was -28.82%, which is greater than TFITX's maximum drawdown of -25.69%. Use the drawdown chart below to compare losses from any high point for TLZIX and TFITX. For additional features, visit the drawdowns tool.

The current volatility for TIAA-CREF Lifecycle Index 2040 Fund (TLZIX) is 3.71%, while TIAA-CREF Lifecycle Index 2065 Fund (TFITX) has a volatility of 4.43%. This indicates that TLZIX experiences smaller price fluctuations and is considered to be less risky than TFITX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.