TLZIX vs. TLYIX

The year-to-date returns for both stocks are quite close, with TLZIX having a 2.94% return and TLYIX slightly lower at 2.88%. Over the past 10 years, TLZIX has outperformed TLYIX with an annualized return of 8.22%, while TLYIX has yielded a comparatively lower 7.46% annualized return.

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Both TLZIX and TLYIX 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%.

This table presents a comparison of risk-adjusted performance metrics for TIAA-CREF Lifecycle Index 2040 Fund (TLZIX) and TIAA-CREF Lifecycle Index 2035 Fund (TLYIX). 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 1.30, which is comparable to the TLYIX Sharpe Ratio of 1.31. The chart below compares the historical Sharpe Ratios of TLZIX and TLYIX, 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 2.24%, less than TLYIX's 2.39% yield.

The maximum TLZIX drawdown since its inception was -28.82%, which is greater than TLYIX's maximum drawdown of -26.39%. Use the drawdown chart below to compare losses from any high point for TLZIX and TLYIX. For additional features, visit the drawdowns tool.

TIAA-CREF Lifecycle Index 2040 Fund (TLZIX) has a higher volatility of 2.77% compared to TIAA-CREF Lifecycle Index 2035 Fund (TLYIX) at 2.39%. This indicates that TLZIX's price experiences larger fluctuations and is considered to be riskier than TLYIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.