TLZIX vs. VFORX

The year-to-date returns for both stocks are quite close, with TLZIX having a 4.10% return and VFORX slightly lower at 3.98%. Over the past 10 years, TLZIX has outperformed VFORX with an annualized return of 8.05%, while VFORX has yielded a comparatively lower 5.84% annualized return.

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TLZIX 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%.

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

The current TLZIX Sharpe Ratio is 0.88, which is comparable to the VFORX Sharpe Ratio of 0.84. The chart below compares the historical Sharpe Ratios of TLZIX and VFORX, 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%, less than VFORX's 2.55% yield.

The maximum TLZIX drawdown since its inception was -28.82%, smaller than the maximum VFORX drawdown of -51.63%. Use the drawdown chart below to compare losses from any high point for TLZIX and VFORX. For additional features, visit the drawdowns tool.

TIAA-CREF Lifecycle Index 2040 Fund (TLZIX) has a higher volatility of 3.71% compared to Vanguard Target Retirement 2040 Fund (VFORX) at 3.41%. This indicates that TLZIX's price experiences larger fluctuations and is considered to be riskier than VFORX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.