Correlation
The correlation between TRILX and VIIIX is 0.88, 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.
TRILX vs. VIIIX
Compare and contrast key facts about TIAA-CREF Lifecycle Index Retirement Income Fund (TRILX) and Vanguard Institutional Index Fund Institutional Plus Shares (VIIIX).
TRILX is managed by TIAA Investments. It was launched on Sep 29, 2009. VIIIX is managed by Vanguard. It was launched on Jul 7, 1997.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: TRILX or VIIIX.
Performance
TRILX vs. VIIIX - Performance Comparison
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Key characteristics
TRILX:
0.88
VIIIX:
0.73
TRILX:
1.14
VIIIX:
1.04
TRILX:
1.16
VIIIX:
1.15
TRILX:
0.79
VIIIX:
0.69
TRILX:
2.53
VIIIX:
2.62
TRILX:
2.50%
VIIIX:
4.92%
TRILX:
7.86%
VIIIX:
19.77%
TRILX:
-20.11%
VIIIX:
-55.18%
TRILX:
-0.96%
VIIIX:
-3.42%
Returns By Period
In the year-to-date period, TRILX achieves a 3.87% return, which is significantly higher than VIIIX's 1.05% return. Over the past 10 years, TRILX has underperformed VIIIX with an annualized return of 4.57%, while VIIIX has yielded a comparatively higher 12.83% annualized return.
TRILX
3.87%
2.04%
-0.26%
6.33%
5.05%
4.34%
4.57%
VIIIX
1.05%
5.63%
-1.37%
13.48%
14.38%
15.92%
12.83%
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TRILX vs. VIIIX - Expense Ratio Comparison
TRILX has a 0.10% expense ratio, which is higher than VIIIX's 0.02% 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
TRILX vs. VIIIX — Risk-Adjusted Performance Rank
TRILX
VIIIX
TRILX vs. VIIIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for TIAA-CREF Lifecycle Index Retirement Income Fund (TRILX) and Vanguard Institutional Index Fund Institutional Plus Shares (VIIIX). 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.
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Dividends
TRILX vs. VIIIX - Dividend Comparison
TRILX's dividend yield for the trailing twelve months is around 5.17%, more than VIIIX's 2.55% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TRILX TIAA-CREF Lifecycle Index Retirement Income Fund | 5.17% | 5.25% | 2.61% | 3.51% | 4.07% | 2.15% | 2.40% | 2.96% | 2.15% | 2.12% | 2.08% | 2.39% |
VIIIX Vanguard Institutional Index Fund Institutional Plus Shares | 2.55% | 2.59% | 2.98% | 3.39% | 4.79% | 3.07% | 2.86% | 2.45% | 1.84% | 2.38% | 2.47% | 1.90% |
Drawdowns
TRILX vs. VIIIX - Drawdown Comparison
The maximum TRILX drawdown since its inception was -20.11%, smaller than the maximum VIIIX drawdown of -55.18%. Use the drawdown chart below to compare losses from any high point for TRILX and VIIIX.
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Volatility
TRILX vs. VIIIX - Volatility Comparison
The current volatility for TIAA-CREF Lifecycle Index Retirement Income Fund (TRILX) is 1.72%, while Vanguard Institutional Index Fund Institutional Plus Shares (VIIIX) has a volatility of 4.78%. This indicates that TRILX experiences smaller price fluctuations and is considered to be less risky than VIIIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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