TSAIX vs. FHLKX
Compare and contrast key facts about TIAA-CREF Lifestyle Aggressive Growth Fund (TSAIX) and Fidelity Health Savings Fund Class K (FHLKX).
TSAIX is managed by TIAA Investments. It was launched on Dec 8, 2011. FHLKX is managed by Fidelity. It was launched on Mar 2, 2020.
Performance
TSAIX vs. FHLKX - Performance Comparison
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TSAIX vs. FHLKX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|
TSAIX TIAA-CREF Lifestyle Aggressive Growth Fund | -5.91% | 20.04% | 15.46% | 22.72% | -19.57% | 17.10% | 31.83% |
FHLKX Fidelity Health Savings Fund Class K | -0.73% | 12.17% | 7.06% | 9.82% | -14.79% | 5.50% | 10.70% |
Returns By Period
In the year-to-date period, TSAIX achieves a -5.91% return, which is significantly lower than FHLKX's -0.73% return.
TSAIX
- 1D
- -0.38%
- 1M
- -9.58%
- YTD
- -5.91%
- 6M
- -3.06%
- 1Y
- 15.39%
- 3Y*
- 14.41%
- 5Y*
- 7.42%
- 10Y*
- 10.54%
FHLKX
- 1D
- 0.09%
- 1M
- -4.25%
- YTD
- -0.73%
- 6M
- 1.25%
- 1Y
- 10.18%
- 3Y*
- 7.91%
- 5Y*
- 3.52%
- 10Y*
- —
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TSAIX vs. FHLKX - Expense Ratio Comparison
TSAIX has a 0.04% expense ratio, which is lower than FHLKX's 0.37% expense ratio.
Return for Risk
TSAIX vs. FHLKX — Risk / Return Rank
TSAIX
FHLKX
TSAIX vs. FHLKX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for TIAA-CREF Lifestyle Aggressive Growth Fund (TSAIX) and Fidelity Health Savings Fund Class K (FHLKX). 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.
| TSAIX | FHLKX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.92 | 1.52 | -0.60 |
Sortino ratioReturn per unit of downside risk | 1.37 | 2.12 | -0.75 |
Omega ratioGain probability vs. loss probability | 1.20 | 1.32 | -0.12 |
Calmar ratioReturn relative to maximum drawdown | 1.08 | 1.96 | -0.88 |
Martin ratioReturn relative to average drawdown | 4.80 | 8.66 | -3.86 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| TSAIX | FHLKX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.92 | 1.52 | -0.60 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.46 | 0.53 | -0.07 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.60 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.65 | 0.62 | +0.04 |
Correlation
The correlation between TSAIX and FHLKX is 0.82, 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.
Dividends
TSAIX vs. FHLKX - Dividend Comparison
TSAIX's dividend yield for the trailing twelve months is around 7.84%, more than FHLKX's 3.09% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TSAIX TIAA-CREF Lifestyle Aggressive Growth Fund | 7.84% | 7.38% | 2.94% | 1.81% | 9.27% | 11.82% | 5.59% | 5.71% | 5.71% | 1.13% | 4.12% | 7.19% |
FHLKX Fidelity Health Savings Fund Class K | 3.09% | 3.05% | 3.01% | 2.88% | 3.85% | 2.84% | 1.73% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
TSAIX vs. FHLKX - Drawdown Comparison
The maximum TSAIX drawdown since its inception was -34.58%, which is greater than FHLKX's maximum drawdown of -19.09%. Use the drawdown chart below to compare losses from any high point for TSAIX and FHLKX.
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Drawdown Indicators
| TSAIX | FHLKX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -34.58% | -19.09% | -15.49% |
Max Drawdown (1Y)Largest decline over 1 year | -11.72% | -4.97% | -6.75% |
Max Drawdown (5Y)Largest decline over 5 years | -28.28% | -19.09% | -9.19% |
Max Drawdown (10Y)Largest decline over 10 years | -34.58% | — | — |
Current DrawdownCurrent decline from peak | -10.28% | -4.34% | -5.94% |
Average DrawdownAverage peak-to-trough decline | -4.96% | -4.94% | -0.02% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.77% | 1.13% | +1.64% |
Volatility
TSAIX vs. FHLKX - Volatility Comparison
TIAA-CREF Lifestyle Aggressive Growth Fund (TSAIX) has a higher volatility of 5.29% compared to Fidelity Health Savings Fund Class K (FHLKX) at 2.76%. This indicates that TSAIX's price experiences larger fluctuations and is considered to be riskier than FHLKX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| TSAIX | FHLKX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.29% | 2.76% | +2.53% |
Volatility (6M)Calculated over the trailing 6-month period | 9.81% | 4.38% | +5.43% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.09% | 6.76% | +10.33% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.15% | 6.65% | +9.50% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.59% | 7.26% | +10.33% |