TSBIX vs. TVIIX
Compare and contrast key facts about TIAA-CREF Core Impact Bond Fund Institutional Class (TSBIX) and TIAA-CREF Lifecycle Index 2060 Fund (TVIIX).
TSBIX is managed by TIAA Investments. TVIIX is managed by TIAA Investments. It was launched on Sep 25, 2014.
Performance
TSBIX vs. TVIIX - Performance Comparison
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TSBIX vs. TVIIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
TSBIX TIAA-CREF Core Impact Bond Fund Institutional Class | -0.40% | 8.69% | 3.32% | 6.05% | -14.43% | -1.03% | 7.43% | 8.94% | 0.08% | 4.52% |
TVIIX TIAA-CREF Lifecycle Index 2060 Fund | -4.41% | 21.10% | 15.59% | 20.90% | -17.60% | 17.62% | 17.39% | 26.52% | -7.17% | 19.58% |
Returns By Period
In the year-to-date period, TSBIX achieves a -0.40% return, which is significantly higher than TVIIX's -4.41% return. Over the past 10 years, TSBIX has underperformed TVIIX with an annualized return of 2.14%, while TVIIX has yielded a comparatively higher 10.88% annualized return.
TSBIX
- 1D
- 0.45%
- 1M
- -2.38%
- YTD
- -0.40%
- 6M
- 1.06%
- 1Y
- 4.65%
- 3Y*
- 4.72%
- 5Y*
- 0.69%
- 10Y*
- 2.14%
TVIIX
- 1D
- -0.31%
- 1M
- -8.49%
- YTD
- -4.41%
- 6M
- -1.59%
- 1Y
- 16.41%
- 3Y*
- 14.81%
- 5Y*
- 8.39%
- 10Y*
- 10.88%
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TSBIX vs. TVIIX - Expense Ratio Comparison
TSBIX has a 0.35% expense ratio, which is higher than TVIIX's 0.10% expense ratio.
Return for Risk
TSBIX vs. TVIIX — Risk / Return Rank
TSBIX
TVIIX
TSBIX vs. TVIIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for TIAA-CREF Core Impact Bond Fund Institutional Class (TSBIX) and TIAA-CREF Lifecycle Index 2060 Fund (TVIIX). 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.
| TSBIX | TVIIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.23 | 1.07 | +0.17 |
Sortino ratioReturn per unit of downside risk | 1.77 | 1.57 | +0.20 |
Omega ratioGain probability vs. loss probability | 1.22 | 1.23 | -0.01 |
Calmar ratioReturn relative to maximum drawdown | 2.00 | 1.26 | +0.74 |
Martin ratioReturn relative to average drawdown | 5.98 | 5.94 | +0.04 |
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
| TSBIX | TVIIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.23 | 1.07 | +0.17 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.12 | 0.57 | -0.45 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.45 | 0.69 | -0.24 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.55 | 0.60 | -0.05 |
Correlation
The correlation between TSBIX and TVIIX is -0.04. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
Dividends
TSBIX vs. TVIIX - Dividend Comparison
TSBIX's dividend yield for the trailing twelve months is around 4.35%, more than TVIIX's 2.73% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TSBIX TIAA-CREF Core Impact Bond Fund Institutional Class | 4.35% | 5.38% | 5.10% | 3.77% | 2.31% | 1.69% | 4.56% | 3.68% | 2.63% | 2.45% | 3.19% | 2.89% |
TVIIX TIAA-CREF Lifecycle Index 2060 Fund | 2.73% | 2.61% | 2.16% | 2.13% | 2.22% | 1.92% | 1.63% | 2.18% | 2.80% | 0.12% | 2.69% | 0.40% |
Drawdowns
TSBIX vs. TVIIX - Drawdown Comparison
The maximum TSBIX drawdown since its inception was -19.21%, smaller than the maximum TVIIX drawdown of -32.04%. Use the drawdown chart below to compare losses from any high point for TSBIX and TVIIX.
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Drawdown Indicators
| TSBIX | TVIIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -19.21% | -32.04% | +12.83% |
Max Drawdown (1Y)Largest decline over 1 year | -2.82% | -10.98% | +8.16% |
Max Drawdown (5Y)Largest decline over 5 years | -19.21% | -25.56% | +6.35% |
Max Drawdown (10Y)Largest decline over 10 years | -19.21% | -32.04% | +12.83% |
Current DrawdownCurrent decline from peak | -2.38% | -9.05% | +6.67% |
Average DrawdownAverage peak-to-trough decline | -3.58% | -4.64% | +1.06% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.94% | 2.45% | -1.51% |
Volatility
TSBIX vs. TVIIX - Volatility Comparison
The current volatility for TIAA-CREF Core Impact Bond Fund Institutional Class (TSBIX) is 1.51%, while TIAA-CREF Lifecycle Index 2060 Fund (TVIIX) has a volatility of 4.78%. This indicates that TSBIX experiences smaller price fluctuations and is considered to be less risky than TVIIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| TSBIX | TVIIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.51% | 4.78% | -3.27% |
Volatility (6M)Calculated over the trailing 6-month period | 2.51% | 8.76% | -6.25% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.32% | 15.54% | -11.22% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 5.80% | 14.73% | -8.93% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 4.83% | 15.88% | -11.05% |