TSGGX vs. TIBIX
Compare and contrast key facts about TIAA-CREF Lifestyle Growth Fund (TSGGX) and Thornburg Investment Income Builder Fund Class I (TIBIX).
TSGGX is managed by TIAA Investments. It was launched on Dec 8, 2011. TIBIX is an actively managed fund by Thornburg. It was launched on Dec 24, 2002.
Performance
TSGGX vs. TIBIX - Performance Comparison
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TSGGX vs. TIBIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
TSGGX TIAA-CREF Lifestyle Growth Fund | -2.44% | 17.42% | 12.98% | 19.45% | -18.19% | 13.49% | 17.44% | 23.66% | -9.29% | 18.11% |
TIBIX Thornburg Investment Income Builder Fund Class I | 9.82% | 37.01% | 13.48% | 18.28% | -7.69% | 20.36% | -0.40% | 18.01% | -4.31% | 15.23% |
Returns By Period
In the year-to-date period, TSGGX achieves a -2.44% return, which is significantly lower than TIBIX's 9.82% return. Over the past 10 years, TSGGX has underperformed TIBIX with an annualized return of 9.13%, while TIBIX has yielded a comparatively higher 12.18% annualized return.
TSGGX
- 1D
- 2.45%
- 1M
- -5.35%
- YTD
- -2.44%
- 6M
- -0.21%
- 1Y
- 15.56%
- 3Y*
- 13.37%
- 5Y*
- 6.45%
- 10Y*
- 9.13%
TIBIX
- 1D
- 1.69%
- 1M
- -2.43%
- YTD
- 9.82%
- 6M
- 16.92%
- 1Y
- 38.14%
- 3Y*
- 24.21%
- 5Y*
- 15.48%
- 10Y*
- 12.18%
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TSGGX vs. TIBIX - Expense Ratio Comparison
TSGGX has a 0.08% expense ratio, which is lower than TIBIX's 0.93% expense ratio.
Return for Risk
TSGGX vs. TIBIX — Risk / Return Rank
TSGGX
TIBIX
TSGGX vs. TIBIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for TIAA-CREF Lifestyle Growth Fund (TSGGX) and Thornburg Investment Income Builder Fund Class I (TIBIX). 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.
| TSGGX | TIBIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.16 | 3.57 | -2.41 |
Sortino ratioReturn per unit of downside risk | 1.68 | 4.54 | -2.86 |
Omega ratioGain probability vs. loss probability | 1.25 | 1.79 | -0.54 |
Calmar ratioReturn relative to maximum drawdown | 1.52 | 4.43 | -2.91 |
Martin ratioReturn relative to average drawdown | 6.47 | 21.79 | -15.32 |
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
| TSGGX | TIBIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.16 | 3.57 | -2.41 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.49 | 1.40 | -0.91 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.65 | 0.91 | -0.26 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.71 | 0.75 | -0.04 |
Correlation
The correlation between TSGGX and TIBIX is 0.81, 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
TSGGX vs. TIBIX - Dividend Comparison
TSGGX's dividend yield for the trailing twelve months is around 7.31%, more than TIBIX's 5.40% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TSGGX TIAA-CREF Lifestyle Growth Fund | 7.31% | 7.14% | 2.83% | 2.34% | 8.15% | 11.10% | 6.38% | 4.81% | 5.33% | 0.63% | 3.82% | 5.13% |
TIBIX Thornburg Investment Income Builder Fund Class I | 5.40% | 5.83% | 5.67% | 4.89% | 5.89% | 5.33% | 4.31% | 4.46% | 4.77% | 4.52% | 4.14% | 4.66% |
Drawdowns
TSGGX vs. TIBIX - Drawdown Comparison
The maximum TSGGX drawdown since its inception was -29.75%, smaller than the maximum TIBIX drawdown of -48.88%. Use the drawdown chart below to compare losses from any high point for TSGGX and TIBIX.
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Drawdown Indicators
| TSGGX | TIBIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -29.75% | -48.88% | +19.13% |
Max Drawdown (1Y)Largest decline over 1 year | -9.62% | -8.58% | -1.04% |
Max Drawdown (5Y)Largest decline over 5 years | -25.86% | -20.79% | -5.07% |
Max Drawdown (10Y)Largest decline over 10 years | -29.75% | -34.85% | +5.10% |
Current DrawdownCurrent decline from peak | -6.36% | -3.47% | -2.89% |
Average DrawdownAverage peak-to-trough decline | -4.20% | -6.00% | +1.80% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.26% | 1.75% | +0.51% |
Volatility
TSGGX vs. TIBIX - Volatility Comparison
TIAA-CREF Lifestyle Growth Fund (TSGGX) has a higher volatility of 5.26% compared to Thornburg Investment Income Builder Fund Class I (TIBIX) at 3.68%. This indicates that TSGGX's price experiences larger fluctuations and is considered to be riskier than TIBIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| TSGGX | TIBIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.26% | 3.68% | +1.58% |
Volatility (6M)Calculated over the trailing 6-month period | 8.33% | 6.57% | +1.76% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.86% | 10.83% | +3.03% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.18% | 11.11% | +2.07% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 14.16% | 13.48% | +0.68% |