TSGGX vs. TVIIX
Compare and contrast key facts about TIAA-CREF Lifestyle Growth Fund (TSGGX) and TIAA-CREF Lifecycle Index 2060 Fund (TVIIX).
TSGGX is managed by TIAA Investments. It was launched on Dec 8, 2011. TVIIX is managed by TIAA Investments. It was launched on Sep 25, 2014.
Performance
TSGGX vs. TVIIX - Performance Comparison
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TSGGX vs. TVIIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
TSGGX TIAA-CREF Lifestyle Growth Fund | -4.77% | 17.42% | 12.98% | 19.45% | -18.19% | 13.49% | 17.44% | 23.66% | -9.29% | 18.11% |
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, TSGGX achieves a -4.77% return, which is significantly lower than TVIIX's -4.41% return. Over the past 10 years, TSGGX has underperformed TVIIX with an annualized return of 8.87%, while TVIIX has yielded a comparatively higher 10.88% annualized return.
TSGGX
- 1D
- -0.22%
- 1M
- -8.08%
- YTD
- -4.77%
- 6M
- -2.25%
- 1Y
- 13.13%
- 3Y*
- 12.46%
- 5Y*
- 6.17%
- 10Y*
- 8.87%
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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TSGGX vs. TVIIX - Expense Ratio Comparison
TSGGX has a 0.08% expense ratio, which is lower than TVIIX's 0.10% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Return for Risk
TSGGX vs. TVIIX — Risk / Return Rank
TSGGX
TVIIX
TSGGX vs. TVIIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for TIAA-CREF Lifestyle Growth Fund (TSGGX) 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.
| TSGGX | TVIIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.98 | 1.07 | -0.09 |
Sortino ratioReturn per unit of downside risk | 1.43 | 1.57 | -0.13 |
Omega ratioGain probability vs. loss probability | 1.21 | 1.23 | -0.02 |
Calmar ratioReturn relative to maximum drawdown | 1.17 | 1.26 | -0.09 |
Martin ratioReturn relative to average drawdown | 5.11 | 5.94 | -0.83 |
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 | TVIIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.98 | 1.07 | -0.09 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.47 | 0.57 | -0.10 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.63 | 0.69 | -0.06 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.69 | 0.60 | +0.09 |
Correlation
The correlation between TSGGX and TVIIX is 0.99, 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. TVIIX - Dividend Comparison
TSGGX's dividend yield for the trailing twelve months is around 7.49%, more than TVIIX's 2.73% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TSGGX TIAA-CREF Lifestyle Growth Fund | 7.49% | 7.14% | 2.83% | 2.34% | 8.15% | 11.10% | 6.38% | 4.81% | 5.33% | 0.63% | 3.82% | 5.13% |
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
TSGGX vs. TVIIX - Drawdown Comparison
The maximum TSGGX drawdown since its inception was -29.75%, smaller than the maximum TVIIX drawdown of -32.04%. Use the drawdown chart below to compare losses from any high point for TSGGX and TVIIX.
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Drawdown Indicators
| TSGGX | TVIIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -29.75% | -32.04% | +2.29% |
Max Drawdown (1Y)Largest decline over 1 year | -9.62% | -10.98% | +1.36% |
Max Drawdown (5Y)Largest decline over 5 years | -25.86% | -25.56% | -0.30% |
Max Drawdown (10Y)Largest decline over 10 years | -29.75% | -32.04% | +2.29% |
Current DrawdownCurrent decline from peak | -8.60% | -9.05% | +0.45% |
Average DrawdownAverage peak-to-trough decline | -4.20% | -4.64% | +0.44% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.28% | 2.45% | -0.17% |
Volatility
TSGGX vs. TVIIX - Volatility Comparison
The current volatility for TIAA-CREF Lifestyle Growth Fund (TSGGX) is 4.45%, while TIAA-CREF Lifecycle Index 2060 Fund (TVIIX) has a volatility of 4.78%. This indicates that TSGGX 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
| TSGGX | TVIIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.45% | 4.78% | -0.33% |
Volatility (6M)Calculated over the trailing 6-month period | 7.98% | 8.76% | -0.78% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.68% | 15.54% | -1.86% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.14% | 14.73% | -1.59% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 14.14% | 15.88% | -1.74% |