TSITX vs. TISIX
Compare and contrast key facts about TIAA-CREF Lifestyle Income Fund (TSITX) and TIAA-CREF Short Term Bond Fund (TISIX).
TSITX is managed by TIAA Investments. It was launched on Dec 8, 2011. TISIX is managed by TIAA Investments. It was launched on Mar 31, 2006.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: TSITX or TISIX.
Correlation
The correlation between TSITX and TISIX is 0.34, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
TSITX vs. TISIX - Performance Comparison
Key characteristics
TSITX:
1.42
TISIX:
3.19
TSITX:
2.04
TISIX:
5.84
TSITX:
1.27
TISIX:
1.80
TSITX:
0.88
TISIX:
7.66
TSITX:
6.91
TISIX:
21.09
TSITX:
0.88%
TISIX:
0.32%
TSITX:
4.30%
TISIX:
2.12%
TSITX:
-16.75%
TISIX:
-5.01%
TSITX:
-2.06%
TISIX:
-0.39%
Returns By Period
In the year-to-date period, TSITX achieves a -0.06% return, which is significantly lower than TISIX's 1.60% return. Both investments have delivered pretty close results over the past 10 years, with TSITX having a 2.35% annualized return and TISIX not far behind at 2.25%.
TSITX
-0.06%
-1.61%
-0.99%
6.20%
2.50%
2.35%
TISIX
1.60%
0.27%
2.21%
6.66%
2.56%
2.25%
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TSITX vs. TISIX - Expense Ratio Comparison
TSITX has a 0.10% expense ratio, which is lower than TISIX's 0.26% 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%.
Risk-Adjusted Performance
TSITX vs. TISIX — Risk-Adjusted Performance Rank
TSITX
TISIX
TSITX vs. TISIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for TIAA-CREF Lifestyle Income Fund (TSITX) and TIAA-CREF Short Term Bond Fund (TISIX). 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.
Dividends
TSITX vs. TISIX - Dividend Comparison
TSITX's dividend yield for the trailing twelve months is around 3.92%, less than TISIX's 4.32% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TSITX TIAA-CREF Lifestyle Income Fund | 3.92% | 3.83% | 3.29% | 4.23% | 4.97% | 3.75% | 2.47% | 3.68% | 2.95% | 3.02% | 3.34% | 2.96% |
TISIX TIAA-CREF Short Term Bond Fund | 4.32% | 4.27% | 3.51% | 2.41% | 1.51% | 1.91% | 2.70% | 2.43% | 1.80% | 1.84% | 1.55% | 1.31% |
Drawdowns
TSITX vs. TISIX - Drawdown Comparison
The maximum TSITX drawdown since its inception was -16.75%, which is greater than TISIX's maximum drawdown of -5.01%. Use the drawdown chart below to compare losses from any high point for TSITX and TISIX. For additional features, visit the drawdowns tool.
Volatility
TSITX vs. TISIX - Volatility Comparison
TIAA-CREF Lifestyle Income Fund (TSITX) has a higher volatility of 2.27% compared to TIAA-CREF Short Term Bond Fund (TISIX) at 0.79%. This indicates that TSITX's price experiences larger fluctuations and is considered to be riskier than TISIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.