Correlation
The correlation between TSITX and TISIX is -0.05. 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.
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.
Performance
TSITX vs. TISIX - Performance Comparison
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Key characteristics
TSITX:
1.67
TISIX:
2.98
TSITX:
2.28
TISIX:
5.56
TSITX:
1.30
TISIX:
1.74
TSITX:
1.28
TISIX:
7.44
TSITX:
7.47
TISIX:
19.39
TSITX:
0.92%
TISIX:
0.34%
TSITX:
4.30%
TISIX:
2.22%
TSITX:
-16.75%
TISIX:
-4.77%
TSITX:
0.00%
TISIX:
-0.20%
Returns By Period
In the year-to-date period, TSITX achieves a 2.66% return, which is significantly higher than TISIX's 2.17% return. Over the past 10 years, TSITX has outperformed TISIX with an annualized return of 2.65%, while TISIX has yielded a comparatively lower 2.35% annualized return.
TSITX
2.66%
1.11%
1.52%
6.84%
4.39%
2.43%
2.65%
TISIX
2.17%
-0.10%
2.35%
6.08%
4.16%
2.52%
2.35%
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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.
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Dividends
TSITX vs. TISIX - Dividend Comparison
TSITX's dividend yield for the trailing twelve months is around 3.82%, less than TISIX's 3.99% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TSITX TIAA-CREF Lifestyle Income Fund | 3.82% | 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 | 3.99% | 4.28% | 3.51% | 2.55% | 1.63% | 1.98% | 2.70% | 2.43% | 1.86% | 1.86% | 1.55% | 1.39% |
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 -4.77%. Use the drawdown chart below to compare losses from any high point for TSITX and TISIX.
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Volatility
TSITX vs. TISIX - Volatility Comparison
TIAA-CREF Lifestyle Income Fund (TSITX) has a higher volatility of 1.08% compared to TIAA-CREF Short Term Bond Fund (TISIX) at 0.47%. 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.
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