TSITX vs. WELL
TSITX (TIAA-CREF Lifestyle Income Fund) is Diversified Portfolio fund managed by TIAA, while WELL (Welltower Inc.) is a stock. Over the past 10 years, TSITX returned 4.03%/yr vs 15.79%/yr for WELL. Their 0.35 correlation means their historical movements had little consistent relationship.
Performance
TSITX vs. WELL - Performance Comparison
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Returns By Period
In the year-to-date period, TSITX achieves a 1.36% return, which is significantly lower than WELL's 27.19% return. Over the past 10 years, TSITX has underperformed WELL with an annualized return of 4.03%, while WELL has yielded a comparatively higher 15.79% annualized return.
TSITX
- 1D
- 0.53%
- 1M
- -0.44%
- 6M
- 0.56%
- YTD
- 1.36%
- 1Y
- 5.42%
- 3Y*
- 6.76%
- 5Y*
- 2.79%
- 10Y*
- 4.03%
- ALL TIME*
- 4.19%
WELL
- 1D
- -0.51%
- 1M
- -0.69%
- 6M
- 25.33%
- YTD
- 27.19%
- 1Y
- 43.19%
- 3Y*
- 43.40%
- 5Y*
- 25.01%
- 10Y*
- 15.79%
- ALL TIME*
- 17.00%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
WELL Welltower Inc. | $732.91M | $699.76M | $765.75M |
TSITX vs. WELL - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
TSITX TIAA-CREF Lifestyle Income Fund | 1.36% | 9.19% | 6.23% | 9.24% | -10.72% | 3.04% | 8.79% | 10.93% | -2.04% | 6.36% |
WELL Welltower Inc. | 27.19% | 49.86% | 43.07% | 41.79% | -21.18% | 36.98% | -17.19% | 23.04% | 15.31% | 0.22% |
Correlation
The correlation between TSITX and WELL is 0.03, meaning there was essentially no consistent relationship between their historical price movements. Each responded to its own set of market drivers.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.03 |
Correlation (3Y) Balances recent behavior with more history. | 0.25 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.32 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.33 |
Correlation (All Time) Calculated using the full available price history since Dec 9, 2011 | 0.35 |
Over the past year, the correlation between TSITX and WELL has dropped to 0.03 - well below their long-term average of 0.35, suggesting their price drivers have been diverging.
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Return for Risk
TSITX vs. WELL — Risk / Return Rank
TSITX
WELL
TSITX vs. WELL - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for TIAA-CREF Lifestyle Income Fund (TSITX) and Welltower Inc. (WELL). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| TSITX | WELL | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.65 | ||
| Sortino ratioReturn per unit of downside risk | -0.72 | ||
| Omega ratioGain probability vs. loss probability | 1.26 | 1.33 | -0.07 |
| Calmar ratioReturn relative to maximum drawdown | 1.36 | 3.52 | -2.16 |
| Martin ratioReturn relative to average drawdown | 6.03 | 8.52 | -2.48 |
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Drawdowns
TSITX vs. WELL - Drawdown Comparison
The maximum TSITX drawdown since its inception was -14.75%, smaller than the maximum WELL drawdown of -63.33%. Use the drawdown chart below to compare losses from any high point for TSITX and WELL.
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Drawdown Indicators
| TSITX | WELL | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -14.75% | -63.33% | +48.58% |
Max Drawdown (1Y)Largest decline over 1 year | -4.08% | -12.61% | +8.53% |
Max Drawdown (3Y)Largest decline over 3 years | -4.08% | -12.99% | +8.91% |
Max Drawdown (5Y)Largest decline over 5 years | -14.75% | -40.78% | +26.03% |
Max Drawdown (10Y)Largest decline over 10 years | -14.75% | -63.33% | +48.58% |
Current DrawdownCurrent decline from peak | -0.70% | -6.99% | +6.29% |
Average DrawdownAverage peak-to-trough decline | -1.84% | -10.27% | +8.43% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.92% | 5.20% | -4.28% |
Volatility
TSITX vs. WELL - Volatility Comparison
The current volatility for TIAA-CREF Lifestyle Income Fund (TSITX) is 1.17%, while Welltower Inc. (WELL) has a volatility of 7.23%. This indicates that TSITX experiences smaller price fluctuations and is considered to be less risky than WELL based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| TSITX | WELL | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.17% | 7.23% | -6.06% |
Volatility (6M)Calculated over the trailing 6-month period | 3.62% | 18.35% | -14.73% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.15% | 22.30% | -18.15% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 4.78% | 23.79% | -19.01% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 4.46% | 31.99% | -27.53% |
Dividends
TSITX vs. WELL - Dividend Comparison
TSITX's dividend yield for the trailing twelve months is around 2.87%, more than WELL's 1.26% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TSITX TIAA-CREF Lifestyle Income Fund | 2.87% | 3.66% | 3.83% | 3.29% | 3.82% | 4.97% | 3.75% | 3.56% | 3.68% | 1.93% | 3.02% | 2.24% |
WELL Welltower Inc. | 1.26% | 1.52% | 2.03% | 2.71% | 3.72% | 2.84% | 4.18% | 4.26% | 5.01% | 5.46% | 5.14% | 4.85% |
Frequently Asked Questions
TSITX and WELL have a correlation of 0.03, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
WELL has higher volatility (7.23%) compared to TSITX (1.17%). In terms of maximum drawdown, TSITX dropped -14.75% vs WELL's -63.33%.
WELL currently has the higher Sharpe Ratio (1.99 vs 1.34), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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