TTIHX vs. NPSRX
TTIHX (Nuveen Lifecycle Index 2055 Fund Class I) and NPSRX (Nuveen Preferred Securities & Income Fund) are both mutual funds - TTIHX is a Target Retirement Date fund actively managed by Nuveen, while NPSRX is a Preferred Stock/Convertible Bonds fund managed by Nuveen. Over the past 10 years, TTIHX returned 12.56%/yr vs 5.29%/yr for NPSRX. At a 0.42 correlation, their price movements are largely independent. TTIHX charges 0.18%/yr vs 0.74%/yr for NPSRX.
Performance
TTIHX vs. NPSRX - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, TTIHX achieves a 11.56% return, which is significantly higher than NPSRX's 0.60% return. Over the past 10 years, TTIHX has outperformed NPSRX with an annualized return of 12.56%, while NPSRX has yielded a comparatively lower 5.29% annualized return.
TTIHX
- 1D
- -0.12%
- 1M
- 1.71%
- YTD
- 11.56%
- 6M
- 10.93%
- 1Y
- 26.37%
- 3Y*
- 19.25%
- 5Y*
- 10.33%
- 10Y*
- 12.56%
NPSRX
- 1D
- 0.00%
- 1M
- 0.63%
- YTD
- 0.60%
- 6M
- 1.21%
- 1Y
- 7.88%
- 3Y*
- 10.19%
- 5Y*
- 3.53%
- 10Y*
- 5.29%
TTIHX vs. NPSRX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
TTIHX Nuveen Lifecycle Index 2055 Fund Class I | 11.56% | 20.97% | 15.27% | 20.62% | -17.68% | 17.31% | 17.11% | 26.16% | -7.15% | 19.41% |
NPSRX Nuveen Preferred Securities & Income Fund | 0.60% | 11.19% | 9.12% | 6.19% | -9.50% | 5.43% | 5.53% | 17.68% | -5.65% | 11.27% |
Correlation
The correlation between TTIHX and NPSRX is 0.48, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.48 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.42 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.43 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.42 |
Correlation (All Time) Calculated using the full available price history since Dec 8, 2015 | 0.42 |
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
TTIHX vs. NPSRX — Risk / Return Rank
TTIHX
NPSRX
TTIHX vs. NPSRX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Nuveen Lifecycle Index 2055 Fund Class I (TTIHX) and Nuveen Preferred Securities & Income Fund (NPSRX). 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.
| TTIHX | NPSRX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.42 | ||
| Sortino ratioReturn per unit of downside risk | -1.45 | ||
| Omega ratioGain probability vs. loss probability | 1.41 | 1.64 | -0.23 |
| Calmar ratioReturn relative to maximum drawdown | 3.10 | 2.45 | +0.65 |
| Martin ratioReturn relative to average drawdown | 13.47 | 9.53 | +3.94 |
Loading charts...
Drawdowns
TTIHX vs. NPSRX - Drawdown Comparison
The maximum TTIHX drawdown since its inception was -31.83%, smaller than the maximum NPSRX drawdown of -62.52%. Use the drawdown chart below to compare losses from any high point for TTIHX and NPSRX.
Loading charts...
Drawdown Indicators
| TTIHX | NPSRX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -31.83% | -62.52% | +30.69% |
Max Drawdown (1Y)Largest decline over 1 year | -8.91% | -3.30% | -5.61% |
Max Drawdown (3Y)Largest decline over 3 years | -15.14% | -3.60% | -11.54% |
Max Drawdown (5Y)Largest decline over 5 years | -25.56% | -17.65% | -7.91% |
Max Drawdown (10Y)Largest decline over 10 years | -31.83% | -26.47% | -5.36% |
Current DrawdownCurrent decline from peak | -0.60% | -0.79% | +0.19% |
Average DrawdownAverage peak-to-trough decline | -4.47% | -4.81% | +0.34% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.04% | 0.85% | +1.19% |
Volatility
TTIHX vs. NPSRX - Volatility Comparison
Nuveen Lifecycle Index 2055 Fund Class I (TTIHX) has a higher volatility of 4.87% compared to Nuveen Preferred Securities & Income Fund (NPSRX) at 0.78%. This indicates that TTIHX's price experiences larger fluctuations and is considered to be riskier than NPSRX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| TTIHX | NPSRX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.87% | 0.78% | +4.09% |
Volatility (6M)Calculated over the trailing 6-month period | 10.16% | 2.39% | +7.77% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.29% | 3.03% | +9.26% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.77% | 5.00% | +9.77% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.78% | 6.33% | +9.45% |
TTIHX vs. NPSRX - Expense Ratio Comparison
TTIHX has a 0.18% expense ratio, which is lower than NPSRX's 0.74% expense ratio.
Dividends
TTIHX vs. NPSRX - Dividend Comparison
TTIHX's dividend yield for the trailing twelve months is around 2.50%, less than NPSRX's 5.39% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NPSRX Nuveen Preferred Securities & Income Fund | 5.39% | 5.72% | 5.38% | 5.87% | 6.18% | 4.97% | 5.02% | 5.39% | 6.00% | 5.51% | 5.81% | 6.20% |
TTIHX Nuveen Lifecycle Index 2055 Fund Class I | 2.50% | 2.79% | 2.10% | 2.06% | 2.21% | 1.95% | 1.62% | 2.16% | 2.59% | 0.11% | 2.35% | 0.29% |
Frequently Asked Questions
TTIHX and NPSRX have a correlation of 0.48, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
TTIHX has higher volatility (4.87%) compared to NPSRX (0.78%). In terms of maximum drawdown, TTIHX dropped -31.83% vs NPSRX's -62.52%.
NPSRX currently has the higher Sharpe Ratio (2.68 vs 2.25), 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.
Find the right allocation for TTIHX and NPSRX
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer