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TTIHX vs. URTRX
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

TTIHX vs. URTRX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Nuveen Lifecycle Index 2055 Fund Class I (TTIHX) and USAA Target Retirement 2030 Fund (URTRX). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, TTIHX achieves a -0.53% return, which is significantly lower than URTRX's 1.06% return. Over the past 10 years, TTIHX has outperformed URTRX with an annualized return of 11.23%, while URTRX has yielded a comparatively lower 7.58% annualized return.


TTIHX

1D
0.40%
1M
-1.10%
YTD
-0.53%
6M
1.19%
1Y
31.32%
3Y*
16.15%
5Y*
8.62%
10Y*
11.23%

URTRX

1D
0.07%
1M
-0.59%
YTD
1.06%
6M
2.80%
1Y
20.00%
3Y*
10.94%
5Y*
5.89%
10Y*
7.58%
*Multi-year figures are annualized to reflect compound growth (CAGR)

TTIHX vs. URTRX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
TTIHX
Nuveen Lifecycle Index 2055 Fund Class I
-0.53%20.97%15.27%20.62%-17.68%17.31%17.11%26.16%-7.15%19.41%
URTRX
USAA Target Retirement 2030 Fund
1.06%14.78%8.09%13.98%-13.23%12.23%9.25%17.13%-6.98%16.14%

Correlation

The correlation between TTIHX and URTRX is 0.96 — these two move nearly in lockstep. At this level, holding both provides almost no diversification benefit. If you already own one, adding the other does little to reduce portfolio risk. Consider pairing with a less correlated asset class instead.


TTIHX vs. URTRX - Expense Ratio Comparison

TTIHX has a 0.18% expense ratio, which is higher than URTRX's 0.03% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.


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Return for Risk

TTIHX vs. URTRX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

TTIHX
TTIHX Risk / Return Rank: 8484
Overall Rank
TTIHX Sharpe Ratio Rank: 9393
Sharpe Ratio Rank
TTIHX Sortino Ratio Rank: 9696
Sortino Ratio Rank
TTIHX Omega Ratio Rank: 9292
Omega Ratio Rank
TTIHX Calmar Ratio Rank: 6565
Calmar Ratio Rank
TTIHX Martin Ratio Rank: 7373
Martin Ratio Rank

URTRX
URTRX Risk / Return Rank: 8080
Overall Rank
URTRX Sharpe Ratio Rank: 7979
Sharpe Ratio Rank
URTRX Sortino Ratio Rank: 8080
Sortino Ratio Rank
URTRX Omega Ratio Rank: 7979
Omega Ratio Rank
URTRX Calmar Ratio Rank: 7777
Calmar Ratio Rank
URTRX Martin Ratio Rank: 8686
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

TTIHX vs. URTRX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Nuveen Lifecycle Index 2055 Fund Class I (TTIHX) and USAA Target Retirement 2030 Fund (URTRX). 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.


TTIHXURTRXDifference

Sharpe ratio

Return per unit of total volatility

2.25

1.60

+0.65

Sortino ratio

Return per unit of downside risk

3.49

2.27

+1.23

Omega ratio

Gain probability vs. loss probability

1.46

1.34

+0.13

Calmar ratio

Return relative to maximum drawdown

1.87

2.19

-0.31

Martin ratio

Return relative to average drawdown

8.40

9.96

-1.55

TTIHX vs. URTRX - Sharpe Ratio Comparison

The current TTIHX Sharpe Ratio is 2.25, which is higher than the URTRX Sharpe Ratio of 1.60. The chart below compares the historical Sharpe Ratios of TTIHX and URTRX, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Sharpe Ratios by Period


TTIHXURTRXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

2.25

1.60

+0.65

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.59

0.61

-0.02

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.72

0.74

-0.02

Sharpe Ratio (All Time)

Calculated using the full available price history

0.67

0.58

+0.09

Drawdowns

TTIHX vs. URTRX - Drawdown Comparison

The maximum TTIHX drawdown since its inception was -31.83%, smaller than the maximum URTRX drawdown of -34.10%. Use the drawdown chart below to compare losses from any high point for TTIHX and URTRX.


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Drawdown Indicators


TTIHXURTRXDifference

Max Drawdown

Largest peak-to-trough decline

-31.83%

-34.10%

+2.27%

Max Drawdown (1Y)

Largest decline over 1 year

-8.91%

-5.29%

-3.62%

Max Drawdown (5Y)

Largest decline over 5 years

-25.56%

-19.52%

-6.04%

Max Drawdown (10Y)

Largest decline over 10 years

-31.83%

-23.56%

-8.27%

Current Drawdown

Current decline from peak

-5.28%

-3.19%

-2.09%

Average Drawdown

Average peak-to-trough decline

-4.54%

-4.19%

-0.35%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.44%

1.46%

+0.98%

Volatility

TTIHX vs. URTRX - Volatility Comparison

Nuveen Lifecycle Index 2055 Fund Class I (TTIHX) has a higher volatility of 5.48% compared to USAA Target Retirement 2030 Fund (URTRX) at 3.44%. This indicates that TTIHX's price experiences larger fluctuations and is considered to be riskier than URTRX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


TTIHXURTRXDifference

Volatility (1M)

Calculated over the trailing 1-month period

5.48%

3.44%

+2.04%

Volatility (6M)

Calculated over the trailing 6-month period

9.07%

5.48%

+3.59%

Volatility (1Y)

Calculated over the trailing 1-year period

14.17%

8.91%

+5.26%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

14.59%

9.67%

+4.92%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

15.69%

10.33%

+5.36%

Dividends

TTIHX vs. URTRX - Dividend Comparison

TTIHX's dividend yield for the trailing twelve months is around 2.81%, less than URTRX's 6.71% yield.


TTM20252024202320222021202020192018201720162015
TTIHX
Nuveen Lifecycle Index 2055 Fund Class I
2.81%2.79%2.10%2.06%2.21%1.95%1.62%2.16%2.59%0.11%2.35%0.29%
URTRX
USAA Target Retirement 2030 Fund
6.71%6.78%3.16%4.24%9.53%7.66%4.53%11.43%8.54%8.10%4.06%2.80%