TTIIX vs. DIS
TTIIX (TIAA-CREF Lifecycle Index 2055 Fund) is Target Retirement Date fund managed by TIAA, while DIS (The Walt Disney Company) is a stock. Over the past 10 years, TTIIX returned 11.75%/yr vs 0.95%/yr for DIS. Their 0.60 correlation means they have sometimes moved together and sometimes differently.
Performance
TTIIX vs. DIS - Performance Comparison
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Returns By Period
In the year-to-date period, TTIIX achieves a 10.17% return, which is significantly higher than DIS's -14.80% return. Over the past 10 years, TTIIX has outperformed DIS with an annualized return of 11.75%, while DIS has yielded a comparatively lower 0.95% annualized return.
TTIIX
- 1D
- 1.94%
- 1M
- -0.51%
- 6M
- 7.07%
- YTD
- 10.17%
- 1Y
- 21.62%
- 3Y*
- 16.73%
- 5Y*
- 9.78%
- 10Y*
- 11.75%
- ALL TIME*
- 10.07%
DIS
- 1D
- 0.03%
- 1M
- -3.33%
- 6M
- -14.07%
- YTD
- -14.80%
- 1Y
- -16.30%
- 3Y*
- 3.67%
- 5Y*
- -10.83%
- 10Y*
- 0.95%
- ALL TIME*
- 10.73%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $1.15B | $1.05B | $1.06B | |
| $0.00 | $0.00 | $0.00 |
TTIIX vs. DIS - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
TTIIX TIAA-CREF Lifecycle Index 2055 Fund | 10.17% | 20.96% | 15.35% | 20.75% | -17.59% | 17.38% | 17.22% | 26.38% | -7.17% | 19.39% |
DIS The Walt Disney Company | -14.80% | 3.30% | 24.44% | 4.26% | -43.91% | -14.51% | 25.27% | 33.51% | 3.61% | 4.76% |
Correlation
The correlation between TTIIX and DIS is 0.29, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.29 |
Correlation (3Y) Balances recent behavior with more history. | 0.40 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.57 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.55 |
Correlation (All Time) Calculated using the full available price history since Apr 29, 2011 | 0.60 |
Over the past year, the correlation between TTIIX and DIS has dropped to 0.29 - well below their long-term average of 0.60, suggesting their price drivers have been diverging.
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Return for Risk
TTIIX vs. DIS — Risk / Return Rank
TTIIX
DIS
TTIIX vs. DIS - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for TIAA-CREF Lifecycle Index 2055 Fund (TTIIX) and The Walt Disney Company (DIS). 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.
| TTIIX | DIS | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +2.27 | ||
| Sortino ratioReturn per unit of downside risk | +3.09 | ||
| Omega ratioGain probability vs. loss probability | 1.28 | 0.89 | +0.39 |
| Calmar ratioReturn relative to maximum drawdown | 2.23 | -0.82 | +3.05 |
| Martin ratioReturn relative to average drawdown | 9.35 | -1.58 | +10.93 |
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Drawdowns
TTIIX vs. DIS - Drawdown Comparison
The maximum TTIIX drawdown since its inception was -31.76%, smaller than the maximum DIS drawdown of -85.66%. Use the drawdown chart below to compare losses from any high point for TTIIX and DIS.
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Drawdown Indicators
| TTIIX | DIS | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -31.76% | -85.66% | +53.90% |
Max Drawdown (1Y)Largest decline over 1 year | -8.92% | -22.04% | +13.12% |
Max Drawdown (3Y)Largest decline over 3 years | -15.12% | -32.86% | +17.74% |
Max Drawdown (5Y)Largest decline over 5 years | -25.49% | -57.33% | +31.84% |
Max Drawdown (10Y)Largest decline over 10 years | -31.76% | -60.72% | +28.96% |
Current DrawdownCurrent decline from peak | -1.84% | -50.86% | +49.02% |
Average DrawdownAverage peak-to-trough decline | -4.28% | -26.83% | +22.55% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.13% | 11.44% | -9.31% |
Volatility
TTIIX vs. DIS - Volatility Comparison
The current volatility for TIAA-CREF Lifecycle Index 2055 Fund (TTIIX) is 3.80%, while The Walt Disney Company (DIS) has a volatility of 8.28%. This indicates that TTIIX experiences smaller price fluctuations and is considered to be less risky than DIS based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| TTIIX | DIS | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.80% | 8.28% | -4.48% |
Volatility (6M)Calculated over the trailing 6-month period | 10.63% | 20.38% | -9.75% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.77% | 25.59% | -12.82% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.83% | 29.43% | -14.60% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.71% | 28.90% | -13.19% |
Dividends
TTIIX vs. DIS - Dividend Comparison
TTIIX's dividend yield for the trailing twelve months is around 2.51%, more than DIS's 1.56% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DIS The Walt Disney Company | 1.56% | 1.10% | 0.85% | 0.33% | 0.00% | 0.00% | 0.00% | 1.22% | 1.57% | 1.51% | 1.43% | 1.30% |
TTIIX TIAA-CREF Lifecycle Index 2055 Fund | 2.51% | 2.77% | 2.20% | 2.15% | 2.29% | 2.03% | 1.67% | 2.22% | 2.63% | 0.11% | 2.37% | 0.29% |
Frequently Asked Questions
TTIIX and DIS have a correlation of 0.29, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
DIS has higher volatility (8.28%) compared to TTIIX (3.80%). In terms of maximum drawdown, TTIIX dropped -31.76% vs DIS's -85.66%.
TTIIX currently has the higher Sharpe Ratio (1.56 vs -0.71), 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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