TTIIX vs. DIS
Compare and contrast key facts about TIAA-CREF Lifecycle Index 2055 Fund (TTIIX) and The Walt Disney Company (DIS).
TTIIX is managed by TIAA Investments. It was launched on Apr 28, 2011.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: TTIIX or DIS.
Key characteristics
| TTIIX | DIS | |
|---|---|---|
| YTD Return | 18.26% | 10.17% |
| 1Y Return | 30.56% | 10.47% |
| 3Y Return (Ann) | 5.40% | -17.13% |
| 5Y Return (Ann) | 11.03% | -6.17% |
| 10Y Return (Ann) | 9.70% | 1.89% |
| Sharpe Ratio | 2.46 | 0.70 |
| Sortino Ratio | 3.32 | 1.16 |
| Omega Ratio | 1.48 | 1.16 |
| Calmar Ratio | 2.81 | 0.32 |
| Martin Ratio | 17.28 | 1.12 |
| Ulcer Index | 1.72% | 16.19% |
| Daily Std Dev | 12.06% | 25.96% |
| Max Drawdown | -31.76% | -85.66% |
| Current Drawdown | -0.19% | -50.57% |
Correlation
The correlation between TTIIX and DIS is 0.63, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
TTIIX vs. DIS - Performance Comparison
In the year-to-date period, TTIIX achieves a 18.26% return, which is significantly higher than DIS's 10.17% return. Over the past 10 years, TTIIX has outperformed DIS with an annualized return of 9.70%, while DIS has yielded a comparatively lower 1.89% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
TTIIX vs. DIS - Risk-Adjusted Performance 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.
Dividends
TTIIX vs. DIS - Dividend Comparison
TTIIX's dividend yield for the trailing twelve months is around 1.73%, more than DIS's 0.76% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TTIIX TIAA-CREF Lifecycle Index 2055 Fund | 1.73% | 2.05% | 1.96% | 1.90% | 1.59% | 2.12% | 2.40% | 1.93% | 2.04% | 2.19% | 2.20% | 1.90% |
DIS The Walt Disney Company | 0.76% | 0.33% | 0.00% | 0.00% | 0.00% | 1.22% | 1.57% | 1.51% | 1.43% | 1.30% | 1.22% | 1.13% |
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. For additional features, visit the drawdowns tool.
Volatility
TTIIX vs. DIS - Volatility Comparison
The current volatility for TIAA-CREF Lifecycle Index 2055 Fund (TTIIX) is 3.08%, while The Walt Disney Company (DIS) has a volatility of 4.66%. 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.