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TTIIX vs. FBGRX
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between TTIIX and FBGRX is 0.90, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.


Performance

TTIIX vs. FBGRX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in TIAA-CREF Lifecycle Index 2055 Fund (TTIIX) and Fidelity Blue Chip Growth Fund (FBGRX). The values are adjusted to include any dividend payments, if applicable.

200.00%250.00%300.00%350.00%400.00%450.00%500.00%550.00%December2025FebruaryMarchAprilMay
241.14%
438.49%
TTIIX
FBGRX

Key characteristics

Sharpe Ratio

TTIIX:

0.90

FBGRX:

0.20

Sortino Ratio

TTIIX:

1.26

FBGRX:

0.48

Omega Ratio

TTIIX:

1.18

FBGRX:

1.07

Calmar Ratio

TTIIX:

0.87

FBGRX:

0.21

Martin Ratio

TTIIX:

3.76

FBGRX:

0.65

Ulcer Index

TTIIX:

3.51%

FBGRX:

8.91%

Daily Std Dev

TTIIX:

14.68%

FBGRX:

28.26%

Max Drawdown

TTIIX:

-31.76%

FBGRX:

-57.42%

Current Drawdown

TTIIX:

-3.69%

FBGRX:

-14.71%

Returns By Period

In the year-to-date period, TTIIX achieves a 1.49% return, which is significantly higher than FBGRX's -10.52% return. Over the past 10 years, TTIIX has underperformed FBGRX with an annualized return of 8.83%, while FBGRX has yielded a comparatively higher 11.51% annualized return.


TTIIX

YTD

1.49%

1M

10.80%

6M

0.89%

1Y

9.87%

5Y*

12.72%

10Y*

8.83%

FBGRX

YTD

-10.52%

1M

15.30%

6M

-5.83%

1Y

0.45%

5Y*

12.97%

10Y*

11.51%

*Annualized

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TTIIX vs. FBGRX - Expense Ratio Comparison

TTIIX has a 0.10% expense ratio, which is lower than FBGRX's 0.79% expense ratio.


Risk-Adjusted Performance

TTIIX vs. FBGRX — Risk-Adjusted Performance Rank

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

TTIIX
The Risk-Adjusted Performance Rank of TTIIX is 7272
Overall Rank
The Sharpe Ratio Rank of TTIIX is 6969
Sharpe Ratio Rank
The Sortino Ratio Rank of TTIIX is 6767
Sortino Ratio Rank
The Omega Ratio Rank of TTIIX is 7171
Omega Ratio Rank
The Calmar Ratio Rank of TTIIX is 7777
Calmar Ratio Rank
The Martin Ratio Rank of TTIIX is 7575
Martin Ratio Rank

FBGRX
The Risk-Adjusted Performance Rank of FBGRX is 3030
Overall Rank
The Sharpe Ratio Rank of FBGRX is 2828
Sharpe Ratio Rank
The Sortino Ratio Rank of FBGRX is 3131
Sortino Ratio Rank
The Omega Ratio Rank of FBGRX is 3030
Omega Ratio Rank
The Calmar Ratio Rank of FBGRX is 3333
Calmar Ratio Rank
The Martin Ratio Rank of FBGRX is 2929
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

TTIIX vs. FBGRX - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for TIAA-CREF Lifecycle Index 2055 Fund (TTIIX) and Fidelity Blue Chip Growth Fund (FBGRX). 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.


The current TTIIX Sharpe Ratio is 0.90, which is higher than the FBGRX Sharpe Ratio of 0.20. The chart below compares the historical Sharpe Ratios of TTIIX and FBGRX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio-1.000.001.002.003.00December2025FebruaryMarchAprilMay
0.90
0.20
TTIIX
FBGRX

Dividends

TTIIX vs. FBGRX - Dividend Comparison

TTIIX's dividend yield for the trailing twelve months is around 2.13%, more than FBGRX's 0.26% yield.


TTM20242023202220212020201920182017201620152014
TTIIX
TIAA-CREF Lifecycle Index 2055 Fund
2.13%2.16%2.05%1.96%1.90%1.59%2.12%2.40%1.93%2.04%2.19%2.20%
FBGRX
Fidelity Blue Chip Growth Fund
0.26%0.23%0.00%0.00%0.00%0.00%0.00%0.12%0.09%0.22%5.07%6.08%

Drawdowns

TTIIX vs. FBGRX - Drawdown Comparison

The maximum TTIIX drawdown since its inception was -31.76%, smaller than the maximum FBGRX drawdown of -57.42%. Use the drawdown chart below to compare losses from any high point for TTIIX and FBGRX. For additional features, visit the drawdowns tool.


-25.00%-20.00%-15.00%-10.00%-5.00%0.00%December2025FebruaryMarchAprilMay
-3.69%
-14.71%
TTIIX
FBGRX

Volatility

TTIIX vs. FBGRX - Volatility Comparison

The current volatility for TIAA-CREF Lifecycle Index 2055 Fund (TTIIX) is 8.76%, while Fidelity Blue Chip Growth Fund (FBGRX) has a volatility of 16.32%. This indicates that TTIIX experiences smaller price fluctuations and is considered to be less risky than FBGRX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


0.00%5.00%10.00%15.00%20.00%December2025FebruaryMarchAprilMay
8.76%
16.32%
TTIIX
FBGRX