TTIIX vs. TQQQ
Compare and contrast key facts about TIAA-CREF Lifecycle Index 2055 Fund (TTIIX) and ProShares UltraPro QQQ (TQQQ).
TTIIX is managed by TIAA Investments. It was launched on Apr 28, 2011. TQQQ is a passively managed fund by ProShares that tracks the performance of the NASDAQ-100 Index (300%). It was launched on Feb 9, 2010.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: TTIIX or TQQQ.
Key characteristics
| TTIIX | TQQQ | |
|---|---|---|
| YTD Return | 18.26% | 64.96% |
| 1Y Return | 30.56% | 119.79% |
| 3Y Return (Ann) | 5.40% | 0.92% |
| 5Y Return (Ann) | 11.03% | 36.02% |
| 10Y Return (Ann) | 9.70% | 36.15% |
| Sharpe Ratio | 2.46 | 2.20 |
| Sortino Ratio | 3.32 | 2.54 |
| Omega Ratio | 1.48 | 1.34 |
| Calmar Ratio | 2.81 | 2.04 |
| Martin Ratio | 17.28 | 9.24 |
| Ulcer Index | 1.72% | 12.40% |
| Daily Std Dev | 12.06% | 52.07% |
| Max Drawdown | -31.76% | -81.66% |
| Current Drawdown | -0.19% | -3.47% |
Correlation
The correlation between TTIIX and TQQQ is 0.87, 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. TQQQ - Performance Comparison
In the year-to-date period, TTIIX achieves a 18.26% return, which is significantly lower than TQQQ's 64.96% return. Over the past 10 years, TTIIX has underperformed TQQQ with an annualized return of 9.70%, while TQQQ has yielded a comparatively higher 36.15% 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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TTIIX vs. TQQQ - Expense Ratio Comparison
TTIIX has a 0.10% expense ratio, which is lower than TQQQ's 0.95% expense ratio.
Risk-Adjusted Performance
TTIIX vs. TQQQ - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for TIAA-CREF Lifecycle Index 2055 Fund (TTIIX) and ProShares UltraPro QQQ (TQQQ). 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. TQQQ - Dividend Comparison
TTIIX's dividend yield for the trailing twelve months is around 1.73%, more than TQQQ's 1.15% 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% |
TQQQ ProShares UltraPro QQQ | 1.15% | 1.26% | 0.57% | 0.00% | 0.00% | 0.06% | 0.11% | 0.00% | 0.00% | 0.01% | 0.03% | 0.00% |
Drawdowns
TTIIX vs. TQQQ - Drawdown Comparison
The maximum TTIIX drawdown since its inception was -31.76%, smaller than the maximum TQQQ drawdown of -81.66%. Use the drawdown chart below to compare losses from any high point for TTIIX and TQQQ. For additional features, visit the drawdowns tool.
Volatility
TTIIX vs. TQQQ - Volatility Comparison
The current volatility for TIAA-CREF Lifecycle Index 2055 Fund (TTIIX) is 3.08%, while ProShares UltraPro QQQ (TQQQ) has a volatility of 15.47%. This indicates that TTIIX experiences smaller price fluctuations and is considered to be less risky than TQQQ based on this measure. The chart below showcases a comparison of their rolling one-month volatility.