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TTIIX vs. VFIFX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

TTIIX vs. VFIFX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in TIAA-CREF Lifecycle Index 2055 Fund (TTIIX) and Vanguard Target Retirement 2050 Fund (VFIFX). The values are adjusted to include any dividend payments, if applicable.

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TTIIX vs. VFIFX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
TTIIX
TIAA-CREF Lifecycle Index 2055 Fund
-4.34%20.96%15.35%20.75%-17.59%17.38%17.22%26.38%-7.17%19.39%
VFIFX
Vanguard Target Retirement 2050 Fund
-3.95%21.42%14.45%20.39%-17.48%16.42%16.40%24.99%-7.89%19.15%

Returns By Period

In the year-to-date period, TTIIX achieves a -4.34% return, which is significantly lower than VFIFX's -3.95% return. Both investments have delivered pretty close results over the past 10 years, with TTIIX having a 10.76% annualized return and VFIFX not far behind at 10.29%.


TTIIX

1D
-0.24%
1M
-8.37%
YTD
-4.34%
6M
-1.56%
1Y
16.31%
3Y*
14.68%
5Y*
8.29%
10Y*
10.76%

VFIFX

1D
-0.28%
1M
-8.41%
YTD
-3.95%
6M
-1.01%
1Y
17.29%
3Y*
14.65%
5Y*
8.11%
10Y*
10.29%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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TTIIX vs. VFIFX - Expense Ratio Comparison

TTIIX has a 0.10% expense ratio, which is higher than VFIFX's 0.08% 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%.


Return for Risk

TTIIX vs. VFIFX — Risk / Return Rank

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

TTIIX
TTIIX Risk / Return Rank: 6060
Overall Rank
TTIIX Sharpe Ratio Rank: 6060
Sharpe Ratio Rank
TTIIX Sortino Ratio Rank: 6262
Sortino Ratio Rank
TTIIX Omega Ratio Rank: 6262
Omega Ratio Rank
TTIIX Calmar Ratio Rank: 5353
Calmar Ratio Rank
TTIIX Martin Ratio Rank: 6363
Martin Ratio Rank

VFIFX
VFIFX Risk / Return Rank: 6969
Overall Rank
VFIFX Sharpe Ratio Rank: 6868
Sharpe Ratio Rank
VFIFX Sortino Ratio Rank: 7070
Sortino Ratio Rank
VFIFX Omega Ratio Rank: 6868
Omega Ratio Rank
VFIFX Calmar Ratio Rank: 6666
Calmar Ratio Rank
VFIFX Martin Ratio Rank: 7373
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.

TTIIX vs. VFIFX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for TIAA-CREF Lifecycle Index 2055 Fund (TTIIX) and Vanguard Target Retirement 2050 Fund (VFIFX). 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.


TTIIXVFIFXDifference

Sharpe ratio

Return per unit of total volatility

1.07

1.17

-0.10

Sortino ratio

Return per unit of downside risk

1.57

1.70

-0.13

Omega ratio

Gain probability vs. loss probability

1.23

1.25

-0.02

Calmar ratio

Return relative to maximum drawdown

1.27

1.48

-0.22

Martin ratio

Return relative to average drawdown

5.98

6.86

-0.88

TTIIX vs. VFIFX - Sharpe Ratio Comparison

The current TTIIX Sharpe Ratio is 1.07, which is comparable to the VFIFX Sharpe Ratio of 1.17. The chart below compares the historical Sharpe Ratios of TTIIX and VFIFX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


TTIIXVFIFXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.07

1.17

-0.10

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.57

0.58

-0.01

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.69

0.69

0.00

Sharpe Ratio (All Time)

Calculated using the full available price history

0.61

0.47

+0.14

Correlation

The correlation between TTIIX and VFIFX is 0.99, 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.


Dividends

TTIIX vs. VFIFX - Dividend Comparison

TTIIX's dividend yield for the trailing twelve months is around 2.90%, more than VFIFX's 2.18% yield.


TTM20252024202320222021202020192018201720162015
TTIIX
TIAA-CREF Lifecycle Index 2055 Fund
2.90%2.77%2.20%2.15%2.29%2.03%1.67%2.22%2.63%0.11%2.37%0.29%
VFIFX
Vanguard Target Retirement 2050 Fund
2.18%2.09%2.26%2.21%2.38%12.83%1.84%2.20%2.51%0.03%2.04%2.36%

Drawdowns

TTIIX vs. VFIFX - Drawdown Comparison

The maximum TTIIX drawdown since its inception was -31.76%, smaller than the maximum VFIFX drawdown of -51.68%. Use the drawdown chart below to compare losses from any high point for TTIIX and VFIFX.


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Drawdown Indicators


TTIIXVFIFXDifference

Max Drawdown

Largest peak-to-trough decline

-31.76%

-51.68%

+19.92%

Max Drawdown (1Y)

Largest decline over 1 year

-10.91%

-10.52%

-0.39%

Max Drawdown (5Y)

Largest decline over 5 years

-25.49%

-25.40%

-0.09%

Max Drawdown (10Y)

Largest decline over 10 years

-31.76%

-31.36%

-0.40%

Current Drawdown

Current decline from peak

-8.92%

-8.87%

-0.05%

Average Drawdown

Average peak-to-trough decline

-4.35%

-6.93%

+2.58%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.42%

2.27%

+0.15%

Volatility

TTIIX vs. VFIFX - Volatility Comparison

TIAA-CREF Lifecycle Index 2055 Fund (TTIIX) and Vanguard Target Retirement 2050 Fund (VFIFX) have volatilities of 4.77% and 4.70%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


TTIIXVFIFXDifference

Volatility (1M)

Calculated over the trailing 1-month period

4.77%

4.70%

+0.07%

Volatility (6M)

Calculated over the trailing 6-month period

8.66%

8.53%

+0.13%

Volatility (1Y)

Calculated over the trailing 1-year period

15.37%

14.79%

+0.58%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

14.55%

14.07%

+0.48%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

15.67%

15.05%

+0.62%