TTRIX vs. BRK-B
TTRIX (TIAA-CREF Lifecycle 2055 Fund) is Target Retirement Date fund managed by TIAA Investments, while BRK-B (Berkshire Hathaway Inc.) is a stock. Over the past 10 years, TTRIX returned 11.93%/yr vs 13.52%/yr for BRK-B. A 0.64 correlation means they provide meaningful diversification when combined.
Performance
TTRIX vs. BRK-B - Performance Comparison
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Returns By Period
In the year-to-date period, TTRIX achieves a 7.94% return, which is significantly higher than BRK-B's -0.79% return. Over the past 10 years, TTRIX has underperformed BRK-B with an annualized return of 11.93%, while BRK-B has yielded a comparatively higher 13.52% annualized return.
TTRIX
- 1D
- 0.19%
- 1M
- -0.48%
- YTD
- 7.94%
- 6M
- 7.16%
- 1Y
- 19.45%
- 3Y*
- 17.03%
- 5Y*
- 8.47%
- 10Y*
- 11.93%
BRK-B
- 1D
- 2.22%
- 1M
- 3.90%
- YTD
- -0.79%
- 6M
- 0.07%
- 1Y
- 2.81%
- 3Y*
- 14.14%
- 5Y*
- 12.37%
- 10Y*
- 13.52%
TTRIX vs. BRK-B - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
TTRIX TIAA-CREF Lifecycle 2055 Fund | 7.94% | 18.93% | 14.46% | 20.24% | -17.79% | 16.55% | 17.51% | 26.37% | -9.93% | 20.90% |
BRK-B Berkshire Hathaway Inc. | -0.79% | 10.89% | 27.09% | 15.46% | 3.31% | 28.95% | 2.37% | 10.93% | 3.01% | 21.62% |
Correlation
The correlation between TTRIX and BRK-B is 0.09, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.09 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.33 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.50 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.58 |
Correlation (All Time) Calculated using the full available price history since May 2, 2011 | 0.64 |
Over the past year, the correlation between TTRIX and BRK-B has dropped to 0.09 - well below their long-term average of 0.64, suggesting their price drivers have been diverging.
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Return for Risk
TTRIX vs. BRK-B — Risk / Return Rank
TTRIX
BRK-B
TTRIX vs. BRK-B - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for TIAA-CREF Lifecycle 2055 Fund (TTRIX) and Berkshire Hathaway Inc. (BRK-B). 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.
| TTRIX | BRK-B | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.45 | ||
| Sortino ratioReturn per unit of downside risk | +1.93 | ||
| Omega ratioGain probability vs. loss probability | 1.30 | 1.05 | +0.26 |
| Calmar ratioReturn relative to maximum drawdown | 2.20 | 0.30 | +1.90 |
| Martin ratioReturn relative to average drawdown | 9.42 | 0.62 | +8.80 |
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Drawdowns
TTRIX vs. BRK-B - Drawdown Comparison
The maximum TTRIX drawdown since its inception was -32.75%, smaller than the maximum BRK-B drawdown of -53.86%. Use the drawdown chart below to compare losses from any high point for TTRIX and BRK-B.
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Drawdown Indicators
| TTRIX | BRK-B | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -32.75% | -53.86% | +21.11% |
Max Drawdown (1Y)Largest decline over 1 year | -9.43% | -9.42% | -0.01% |
Max Drawdown (3Y)Largest decline over 3 years | -15.81% | -14.95% | -0.86% |
Max Drawdown (5Y)Largest decline over 5 years | -25.87% | -26.58% | +0.71% |
Max Drawdown (10Y)Largest decline over 10 years | -32.75% | -29.57% | -3.18% |
Current DrawdownCurrent decline from peak | -1.75% | -7.62% | +5.87% |
Average DrawdownAverage peak-to-trough decline | -4.79% | -11.07% | +6.28% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.19% | 4.51% | -2.32% |
Volatility
TTRIX vs. BRK-B - Volatility Comparison
TIAA-CREF Lifecycle 2055 Fund (TTRIX) has a higher volatility of 5.08% compared to Berkshire Hathaway Inc. (BRK-B) at 4.27%. This indicates that TTRIX's price experiences larger fluctuations and is considered to be riskier than BRK-B based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| TTRIX | BRK-B | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.08% | 4.27% | +0.81% |
Volatility (6M)Calculated over the trailing 6-month period | 10.40% | 10.76% | -0.36% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.59% | 14.50% | -1.91% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.99% | 17.12% | -2.13% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.16% | 19.40% | -3.24% |
Dividends
TTRIX vs. BRK-B - Dividend Comparison
TTRIX's dividend yield for the trailing twelve months is around 6.04%, while BRK-B has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BRK-B Berkshire Hathaway Inc. | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
TTRIX TIAA-CREF Lifecycle 2055 Fund | 6.04% | 6.52% | 3.91% | 1.88% | 8.28% | 10.18% | 5.68% | 5.23% | 4.77% | 0.79% | 3.41% | 3.02% |
Frequently Asked Questions
TTRIX and BRK-B have a correlation of 0.09, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
TTRIX has higher volatility (5.08%) compared to BRK-B (4.27%). In terms of maximum drawdown, TTRIX dropped -32.75% vs BRK-B's -53.86%.
TTRIX currently has the higher Sharpe Ratio (1.65 vs 0.19), 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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