TTRIX vs. TIEIX
Compare and contrast key facts about TIAA-CREF Lifecycle 2055 Fund (TTRIX) and TIAA-CREF Equity Index Fund (TIEIX).
TTRIX is managed by TIAA Investments. It was launched on Apr 28, 2011. TIEIX is managed by TIAA Investments. It was launched on Jul 1, 1999.
Performance
TTRIX vs. TIEIX - Performance Comparison
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TTRIX vs. TIEIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
TTRIX TIAA-CREF Lifecycle 2055 Fund | -5.34% | 18.93% | 14.46% | 20.24% | -17.79% | 16.55% | 17.51% | 26.37% | -9.93% | 20.90% |
TIEIX TIAA-CREF Equity Index Fund | -3.95% | 17.04% | 23.71% | 25.92% | -19.18% | 25.64% | 20.82% | 30.89% | -5.27% | 19.05% |
Returns By Period
In the year-to-date period, TTRIX achieves a -5.34% return, which is significantly lower than TIEIX's -3.95% return. Over the past 10 years, TTRIX has underperformed TIEIX with an annualized return of 10.05%, while TIEIX has yielded a comparatively higher 13.41% annualized return.
TTRIX
- 1D
- -0.33%
- 1M
- -8.84%
- YTD
- -5.34%
- 6M
- -2.59%
- 1Y
- 14.64%
- 3Y*
- 13.43%
- 5Y*
- 7.17%
- 10Y*
- 10.05%
TIEIX
- 1D
- 2.95%
- 1M
- -5.10%
- YTD
- -3.95%
- 6M
- -1.99%
- 1Y
- 17.53%
- 3Y*
- 17.80%
- 5Y*
- 10.54%
- 10Y*
- 13.41%
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TTRIX vs. TIEIX - Expense Ratio Comparison
TTRIX has a 0.22% expense ratio, which is higher than TIEIX's 0.05% 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
TTRIX vs. TIEIX — Risk / Return Rank
TTRIX
TIEIX
TTRIX vs. TIEIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for TIAA-CREF Lifecycle 2055 Fund (TTRIX) and TIAA-CREF Equity Index Fund (TIEIX). 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.
| TTRIX | TIEIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.96 | 0.98 | -0.02 |
Sortino ratioReturn per unit of downside risk | 1.41 | 1.49 | -0.08 |
Omega ratioGain probability vs. loss probability | 1.21 | 1.22 | -0.02 |
Calmar ratioReturn relative to maximum drawdown | 1.12 | 1.31 | -0.19 |
Martin ratioReturn relative to average drawdown | 5.01 | 6.29 | -1.27 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| TTRIX | TIEIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.96 | 0.98 | -0.02 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.49 | 0.61 | -0.12 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.63 | 0.73 | -0.11 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.56 | 0.41 | +0.15 |
Correlation
The correlation between TTRIX and TIEIX is 0.97, 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
TTRIX vs. TIEIX - Dividend Comparison
TTRIX's dividend yield for the trailing twelve months is around 6.88%, more than TIEIX's 2.49% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TTRIX TIAA-CREF Lifecycle 2055 Fund | 6.88% | 6.52% | 3.91% | 1.88% | 8.28% | 10.18% | 5.68% | 5.23% | 4.77% | 0.79% | 3.41% | 3.02% |
TIEIX TIAA-CREF Equity Index Fund | 2.49% | 2.39% | 1.63% | 1.47% | 1.83% | 2.08% | 1.43% | 1.99% | 2.45% | 0.52% | 2.45% | 1.27% |
Drawdowns
TTRIX vs. TIEIX - Drawdown Comparison
The maximum TTRIX drawdown since its inception was -32.75%, smaller than the maximum TIEIX drawdown of -55.55%. Use the drawdown chart below to compare losses from any high point for TTRIX and TIEIX.
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Drawdown Indicators
| TTRIX | TIEIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -32.75% | -55.55% | +22.80% |
Max Drawdown (1Y)Largest decline over 1 year | -10.75% | -12.37% | +1.62% |
Max Drawdown (5Y)Largest decline over 5 years | -25.87% | -25.06% | -0.81% |
Max Drawdown (10Y)Largest decline over 10 years | -32.75% | -34.90% | +2.15% |
Current DrawdownCurrent decline from peak | -9.43% | -6.15% | -3.28% |
Average DrawdownAverage peak-to-trough decline | -4.85% | -10.36% | +5.51% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.53% | 2.58% | -0.05% |
Volatility
TTRIX vs. TIEIX - Volatility Comparison
The current volatility for TIAA-CREF Lifecycle 2055 Fund (TTRIX) is 4.87%, while TIAA-CREF Equity Index Fund (TIEIX) has a volatility of 5.46%. This indicates that TTRIX experiences smaller price fluctuations and is considered to be less risky than TIEIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| TTRIX | TIEIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.87% | 5.46% | -0.59% |
Volatility (6M)Calculated over the trailing 6-month period | 8.98% | 9.74% | -0.76% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.56% | 18.60% | -3.04% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.77% | 17.33% | -2.56% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.14% | 18.38% | -2.24% |