TTRIX vs. TISBX
Compare and contrast key facts about TIAA-CREF Lifecycle 2055 Fund (TTRIX) and TIAA-CREF Small-Cap Blend Index Fund (TISBX).
TTRIX is managed by TIAA Investments. It was launched on Apr 28, 2011. TISBX is managed by TIAA Investments. It was launched on Oct 1, 2002.
Performance
TTRIX vs. TISBX - Performance Comparison
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TTRIX vs. TISBX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
TTRIX TIAA-CREF Lifecycle 2055 Fund | -2.70% | 18.93% | 14.46% | 20.24% | -17.79% | 16.55% | 17.51% | 26.37% | -9.93% | 20.90% |
TISBX TIAA-CREF Small-Cap Blend Index Fund | 0.89% | 12.72% | 11.60% | 17.07% | -20.31% | 14.85% | 20.14% | 25.61% | -10.99% | 13.14% |
Returns By Period
In the year-to-date period, TTRIX achieves a -2.70% return, which is significantly lower than TISBX's 0.89% return. Over the past 10 years, TTRIX has outperformed TISBX with an annualized return of 10.35%, while TISBX has yielded a comparatively lower 9.78% annualized return.
TTRIX
- 1D
- 2.79%
- 1M
- -5.78%
- YTD
- -2.70%
- 6M
- -0.16%
- 1Y
- 17.42%
- 3Y*
- 14.47%
- 5Y*
- 7.49%
- 10Y*
- 10.35%
TISBX
- 1D
- 3.45%
- 1M
- -5.85%
- YTD
- 0.89%
- 6M
- 2.81%
- 1Y
- 25.58%
- 3Y*
- 13.07%
- 5Y*
- 3.52%
- 10Y*
- 9.78%
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TTRIX vs. TISBX - Expense Ratio Comparison
TTRIX has a 0.22% expense ratio, which is higher than TISBX'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. TISBX — Risk / Return Rank
TTRIX
TISBX
TTRIX vs. TISBX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for TIAA-CREF Lifecycle 2055 Fund (TTRIX) and TIAA-CREF Small-Cap Blend Index Fund (TISBX). 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 | TISBX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.14 | 1.11 | +0.04 |
Sortino ratioReturn per unit of downside risk | 1.67 | 1.65 | +0.02 |
Omega ratioGain probability vs. loss probability | 1.25 | 1.21 | +0.03 |
Calmar ratioReturn relative to maximum drawdown | 1.49 | 1.61 | -0.12 |
Martin ratioReturn relative to average drawdown | 6.48 | 6.05 | +0.43 |
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 | TISBX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.14 | 1.11 | +0.04 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.51 | 0.16 | +0.35 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.64 | 0.42 | +0.22 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.57 | 0.36 | +0.21 |
Correlation
The correlation between TTRIX and TISBX is 0.86, 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. TISBX - Dividend Comparison
TTRIX's dividend yield for the trailing twelve months is around 6.70%, more than TISBX's 4.09% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TTRIX TIAA-CREF Lifecycle 2055 Fund | 6.70% | 6.52% | 3.91% | 1.88% | 8.28% | 10.18% | 5.68% | 5.23% | 4.77% | 0.79% | 3.41% | 3.02% |
TISBX TIAA-CREF Small-Cap Blend Index Fund | 4.09% | 4.12% | 6.82% | 3.09% | 1.97% | 8.96% | 2.65% | 5.16% | 9.29% | 4.49% | 4.03% | 4.77% |
Drawdowns
TTRIX vs. TISBX - Drawdown Comparison
The maximum TTRIX drawdown since its inception was -32.75%, smaller than the maximum TISBX drawdown of -56.50%. Use the drawdown chart below to compare losses from any high point for TTRIX and TISBX.
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Drawdown Indicators
| TTRIX | TISBX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -32.75% | -56.50% | +23.75% |
Max Drawdown (1Y)Largest decline over 1 year | -10.75% | -13.90% | +3.15% |
Max Drawdown (5Y)Largest decline over 5 years | -25.87% | -31.89% | +6.02% |
Max Drawdown (10Y)Largest decline over 10 years | -32.75% | -41.69% | +8.94% |
Current DrawdownCurrent decline from peak | -6.90% | -7.88% | +0.98% |
Average DrawdownAverage peak-to-trough decline | -4.85% | -9.74% | +4.89% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.48% | 3.70% | -1.22% |
Volatility
TTRIX vs. TISBX - Volatility Comparison
The current volatility for TIAA-CREF Lifecycle 2055 Fund (TTRIX) is 5.82%, while TIAA-CREF Small-Cap Blend Index Fund (TISBX) has a volatility of 7.49%. This indicates that TTRIX experiences smaller price fluctuations and is considered to be less risky than TISBX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| TTRIX | TISBX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.82% | 7.49% | -1.67% |
Volatility (6M)Calculated over the trailing 6-month period | 9.39% | 14.50% | -5.11% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.77% | 23.37% | -7.60% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.83% | 22.58% | -7.75% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.16% | 23.39% | -7.23% |