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Nuveen Lifecycle 2040 Retirement (TCLOX)
16.35
-0.37
(-2.21%)
As of 8:09:24 AM EDT. Market Open.
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | -4.18% |
| 5y Average Return | 10.38% |
| Number of Years Up | 15 |
| Number of Years Down | 5 |
| Best 1Y Total Return (Apr 9, 2025) | 25.85% |
| Worst 1Y Total Return (Apr 9, 2025) | -- |
| Best 3Y Total Return | 25.85% |
| Worst 3Y Total Return | 3.25% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
TCLOX
Category
- YTD
- -1.20%
- 10.80%
- 1-Month
- -3.47%
- 1.06%
- 3-Month
- -1.20%
- 6.14%
- 1-Year
- 3.86%
- 33.59%
- 3-Year
- 5.26%
- 12.99%
- 5-Year
- 12.33%
- 12.87%
- 10-Year
- 7.58%
- 9.72%
- Last Bull Market
- 11.75%
- 19.05%
- Last Bear Market
- -13.36%
- -17.54%
Annual Total Return (%) History
Year
TCLOX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -1.20% | -- | -- | -- |
| 2024 | 7.05% | 1.88% | 4.73% | -1.48% |
| 2023 | 5.65% | 5.27% | -3.36% | 9.83% |
| 2022 | -6.40% | -13.36% | -5.26% | 8.27% |
| 2021 | 3.93% | 6.41% | -1.26% | 4.39% |
| 2020 | -19.23% | 18.70% | 7.29% | 12.84% |
| 2019 | 11.86% | 3.27% | 0.14% | 7.51% |
| 2018 | -0.07% | 1.15% | 3.48% | -13.16% |
| 2017 | 6.40% | 3.93% | 5.43% | 5.06% |
| 2016 | -0.56% | 1.46% | 5.36% | 1.19% |
| 2015 | 3.46% | 0.73% | -8.22% | 4.44% |
| 2014 | 0.81% | 3.73% | -2.18% | 2.05% |
| 2013 | 7.42% | 0.65% | 7.19% | 8.59% |
| 2012 | 12.86% | -4.52% | 6.19% | 2.57% |
| 2011 | 5.21% | 0.35% | -16.45% | 8.98% |
| 2010 | 4.65% | -10.77% | 12.29% | 9.87% |
| 2009 | -9.69% | 17.54% | 15.91% | 4.35% |
| 2008 | -10.10% | -2.19% | -11.76% | -20.27% |
| 2007 | 3.47% | 5.31% | 2.09% | -0.87% |
| 2006 | 5.03% | -2.40% | 4.09% | 6.01% |
| 2005 | -2.86% | 2.45% | 3.54% | 2.18% |
Rank in Category (By Total Return)
| YTD | 95 |
| 1-Month | 93 |
| 3-Month | 95 |
| 1-Year | 98 |
| 3-Year | 50 |
| 5-Year | 62 |
Load Adjusted Returns
| 1-Year | 3.86% |
| 3-Year | 5.26% |
| 5-Year | 12.33% |
| 10-Year | 7.58% |
Performance & Risk
| YTD Return | -4.18% |
| 5y Average Return | 10.38% |
| Rank in Category (ytd) | 95 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.09 |
| Morningstar Risk Rating |
Fund Overview
| Category | Target-Date 2040 |
| Fund Family | Nuveen |
| Net Assets | 5.72B |
| YTD Return | -1.20% |
| Yield | 1.30% |
| Morningstar Rating | |
| Inception Date | Oct 15, 2004 |
Fund Summary
The fund is a “fund of funds” that invests in Class W or Class R6 shares of other Nuveen mutual funds and in other investment pools or investment products, including other funds or exchange-traded funds (“ETFs”) advised by the fund’s investment adviser, Teachers Advisors, LLC (“Advisors”), or its affiliates (collectively, the “underlying funds”).
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