Tiaa Cref Lifecycle Index Fund Manager Performance Evaluation

TLWIX Fund  USD 18.94  0.03  0.16%   
The entity has a beta of 0.91, which indicates possible diversification benefits within a given portfolio. Tiaa-cref Lifecycle returns are very sensitive to returns on the market. As the market goes up or down, Tiaa-cref Lifecycle is expected to follow.

Risk-Adjusted Performance

8 of 100

 
Low
 
High
OK
Compared to the overall equity markets, risk-adjusted returns on investments in Tiaa Cref Lifecycle Index are ranked lower than 8 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong forward indicators, Tiaa-cref Lifecycle is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
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Expense Ratio0.1000
  

Tiaa-cref Lifecycle Relative Risk vs. Return Landscape

If you would invest  1,843  in Tiaa Cref Lifecycle Index on December 19, 2023 and sell it today you would earn a total of  48.00  from holding Tiaa Cref Lifecycle Index or generate 2.6% return on investment over 90 days. Tiaa Cref Lifecycle Index is currently producing 0.0429% returns and takes up 0.3839% volatility of returns over 90 trading days. Put another way, 3% of traded mutual funds are less volatile than Tiaa-cref, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days.
  Expected Return   
       Risk  
Assuming the 90 days horizon Tiaa-cref Lifecycle is expected to generate 2.39 times less return on investment than the market. But when comparing it to its historical volatility, the company is 1.55 times less risky than the market. It trades about 0.11 of its potential returns per unit of risk. The NYSE Composite is currently generating roughly 0.17 of returns per unit of risk over similar time horizon.

Tiaa-cref Lifecycle Current Valuation

Fairly Valued
Today
18.94
Please note that Tiaa-cref Lifecycle's price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. Tiaa-cref Lifecycle Index has a current Real Value of $18.85 per share. The regular price of the fund is $18.94. We determine the value of Tiaa-cref Lifecycle Index from inspecting fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we recommend acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will draw towards each other.
Our valuation method for Tiaa Cref Lifecycle Index is useful when determining the fair value of the Tiaa-cref mutual fund, which is usually determined by what a typical buyer is willing to pay for full or partial control of Tiaa-cref Lifecycle. Since Tiaa-cref Lifecycle is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Tiaa-cref Mutual Fund. However, Tiaa-cref Lifecycle's intrinsic value may or may not be the same as its current market price, in which case there is an opportunity to profit from the mispricing, assuming the market price will eventually merge with its intrinsic value.
Historical Market  18.94 Real  18.85 Hype  18.91 Naive  18.95
The real value of a stock, also known as the intrinsic value, is the underlying worth of a company that is reflected in its stock price. It is based on the company's financial performance, assets, liabilities, growth prospects, management team, industry conditions, and other relevant factors. The real value of a stock can be calculated using various methods such as discounted cash flow analysis, price-to-earnings ratio, price-to-book ratio, and other valuation metrics. The real value of a stock may differ from its current market price, which is determined by supply and demand factors such as investor sentiment, market trends, news, and other external factors that may influence the stock's price. It is important to note that the real value of a stock is not a fixed number and may change over time based on changes in the company's performance and other relevant factors.
18.85
Real Value
19.23
Upside
Estimating the potential upside or downside of Tiaa Cref Lifecycle Index helps investors to forecast how Tiaa-cref mutual fund's addition to their portfolios will impact the overall performance. We also use other valuation drivers to help us estimate the true value of Tiaa-cref Lifecycle more accurately as focusing exclusively on Tiaa-cref Lifecycle's fundamentals will not take into account other important factors:
Bollinger
Band Projection (param)
LowerMiddle BandUpper
18.3818.7419.11
Details
Hype
Prediction
LowEstimatedHigh
18.5318.9119.29
Details
Naive
Forecast
LowNext ValueHigh
18.5718.9519.34
Details

Tiaa-cref Lifecycle Market Risk Analysis

Today, many novice investors tend to focus exclusively on investment returns with little concern for Tiaa-cref Lifecycle's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Tiaa Cref Lifecycle Index, and traders can use it to determine the average amount a Tiaa-cref Lifecycle's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.

Sharpe Ratio = 0.1117

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Negative ReturnsTLWIX

Estimated Market Risk

 0.38
  actual daily
3
97% of assets are more volatile

Expected Return

 0.04
  actual daily
0
Most of other assets have higher returns

Risk-Adjusted Return

 0.11
  actual daily
8
92% of assets perform better
Based on monthly moving average Tiaa-cref Lifecycle is performing at about 8% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Tiaa-cref Lifecycle by adding it to a well-diversified portfolio.

Tiaa-cref Lifecycle Fundamentals Growth

Tiaa-cref Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Tiaa-cref Lifecycle, and Tiaa-cref Lifecycle fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Tiaa-cref Mutual Fund performance.

About Tiaa-cref Lifecycle Performance

To evaluate Tiaa-cref Lifecycle Index Mutual Fund as a possible investment, you need to clearly understand its upside potential, downside risk, and overall future performance outlook. You may be satisfied when Tiaa-cref Lifecycle generates a 15% return over the last few months, but what if the market is generating 25% over the same period? In this case, it makes sense to compare Tiaa-cref Mutual Fund's performance with different market indexes, such as the Dow or NASDAQ Composite. These indexes can act as benchmarks that will help you to understand Tiaa-cref Lifecycle Index market performance in a much more refined way. The Macroaxis performance score is an integer between 0 and 100 that represents Tiaa-cref's market performance from a risk-adjusted return perspective. Generally speaking, the higher the score, the better is overall performance as compared to other investors. The score is normalized against the average investing universe (the best we can interpret from the data available). Within this methodology, scores of individual equity instruments will always be inferior to the scores of portfolios of equities as portfolios typically diversify a lot of unsystematic risks away. The formula to derive the Macroaxis score bases on multiple unequally-weighted factors. For more information, refer to our portfolio performance evaluation section.
Please also refer to our technical analysis and fundamental analysis pages.
The fund is a fund of funds that invests in Class W shares of other funds of the Trust and potentially in other investment pools or investment products. It has a policy of investing at least 80 percent of its assets in underlying funds that are managed to seek investment returns that track particular market indices. Advisors currently expects to allocate approximately 47.00 percent of the funds assets to equity underlying funds and 53.00 percent of its assets to fixed-income underlying funds.

Things to note about Tiaa-cref Lifecycle Index performance evaluation

Checking the ongoing alerts about Tiaa-cref Lifecycle for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Tiaa-cref Lifecycle Index help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.
Evaluating Tiaa-cref Lifecycle's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Tiaa-cref Lifecycle's mutual fund performance include:
  • Analyzing Tiaa-cref Lifecycle's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
  • Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Tiaa-cref Lifecycle's stock is overvalued or undervalued compared to its peers.
  • Examining Tiaa-cref Lifecycle's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
  • Evaluating Tiaa-cref Lifecycle's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Tiaa-cref Lifecycle's management team can help you assess the Mutual Fund's leadership.
  • Pay attention to analyst opinions and ratings of Tiaa-cref Lifecycle's mutual fund. These opinions can provide insight into Tiaa-cref Lifecycle's potential for growth and whether the stock is currently undervalued or overvalued.
It's essential to remember that evaluating Tiaa-cref Lifecycle's mutual fund performance is not an exact science, and many factors can impact Tiaa-cref Lifecycle's mutual fund market price. Therefore, it's also important to diversify your portfolio and not rely solely on one company or stock for your investments.
Check out World Market Map to better understand how to build diversified portfolios, which includes a position in Tiaa Cref Lifecycle Index. Also, note that the market value of any Mutual Fund could be tightly coupled with the direction of predictive economic indicators such as signals in gross domestic product.
You can also try the Price Ceiling Movement module to calculate and plot Price Ceiling Movement for different equity instruments.

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When running Tiaa-cref Lifecycle's price analysis, check to measure Tiaa-cref Lifecycle's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Tiaa-cref Lifecycle is operating at the current time. Most of Tiaa-cref Lifecycle's value examination focuses on studying past and present price action to predict the probability of Tiaa-cref Lifecycle's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Tiaa-cref Lifecycle's price. Additionally, you may evaluate how the addition of Tiaa-cref Lifecycle to your portfolios can decrease your overall portfolio volatility.
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Please note, there is a significant difference between Tiaa-cref Lifecycle's value and its price as these two are different measures arrived at by different means. Investors typically determine if Tiaa-cref Lifecycle is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Tiaa-cref Lifecycle's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.