TCHPX Performance — Nuveen Lifecycle 2030 Fund, Premier Class
Data updated: 2026-09-25
TCHPX returned +5.65% year to date and +16.00% over one year to May 2026. Annualised returns are +12.88% over 3 years and +5.79% over 5 years. The fund trailed its Target-Date category average: $100 invested three years ago grew to $144, against $155 for the category, and to $116 over one year, against $121. Volatility over the past three years was 8.29% a year. In the 12 months to May 2026 the fund lost a net $218.4M, and assets reached $4.54B.
TCHPX Growth of $100
What $100 invested in Nuveen Lifecycle 2030 Fund grew to, compounded from monthly returns reported on SEC Form N-PORT, against the Target-Date category average over the same months.
| Period | TCHPX | Category average |
|---|---|---|
| 1 year (Jun 2025 – May 2026) | $116 | $121 |
| 3 years (Jun 2023 – May 2026) | $144 | $155 |
| 5 years (Jun 2021 – May 2026) | $132 | $144 |
| Since data start (Sep 2019 – May 2026) | $173 | $187 |
TCHPX Trailing Returns
Total returns to May 2026, from SEC N-PORT.
| Period | Total return |
|---|---|
| YTD | +5.65% |
| 1 year | +16.00% |
| 3 years (annualised) | +12.88% |
| 5 years (annualised) | +5.79% |
TCHPX Annual Returns
Calendar-year total returns of Nuveen Lifecycle 2030 Fund, compounded from monthly SEC N-PORT returns. Partial years show the months covered.
| Year | Total return |
|---|---|
| 2026 (Jan–May) | +5.65% |
| 2025 | +13.36% |
| 2024 | +10.05% |
| 2023 | +14.38% |
| 2022 | −15.29% |
| 2021 | +11.10% |
| 2020 | +14.24% |
| 2019 (Sep–Dec) | +6.86% |
TCHPX Monthly Returns
Monthly total returns as reported on SEC Form N-PORT.
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +1.7% | +1.1% | −4.2% | +5.3% | +2.0% | — | — | — | — | — | — | — |
| 2025 | +2.1% | +0.3% | −2.5% | +0.3% | +3.1% | +3.1% | +0.5% | +1.5% | +2.2% | +1.5% | +0.3% | +0.4% |
| 2024 | +0.3% | +2.5% | +2.3% | −2.8% | +2.9% | +1.6% | +1.5% | +1.7% | +1.3% | −1.8% | +2.5% | −2.2% |
| 2023 | +5.0% | −2.4% | +2.1% | +1.0% | −0.9% | +3.6% | +2.2% | −2.0% | −3.2% | −2.1% | +6.3% | +4.2% |
| 2022 | −4.0% | −2.3% | +0.4% | −5.9% | +0.3% | −6.2% | +5.4% | −2.9% | −6.9% | +4.0% | +5.5% | −2.7% |
| 2021 | −0.5% | +1.9% | +1.3% | +3.2% | +1.0% | +1.1% | +0.7% | +1.5% | −2.9% | +3.1% | −2.1% | +2.6% |
| 2020 | −0.4% | −4.8% | −11.1% | +8.4% | +4.3% | +2.3% | +4.0% | +4.1% | −2.0% | −1.4% | +8.3% | +3.4% |
| 2019 | — | — | — | — | — | — | — | — | +0.8% | +1.6% | +1.9% | +2.4% |
TCHPX Risk
Risk measures from monthly returns over Jun 2023 – May 2026.
- 3-year volatility (annualised): 8.29%
- 3-year Sharpe ratio: 1.01 (vs 4.5% risk-free rate)
- Best month: +6.33% (Nov 2023)
- Worst month: −4.23% (Mar 2026)
TCHPX Fund Flows
Monthly money in and out of Nuveen Lifecycle 2030 Fund, from SEC Form N-PORT.
- 12-month net flow: −$218.4M
- 12-month gross sales (incl. reinvestments): $542.0M
- Sales ÷ redemptions: 0.71×
| Month | Sales | Redemptions | Net flow |
|---|---|---|---|
| May 2026 | $12.3M | $90.9M | −$78.6M |
| Apr 2026 | $12.8M | $75.6M | −$62.8M |
| Mar 2026 | $40.8M | $69.6M | −$28.8M |
| Feb 2026 | $13.6M | $65.4M | −$51.8M |
| Jan 2026 | $25.8M | $73.3M | −$47.5M |
| Dec 2025 | $325.1M | $56.3M | $268.8M |
| Nov 2025 | $25.0M | $75.3M | −$50.2M |
| Oct 2025 | $32.4M | $59.1M | −$26.6M |
| Sep 2025 | $16.5M | $27.6M | −$11.1M |
| Aug 2025 | $11.2M | $33.5M | −$22.3M |
| Jul 2025 | $15.6M | $52.4M | −$36.8M |
| Jun 2025 | $11.0M | $81.6M | −$70.6M |
TCHPX Assets Under Management
Net assets of Nuveen Lifecycle 2030 Fund by report date, from SEC N-PORT filings.
| Report date | Net assets |
|---|---|
| 2026-05-31 | $4.54B |
| 2026-02-28 | $4.59B |
| 2025-11-30 | $4.58B |
| 2025-08-31 | $4.48B |
| 2025-05-31 | $4.36B |
| 2025-02-28 | $4.43B |
| 2024-11-30 | $4.66B |
| 2024-08-31 | $4.70B |
| 2024-05-31 | $4.75B |
| 2024-02-29 | $4.76B |
| 2023-11-30 | $4.52B |
| 2023-08-31 | $4.59B |
For information only. Not investment advice: figures are as reported in SEC filings and may contain errors or be out of date. Past performance does not guarantee future results.