TCLEX Performance — Nuveen Lifecycle 2010 Fund, Retirement Class
Data updated: 2026-09-25
TCLEX returned +4.01% year to date and +11.91% over one year to May 2026. Annualised returns are +9.70% over 3 years and +4.17% over 5 years. The fund trailed its Target-Date category average: $100 invested three years ago grew to $132, against $155 for the category, and to $112 over one year, against $121. Volatility over the past three years was 6.17% a year. In the 12 months to May 2026 the fund lost a net $53.2M, and assets reached $673.51M.
TCLEX Growth of $100
What $100 invested in Nuveen Lifecycle 2010 Fund grew to, compounded from monthly returns reported on SEC Form N-PORT, against the Target-Date category average over the same months.
| Period | TCLEX | Category average |
|---|---|---|
| 1 year (Jun 2025 – May 2026) | $112 | $121 |
| 3 years (Jun 2023 – May 2026) | $132 | $155 |
| 5 years (Jun 2021 – May 2026) | $123 | $144 |
| Since data start (Sep 2019 – May 2026) | $147 | $187 |
TCLEX Trailing Returns
Total returns to May 2026, from SEC N-PORT.
| Period | Total return |
|---|---|
| YTD | +4.01% |
| 1 year | +11.91% |
| 3 years (annualised) | +9.70% |
| 5 years (annualised) | +4.17% |
TCLEX Annual Returns
Calendar-year total returns of Nuveen Lifecycle 2010 Fund, compounded from monthly SEC N-PORT returns. Partial years show the months covered.
| Year | Total return |
|---|---|
| 2026 (Jan–May) | +4.01% |
| 2025 | +10.80% |
| 2024 | +7.31% |
| 2023 | +10.64% |
| 2022 | −12.62% |
| 2021 | +6.65% |
| 2020 | +10.95% |
| 2019 (Sep–Dec) | +3.90% |
TCLEX 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 | +1.2% | +1.0% | −3.1% | +3.6% | +1.4% | — | — | — | — | — | — | — |
| 2025 | +1.6% | +0.8% | −1.4% | +0.2% | +1.8% | +2.4% | +0.3% | +1.3% | +1.5% | +1.1% | +0.4% | +0.3% |
| 2024 | +0.3% | +1.2% | +1.7% | −2.3% | +2.3% | +1.3% | +1.6% | +1.4% | +1.3% | −1.6% | +1.8% | −1.7% |
| 2023 | +3.9% | −2.0% | +2.0% | +0.8% | −0.9% | +2.1% | +1.5% | −1.3% | −2.5% | −1.6% | +5.0% | +3.6% |
| 2022 | −2.9% | −1.6% | −0.5% | −4.4% | +0.2% | −4.4% | +4.0% | −2.3% | −5.5% | +2.1% | +4.2% | −1.7% |
| 2021 | −0.4% | +0.8% | +0.5% | +2.2% | +0.7% | +0.8% | +0.8% | +0.9% | −1.9% | +1.8% | −1.3% | +1.5% |
| 2020 | +0.4% | −2.3% | −7.9% | +5.6% | +3.0% | +1.8% | +2.9% | +2.4% | −1.2% | −0.8% | +5.2% | +2.2% |
| 2019 | — | — | — | — | — | — | — | — | +0.3% | +1.0% | +1.1% | +1.4% |
TCLEX Risk
Risk measures from monthly returns over Jun 2023 – May 2026.
- 3-year volatility (annualised): 6.17%
- 3-year Sharpe ratio: 0.84 (vs 4.5% risk-free rate)
- Best month: +5.03% (Nov 2023)
- Worst month: −3.12% (Mar 2026)
TCLEX Fund Flows
Monthly money in and out of Nuveen Lifecycle 2010 Fund, from SEC Form N-PORT.
- 12-month net flow: −$53.2M
- 12-month gross sales (incl. reinvestments): $83.3M
- Sales ÷ redemptions: 0.61×
| Month | Sales | Redemptions | Net flow |
|---|---|---|---|
| May 2026 | $1.2M | $17.7M | −$16.5M |
| Apr 2026 | $4.0M | $9.7M | −$5.7M |
| Mar 2026 | $5.8M | $9.9M | −$4.1M |
| Feb 2026 | $3.1M | $8.1M | −$5.1M |
| Jan 2026 | $4.2M | $13.0M | −$8.9M |
| Dec 2025 | $46.8M | $11.7M | $35.1M |
| Nov 2025 | $1.6M | $12.6M | −$11.0M |
| Oct 2025 | $2.8M | $14.5M | −$11.7M |
| Sep 2025 | $5.6M | $8.9M | −$3.3M |
| Aug 2025 | $2.5M | $6.6M | −$4.1M |
| Jul 2025 | $1.4M | $12.3M | −$10.9M |
| Jun 2025 | $4.3M | $11.4M | −$7.1M |
TCLEX Assets Under Management
Net assets of Nuveen Lifecycle 2010 Fund by report date, from SEC N-PORT filings.
| Report date | Net assets |
|---|---|
| 2026-05-31 | $673.51M |
| 2026-02-28 | $687.92M |
| 2025-11-30 | $693.06M |
| 2025-08-31 | $697.58M |
| 2025-05-31 | $689.25M |
| 2025-02-28 | $709.64M |
| 2024-11-30 | $766.30M |
| 2024-08-31 | $779.45M |
| 2024-05-31 | $803.99M |
| 2024-02-29 | $816.87M |
| 2023-11-30 | $810.80M |
| 2023-08-31 | $839.65M |
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.