TCLRX Performance — Nuveen Lifecycle 2035 Fund, Retirement Class
Data updated: 2026-09-25
TCLRX returned +6.39% year to date and +17.72% over one year to May 2026. Annualised returns are +14.16% over 3 years and +6.46% over 5 years. The fund trailed its Target-Date category average: $100 invested three years ago grew to $149, against $155 for the category, and to $118 over one year, against $121. Volatility over the past three years was 9.23% a year. In the 12 months to May 2026 the fund lost a net $89.5M, and assets reached $5.25B.
TCLRX Growth of $100
What $100 invested in Nuveen Lifecycle 2035 Fund grew to, compounded from monthly returns reported on SEC Form N-PORT, against the Target-Date category average over the same months.
| Period | TCLRX | Category average |
|---|---|---|
| 1 year (Jun 2025 – May 2026) | $118 | $121 |
| 3 years (Jun 2023 – May 2026) | $149 | $155 |
| 5 years (Jun 2021 – May 2026) | $137 | $144 |
| Since data start (Sep 2019 – May 2026) | $183 | $187 |
TCLRX Trailing Returns
Total returns to May 2026, from SEC N-PORT.
| Period | Total return |
|---|---|
| YTD | +6.39% |
| 1 year | +17.72% |
| 3 years (annualised) | +14.16% |
| 5 years (annualised) | +6.46% |
TCLRX Annual Returns
Calendar-year total returns of Nuveen Lifecycle 2035 Fund, compounded from monthly SEC N-PORT returns. Partial years show the months covered.
| Year | Total return |
|---|---|
| 2026 (Jan–May) | +6.39% |
| 2025 | +14.33% |
| 2024 | +11.00% |
| 2023 | +16.13% |
| 2022 | −16.16% |
| 2021 | +12.43% |
| 2020 | +15.08% |
| 2019 (Sep–Dec) | +7.76% |
TCLRX 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 | +1.8% | +1.2% | −4.8% | +6.0% | +2.3% | — | — | — | — | — | — | — |
| 2025 | +2.4% | 0.0% | −2.9% | +0.2% | +3.6% | +3.5% | +0.5% | +1.5% | +2.4% | +1.6% | +0.3% | +0.4% |
| 2024 | +0.3% | +3.0% | +2.6% | −3.1% | +3.2% | +1.6% | +1.6% | +1.7% | +1.3% | −1.8% | +2.8% | −2.4% |
| 2023 | +5.5% | −2.5% | +2.2% | +1.1% | −0.9% | +4.2% | +2.6% | −2.2% | −3.5% | −2.1% | +6.9% | +4.5% |
| 2022 | −4.4% | −2.5% | +0.6% | −6.5% | +0.3% | −6.7% | +5.8% | −3.0% | −7.4% | +4.8% | +6.0% | −3.2% |
| 2021 | −0.6% | +2.3% | +1.5% | +3.5% | +1.1% | +1.2% | +0.6% | +1.6% | −3.3% | +3.5% | −2.4% | +2.8% |
| 2020 | −0.7% | −5.5% | −12.1% | +9.2% | +4.7% | +2.5% | +4.3% | +4.6% | −2.3% | −1.5% | +9.2% | +3.8% |
| 2019 | — | — | — | — | — | — | — | — | +0.9% | +1.9% | +2.1% | +2.6% |
TCLRX Risk
Risk measures from monthly returns over Jun 2023 – May 2026.
- 3-year volatility (annualised): 9.23%
- 3-year Sharpe ratio: 1.05 (vs 4.5% risk-free rate)
- Best month: +6.86% (Nov 2023)
- Worst month: −4.84% (Mar 2026)
TCLRX Fund Flows
Monthly money in and out of Nuveen Lifecycle 2035 Fund, from SEC Form N-PORT.
- 12-month net flow: −$89.5M
- 12-month gross sales (incl. reinvestments): $633.7M
- Sales ÷ redemptions: 0.88×
| Month | Sales | Redemptions | Net flow |
|---|---|---|---|
| May 2026 | $17.8M | $83.3M | −$65.5M |
| Apr 2026 | $15.7M | $63.9M | −$48.2M |
| Mar 2026 | $54.6M | $73.7M | −$19.0M |
| Feb 2026 | $15.9M | $47.0M | −$31.1M |
| Jan 2026 | $33.3M | $73.8M | −$40.5M |
| Dec 2025 | $377.1M | $53.7M | $323.4M |
| Nov 2025 | $19.1M | $71.7M | −$52.6M |
| Oct 2025 | $31.7M | $63.3M | −$31.6M |
| Sep 2025 | $13.4M | $29.9M | −$16.5M |
| Aug 2025 | $14.4M | $29.4M | −$15.0M |
| Jul 2025 | $18.0M | $42.5M | −$24.5M |
| Jun 2025 | $22.6M | $91.0M | −$68.4M |
TCLRX Assets Under Management
Net assets of Nuveen Lifecycle 2035 Fund by report date, from SEC N-PORT filings.
| Report date | Net assets |
|---|---|
| 2026-05-31 | $5.25B |
| 2026-02-28 | $5.22B |
| 2025-11-30 | $5.15B |
| 2025-08-31 | $5.03B |
| 2025-05-31 | $4.83B |
| 2025-02-28 | $4.88B |
| 2024-11-30 | $5.09B |
| 2024-08-31 | $5.07B |
| 2024-05-31 | $5.11B |
| 2024-02-29 | $5.09B |
| 2023-11-30 | $4.77B |
| 2023-08-31 | $4.82B |
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.