TCLTX Performance — Nuveen Lifecycle 2020 Fund, Retirement Class
Data updated: 2026-09-25
TCLTX returned +4.58% year to date and +13.21% over one year to May 2026. Annualised returns are +10.66% over 3 years and +4.60% over 5 years. The fund trailed its Target-Date category average: $100 invested three years ago grew to $136, against $155 for the category, and to $113 over one year, against $121. Volatility over the past three years was 6.89% a year. In the 12 months to May 2026 the fund lost a net $250.6M, and assets reached $2.00B.
TCLTX Growth of $100
What $100 invested in Nuveen Lifecycle 2020 Fund grew to, compounded from monthly returns reported on SEC Form N-PORT, against the Target-Date category average over the same months.
| Period | TCLTX | Category average |
|---|---|---|
| 1 year (Jun 2025 – May 2026) | $113 | $121 |
| 3 years (Jun 2023 – May 2026) | $136 | $155 |
| 5 years (Jun 2021 – May 2026) | $125 | $144 |
| Since data start (Sep 2019 – May 2026) | $155 | $187 |
TCLTX Trailing Returns
Total returns to May 2026, from SEC N-PORT.
| Period | Total return |
|---|---|
| YTD | +4.58% |
| 1 year | +13.21% |
| 3 years (annualised) | +10.66% |
| 5 years (annualised) | +4.60% |
TCLTX Annual Returns
Calendar-year total returns of Nuveen Lifecycle 2020 Fund, compounded from monthly SEC N-PORT returns. Partial years show the months covered.
| Year | Total return |
|---|---|
| 2026 (Jan–May) | +4.58% |
| 2025 | +11.52% |
| 2024 | +8.17% |
| 2023 | +11.68% |
| 2022 | −13.74% |
| 2021 | +8.22% |
| 2020 | +12.12% |
| 2019 (Sep–Dec) | +4.98% |
TCLTX 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 | +1.3% | +1.0% | −3.5% | +4.2% | +1.6% | — | — | — | — | — | — | — |
| 2025 | +1.7% | +0.6% | −1.8% | +0.2% | +2.2% | +2.6% | +0.4% | +1.3% | +1.8% | +1.2% | +0.3% | +0.3% |
| 2024 | +0.3% | +1.6% | +1.9% | −2.6% | +2.6% | +1.3% | +1.7% | +1.5% | +1.3% | −1.7% | +2.1% | −1.8% |
| 2023 | +4.3% | −2.2% | +2.0% | +0.7% | −0.8% | +2.6% | +1.7% | −1.5% | −2.8% | −1.7% | +5.4% | +3.8% |
| 2022 | −3.3% | −2.0% | −0.2% | −4.9% | +0.2% | −4.9% | +4.5% | −2.5% | −6.0% | +2.7% | +4.7% | −2.1% |
| 2021 | −0.4% | +1.1% | +0.8% | +2.6% | +0.9% | +0.9% | +0.7% | +1.1% | −2.3% | +2.2% | −1.5% | +1.9% |
| 2020 | +0.2% | −3.3% | −9.2% | +6.6% | +3.5% | +2.0% | +3.3% | +3.0% | −1.5% | −1.0% | +6.4% | +2.7% |
| 2019 | — | — | — | — | — | — | — | — | +0.5% | +1.3% | +1.4% | +1.8% |
TCLTX Risk
Risk measures from monthly returns over Jun 2023 – May 2026.
- 3-year volatility (annualised): 6.89%
- 3-year Sharpe ratio: 0.89 (vs 4.5% risk-free rate)
- Best month: +5.41% (Nov 2023)
- Worst month: −3.51% (Mar 2026)
TCLTX Fund Flows
Monthly money in and out of Nuveen Lifecycle 2020 Fund, from SEC Form N-PORT.
- 12-month net flow: −$250.6M
- 12-month gross sales (incl. reinvestments): $201.0M
- Sales ÷ redemptions: 0.45×
| Month | Sales | Redemptions | Net flow |
|---|---|---|---|
| May 2026 | $3.4M | $38.8M | −$35.5M |
| Apr 2026 | $3.9M | $50.0M | −$46.2M |
| Mar 2026 | $10.5M | $40.3M | −$29.8M |
| Feb 2026 | $5.3M | $32.5M | −$27.1M |
| Jan 2026 | $13.2M | $41.3M | −$28.1M |
| Dec 2025 | $127.1M | $30.5M | $96.6M |
| Nov 2025 | $7.2M | $45.6M | −$38.3M |
| Oct 2025 | $12.6M | $37.7M | −$25.2M |
| Sep 2025 | $6.1M | $23.5M | −$17.4M |
| Aug 2025 | $2.6M | $25.6M | −$23.1M |
| Jul 2025 | $5.1M | $42.4M | −$37.2M |
| Jun 2025 | $4.1M | $43.2M | −$39.2M |
TCLTX Assets Under Management
Net assets of Nuveen Lifecycle 2020 Fund by report date, from SEC N-PORT filings.
| Report date | Net assets |
|---|---|
| 2026-05-31 | $2.00B |
| 2026-02-28 | $2.07B |
| 2025-11-30 | $2.09B |
| 2025-08-31 | $2.10B |
| 2025-05-31 | $2.10B |
| 2025-02-28 | $2.17B |
| 2024-11-30 | $2.33B |
| 2024-08-31 | $2.39B |
| 2024-05-31 | $2.51B |
| 2024-02-29 | $2.57B |
| 2023-11-30 | $2.54B |
| 2023-08-31 | $2.64B |
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.