TLXRX Performance — Nuveen Lifecycle 2060 Fund, Retirement Class
Data updated: 2026-09-25
TLXRX returned +8.81% year to date and +23.55% over one year to May 2026. Annualised returns are +18.17% over 3 years and +8.67% over 5 years. The fund beat its Target-Date category average: $100 invested three years ago grew to $165, against $155 for the category, and to $124 over one year, against $121. Volatility over the past three years was 11.75% a year. In the 12 months to May 2026 the fund took in a net $101.4M, and assets reached $1.12B.
TLXRX Growth of $100
What $100 invested in Nuveen Lifecycle 2060 Fund grew to, compounded from monthly returns reported on SEC Form N-PORT, against the Target-Date category average over the same months.
| Period | TLXRX | Category average |
|---|---|---|
| 1 year (Jun 2025 – May 2026) | $124 | $121 |
| 3 years (Jun 2023 – May 2026) | $165 | $155 |
| 5 years (Jun 2021 – May 2026) | $152 | $144 |
| Since data start (Sep 2019 – May 2026) | $217 | $187 |
TLXRX Trailing Returns
Total returns to May 2026, from SEC N-PORT.
| Period | Total return |
|---|---|
| YTD | +8.81% |
| 1 year | +23.55% |
| 3 years (annualised) | +18.17% |
| 5 years (annualised) | +8.67% |
TLXRX Annual Returns
Calendar-year total returns of Nuveen Lifecycle 2060 Fund, compounded from monthly SEC N-PORT returns. Partial years show the months covered.
| Year | Total return |
|---|---|
| 2026 (Jan–May) | +8.81% |
| 2025 | +17.79% |
| 2024 | +14.35% |
| 2023 | +20.08% |
| 2022 | −17.99% |
| 2021 | +16.59% |
| 2020 | +17.41% |
| 2019 (Sep–Dec) | +9.90% |
TLXRX 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 | +2.5% | +1.2% | −6.4% | +8.5% | +3.2% | — | — | — | — | — | — | — |
| 2025 | +3.1% | −0.8% | −4.0% | +0.3% | +5.4% | +4.4% | +0.7% | +1.8% | +3.0% | +2.0% | +0.3% | +0.5% |
| 2024 | +0.4% | +4.6% | +3.2% | −3.6% | +3.9% | +2.0% | +1.5% | +1.8% | +1.4% | −1.9% | +3.5% | −2.9% |
| 2023 | +6.4% | −2.6% | +2.4% | +1.2% | −0.7% | +5.7% | +3.3% | −2.7% | −4.1% | −2.4% | +8.0% | +4.8% |
| 2022 | −5.2% | −3.0% | +1.5% | −7.5% | +0.4% | −8.2% | +6.9% | −3.4% | −8.7% | +6.6% | +7.1% | −4.3% |
| 2021 | −0.7% | +3.4% | +2.3% | +4.4% | +1.3% | +1.4% | +0.5% | +2.2% | −4.1% | +4.7% | −3.2% | +3.8% |
| 2020 | −1.4% | −7.3% | −14.0% | +11.2% | +5.5% | +2.8% | +5.0% | +6.1% | −2.9% | −1.8% | +11.4% | +4.7% |
| 2019 | — | — | — | — | — | — | — | — | +1.3% | +2.3% | +2.7% | +3.2% |
TLXRX Risk
Risk measures from monthly returns over Jun 2023 – May 2026.
- 3-year volatility (annualised): 11.75%
- 3-year Sharpe ratio: 1.16 (vs 4.5% risk-free rate)
- Best month: +8.52% (Apr 2026)
- Worst month: −6.38% (Mar 2026)
TLXRX Fund Flows
Monthly money in and out of Nuveen Lifecycle 2060 Fund, from SEC Form N-PORT.
- 12-month net flow: $101.4M
- 12-month gross sales (incl. reinvestments): $223.4M
- Sales ÷ redemptions: 1.83×
| Month | Sales | Redemptions | Net flow |
|---|---|---|---|
| May 2026 | $12.0M | $20.7M | −$8.7M |
| Apr 2026 | $11.5M | $10.9M | $640K |
| Mar 2026 | $17.2M | $6.8M | $10.5M |
| Feb 2026 | $12.4M | $13.5M | −$1.1M |
| Jan 2026 | $13.0M | $7.4M | $5.6M |
| Dec 2025 | $67.0M | $12.7M | $54.3M |
| Nov 2025 | $10.8M | $7.0M | $3.8M |
| Oct 2025 | $14.4M | $6.0M | $8.4M |
| Sep 2025 | $19.5M | $5.5M | $14.0M |
| Aug 2025 | $13.2M | $5.8M | $7.4M |
| Jul 2025 | $21.1M | $8.0M | $13.1M |
| Jun 2025 | $11.5M | $18.0M | −$6.5M |
TLXRX Assets Under Management
Net assets of Nuveen Lifecycle 2060 Fund by report date, from SEC N-PORT filings.
| Report date | Net assets |
|---|---|
| 2026-05-31 | $1.12B |
| 2026-02-28 | $1.06B |
| 2025-11-30 | $1.01B |
| 2025-08-31 | $932.66M |
| 2025-05-31 | $849.83M |
| 2025-02-28 | $810.56M |
| 2024-11-30 | $832.34M |
| 2024-08-31 | $785.73M |
| 2024-05-31 | $733.46M |
| 2024-02-29 | $690.05M |
| 2023-11-30 | $595.59M |
| 2023-08-31 | $563.48M |
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.