TTIRX Performance — Nuveen Lifecycle Index 2055 Fund, Retirement Class
Data updated: 2026-09-25
TTIRX returned +11.31% year to date and +26.69% over one year to May 2026. Annualised returns are +19.89% over 3 years and +10.05% over 5 years. The fund beat its Target-Date category average: $100 invested three years ago grew to $172, against $155 for the category, and to $127 over one year, against $121. Volatility over the past three years was 11.78% a year. In the 12 months to May 2026 the fund took in a net $22.9M, and assets reached $5.98B.
TTIRX Growth of $100
What $100 invested in Nuveen Lifecycle Index 2055 Fund grew to, compounded from monthly returns reported on SEC Form N-PORT, against the Target-Date category average over the same months.
| Period | TTIRX | Category average |
|---|---|---|
| 1 year (Jun 2025 – May 2026) | $127 | $121 |
| 3 years (Jun 2023 – May 2026) | $172 | $155 |
| 5 years (Jun 2021 – May 2026) | $161 | $144 |
| Since data start (Sep 2019 – May 2026) | $229 | $187 |
TTIRX Trailing Returns
Total returns to May 2026, from SEC N-PORT.
| Period | Total return |
|---|---|
| YTD | +11.31% |
| 1 year | +26.69% |
| 3 years (annualised) | +19.89% |
| 5 years (annualised) | +10.05% |
TTIRX Annual Returns
Calendar-year total returns of Nuveen Lifecycle Index 2055 Fund, compounded from monthly SEC N-PORT returns. Partial years show the months covered.
| Year | Total return |
|---|---|
| 2026 (Jan–May) | +11.31% |
| 2025 | +19.57% |
| 2024 | +15.08% |
| 2023 | +20.43% |
| 2022 | −17.78% |
| 2021 | +17.10% |
| 2020 | +16.95% |
| 2019 (Sep–Dec) | +10.23% |
TTIRX 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 | +2.9% | +1.5% | −5.9% | +8.6% | +4.4% | — | — | — | — | — | — | — |
| 2025 | +3.2% | −0.2% | −3.4% | +0.6% | +5.1% | +4.4% | +0.8% | +1.8% | +3.3% | +1.9% | +0.1% | +0.8% |
| 2024 | +0.1% | +4.1% | +3.0% | −3.6% | +4.3% | +1.7% | +2.0% | +2.2% | +2.0% | −2.3% | +3.7% | −2.7% |
| 2023 | +7.1% | −2.9% | +2.7% | +1.2% | −1.0% | +5.4% | +3.3% | −2.7% | −4.1% | −2.8% | +8.6% | +5.0% |
| 2022 | −4.6% | −2.8% | +1.4% | −7.7% | +0.5% | −7.7% | +6.8% | −3.8% | −9.1% | +5.8% | +7.9% | −4.3% |
| 2021 | −0.3% | +2.4% | +2.5% | +4.0% | +1.1% | +1.5% | +0.7% | +2.3% | −3.9% | +4.8% | −2.3% | +3.6% |
| 2020 | −0.9% | −7.0% | −13.2% | +10.7% | +4.7% | +2.7% | +4.8% | +5.7% | −2.9% | −2.0% | +11.4% | +4.5% |
| 2019 | — | — | — | — | — | — | — | — | +1.8% | +2.4% | +2.6% | +3.0% |
TTIRX Risk
Risk measures from monthly returns over Jun 2023 – May 2026.
- 3-year volatility (annualised): 11.78%
- 3-year Sharpe ratio: 1.31 (vs 4.5% risk-free rate)
- Best month: +8.65% (Apr 2026)
- Worst month: −5.95% (Mar 2026)
TTIRX Fund Flows
Monthly money in and out of Nuveen Lifecycle Index 2055 Fund, from SEC Form N-PORT.
- 12-month net flow: $22.9M
- 12-month gross sales (incl. reinvestments): $1.5B
- Sales ÷ redemptions: 1.02×
| Month | Sales | Redemptions | Net flow |
|---|---|---|---|
| May 2026 | $145.0M | $59.3M | $85.7M |
| Apr 2026 | $117.6M | $65.8M | $51.8M |
| Mar 2026 | $115.0M | $237.6M | −$122.6M |
| Feb 2026 | $97.6M | $61.4M | $36.2M |
| Jan 2026 | $113.9M | $134.2M | −$20.4M |
| Dec 2025 | $259.3M | $318.8M | −$59.4M |
| Nov 2025 | $116.3M | $79.2M | $37.1M |
| Oct 2025 | $113.9M | $52.0M | $62.0M |
| Sep 2025 | $111.4M | $308.2M | −$196.8M |
| Aug 2025 | $86.9M | $50.0M | $36.9M |
| Jul 2025 | $99.3M | $46.2M | $53.1M |
| Jun 2025 | $101.8M | $42.5M | $59.3M |
TTIRX Assets Under Management
Net assets of Nuveen Lifecycle Index 2055 Fund by report date, from SEC N-PORT filings.
| Report date | Net assets |
|---|---|
| 2026-05-31 | $5.98B |
| 2026-02-28 | $5.58B |
| 2025-11-30 | $5.49B |
| 2025-08-31 | $5.30B |
| 2025-05-31 | $4.76B |
| 2025-02-28 | $4.57B |
| 2024-11-30 | $4.39B |
| 2024-08-31 | $4.12B |
| 2024-05-31 | $3.74B |
| 2024-02-29 | $3.55B |
| 2023-11-30 | $3.14B |
| 2023-08-31 | $2.95B |
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.