See what your fund actually adds

Nuveen Lifecycle 2040 Fund I Class TCZHX

Historical return decomposition and an investable replication portfolio, using data through 2026-10-09.

Fund and replication metrics

TCZHX compared with its replication portfolio
MeasureTCZHXReplication
Annualized growth7.4%8.6%
Annualized volatility12.6%12.8%
Sharpe ratio0.630.71
Maximum drawdown24.0%23.5%
Replication fit (R²)0.98 · Tracking error 1.5%

Replication portfolio

The published portfolio below is the investable basket used to model TCZHX’s historical return behavior.

TCZHX replication basket weights
TickerBuilding blockWeight
VOOUS Large Cap25.1%
SPHYFI · High Yield24.6%
VTIUS Broad Market22.8%
EFGIntl · Growth15.6%
VWOEmerging Markets11.9%