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Nuveen Lifecycle Index Retirement Income Fund I Class TLIHX
Historical return decomposition and an investable replication portfolio, using data through 2026-10-09.
Fund and replication metrics
| Measure | TLIHX | Replication |
|---|---|---|
| Annualized growth | 4.6% | 2.3% |
| Annualized volatility | 7.5% | 5.8% |
| Sharpe ratio | 0.63 | 0.42 |
| Maximum drawdown | 18.6% | 15.7% |
| Replication fit (R²) | 0.79 · Tracking error 3.4% | |
Replication portfolio
The published portfolio below is the investable basket used to model TLIHX’s historical return behavior.
| Ticker | Building block | Weight |
|---|---|---|
| VGIT | FI · Intermediate Gov | 36.1% |
| AGG | FI · Aggregate | 24.6% |
| VOO | US Large Cap | 16.6% |
| MBB | FI · MBS | 15.7% |
| SPHY | FI · High Yield | 6.9% |