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Target Date 2011-2015: Total Returns

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Data through 5/17/2013. Click here to return to the Fund Category Performance page.
Category Name Ticker 1 Month(%) YTD(%) 3 Month(%) 1 Year(%) 3 Year(%) 5 Year(%)
Target Date 2011-2015 3.06 6.29 3.86 14.86 9.03 3.45
American Funds Trgt Date Ret 2015 A AABTX 4.16 8.80 5.95 17.97 10.57 3.84
American Funds Trgt Date Ret 2015 A LW AABTX.LW 4.16 8.80 5.95 17.97 10.57 3.84
American Century LIVESTRONG 2015 C AFNCX 3.20 6.70 4.18 13.55 8.80 ---
American Century LIVESTRONG 2015 A ARFAX 3.28 6.96 4.42 14.41 9.62 4.59
American Century LIVESTRONG 2015 A LW ARFAX.LW 3.28 6.96 4.42 14.41 9.62 4.59
American Century LIVESTRONG 2015 Inv ARFIX 3.28 7.04 4.42 14.69 9.89 4.85
American Century LIVESTRONG 2015 R ARFRX 3.20 6.88 4.34 14.13 9.35 4.33
American Century LIVESTRONG 2015 Instl ARNIX 3.27 7.11 4.50 14.90 10.13 5.07
AllianzGI Retirement 2015 Administrative AZAMX 1.38 3.34 2.33 10.23 8.01 ---
AllianzGI Retirement 2015 A AZGAX 1.34 3.31 2.29 10.17 7.97 ---
AllianzGI Retirement 2015 A Load Waived AZGAX.LW 1.34 3.31 2.29 10.17 7.97 ---
AllianzGI Retirement 2015 C AZGCX 1.25 3.02 2.10 9.35 7.13 ---
AllianzGI Retirement 2015 D AZGDX 1.34 3.26 2.24 10.07 7.88 ---
AllianzGI Retirement 2015 R6 AZGIX 1.38 3.50 2.37 10.64 8.32 ---
AllianzGI Retirement 2015 P AZGPX 1.38 3.44 2.32 10.55 8.23 ---
AllianzGI Retirement 2015 R AZGRX 1.34 3.21 2.24 9.86 7.63 ---
BlackRock LifePath Active 2015 Inv A BAPBX 3.26 6.42 4.13 16.08 9.66 4.51
BlackRock LifePath Active 2015 Inv A LW BAPBX.LW 3.26 6.42 4.13 16.08 9.66 4.51
BlackRock LifePath Active 2015 K BIPBX 3.33 6.58 4.29 16.52 10.08 4.89
BlackRock LifePath Active 2015 Instl BLAIX 3.33 6.58 4.20 --- --- ---
BlackRock LifePath Active 2015 R BRPBX 3.26 6.32 4.13 15.78 9.36 4.20
Strategic Advisers Multi-Mgr 2015 FEJPX 3.33 6.65 3.84 --- --- ---
Fidelity Advisor Freedom 2015 A FFVAX 3.18 6.53 3.93 14.37 8.89 3.70
Fidelity Advisor Freedom 2015 A LW FFVAX.LW 3.18 6.53 3.93 14.37 8.89 3.70
Fidelity Advisor Freedom 2015 B FFVBX 3.17 6.18 3.76 13.56 8.08 2.92
Fidelity Advisor Freedom 2015 C FFVCX 3.18 6.21 3.69 13.54 8.07 2.91
Fidelity Freedom 2015 FFVFX 3.35 6.76 4.12 14.79 9.04 3.87
Fidelity Advisor Freedom 2015 I FFVIX 3.22 6.55 3.97 14.65 9.16 3.94
Fidelity Advisor Freedom 2015 T FFVTX 3.20 6.47 3.87 14.19 8.65 3.45
Fidelity Freedom K 2015 FKVFX 3.34 6.77 4.12 14.82 9.13 ---
Fidelity Freedom Index 2015 W FLIFX 2.95 5.97 3.54 13.29 8.59 ---
Franklin Templeton 2015 Retire Trgt C FRTCX 2.95 5.92 3.25 13.46 7.70 3.81
Franklin Templeton 2015 Retire Trgt A FTRAX 2.92 6.12 3.38 14.19 8.42 4.53
Franklin Templeton 2015 Retire Trgt A LW FTRAX.LW 2.92 6.12 3.38 14.19 8.42 4.53
GuideStone Funds MyDestination 2015 GS4 GMTZX 3.48 7.64 4.77 16.14 10.79 4.43
Harbor Target Retirement 2015 Instl HARGX 2.35 4.90 2.97 13.27 9.18 ---
Harbor Target Retirement 2015 Adm HARHX 2.35 4.90 2.97 13.27 9.18 ---
Harbor Target Retirement 2015 Inv HARIX 2.35 4.90 2.97 13.27 9.18 ---
The Hartford Target Retirement 2015 R3 HTJRX 3.26 5.24 3.11 14.55 9.23 ---
The Hartford Target Retirement 2015 R4 HTJSX 3.31 5.36 3.17 14.89 9.55 ---
The Hartford Target Retirement 2015 R5 HTJTX 3.31 5.36 3.16 14.92 9.62 ---
The Hartford Target Retirement 2015 Y HTJYX 3.31 --- --- --- --- ---
ING Index Solution 2015 Port Adv ISAAX 2.89 6.17 3.96 14.20 7.97 3.20
ING Index Solution 2015 Port S ISASX 2.96 6.30 4.02 14.50 8.25 3.47
ING Index Solution 2015 Port T ISATX 2.98 6.14 3.94 13.95 7.75 2.97
ING Solution 2015 Port Adv ISOAX 2.86 5.98 3.67 13.46 8.28 2.80
ING Solution 2015 Port I ISOIX 2.97 6.21 3.85 14.05 8.86 3.32
ING Solution 2015 Port S ISOSX 3.00 6.08 3.80 13.75 8.56 3.06
ING Solution 2015 Port T ISOTX 2.91 5.90 3.62 13.25 8.11 2.60
ING Solution 2015 Port S2 ISPAX 2.98 6.05 3.71 13.58 8.40 ---
ING Index Solution 2015 Port I ISSIX 3.03 6.45 4.08 14.77 8.49 3.72
ING Index Solution 2015 Port S2 ISXVX 2.91 6.29 3.98 14.31 8.10 ---
JHancock2 Retire Living through 2015 A JLBAX 3.87 8.06 4.79 17.94 10.04 3.73
JHancock2 Retire Living through 201 A LW JLBAX.LW 3.87 8.06 4.79 17.94 10.04 3.73
JHancock2 Retire Living through 2015 R1 JLBDX 3.88 7.96 4.79 17.70 9.83 3.52
JHancock2 Retire Living through 2015 R3 JLBFX 3.88 8.07 4.79 17.81 9.90 3.60
JHancock2 Retire Living through 2015 R4 JLBGX 3.98 8.28 4.89 18.25 10.29 3.92
JHancock2 Retire Living through 2015 R5 JLBHX 3.97 8.38 4.99 18.57 10.60 4.24
JHancock2 Retire Living through 2015 R6 JLBJX 3.97 8.38 4.99 18.63 --- ---
JHancock2 Retire Living through 2015 R2 JLBKX 3.88 8.07 4.79 17.98 --- ---
JHancock2 Retire Living through 2015 1 JLBOX 3.97 8.38 4.99 18.57 10.57 4.21
JHancock2 Retirement Choices at 2015 R2 JRFNX 0.62 1.89 1.62 --- --- ---
JHancock2 Retirement Choices at 2015 1 JRFOX 0.71 2.08 1.71 6.44 6.55 ---
JHancock2 Retirement Choices at 2015 R4 JRFPX 0.62 1.99 1.62 6.14 --- ---
JHancock2 Retirement Choices at 2015 R1 JRFQX 0.62 1.80 1.52 --- --- ---
JHancock2 Retirement Choices at 2015 R6 JRFSX 0.71 2.17 1.80 --- --- ---
JPMorgan SmartRetirement® Blend 2015 Sel JSBEX 3.26 6.36 4.21 --- --- ---
JPMorgan SmartRetirement® Blend 2015 R5 JSBWX 3.26 6.41 4.26 --- --- ---
JPMorgan SmartRetirement® Blend 2015 R6 JSBYX 3.26 6.49 4.27 --- --- ---
JPMorgan SmartRetirement® 2015 A JSFAX 3.64 6.78 4.51 16.20 10.02 5.15
JPMorgan SmartRetirement® 2015 A LW JSFAX.LW 3.64 6.78 4.51 16.20 10.02 5.15
JPMorgan SmartRetirement® 2015 C JSFCX 3.54 6.47 4.32 15.39 9.30 4.51
JPMorgan SmartRetirement® 2015 Instl JSFIX 3.63 6.89 4.56 16.43 10.27 5.45
JPMorgan SmartRetirement® 2015 Select JSFSX 3.63 6.79 4.53 16.29 10.10 5.31
JPMorgan SmartRetirement® 2015 R2 JSFZX 3.59 6.67 4.46 15.84 9.75 ---
MFS Lifetime 2015 B LFTBX 2.04 4.59 2.84 --- --- ---
MFS Lifetime 2015 C LFTCX 2.04 4.59 2.84 --- --- ---
MFS Lifetime 2015 A LFTDX 2.04 4.89 3.04 --- --- ---
MFS Lifetime 2015 A Load Waived LFTDX.LW 2.04 4.89 3.04 --- --- ---
MFS Lifetime 2015 I LFTIX 2.13 4.99 3.03 --- --- ---
MFS Lifetime 2015 R1 LFTRX 2.04 4.59 2.84 --- --- ---
MFS Lifetime 2015 R2 LFTSX 2.04 4.79 2.94 --- --- ---
MFS Lifetime 2015 R3 LFTTX 2.04 4.79 2.94 --- --- ---
MFS Lifetime 2015 R4 LFTUX 2.13 4.99 3.03 --- --- ---
Legg Mason Target Retirement 2015 A LMFAX 3.91 7.03 4.34 15.25 7.21 ---
Legg Mason Target Retirement 2015 A LW LMFAX.LW 3.91 7.03 4.34 15.25 7.21 ---
Legg Mason Target Retirement 2015 C LMFCX 3.83 6.68 4.09 14.32 6.41 ---
Legg Mason Target Retirement 2015 I LMFIX 3.91 7.30 4.43 15.59 7.57 ---
Legg Mason Target Retirement 2015 R LMFRX 3.90 7.28 4.24 15.33 7.08 ---
Legg Mason Target Retirement 2015 IS LMFSX --- --- --- --- --- ---
Legg Mason Target Retirement 2015 FI LMMFX 3.98 7.37 4.33 15.52 7.36 ---
Principal LifeTime 2015 R3 LTAPX 3.80 7.79 4.51 17.11 10.37 3.25
Principal LifeTime 2015 R2 LTASX 3.71 7.59 4.32 16.83 10.17 3.06
AllianceBern 2015 Retirement Strat A LTEAX 4.78 7.81 4.49 18.46 9.05 2.05
AllianceBern 2015 Retirement Strat A LW LTEAX.LW 4.78 7.81 4.49 18.46 9.05 2.05
AllianceBern 2015 Retirement Strat C LTECX 4.74 7.49 4.34 17.65 8.29 1.33
AllianceBern 2015 Retirement Strat I LTEIX 4.86 7.88 4.57 18.83 9.42 2.34
AllianceBern 2015 Retirement Strat K LTEKX 4.85 7.86 4.55 18.64 9.12 2.09
AllianceBern 2015 Retirement Strat R LTERX 4.77 7.68 4.47 18.23 8.82 1.82
AllianceBern 2015 Retirement Strat Adv LTEVX 4.75 7.87 4.56 18.82 9.40 2.35
AllianceBern 2015 Retirement Strat B LTGBX 4.71 7.55 4.32 17.65 8.31 1.32
Principal LifeTime 2015 Instl LTINX 3.84 7.98 4.64 17.78 11.01 3.93
Principal LifeTime 2015 R5 LTPFX 3.78 7.85 4.59 17.47 10.70 3.59
Principal LifeTime 2015 R1 LTSGX 3.72 7.61 4.33 16.68 10.02 2.94
Principal LifeTime 2015 R4 LTSLX 3.78 7.86 4.49 17.32 10.60 3.45
MassMutual RetireSMART 2015 A MMJAX 4.21 8.20 4.58 17.99 10.46 ---
MassMutual RetireSMART 2015 A LW MMJAX.LW 4.21 8.20 4.58 17.99 10.46 ---
MassMutual RetireSMART 2015 L MMJLX 4.29 8.36 4.75 18.29 10.76 ---
MassMutual RetireSMART 2015 S MMJSX 4.28 8.35 4.74 18.55 10.93 ---
MassMutual RetireSMART 2015 Y MMJYX 4.28 8.35 4.74 18.47 10.88 ---
Manning & Napier Target 2015 C MTJCX 2.96 7.09 3.70 --- --- ---
Manning & Napier Target 2015 I MTJIX 3.05 7.38 3.60 --- --- ---
Manning & Napier Target 2015 K MTJKX 3.05 7.29 3.52 --- --- ---
Manning & Napier Target 2015 R MTJRX 3.05 7.28 3.51 --- --- ---
Great-West SecureFoundation® LT 2015 L MXLEX 4.21 8.57 5.14 17.86 --- ---
Great-West Lifetime 2015 II L MXLQX 3.13 6.90 4.39 15.71 --- ---
Great-West Lifetime 2015 I T MXLTX 2.30 5.54 3.57 13.28 8.94 ---
Great-West Lifetime 2015 I T1 MXLUX 2.37 5.52 3.64 13.17 8.84 ---
Great-West Lifetime 2015 II T MXLVX 3.11 6.98 4.39 15.98 9.88 ---
Great-West Lifetime 2015 II T1 MXLWX 3.12 6.91 4.40 15.85 9.79 ---
Great-West Lifetime 2015 III T MXLYX 3.99 8.48 5.19 18.71 10.74 ---
Great-West Lifetime 2015 III T1 MXLZX 3.91 8.38 5.11 18.49 10.65 ---
Great-West SecureFoundation® LT 2015 G MXSJX 4.22 8.72 5.17 18.13 9.82 ---
Great-West SecureFoundation® LT 2015 G1 MXSKX 4.19 8.65 5.13 18.03 9.69 ---
Nationwide Destination 2015 A NWEAX 3.38 7.08 4.37 16.11 8.62 2.68
Nationwide Destination 2015 A LW NWEAX.LW 3.38 7.08 4.37 16.11 8.62 2.68
Nationwide Destination 2015 R2 NWEBX 3.39 6.91 4.31 15.87 8.35 2.40
Nationwide Destination 2015 C NWECX 3.39 6.89 4.19 15.48 8.08 2.14
Nationwide Destination 2015 Instl NWEIX 3.37 7.18 4.36 16.61 9.16 3.13
Nationwide Destination 2015 R1 NWERX 3.40 6.79 4.19 15.60 8.17 2.25
Nationwide Destination 2015 Instl Svc NWESX 3.37 7.13 4.31 16.35 8.88 2.88
T. Rowe Price Retirement 2015 Adv PARHX 4.49 8.64 5.20 19.37 10.89 4.98
Putnam RetirementReady 2015 A PRRHX 1.82 4.71 2.85 9.77 6.03 1.81
Putnam RetirementReady 2015 A LW PRRHX.LW 1.82 4.71 2.85 9.77 6.03 1.81
Putnam RetirementReady 2015 Y PRRLX 1.76 4.76 2.90 10.03 6.28 2.06
PIMCO RealRetirement 2015 Institutional PTNIX 1.06 2.78 1.80 9.82 --- ---
PIMCO RealRetirement 2015 Administrative PTNNX 1.06 2.68 1.79 9.56 --- ---
PIMCO RealRetirement 2015 P PTNQX 1.06 2.83 1.84 9.72 --- ---
PIMCO RealRetirement 2015 R PTNSX 0.97 2.43 1.63 9.00 --- ---
PIMCO RealRetirement 2015 D PTNUX 1.06 2.61 1.72 9.30 --- ---
PIMCO RealRetirement 2015 C PTNWX 0.96 2.34 1.55 8.50 --- ---
PIMCO RealRetirement 2015 A PTNYX 0.96 2.60 1.71 9.29 --- ---
PIMCO RealRetirement 2015 A Load Waived PTNYX.LW 0.96 2.60 1.71 9.29 --- ---
American Funds Trgt Date Ret 2015 R1 RAJTX 4.12 8.49 5.72 17.10 9.75 3.08
American Funds Trgt Date Ret 2015 R2 RBJTX 4.22 8.59 5.82 17.32 9.85 3.14
American Funds Trgt Date Ret 2015 R3 RCJTX 4.19 8.74 5.88 17.73 10.23 3.51
American Funds Trgt Date Ret 2015 R4 RDBTX 4.27 8.91 5.95 18.12 10.60 3.86
American Funds Trgt Date Ret 2015 R5 REJTX 4.24 8.98 6.02 18.37 10.93 4.16
American Funds Trgt Date Ret 2015 R6 RFJTX 4.26 9.01 6.04 18.47 10.97 ---
Russell LifePoints 2015 Strategy R3 RKLDX 2.29 4.64 3.14 12.40 8.08 3.95
Russell LifePoints 2015 Strategy R1 RKLRX 2.29 4.78 3.17 12.86 8.59 4.46
Russell LifePoints 2015 Strategy R2 RKLTX 2.29 4.30 3.20 12.60 8.33 4.20
T. Rowe Price Retirement 2015 R RRTMX 4.52 8.54 5.16 19.05 10.59 4.74
DWS LifeCompass 2015 S SPBAX 3.34 6.98 4.31 16.19 9.17 2.56
DWS LifeCompass 2015 A SPDAX 3.33 6.90 4.33 15.98 8.92 2.30
DWS LifeCompass 2015 A Load Waived SPDAX.LW 3.33 6.90 4.33 15.98 8.92 2.30
DWS LifeCompass 2015 B SPDBX 3.25 6.61 4.14 15.01 8.11 1.53
DWS LifeCompass 2015 C SPDCX 3.25 6.52 4.05 15.02 8.08 1.52
Schwab Target 2015 SWGRX 3.30 7.21 4.20 15.57 9.89 4.46
TIAA-CREF Lifecycle 2015 Premier TCFPX 3.91 7.91 4.72 18.33 10.77 ---
TIAA-CREF Lifecycle 2015 Retire TCLIX 3.86 7.84 4.65 18.18 10.66 4.56
TIAA-CREF Lifecycle 2015 Instl TCNIX 3.89 8.00 4.71 18.43 10.93 4.81
TIAA-CREF Lifecycle Index 2015 Inst TLFIX 3.57 7.94 4.88 16.73 10.50 ---
TIAA-CREF Lifecycle Index 2015 Premier TLFPX 3.51 7.88 4.81 16.52 10.29 ---
TIAA-CREF Lifecycle Index 2015 Ret TLGRX 3.59 7.80 4.82 16.43 10.22 ---
T. Rowe Price Retirement 2015 TRRGX 4.48 8.70 5.26 19.57 11.13 5.23
Vantagepoint Milestone 2015 Inv M VPRPX 3.98 8.28 4.81 16.51 9.22 4.28
Vantagepoint Milestone 2015 TM VQRPX 3.97 --- --- --- --- ---
Vanguard Target Retirement 2015 Inv VTXVX 3.66 7.85 4.79 16.88 10.30 4.83
Wells Fargo Advantage DJ Target 2015 Adm WFFFX 1.36 2.89 1.88 8.30 6.92 3.32
Wells Fargo Advantage DJ Target 2015 Inv WFQEX 1.46 2.87 1.96 8.22 6.88 3.29
Wells Fargo Advantage DJ Target 2015 I WFSCX 1.48 3.00 1.98 8.66 7.29 3.65
Wells Fargo Advantage DJ Target 2015 R4 WFSRX 1.48 2.98 1.97 --- --- ---
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