Target-Date 2015: Total Returns

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Data through 4/23/2018. 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 2015 1.19 -0.61 -2.86 6.76 3.95 5.50
American Funds 2015 Trgt Date Retire A AABTX 1.32 -0.78 -3.12 6.31 4.33 6.20
BMO Target Retirement 2015 Y BRTAX 1.15 -0.78 -3.06 6.51 3.73 ---
BMO Target Retirement 2015 R3 BRTCX 1.16 -0.87 -3.07 6.23 3.49 ---
BMO Target Retirement 2015 R6 BRTDX 1.24 -0.70 -2.89 6.99 4.18 ---
American Funds 2015 Trgt Date Retire C CCBTX 1.25 -1.05 -3.24 5.46 3.51 ---
Dimensional 2015 Target Dt Rtr Inc Instl DRIQX 0.97 -1.35 -2.06 4.24 --- ---
American Funds 2015 Trgt Date Retire F1 FAKTX 1.24 -0.87 -3.14 6.25 4.29 ---
Fidelity Advisor Managed Retiremt 2015 A FARSX 0.93 -0.47 -3.05 7.10 4.47 6.56
American Funds 2015 Trgt Date Retire F2 FBBTX 1.32 -0.78 -3.04 6.58 4.55 ---
Fidelity Advisor Managed Retiremt 2015 C FCRSX 0.87 -0.72 -3.24 6.30 3.68 5.76
American Funds 2015 Trgt Date Retire F3 FDBTX 1.32 -0.78 -3.03 6.64 --- ---
Fidelity Advisor Freedom® 2015 A FFVAX 1.37 -0.32 -3.37 8.51 4.81 6.05
Fidelity Advisor Freedom® 2015 C FFVCX 1.30 -0.56 -3.55 7.74 4.03 5.27
Fidelity Freedom® 2015 FFVFX 1.21 -0.22 -3.40 9.14 5.21 6.56
Fidelity Advisor Freedom® 2015 I FFVIX 1.27 -0.24 -3.34 8.74 5.06 6.32
Fidelity Advisor Freedom® 2015 M FFVTX 1.29 -0.40 -3.45 8.27 4.54 5.79
Fidelity Advisor Freedom® 2015 Z6 FIGLX 1.36 -0.16 -3.27 --- --- ---
Fidelity Flex Freedom 2015 FILSX 1.27 0.00 -3.26 --- --- ---
Fidelity Managed Retirement 2015 FIRSX 0.94 -0.42 -2.99 7.36 4.72 6.82
Fidelity Simplicity RMD 2015 FIRUX 1.03 -0.33 -3.07 7.79 4.88 7.00
Fidelity Freedom® Index 2015 Instl Prem FIWFX 1.42 -0.40 -3.17 8.08 --- ---
Fidelity Freedom® Index 2015 Investor FLIFX 1.49 -0.40 -3.11 8.10 4.55 5.79
Fidelity Freedom® 2015 K6 FPTKX 1.29 -0.15 -3.33 --- --- ---
Fidelity Advisor Managed Retiremt 2015 I FRASX 0.94 -0.41 -2.99 7.37 4.72 6.82
Fidelity Freedom® 2015 K FSNLX 1.21 -0.15 -3.33 --- --- ---
Fidelity Advisor Managed Retiremt 2015 M FTRSX 0.90 -0.55 -3.10 6.84 4.21 6.29
Fidelity Advisor Simplicity RMD 2015 A FURAX 1.00 -0.41 -3.12 7.52 4.62 6.74
Fidelity Advisor Simplicity RMD 2015 C FURCX 0.94 -0.65 -3.32 6.70 3.84 5.94
Fidelity Advisor Simplicity RMD 2015 I FURIX 1.02 -0.33 -3.07 7.79 4.91 7.04
Fidelity Advisor Simplicity RMD 2015 M FURTX 0.97 -0.48 -3.20 7.25 4.36 6.47
GuideStone Funds MyDestination 2015Instl GMTYX 1.27 -0.19 -2.73 --- --- ---
GuideStone Funds MyDestination 2015 Inv GMTZX 1.17 -0.39 -2.82 7.41 4.13 4.95
Harbor Target Retirement 2015 Instl HARGX 0.47 -0.56 -1.92 5.07 3.02 3.91
JHancock Multimanager 2015 Lifetime I JHREX 1.27 -0.31 -2.74 7.48 4.52 ---
JHancock Multimanager 2015 Lifetime A JLBAX 1.27 -0.42 -2.84 7.06 4.17 5.66
JHancock Multimanager 2015 Lifetime R1 JLBDX 1.16 -0.52 -2.94 6.72 3.83 5.32
JHancock Multimanager 2015 Lifetime R3 JLBFX 1.16 -0.52 -2.94 6.82 3.93 5.44
JHancock Multimanager 2015 Lifetime R4 JLBGX 1.27 -0.42 -2.85 7.25 4.36 5.85
JHancock Multimanager 2015 Lifetime R5 JLBHX 1.27 -0.42 -2.84 7.44 4.56 6.07
JHancock Multimanager 2015 Lifetime R6 JLBJX 1.16 -0.42 -2.84 7.48 4.57 6.09
JHancock Multimanager 2015 Lifetime R2 JLBKX 1.17 -0.42 -2.85 7.00 4.09 5.60
JHancock Multimanager 2015 Lifetime 1 JLBOX 1.27 -0.42 -2.74 7.44 4.56 6.07
JHancock Multi-Index 2015 Lifetime 1 JRLIX 1.41 -0.92 -3.06 6.27 4.12 ---
JHancock Multi-Index 2015 Lifetime R6 JRLLX 1.32 -0.92 -3.06 6.22 4.17 ---
KP Retirement Path 2015 Institutional KPRAX 0.97 -0.67 -2.43 5.99 3.74 ---
Principal LifeTime 2015 R3 LTAPX 1.70 -0.49 -3.24 7.84 3.67 5.35
Principal LifeTime 2015 R2 LTASX 1.69 -0.49 -3.23 7.74 3.51 5.17
Principal LifeTime 2015 Institutional LTINX 1.76 -0.29 -3.08 8.48 4.27 5.97
Principal LifeTime 2015 R5 LTPFX 1.79 -0.39 -3.12 8.19 4.01 5.70
Principal LifeTime 2015 R1 LTSGX 1.60 -0.59 -3.34 7.46 3.34 5.02
Principal LifeTime 2015 R4 LTSLX 1.69 -0.49 -3.22 8.00 3.86 5.55
MassMutual RetireSMART 2015 A MMJAX 1.20 -0.42 -3.05 6.87 3.21 4.91
MassMutual RetireSMART 2015 R3 MMJNX 1.21 -0.51 -3.06 6.76 3.08 ---
MassMutual RetireSMART 2015 Service MMJSX 1.28 -0.33 -2.93 7.33 3.60 5.31
MassMutual RetireSMART 2015 R5 MMJTX 1.28 -0.25 -2.94 7.45 3.70 ---
MassMutual RetireSMART 2015 I MMJUX 1.19 -0.25 -2.94 7.47 3.76 ---
MassMutual RetireSMART 2015 Adm MMJYX 1.19 -0.34 -3.03 7.14 3.48 5.20
MassMutual RetireSMART 2015 R4 MMJZX 1.21 -0.42 -3.06 7.04 3.33 ---
Manning & Napier Target 2015 I MTJIX 0.36 -1.34 -2.90 4.02 1.94 3.91
Manning & Napier Target 2015 K MTJKX 0.46 -1.34 -2.91 3.76 1.68 3.63
Manning & Napier Target 2015 R MTJRX 0.45 -1.41 -2.96 3.49 1.42 3.41
Manning & Napier Target 2015 R6 MTJZX 0.45 -1.16 -2.81 --- --- ---
Great-West Lifetime 2015 L MXABX 1.26 -0.38 -2.79 6.58 --- ---
Great-West SecureFoundation® LT 2015 L MXLEX 1.59 -0.58 -3.48 8.02 4.64 6.33
Great-West Lifetime Cnsrv 2015 Inv MXLTX 0.82 -0.49 -2.08 4.74 3.40 4.16
Great-West Lifetime Cnsrv 2015 Svc MXLUX 0.74 -0.57 -2.15 4.64 3.26 4.04
Great-West Lifetime 2015 Inv MXLYX 1.30 -0.35 -2.70 6.86 4.32 5.76
Great-West Lifetime 2015 Svc MXLZX 1.31 -0.36 -2.72 6.77 4.21 5.69
Great-West Lifetime Cnsrv 2015 Instl MXMAX 0.83 -0.41 -1.93 5.19 --- ---
Great-West Lifetime 2015 Instl MXNYX 1.32 -0.20 -2.63 7.29 --- ---
Great-West SecureFoundation® LT 2015 Inv MXSJX 1.68 -0.43 -3.44 8.22 4.89 6.58
Great-West SecureFoundation® LT 2015 Svc MXSKX 1.57 -0.51 -3.47 8.10 4.78 6.47
Natixis Sustainable Future 2015 N NSFBX 1.23 0.20 -2.58 9.80 --- ---
Nationwide Destination 2015 A NWEAX 1.55 -0.58 -3.06 6.55 3.77 4.99
Nationwide Destination 2015 R NWEBX 1.56 -0.65 -3.03 6.32 3.46 4.69
Nationwide Destination 2015 C NWECX 1.56 -0.85 -3.12 5.90 3.14 4.38
Nationwide Destination 2015 R6 NWEIX 1.66 -0.46 -2.82 7.08 4.28 5.48
Nationwide Destination 2015 Instl Svc NWESX 1.67 -0.52 -2.89 6.82 4.01 5.22
T. Rowe Price Target 2015 Advisor PAHRX 0.95 -0.26 -2.43 6.46 4.01 ---
T. Rowe Price Retirement 2015 Advisor PARHX 1.36 -0.07 -2.86 8.21 4.86 6.62
Prudential Day One 2015 R1 PDCDX 1.23 -1.02 -2.46 5.27 --- ---
Prudential Day One 2015 R2 PDCEX 1.23 -0.93 -2.46 5.53 --- ---
Prudential Day One 2015 R3 PDCFX 1.32 -0.83 -2.37 5.79 --- ---
Prudential Day One 2015 R4 PDCGX 1.33 -0.83 -2.37 5.80 --- ---
Prudential Day One 2015 R5 PDCHX 1.32 -0.74 -2.28 6.00 --- ---
Prudential Day One 2015 R6 PDCJX 1.42 -0.74 -2.28 6.16 --- ---
Principal LifeTime Hybrid 2015 J PHJMX 1.50 --- --- --- --- ---
Principal LifeTime Hybrid 2015 Instl PHTMX 1.50 -0.55 -2.96 7.29 4.17 ---
Principal LifeTime Hybrid 2015 R6 PLRRX 1.50 -0.64 -3.04 7.18 --- ---
American Funds 2015 Trgt Date Retire R1 RAJTX 1.16 -1.05 -3.33 5.44 3.48 5.38
American Funds 2015 Trgt Date Retire R2E RBEJX 1.16 -1.05 -3.25 5.80 3.85 ---
American Funds 2015 Trgt Date Retire R2 RBJTX 1.25 -1.05 -3.25 5.51 3.55 5.44
American Funds 2015 Trgt Date Retire R3 RCJTX 1.24 -0.95 -3.14 5.94 3.97 5.88
American Funds 2015 Trgt Date Retire R4 RDBTX 1.23 -0.78 -3.12 6.34 4.32 6.21
American Funds 2015 Trgt Date Retire R5 REJTX 1.31 -0.77 -3.02 6.56 4.60 6.53
American Funds 2015 Trgt Date Retire R6 RFJTX 1.32 -0.69 -3.03 6.66 4.68 6.58
American Funds 2015 Trgt Date Retire R5E RHBTX 1.24 -0.78 -3.05 6.50 --- ---
T. Rowe Price Retirement 2015 R RRTMX 1.30 -0.20 -2.95 7.93 4.59 6.34
State Street Target Retirement 2015 A SSBBX 1.13 -1.01 -2.81 5.36 3.29 ---
State Street Target Retirement 2015 I SSBFX 1.13 -0.92 -2.80 5.71 3.59 ---
State Street Target Retirement 2015 K SSBHX 1.22 -0.92 -2.80 5.71 3.59 ---
Schwab Target 2015 SWGRX 1.13 -0.60 -2.67 6.30 3.73 5.37
Schwab Target 2015 Index SWYBX 1.24 -0.84 -2.66 5.61 --- ---
TIAA-CREF Lifecycle 2015 Premier TCFPX 1.32 0.00 -2.73 8.94 5.06 6.56
ClearTrack 2015 R1 TCFTX 1.26 -1.61 -3.70 5.30 2.27 ---
TIAA-CREF Lifecycle 2015 Retirement TCLIX 1.32 -0.08 -2.84 8.77 4.93 6.44
TIAA-CREF Lifecycle 2015 Advisor TCNHX 1.32 0.00 -2.72 9.03 --- ---
TIAA-CREF Lifecycle 2015 Institutional TCNIX 1.32 0.00 -2.72 9.07 5.19 6.69
AB Multi-Manager Select 2015 A TDCAX 1.41 -0.83 -3.40 7.48 4.35 ---
AB Multi-Manager Select 2015 C TDCCX 1.42 -1.01 -3.51 6.71 3.56 ---
AB Multi-Manager Select 2015 I TDCIX 1.44 -0.75 -3.29 7.76 4.61 ---
AB Multi-Manager Select 2015 K TDCKX 1.44 -0.84 -3.38 7.48 4.38 ---
AB Multi-Manager Select 2015 R TDCRX 1.34 -0.94 -3.48 7.24 4.05 ---
AB Multi-Manager Select 2015 Advisor TDCYX 1.48 -0.73 -3.27 7.84 4.62 ---
AB Multi-Manager Select 2015 Z TDCZX 1.44 -0.75 -3.39 7.74 4.59 ---
ClearTrack 2015 R6 TDKTX 1.25 -1.41 -3.58 5.98 2.92 ---
TIAA-CREF Lifecycle Index 2015 Advisor TLFAX 1.30 -0.64 -3.22 7.37 --- ---
TIAA-CREF Lifecycle Index 2015 Instl TLFIX 1.30 -0.57 -3.22 7.38 4.45 6.18
TIAA-CREF Lifecycle Index 2015 Premier TLFPX 1.30 -0.64 -3.23 7.21 4.30 6.02
TIAA-CREF Lifecycle Index 2015 Retire TLGRX 1.24 -0.70 -3.30 7.04 4.17 5.90
T. Rowe Price Retirement I 2015 I TRFGX 1.28 0.00 -2.78 8.63 --- ---
T. Rowe Price Retirement 2015 TRRGX 1.35 0.00 -2.79 8.45 5.13 6.87
T. Rowe Price Target 2015 TRRTX 1.04 -0.17 -2.34 6.80 4.30 ---
T. Rowe Price Target 2015 I TTRTX 1.04 -0.17 -2.34 6.80 --- ---
Virtus DFA 2015 Trgt Date Retire Inc A VARTX 0.82 -1.61 -2.30 3.33 --- ---
Virtus DFA 2015 Trgt Date Retire Inc I VDFIX 0.91 -1.52 -2.21 3.65 --- ---
Virtus DFA 2015 Trgt Date Retire Inc R6 VDFRX 0.91 -1.51 -2.20 3.83 --- ---
Vanguard Instl Trgt Retire 2015 Instl VITVX 1.11 -0.41 -2.67 7.21 --- ---
Vanguard Target Retirement 2015 Inv VTXVX 1.13 -0.39 -2.61 7.23 4.20 6.09
Wells Fargo Dynamic Target 2015 A WDTAX 1.66 0.00 -3.16 8.66 --- ---
Wells Fargo Dynamic Target 2015 C WDTCX 1.48 -0.36 -3.43 7.73 --- ---
Wells Fargo Dynamic Target 2015 R4 WDTYX 1.66 0.00 -3.16 8.96 --- ---
Wells Fargo Dynamic Target 2015 R6 WDTZX 1.66 0.09 -3.07 9.10 --- ---
Wells Fargo Target 2015 A WFACX 0.90 -1.84 -3.16 2.91 1.85 2.71
Wells Fargo Target 2015 R WFBRX 0.88 -1.86 -3.16 2.68 1.61 ---
Wells Fargo Target 2015 Admin WFFFX 0.88 -1.77 -3.07 3.02 2.02 2.87
Wells Fargo Target 2015 R6 WFSCX 0.89 -1.61 -2.93 3.45 2.36 3.20
Wells Fargo Target 2015 R4 WFSRX 0.89 -1.76 -3.08 3.21 2.16 3.04
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