Target-Date 2015: Total Returns

Print
Data through 1/16/2019. 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 1.35 2.22 -1.29 -3.17 6.61 3.77
American Funds 2015 Trgt Date Retire A AABTX 0.99 1.76 -1.02 -2.79 6.76 4.25
BMO Target Retirement 2015 Y BRTAX 1.34 2.29 -1.42 -3.79 6.71 3.86
BMO Target Retirement 2015 R3 BRTCX 1.26 2.21 -1.52 -4.06 6.46 3.61
BMO Target Retirement 2015 R6 BRTDX 1.33 2.28 -1.33 -3.44 7.15 4.29
American Funds 2015 Trgt Date Retire C CCBTX 0.84 1.69 -1.29 -3.58 5.92 ---
Dimensional 2015 Target Dt Rtr Inc Instl DRIQX 1.54 1.56 -0.49 -3.14 4.93 ---
American Funds 2015 Trgt Date Retire F1 FAKTX 0.97 1.77 -1.06 -2.83 6.73 ---
Fidelity Advisor Managed Retiremt 2015 A FARSX 1.62 2.11 -1.00 -3.47 7.23 4.15
American Funds 2015 Trgt Date Retire F2 FBBTX 0.93 1.77 -0.99 -2.59 6.99 ---
Fidelity Advisor Managed Retiremt 2015 C FCRSX 1.57 2.08 -1.19 -4.20 6.43 3.37
American Funds 2015 Trgt Date Retire F3 FDBTX 0.99 1.76 -0.92 -2.44 --- ---
Fidelity Advisor Freedom® 2015 A FFVAX 1.86 2.55 -1.41 -3.83 7.87 4.23
Fidelity Advisor Freedom® 2015 C FFVCX 1.85 2.57 -1.55 -4.49 7.06 3.46
Fidelity Freedom® 2015 FFVFX 1.81 2.53 -1.49 -4.01 8.14 4.62
Fidelity Advisor Freedom® 2015 I FFVIX 1.91 2.53 -1.34 -3.59 8.14 4.50
Fidelity Advisor Freedom® 2015 M FFVTX 1.86 2.55 -1.43 -4.07 7.59 3.99
Fidelity Freedom® Blnd 2015 FHAWX 1.83 2.49 -1.30 --- --- ---
Fidelity Freedom® Blnd 2015 K FHEEX 1.78 2.38 -1.34 --- --- ---
Fidelity Freedom® Blnd 2015 K6 FHODX 1.72 2.38 -1.30 --- --- ---
Fidelity Advisor Freedom® Blnd 2015 Z6 FHXCX 1.72 2.38 -1.30 --- --- ---
Fidelity Advisor Freedom® 2015 Z6 FIGLX 1.92 2.54 -1.33 -3.44 --- ---
Fidelity Advisor Freedom® 2015 Z FIJKX 1.89 2.54 -1.36 --- --- ---
Fidelity Flex Freedom 2015 FILSX 1.82 2.55 -1.39 -3.48 --- ---
Fidelity Managed Retirement 2015 FIRSX 1.65 2.13 -0.94 -3.23 7.50 4.41
Fidelity Simplicity RMD 2015 FIRUX 1.67 2.20 -1.08 -3.38 7.69 4.50
Fidelity Freedom® Index 2015 Instl Prem FIWFX 1.41 2.28 -1.23 -2.71 7.53 ---
Fidelity Advisor Freedom® Blnd 2015 Z FJAPX 1.78 2.38 -1.34 --- --- ---
Fidelity Advisor Freedom® Blnd 2015 I FJAQX 1.75 2.38 -1.38 --- --- ---
Fidelity Advisor Freedom® Blnd 2015 C FJASX 1.75 2.39 -1.48 --- --- ---
Fidelity Advisor Freedom® Blnd 2015 M FJATX 1.68 2.38 -1.44 --- --- ---
Fidelity Advisor Freedom® Blnd 2015 A FJAUX 1.77 2.38 -1.36 --- --- ---
Fidelity Freedom® Index 2015 Investor FLIFX 1.43 2.27 -1.27 -2.77 7.46 4.39
Fidelity Freedom® 2015 K6 FPTKX 1.85 2.54 -1.45 -3.83 --- ---
Fidelity Advisor Managed Retiremt 2015 I FRASX 1.63 2.11 -0.94 -3.24 7.50 4.41
Fidelity Freedom® 2015 K FSNLX 1.86 2.54 -1.52 -3.89 --- ---
Fidelity Advisor Managed Retiremt 2015 M FTRSX 1.59 2.08 -1.07 -3.71 6.96 3.89
Fidelity Advisor Simplicity RMD 2015 A FURAX 1.63 2.18 -1.15 -3.64 7.42 4.23
Fidelity Advisor Simplicity RMD 2015 C FURCX 1.60 2.17 -1.31 -4.35 6.62 3.46
Fidelity Advisor Simplicity RMD 2015 I FURIX 1.68 2.20 -1.06 -3.38 7.72 4.53
Fidelity Advisor Simplicity RMD 2015 M FURTX 1.62 2.18 -1.19 -3.86 7.15 3.98
GuideStone Funds MyDestination 2015Instl GMTYX 1.39 2.13 -1.08 -2.95 --- ---
GuideStone Funds MyDestination 2015 Inv GMTZX 1.33 2.13 -1.23 -3.29 7.03 3.56
Harbor Target Retirement 2015 Instl HARGX 1.56 1.90 -0.43 -2.08 5.57 2.98
JHancock Multimanager 2015 Lifetime I JHREX 1.55 2.80 -1.53 -3.75 7.35 ---
JHancock Multimanager 2015 Lifetime A JLBAX 1.54 2.67 -1.54 -4.06 7.02 3.63
JHancock Multimanager 2015 Lifetime R1 JLBDX 1.50 2.68 -1.70 -4.42 6.67 3.29
JHancock Multimanager 2015 Lifetime R3 JLBFX 1.51 2.80 -1.59 -4.31 6.78 3.39
JHancock Multimanager 2015 Lifetime R4 JLBGX 1.50 2.68 -1.59 -3.91 7.18 3.80
JHancock Multimanager 2015 Lifetime R5 JLBHX 1.60 2.80 -1.48 -3.70 7.42 4.02
JHancock Multimanager 2015 Lifetime R6 JLBJX 1.56 2.68 -1.52 -3.64 7.43 4.05
JHancock Multimanager 2015 Lifetime R2 JLBKX 1.57 2.81 -1.54 -4.16 6.92 3.55
JHancock Multimanager 2015 Lifetime 1 JLBOX 1.62 2.68 -1.47 -3.69 7.42 4.02
JHancock Multi-Index 2015 Lifetime 1 JRLIX 1.34 2.58 -1.45 -2.79 7.45 4.19
JHancock Multi-Index 2015 Lifetime R6 JRLLX 1.30 2.58 -1.49 -2.74 7.50 4.24
KP Retirement Path 2015 Institutional KPRAX 1.29 1.98 -0.73 -1.85 5.59 3.61
Principal LifeTime 2015 R3 LTAPX 1.31 2.48 -2.10 -4.64 6.25 3.28
Principal LifeTime 2015 R2 LTASX 1.31 2.47 -2.08 -4.80 6.04 3.08
Principal LifeTime 2015 Institutional LTINX 1.42 2.54 -1.91 -4.12 6.82 3.87
Principal LifeTime 2015 R5 LTPFX 1.26 2.35 -2.10 -4.44 6.54 3.58
Principal LifeTime 2015 R1 LTSGX 1.31 2.48 -2.11 -4.94 5.91 2.95
Principal LifeTime 2015 R4 LTSLX 1.27 2.35 -2.11 -4.54 6.41 3.46
MassMutual Select TRP Retirement 2015 I MMFHX 1.48 2.59 -1.72 --- --- ---
MassMutual Select TRP Retirement 2015 M5 MMFJX 1.54 2.59 -1.67 --- --- ---
MassMutual Select TRP Retirement 2015 M4 MMFKX 1.47 2.52 -1.81 --- --- ---
MassMutual Select TRP Retirement 2015 M3 MMFLX 1.44 2.52 -1.85 --- --- ---
MassMutual RetireSMART by JPM 2015 A MMJAX 1.25 2.10 -1.16 -3.38 6.32 2.99
MassMutual RetireSMART by JPM 2015 R3 MMJNX 1.26 2.12 -1.16 -3.47 6.16 ---
MassMutual RetireSMART by JPM 2015 Svc MMJSX 1.23 2.09 -1.06 -3.02 6.68 3.34
MassMutual RetireSMART by JPM 2015 R5 MMJTX 1.22 2.09 -1.08 -2.95 6.79 ---
MassMutual RetireSMART by JPM 2015 I MMJUX 1.25 2.09 -1.05 -2.84 6.89 ---
MassMutual RetireSMART by JPM 2015 Adm MMJYX 1.25 2.09 -1.05 -3.10 6.59 3.24
MassMutual RetireSMART by JPM 2015 R4 MMJZX 1.25 2.12 -1.08 -3.23 6.41 ---
Manning & Napier Target 2015 I MTJIX 0.77 1.68 -0.95 -2.18 5.42 2.50
Manning & Napier Target 2015 K MTJKX 0.72 1.69 -1.00 -2.40 5.15 2.22
Manning & Napier Target 2015 R MTJRX 0.69 1.67 -1.01 -2.62 4.90 1.99
Manning & Napier Target 2015 R6 MTJZX 0.73 1.59 -0.89 -2.06 --- ---
Great-West Lifetime 2015 L MXABX 1.42 2.59 -1.70 -3.53 --- ---
Great-West SecureFoundation® LT 2015 L MXLEX 1.63 2.77 -2.30 -4.81 7.02 4.07
Great-West Lifetime Cnsrv 2015 Inv MXLTX 1.17 1.93 -0.78 -2.11 5.53 3.43
Great-West Lifetime Cnsrv 2015 Svc MXLUX 1.26 2.01 -0.77 -2.16 5.44 3.34
Great-West Lifetime 2015 Inv MXLYX 1.34 2.59 -1.70 -3.37 6.96 4.11
Great-West Lifetime 2015 Svc MXLZX 1.40 2.61 -1.67 -3.40 6.86 4.04
Great-West Lifetime Cnsrv 2015 Instl MXMAX 1.17 1.92 -0.77 -1.86 5.88 ---
Great-West Lifetime 2015 Instl MXNYX 1.42 2.63 -1.64 -3.06 7.36 ---
Great-West SecureFoundation® LT 2015 Inv MXSJX 1.62 2.85 -2.23 -4.56 7.30 4.33
Great-West SecureFoundation® LT 2015 Svc MXSKX 1.53 2.69 -2.34 -4.75 7.15 4.20
Natixis Sustainable Future 2015 N NSFBX 1.04 2.06 -1.12 -2.35 --- ---
Nationwide Destination 2015 A NWEAX 1.01 2.37 -2.45 -4.25 6.32 3.32
Nationwide Destination 2015 R NWEBX 0.93 2.38 -2.54 -4.55 6.01 3.01
Nationwide Destination 2015 C NWECX 1.00 2.38 -2.61 -4.83 5.69 2.70
Nationwide Destination 2015 R6 NWEIX 1.01 2.36 -2.32 -3.89 6.78 3.79
Nationwide Destination 2015 Instl Svc NWESX 0.94 2.37 -2.40 -4.15 6.52 3.52
T. Rowe Price Target 2015 Advisor PAHRX 1.44 2.13 -1.09 -3.01 6.29 3.58
T. Rowe Price Retirement 2015 Advisor PARHX 1.51 2.54 -1.69 -3.75 7.59 4.29
Prudential Day One 2015 R1 PDCDX 1.01 2.21 -1.63 -3.07 --- ---
Prudential Day One 2015 R2 PDCEX 0.98 2.21 -1.55 -2.82 --- ---
Prudential Day One 2015 R3 PDCFX 1.04 2.21 -1.58 -2.67 --- ---
Prudential Day One 2015 R4 PDCGX 1.06 2.31 -1.48 -2.56 --- ---
Prudential Day One 2015 R5 PDCHX 1.06 2.31 -1.46 -2.46 --- ---
Prudential Day One 2015 R6 PDCJX 1.03 2.21 -1.40 -2.31 --- ---
Principal LifeTime Hybrid 2015 J PHJMX 1.36 2.36 -1.92 --- --- ---
Principal LifeTime Hybrid 2015 Instl PHTMX 1.37 2.36 -1.81 -3.85 6.57 ---
Invesco Peak Retirement 2015 A PKTMX 1.16 2.03 -0.48 -2.16 --- ---
Invesco Peak Retirement 2015 C PKTNX 1.07 1.93 -0.78 -2.95 --- ---
Invesco Peak Retirement 2015 Y PKTOX 1.07 2.03 -0.46 -1.95 --- ---
Invesco Peak Retirement 2015 R PKTPX 1.08 2.03 -0.56 -2.44 --- ---
Invesco Peak Retirement 2015 R5 PKTQX 1.07 2.03 -0.46 -1.95 --- ---
Invesco Peak Retirement 2015 R6 PKTRX 1.18 2.03 -0.46 -1.95 --- ---
Principal LifeTime Hybrid 2015 R6 PLRRX 1.37 2.36 -1.80 -3.75 6.59 ---
American Funds 2015 Trgt Date Retire R1 RAJTX 0.87 1.69 -1.26 -3.56 5.92 3.44
American Funds 2015 Trgt Date Retire R2E RBEJX 1.00 1.79 -1.14 -3.18 6.27 ---
American Funds 2015 Trgt Date Retire R2 RBJTX 0.85 1.69 -1.28 -3.58 5.93 3.50
American Funds 2015 Trgt Date Retire R3 RCJTX 0.90 1.68 -1.13 -3.16 6.39 3.91
American Funds 2015 Trgt Date Retire R4 RDBTX 0.94 1.77 -1.07 -2.84 6.73 4.24
American Funds 2015 Trgt Date Retire R5 REJTX 1.02 1.85 -0.89 -2.48 7.06 4.57
American Funds 2015 Trgt Date Retire R6 RFJTX 0.99 1.76 -1.01 -2.52 7.11 4.60
American Funds 2015 Trgt Date Retire R5E RHBTX 0.94 1.77 -0.99 -2.59 6.97 ---
T. Rowe Price Retirement 2015 R RRTMX 1.52 2.57 -1.72 -4.07 7.34 4.02
State Street Target Retirement 2015 I SSBFX 1.30 2.20 -0.66 -1.84 6.56 ---
State Street Target Retirement 2015 K SSBHX 1.33 2.20 -0.54 -1.81 6.59 ---
Schwab Target 2015 SWGRX 1.47 2.14 -1.14 -3.05 5.46 3.60
Schwab Target 2015 Index SWYBX 1.09 1.85 -0.99 -1.99 --- ---
TIAA-CREF Lifecycle 2015 Premier TCFPX 1.69 2.62 -1.90 -3.84 7.38 4.32
ClearTrack 2015 R1 TCFTX 0.67 2.12 -2.23 -4.87 4.86 ---
TIAA-CREF Lifecycle 2015 Retirement TCLIX 1.71 2.63 -1.92 -3.95 7.29 4.21
TIAA-CREF Lifecycle 2015 Advisor TCNHX 1.68 2.60 -1.83 -3.67 7.53 ---
TIAA-CREF Lifecycle 2015 Institutional TCNIX 1.68 2.60 -1.83 -3.75 7.55 4.49
AB Multi-Manager Select 2015 A TDCAX 1.16 2.28 -1.85 -4.60 6.78 ---
AB Multi-Manager Select 2015 C TDCCX 1.10 2.29 -2.03 -5.32 5.99 ---
AB Multi-Manager Select 2015 I TDCIX 1.15 2.23 -1.82 -4.44 7.03 ---
AB Multi-Manager Select 2015 K TDCKX 1.07 2.22 -1.91 -4.62 6.75 ---
AB Multi-Manager Select 2015 R TDCRX 1.10 2.22 -1.88 -4.87 6.51 ---
AB Multi-Manager Select 2015 Advisor TDCYX 1.23 2.25 -1.83 -4.37 7.06 ---
AB Multi-Manager Select 2015 Z TDCZX 1.08 2.24 -1.90 -4.44 7.01 ---
ClearTrack 2015 R6 TDKTX 0.74 2.11 -2.13 -4.22 5.52 ---
TIAA-CREF Lifecycle Index 2015 Advisor TLFAX 1.41 2.24 -1.33 -2.75 6.99 ---
TIAA-CREF Lifecycle Index 2015 Instl TLFIX 1.41 2.24 -1.32 -2.80 6.99 4.53
TIAA-CREF Lifecycle Index 2015 Premier TLFPX 1.42 2.25 -1.35 -2.89 6.84 4.37
TIAA-CREF Lifecycle Index 2015 Retire TLGRX 1.35 2.18 -1.39 -3.06 6.73 4.26
T. Rowe Price Retirement I 2015 I TRFGX 1.52 2.56 -1.63 -3.50 7.94 ---
T. Rowe Price Retirement 2015 TRRGX 1.52 2.54 -1.67 -3.60 7.86 4.53
T. Rowe Price Target 2015 TRRTX 1.49 2.13 -1.03 -2.70 6.60 3.86
T. Rowe Price Target 2015 I TTRTX 1.45 2.13 -0.99 -2.66 --- ---
Vanguard Instl Trgt Retire 2015 Instl VITVX 1.32 1.94 -0.85 -2.49 6.87 ---
Vanguard Target Retirement 2015 Inv VTXVX 1.36 1.95 -0.89 -2.54 6.82 4.34
Wells Fargo Dynamic Target 2015 A WDTAX 1.27 2.46 -1.13 -2.88 7.54 ---
Wells Fargo Dynamic Target 2015 C WDTCX 1.23 2.35 -1.37 -3.65 6.72 ---
Wells Fargo Dynamic Target 2015 R4 WDTYX 1.28 2.46 -1.11 -2.61 7.81 ---
Wells Fargo Dynamic Target 2015 R6 WDTZX 1.25 2.46 -1.13 -2.45 7.98 ---
Wells Fargo Target 2015 A WFACX 1.02 1.79 -0.36 -2.50 3.65 2.15
Wells Fargo Target 2015 R WFBRX 1.17 1.90 -0.31 -2.58 3.43 1.90
Wells Fargo Target 2015 Admin WFFFX 1.02 1.74 -0.33 -2.35 3.80 2.29
Wells Fargo Target 2015 R6 WFSCX 1.15 1.92 -0.09 -1.89 4.14 2.64
Wells Fargo Target 2015 R4 WFSRX 1.10 1.92 -0.14 -2.15 3.97 2.48
Content Partners