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Target-Date 2051+: Total Returns

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Data through 5/18/2012. Click here to return to the Fund Category Performance page.
Our favorite Target-Date 2051+ funds.
Category Name Ticker 1 Month(%) YTD(%) 3 Month(%) 1 Year(%) 3 Year(%) 5 Year(%)
Target-Date 2051+ -7.13 1.94 -6.97 -7.86 10.87 -0.63
American Funds Trgt Date Ret 2055 A AAMTX -5.89 2.80 -5.16 -5.31 --- ---
American Funds Trgt Date Ret 2055 A LW AAMTX.LW -5.89 2.80 -5.16 -5.31 --- ---
American Century LIVESTRONG 2055 C AREFX -6.50 2.88 -5.22 -4.49 --- ---
American Century LIVESTRONG 2055 A AREMX -6.49 3.21 -5.11 -3.84 --- ---
American Century LIVESTRONG 2055 A LW AREMX.LW -6.49 3.21 -5.11 -3.84 --- ---
American Century LIVESTRONG 2055 Instl ARENX -6.39 3.31 -5.01 -3.41 --- ---
American Century LIVESTRONG 2055 R AREOX -6.40 3.10 -5.11 -4.02 --- ---
American Century LIVESTRONG 2055 Inv AREVX -6.49 3.21 -5.11 -3.66 --- ---
Fidelity Freedom 2055 FDEEX -6.68 2.49 -6.29 --- --- ---
Fidelity Freedom K 2055 FDENX -6.75 2.36 -6.46 --- --- ---
Fidelity Freedom Index 2055 W FDEWX -6.06 1.49 -6.35 --- --- ---
Fidelity Advisor Freedom 2055 A FHFAX -6.57 2.05 -6.28 --- --- ---
Fidelity Advisor Freedom 2055 A LW FHFAX.LW -6.57 2.05 -6.28 --- --- ---
Fidelity Advisor Freedom 2055 C FHFCX -6.62 1.79 -6.42 --- --- ---
Fidelity Advisor Freedom 2055 I FHFIX -6.54 2.18 -6.15 --- --- ---
Fidelity Advisor Freedom 2055 T FHFTX -6.50 2.02 -6.31 --- --- ---
Allianz Global Investors Solu 2055 Instl GBLIX -5.77 1.51 -6.45 --- --- ---
Allianz Global Investors Solu 2055 A GLIAX -5.84 1.31 -6.58 --- --- ---
Allianz Global Investors Solu 2055 A LW GLIAX.LW -5.84 1.31 -6.58 --- --- ---
Allianz Global Investors Solu 2055 P GLIPX -5.78 1.44 -6.51 --- --- ---
Allianz Global Investors Solu 2055 R GLLRX -5.85 1.18 -6.70 --- --- ---
Allianz Global Investors Solu 2055 Admin GLRAX -5.78 1.37 -6.57 --- --- ---
GuideStone Funds MyDestination 2055 GS4 GMGZX -7.38 0.40 -6.69 --- --- ---
ING Solution 2055 Port Adv IASPX -7.37 2.53 -7.06 -8.00 --- ---
ING Index Solution 2055 Port Adv IISAX -7.27 1.42 -7.43 -8.68 --- ---
ING Index Solution 2055 Port I IISNX -7.28 1.59 -7.36 -8.27 --- ---
ING Solution 2055 Port I IISPX -7.39 2.61 -7.00 -7.63 --- ---
ING Index Solution 2055 Port S IISSX -7.31 1.51 -7.47 -8.52 --- ---
ING Index Solution 2055 Port S2 IISTX -7.26 1.42 -7.42 -8.68 --- ---
ING Solution 2055 Port S ISSPX -7.43 2.52 -7.03 -7.85 --- ---
ING Solution 2055 Port T ISTPX -7.47 2.35 -7.16 -8.21 --- ---
ING Index Solution 2055 Port T ITISX -7.30 1.23 -7.55 -8.96 --- ---
ING Solution 2055 Port S2 ITSPX -7.45 2.43 -7.05 -7.98 --- ---
BlackRock Lifepath Index 2055 Investor A LIVAX -7.66 1.67 -7.67 --- --- ---
BlackRock Lifepath Index 2055 Instl LIVIX -7.66 1.71 -7.73 --- --- ---
BlackRock Lifepath Index 2055 K LIVKX -7.66 1.72 -7.72 --- --- ---
BlackRock LifePath 2055 Investor A LPVAX -7.82 1.76 -7.85 -8.65 --- ---
BlackRock LifePath 2055 Investor A LW LPVAX.LW -7.82 1.76 -7.85 -8.65 --- ---
BlackRock LifePath 2055 Investor C LPVCX -7.88 1.45 -8.03 -9.45 --- ---
BlackRock LifePath 2055 Institutional LPVIX -7.82 1.82 -7.87 -8.52 --- ---
BlackRock LifePath 2055 K LPVKX -7.80 1.95 -7.73 -8.20 --- ---
BlackRock LifePath 2055 R LPVRX -7.84 1.59 -7.93 -8.94 --- ---
Principal LifeTime 2055 R3 LTFDX -7.54 2.64 -6.58 -8.12 11.96 ---
Principal LifeTime 2055 R1 LTFGX -7.59 2.54 -6.72 -8.33 11.63 ---
Principal LifeTime 2055 Instl LTFIX -7.54 2.83 -6.49 -7.60 12.53 ---
Principal LifeTime 2055 R4 LTFLX -7.51 2.74 -6.55 -7.89 12.17 ---
Principal LifeTime 2055 R5 LTFPX -7.49 2.85 -6.44 -7.74 12.30 ---
Principal LifeTime 2055 R2 LTFSX -7.47 2.65 -6.60 -8.23 11.79 ---
AllianceBern 2055 Retirement Strat A LTWAX -9.45 0.13 -10.31 -12.39 9.16 ---
AllianceBern 2055 Retirement Strat A LW LTWAX.LW -9.45 0.13 -10.31 -12.39 9.16 ---
AllianceBern 2055 Retirement Strat B LTWBX -9.46 -0.14 -10.45 -12.99 8.37 ---
AllianceBern 2055 Retirement Strat C LTWCX -9.48 -0.14 -10.48 -13.03 8.31 ---
AllianceBern 2055 Retirement Strat I LTWIX -9.35 0.28 -10.25 -12.18 9.47 ---
AllianceBern 2055 Retirement Strat K LTWKX -9.36 0.28 -10.26 -12.27 9.19 ---
AllianceBern 2055 Retirement Strat R LTWRX -9.43 0.14 -10.22 -12.55 8.97 ---
AllianceBern 2055 Retirement Strat Adv LTWVX -9.39 0.26 -10.14 -12.12 9.39 ---
Maxim SecureFoundation LT 2055 Port L MXLPX -6.83 1.99 -7.23 -7.25 --- ---
Maxim Lifetime 2055 I T MXSLX -6.07 2.85 -6.01 -5.49 12.94 ---
Maxim SecureFoundation LT 2055 Port G MXSYX -6.81 2.00 -7.17 -7.23 --- ---
Maxim SecureFoundation LT 2055 Port G1 MXSZX -6.82 2.00 -7.18 -7.31 --- ---
Maxim Lifetime 2055 I T1 MXTLX -6.01 2.93 -5.94 -5.62 12.84 ---
Maxim Lifetime 2055 II T MXULX -6.57 2.89 -6.57 -6.35 13.24 ---
Maxim Lifetime 2055 II T1 MXVLX -6.52 2.82 -6.52 -6.43 13.08 ---
Maxim Lifetime 2055 III T MXWLX -6.76 2.83 -6.82 -6.67 13.29 ---
Maxim Lifetime 2055 III T1 MXXLX -6.78 2.84 -6.78 -6.76 13.27 ---
Maxim Lifetime 2055 II L MXZLX -6.57 2.65 -6.67 -6.69 --- ---
Nationwide Destination 2055 A NTDAX -6.68 1.17 -7.41 -8.75 --- ---
Nationwide Destination 2055 A LW NTDAX.LW -6.68 1.17 -7.41 -8.75 --- ---
Nationwide Destination 2055 C NTDCX -6.69 0.96 -7.51 -9.30 --- ---
Nationwide Destination 2055 Instl NTDIX -6.58 1.28 -7.30 -8.39 --- ---
Nationwide Destination 2055 R1 NTDRX -6.70 0.96 -7.52 -9.15 --- ---
Nationwide Destination 2055 Instl Svc NTDSX -6.58 1.28 -7.30 -8.41 --- ---
Nationwide Destination 2055 R2 NTDTX -6.70 0.96 -7.52 -9.15 --- ---
T. Rowe Price Retirement 2055 Adv PAROX -7.39 3.07 -6.65 -6.17 13.49 ---
American Funds Trgt Date Ret 2055 R1 RAMTX -5.93 2.53 -5.28 -5.99 --- ---
American Funds Trgt Date Ret 2055 R2 RBMTX -5.94 2.63 -5.29 -5.95 --- ---
American Funds Trgt Date Ret 2055 R3 RCMTX -5.91 2.81 -5.18 -5.58 --- ---
American Funds Trgt Date Ret 2055 R4 RDJTX -5.89 2.89 -5.08 -5.32 --- ---
American Funds Trgt Date Ret 2055 R5 REKTX -5.87 2.88 -5.15 -5.03 --- ---
American Funds Trgt Date Ret 2055 R6 RFKTX -5.87 2.98 -5.06 -4.99 --- ---
Russell LifePoints 2055 Strategy R3 RQLDX -7.43 0.84 -7.80 -9.78 --- ---
Russell LifePoints 2055 Strategy R1 RQLRX -7.42 1.06 -7.60 -9.32 --- ---
Russell LifePoints 2055 Strategy R2 RQLTX -7.33 1.00 -7.65 -9.60 --- ---
T. Rowe Price Retirement 2055 R RRTVX -7.41 2.97 -6.77 -6.48 13.19 ---
T. Rowe Price Retirement 2055 TRRNX -7.37 3.17 -6.63 -5.95 13.75 -0.63
TIAA-CREF Lifecycle Index 2055 Instl TTIIX -6.57 2.36 -6.09 -5.29 --- ---
TIAA-CREF Lifecycle Index 2055 Premier TTIPX -6.47 2.36 -6.09 -5.39 --- ---
TIAA-CREF Lifecycle Index 2055 Retire TTIRX -6.58 2.25 -6.19 -5.56 --- ---
TIAA-CREF Lifecycle 2055 Instl TTRIX -7.48 2.89 -6.70 -6.53 --- ---
TIAA-CREF Lifecycle 2055 Retire TTRLX -7.48 2.77 -6.81 -6.78 --- ---
TIAA-CREF Lifecycle 2055 Premier TTRPX -7.48 2.89 -6.70 -6.61 --- ---
Vanguard Target Retirement 2055 Inv VFFVX -6.69 2.10 -6.42 -5.91 --- ---
Wells Fargo Advantage DJ Target 2055 Adm WFLHX -7.20 1.42 -7.57 --- --- ---
Wells Fargo Advantage DJ Target 2055 Inv WFQHX -7.21 1.31 -7.58 --- --- ---
Wells Fargo Advantage DJ Target 2055 I WFQUX -7.19 1.42 -7.55 --- --- ---
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