Target-Date 2060+: Total Returns

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Data through 10/20/2017. 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 2060+ 2.17 17.45 4.09 20.28 10.03 11.26
American Funds 2060 Trgt Date Retire A AANTX 1.93 18.19 4.02 19.89 --- ---
American Century One Choice 2060 R6 ARGDX 2.16 16.34 3.99 18.47 --- ---
American Century One Choice 2060 C ARGHX 2.02 15.07 3.62 16.97 --- ---
American Century One Choice 2060 A ARGMX 2.08 15.78 3.84 17.86 --- ---
American Century One Choice 2060 I ARGNX 2.20 16.29 3.95 18.36 --- ---
American Century One Choice 2060 R ARGRX 2.10 15.62 3.77 17.61 --- ---
American Century One Choice 2060 Inv ARGVX 2.12 16.02 3.88 18.06 --- ---
American Funds 2060 Trgt Date Retire C CCKTX 1.87 17.42 3.81 18.84 --- ---
Dimensional 2060 Target Dt Rtr Inc Instl DRILX 2.19 18.21 4.40 21.82 --- ---
American Funds 2060 Trgt Date Retire F1 FAWTX 1.93 18.06 4.02 19.77 --- ---
American Funds 2060 Trgt Date Retire F2 FBKTX 1.92 18.33 4.10 20.04 --- ---
American Funds 2060 Trgt Date Retire F3 FCKTX 1.93 --- 4.11 --- --- ---
Fidelity® Multi-Manager 2060 L FCMMX 2.37 18.61 4.47 21.70 10.25 ---
Fidelity Freedom® Index 2060 Investor FDKLX 2.19 16.71 4.12 20.09 9.71 ---
Fidelity Advisor Freedom® 2060 A FDKPX 1.90 17.67 3.79 20.18 9.76 ---
Fidelity Advisor Freedom® 2060 I FDKQX 1.89 17.90 3.77 20.47 10.04 ---
Fidelity Advisor Freedom® 2060 C FDKSX 1.90 17.02 3.60 19.34 8.97 ---
Fidelity Advisor Freedom® 2060 M FDKTX 1.90 17.40 3.70 19.85 9.51 ---
Fidelity Freedom® 2060 FDKVX 1.85 18.13 3.86 20.85 10.46 ---
Fidelity Freedom® Index 2060 Instl Prem FFLEX 2.19 16.73 4.03 20.02 --- ---
Fidelity Advisor Freedom® 2060 Z6 FNGLX 1.89 --- 3.86 --- --- ---
Fidelity® Multi-Manager 2060 FNJPX 2.37 18.61 4.56 21.84 10.23 ---
Fidelity® Multi-Manager 2060 N FNPQX 2.38 18.38 4.48 21.51 9.97 ---
Fidelity Freedom® 2060 K FNSFX 1.85 --- 3.86 --- --- ---
Fidelity Freedom® 2060 K6 FVTKX 1.94 --- 3.95 --- --- ---
Fidelity Flex Freedom 2060 FWLSX 1.92 --- 4.12 --- --- ---
JPMorgan SmartRetirement® Blend 2060 R5 JAABX 1.99 16.68 3.94 19.20 --- ---
JPMorgan SmartRetirement® Blend 2060 R6 JAAYX 2.00 16.80 3.95 19.28 --- ---
JPMorgan SmartRetirement® Blend 2060 I JACSX 1.94 16.44 3.83 18.92 --- ---
JPMorgan SmartRetirement® 2060 A JAKAX 2.05 17.67 4.09 20.52 --- ---
JPMorgan SmartRetirement® 2060 C JAKCX 1.96 17.03 3.88 19.77 --- ---
JPMorgan SmartRetirement® 2060 R5 JAKIX 2.04 17.88 4.14 20.75 --- ---
JPMorgan SmartRetirement® 2060 R3 JAKPX 2.02 17.49 4.00 20.27 --- ---
JPMorgan SmartRetirement® 2060 R4 JAKQX 2.04 17.76 4.14 20.63 --- ---
JPMorgan SmartRetirement® 2060 I JAKSX 2.07 17.83 4.10 20.66 --- ---
JPMorgan SmartRetirement® 2060 R6 JAKYX 2.06 17.99 4.16 20.95 --- ---
JPMorgan SmartRetirement® 2060 R2 JAKZX 1.98 17.34 3.96 20.07 --- ---
JPMorgan SmartRetirement® Blend 2060 R2 JATPX 1.93 16.01 3.76 18.34 --- ---
JPMorgan SmartRetirement® Blend 2060 R3 JATQX 1.88 --- 3.77 --- --- ---
JPMorgan SmartRetirement® Blend 2060 R4 JATUX 1.94 --- 3.89 --- --- ---
JHancock Multi-Index 2060 Presv 1 JCHOX 1.90 15.57 3.70 18.63 --- ---
JHancock Multimanager 2060 Lifetime R6 JESRX 2.02 17.85 3.96 20.88 --- ---
JHancock Multimanager 2060 Lifetime R5 JGHTX 1.94 17.76 3.87 20.77 --- ---
JHancock Multimanager 2060 Lifetime R3 JGTHX 1.87 17.29 3.80 20.18 --- ---
JHancock Multi-Index 2060 Lifetime R4 JHIKX 2.21 --- 4.08 --- --- ---
JHancock Multi-Index 2060 Lifetime R6 JIEHX 2.13 16.62 4.08 20.61 --- ---
JHancock Multimanager 2060 Lifetime A JJERX 1.95 17.38 3.80 20.24 --- ---
JHancock Multi-Index 2060 Presv R1 JKIMX 1.91 15.20 3.72 18.17 --- ---
JHancock Multimanager 2060 Lifetime I JMENX 1.94 17.66 3.88 20.58 --- ---
JHancock Multi-Index 2060 Presv R4 JPORX 1.90 15.48 3.71 18.54 --- ---
JHancock Multimanager 2060 Lifetime 1 JRETX 1.94 17.76 3.96 20.74 --- ---
JHancock Multi-Index 2060 Lifetime 1 JRODX 2.21 16.51 4.08 20.57 --- ---
JHancock Multimanager 2060 Lifetime R4 JROUX 1.94 17.66 3.88 20.54 --- ---
JHancock Multi-Index 2060 Presv R2 JSATX 1.91 15.38 3.71 18.47 --- ---
JHancock Multi-Index 2060 Presv R6 JTFOX 1.99 15.67 3.79 18.77 --- ---
JHancock Multimanager 2060 Lifetime R1 JTLOX 1.87 17.29 3.80 20.18 --- ---
JHancock Multimanager 2060 Lifetime R2 JVIMX 1.94 17.57 3.88 20.47 --- ---
KP Retirement Path 2060 Institutional KPRJX 2.28 17.92 4.31 21.26 10.00 ---
BlackRock LifePath® Index 2060 Inv A LIZAX 1.94 17.04 3.95 19.43 --- ---
BlackRock LifePath® Index 2060 Instl LIZIX 1.91 17.28 3.99 19.73 --- ---
BlackRock LifePath® Index 2060 K LIZKX 1.92 17.31 4.00 19.77 --- ---
MFS® Lifetime 2060 A MFJAX 2.36 16.98 4.00 --- --- ---
MFS® Lifetime 2060 B MFJBX 2.28 16.28 3.74 --- --- ---
MFS® Lifetime 2060 C MFJCX 2.28 16.28 3.74 --- --- ---
MFS® Lifetime 2060 R1 MFJEX 2.28 16.28 3.74 --- --- ---
MFS® Lifetime 2060 R2 MFJGX 2.36 16.78 3.91 --- --- ---
MFS® Lifetime 2060 I MFJIX 2.44 17.28 4.08 --- --- ---
MFS® Lifetime 2060 R6 MFJKX 2.44 17.28 4.08 --- --- ---
MFS® Lifetime 2060 R3 MFJTX 2.36 16.98 4.00 --- --- ---
MFS® Lifetime 2060 R4 MFJUX 2.44 17.28 4.08 --- --- ---
MassMutual RetireSMART 2060 R3 MMWBX 2.13 16.48 4.16 19.72 --- ---
MassMutual RetireSMART 2060 R4 MMWCX 2.12 16.65 4.14 19.94 --- ---
MassMutual RetireSMART 2060 A MMWDX 2.12 16.67 4.15 19.88 --- ---
MassMutual RetireSMART 2060 Admin MMWFX 2.12 16.89 4.14 20.15 --- ---
MassMutual RetireSMART 2060 Service MMWGX 2.12 16.97 4.23 20.23 --- ---
MassMutual RetireSMART 2060 R5 MMWHX 2.20 17.05 4.22 20.38 --- ---
MassMutual RetireSMART 2060 I MMWIX 2.20 17.15 4.31 20.48 --- ---
Manning & Napier Target 2060 I MTKIX 2.21 20.54 3.66 17.79 --- ---
Manning & Napier Target 2060 K MTKKX 2.21 20.33 3.66 17.45 --- ---
Manning & Napier Target 2060 R MTKRX 2.22 20.24 3.58 17.29 --- ---
Manning & Napier Target 2060 R6 MTKZX --- --- --- --- --- ---
MainStay Retirement 2060 A MYSQX 2.64 19.17 4.50 21.60 --- ---
MainStay Retirement 2060 Investor MYSRX 2.64 19.10 4.42 21.47 --- ---
MainStay Retirement 2060 I MYSSX 2.71 19.42 4.57 21.92 --- ---
MainStay Retirement 2060 R1 MYSTX 2.63 19.33 4.57 21.84 --- ---
MainStay Retirement 2060 R2 MYSWX 2.64 19.08 4.42 21.42 --- ---
MainStay Retirement 2060 R3 MYSZX 2.57 18.85 4.35 21.10 --- ---
Natixis Sustainable Future 2060 N NSFMX 1.96 --- 4.18 --- --- ---
Nationwide Destination 2060 A NWWRX 2.54 14.95 3.77 20.08 --- ---
Nationwide Destination 2060 C NWWSX 2.45 14.33 3.54 19.37 --- ---
Nationwide Destination 2060 R NWWTX 2.54 14.73 3.63 19.79 --- ---
Nationwide Destination 2060 R6 NWWUX 2.53 15.30 3.88 20.67 --- ---
Nationwide Destination 2060 Instl Svc NWWVX 2.54 15.11 3.73 20.27 --- ---
Prudential Day One 2060 R1 PDLDX 2.40 16.75 4.26 --- --- ---
Prudential Day One 2060 R2 PDLEX 2.40 16.84 4.35 --- --- ---
Prudential Day One 2060 R3 PDLFX 2.40 17.04 4.43 --- --- ---
Prudential Day One 2060 R4 PDLGX 2.48 17.14 4.43 --- --- ---
Prudential Day One 2060 R5 PDLHX 2.48 17.24 4.43 --- --- ---
Prudential Day One 2060 R6 PDLJX 2.48 17.11 4.42 --- --- ---
Putnam RetirementReady 2060 R6 PEFGX 2.45 16.78 4.94 21.63 --- ---
Principal LifeTime Hybrid 2065 Instl PLHHX 2.25 --- --- --- --- ---
Principal LifeTime Hybrid 2065 R6 PLHRX 2.25 --- --- --- --- ---
Principal LifeTime 2065 R1 PLJAX 2.26 --- --- --- --- ---
Principal LifeTime 2065 R2 PLJBX 2.36 --- --- --- --- ---
Principal LifeTime 2065 R3 PLJCX 2.36 --- --- --- --- ---
Principal LifeTime 2065 R4 PLJDX 2.26 --- --- --- --- ---
Principal LifeTime 2065 R5 PLJEX 2.26 --- --- --- --- ---
Principal LifeTime 2065 Institutional PLJIX 2.36 --- --- --- --- ---
Principal LifeTime Hybrid 2060 R6 PLKTX 2.17 17.55 4.34 21.17 --- ---
Principal LifeTime 2060 J PLTAX 2.26 18.33 4.47 20.75 9.15 ---
Principal LifeTime 2060 R2 PLTBX 2.22 18.02 4.38 20.27 8.73 ---
Principal LifeTime 2060 R3 PLTCX 2.27 18.22 4.49 20.60 8.93 ---
Principal LifeTime Hybrid 2060 Instl PLTHX 2.25 17.56 4.43 21.19 11.05 ---
Principal LifeTime 2060 R4 PLTMX 2.27 18.39 4.49 20.76 9.11 ---
Principal LifeTime 2060 R5 PLTOX 2.26 18.51 4.55 20.95 9.26 ---
Principal LifeTime 2060 R1 PLTRX 2.23 17.91 4.40 20.19 8.59 ---
Principal LifeTime 2060 Institutional PLTZX 2.32 18.67 4.60 21.25 9.53 ---
Putnam RetirementReady 2060 A PRTFX 2.38 16.42 4.77 21.08 --- ---
Putnam RetirementReady 2060 R PRTRX 2.38 16.20 4.78 20.83 --- ---
Putnam RetirementReady 2060 Y PRTYX 2.46 16.70 4.85 21.52 --- ---
American Funds 2060 Trgt Date Retire R1 RANTX 1.86 17.33 3.79 18.90 --- ---
American Funds 2060 Trgt Date Retire R2E RBENX 1.85 17.72 3.87 19.28 --- ---
American Funds 2060 Trgt Date Retire R2 RBNTX 1.87 17.30 3.81 18.82 --- ---
American Funds 2060 Trgt Date Retire R3 RCNTX 1.85 17.84 3.87 19.37 --- ---
American Funds 2060 Trgt Date Retire R4 RDKTX 1.93 18.08 4.02 19.78 --- ---
American Funds 2060 Trgt Date Retire R5 REMTX 2.01 18.43 4.09 20.12 --- ---
American Funds 2060 Trgt Date Retire R6 RFUTX 2.00 18.41 4.09 20.24 --- ---
American Funds 2060 Trgt Date Retire R5E RHKTX 1.93 18.29 4.02 20.03 --- ---
State Street Target Retirement 2060 A SSDTX 1.89 17.24 4.05 19.71 9.25 ---
State Street Target Retirement 2060 I SSDWX 1.81 17.34 4.04 19.87 9.48 ---
State Street Target Retirement 2060 K SSDYX 1.89 17.46 4.04 19.91 9.49 ---
Schwab Target 2060 SWPRX 2.21 18.58 4.08 22.18 --- ---
Schwab Target 2060 Index SWYNX 2.25 17.18 4.15 20.78 --- ---
ClearTrack 2060 R1 TCSOX 2.21 --- 3.91 --- --- ---
ClearTrack 2060 R6 TCSSX 2.21 --- 4.11 --- --- ---
TIAA-CREF Lifecycle 2060 Advisor TLXHX 2.27 19.96 4.74 22.75 --- ---
TIAA-CREF Lifecycle 2060 Institutional TLXNX 2.27 20.08 4.74 22.77 11.30 ---
TIAA-CREF Lifecycle 2060 Premier TLXPX 2.27 19.88 4.74 22.67 11.16 ---
TIAA-CREF Lifecycle 2060 Retirement TLXRX 2.27 19.90 4.75 22.62 11.07 ---
1290 Retirement 2060 I TNXIX 2.31 --- 3.95 --- --- ---
T. Rowe Price Retirement I 2060 I TRPLX 2.15 19.48 3.90 21.50 --- ---
T. Rowe Price Retirement 2060 TRRLX 2.20 19.33 3.86 21.41 10.65 ---
T. Rowe Price Retirement 2060 Advisor TRRYX 2.12 19.09 3.79 21.06 10.37 ---
T. Rowe Price Retirement 2060 R TRRZX 2.13 18.87 3.73 20.72 10.09 ---
T. Rowe Price Target 2060 TRTFX 2.09 19.23 3.81 21.22 10.57 ---
T. Rowe Price Target 2060 Advisor TRTGX 2.18 18.98 3.81 20.86 10.31 ---
T. Rowe Price Target 2060 I TTOIX 2.17 19.41 3.89 21.40 --- ---
TIAA-CREF Lifecycle Index 2060 Advisor TVIHX 2.28 17.77 4.30 21.50 --- ---
TIAA-CREF Lifecycle Index 2060 Instl TVIIX 2.28 17.88 4.30 21.52 10.69 ---
TIAA-CREF Lifecycle Index 2060 Premier TVIPX 2.28 17.78 4.30 21.46 10.52 ---
TIAA-CREF Lifecycle Index 2060 Retire TVITX 2.37 17.70 4.31 21.26 10.41 ---
USAA Target Retirement 2060 URSIX 2.15 15.99 3.80 18.51 8.77 ---
Vanguard Instl Trgt Retire 2060 Instl VILVX 2.04 17.46 4.08 20.18 --- ---
Voya Index Solution 2060 Port I VISPX 2.26 17.09 4.09 20.27 --- ---
Voya Index Solution 2060 Port S VPISX 2.27 16.82 4.06 20.02 --- ---
Voya Index Solution 2060 Port ADV VPSAX 2.20 16.58 3.98 19.67 --- ---
Voya Index Solution 2060 Port S2 VPSSX 2.19 16.68 4.01 19.88 --- ---
Voya Target Retirement 2060 I VRSAX 2.21 17.26 4.25 20.11 --- ---
Voya Solution 2060 Port I VSIPX 2.28 17.86 4.16 20.74 --- ---
Voya Solution 2060 Port ADV VSPAX 2.22 17.31 4.03 20.08 --- ---
Voya Solution 2060 Port S VSPSX 2.22 17.58 4.09 20.36 --- ---
Voya Solution 2060 Port T VSPTX 2.23 17.21 4.04 19.88 --- ---
Voya Solution 2060 Port S2 VSSPX 2.22 17.44 4.06 20.21 --- ---
Voya Index Solution 2060 Port Z VSZIX 2.33 17.23 4.25 20.53 --- ---
Voya Target Retirement 2060 A VTRSX 2.21 16.98 4.18 19.80 --- ---
Voya Target Retirement 2060 R6 VTRUX 2.21 17.26 4.25 20.17 --- ---
Virtus DFA 2060 Trgt Date Retire Inc A VTTAX 2.15 17.17 4.15 20.53 --- ---
Virtus DFA 2060 Trgt Date Retire Inc I VTTIX 2.23 17.49 4.31 20.93 --- ---
Virtus DFA 2060 Trgt Date Retire Inc R6 VTTRX 2.14 17.63 4.30 21.07 --- ---
Vanguard Target Retirement 2060 Inv VTTSX 2.07 17.42 4.09 20.13 9.83 11.26
Wells Fargo Target 2060 A WFAFX 2.19 15.63 3.82 18.39 --- ---
Wells Fargo Target 2060 C WFCFX 2.19 14.98 3.63 17.55 --- ---
Wells Fargo Target 2060 Admin WFDFX 2.26 15.70 3.89 18.57 --- ---
Wells Fargo Target 2060 R WFRFX 2.22 15.42 3.79 18.21 --- ---
Wells Fargo Target 2060 R4 WFSFX 2.23 15.98 3.93 18.88 --- ---
Wells Fargo Target 2060 R6 WFUFX 2.24 16.10 3.94 18.94 --- ---
Wells Fargo Dynamic Target 2060 A WTDVX 2.17 16.96 3.69 20.24 --- ---
Wells Fargo Dynamic Target 2060 C WTDWX 2.18 16.39 3.53 19.39 --- ---
Wells Fargo Dynamic Target 2060 R WTDYX 2.17 16.77 3.61 19.98 --- ---
Wells Fargo Dynamic Target 2060 R4 WTDZX 2.25 17.36 3.77 20.70 --- ---
Wells Fargo Dynamic Target 2060 R6 WTSZX 2.24 17.56 3.86 20.96 --- ---
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