Target-Date 2060+: Total Returns

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Data through 5/19/2017. 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+ 3.03 8.55 3.34 18.09 5.75 11.90
American Funds 2060 Trgt Date Retire A AANTX 3.12 9.24 3.89 18.22 --- ---
American Century One Choice 2060 R6 ARGDX 2.43 7.95 2.96 16.92 --- ---
American Century One Choice 2060 C ARGHX 2.26 7.31 2.62 15.39 --- ---
American Century One Choice 2060 A ARGMX 2.43 7.67 2.79 16.25 --- ---
American Century One Choice 2060 I ARGNX 2.43 7.85 2.87 16.74 --- ---
American Century One Choice 2060 R ARGRX 2.35 7.58 2.70 15.97 --- ---
American Century One Choice 2060 Inv ARGVX 2.43 7.76 2.88 16.52 --- ---
American Funds 2060 Trgt Date Retire C CCKTX 3.06 8.90 3.63 17.17 --- ---
Dimensional 2060 Target Dt Rtr Inc Instl DRILX 3.22 8.85 3.26 19.56 --- ---
American Funds 2060 Trgt Date Retire F1 FAWTX 3.02 9.13 3.79 18.09 --- ---
American Funds 2060 Trgt Date Retire F2 FBKTX 3.02 9.21 3.87 18.42 --- ---
American Funds 2060 Trgt Date Retire F3 FCKTX 3.03 --- 3.89 --- --- ---
Fidelity® Multi-Manager 2060 L FCMMX 3.39 9.00 3.60 19.64 --- ---
Fidelity Freedom® Index 2060 Investor FDKLX 2.82 8.04 3.01 18.13 --- ---
Fidelity Freedom K® 2060 FDKNX 3.60 9.57 3.98 20.23 --- ---
Fidelity Advisor Freedom® 2060 A FDKPX 3.45 9.39 3.74 19.35 --- ---
Fidelity Advisor Freedom® 2060 I FDKQX 3.50 9.53 3.79 19.65 --- ---
Fidelity Advisor Freedom® 2060 C FDKSX 3.39 9.09 3.49 18.44 --- ---
Fidelity Advisor Freedom® 2060 M FDKTX 3.41 9.23 3.70 18.99 --- ---
Fidelity Freedom® 2060 FDKVX 3.54 9.44 3.92 20.04 --- ---
Fidelity Freedom® Index 2060 Instl Prem FFLEX 2.84 8.06 3.03 18.17 --- ---
Fidelity® Multi-Manager 2060 FNJPX 3.39 9.00 3.60 19.65 --- ---
Fidelity® Multi-Manager 2060 N FNPQX 3.37 8.87 3.47 19.29 --- ---
JPMorgan SmartRetirement® Blend 2060 R5 JAABX 3.04 8.28 3.59 --- --- ---
JPMorgan SmartRetirement® Blend 2060 R6 JAAYX 2.98 8.30 3.54 --- --- ---
JPMorgan SmartRetirement® Blend 2060 I JACSX 2.98 8.16 3.48 --- --- ---
JPMorgan SmartRetirement® 2060 A JAKAX 3.09 8.67 3.39 --- --- ---
JPMorgan SmartRetirement® 2060 C JAKCX 3.02 8.42 3.28 --- --- ---
JPMorgan SmartRetirement® 2060 R5 JAKIX 3.08 8.77 3.49 --- --- ---
JPMorgan SmartRetirement® 2060 R3 JAKPX 3.09 8.58 3.37 --- --- ---
JPMorgan SmartRetirement® 2060 R4 JAKQX 3.08 8.71 3.44 --- --- ---
JPMorgan SmartRetirement® 2060 I JAKSX 3.08 8.74 3.39 --- --- ---
JPMorgan SmartRetirement® 2060 R6 JAKYX 3.14 8.84 3.50 --- --- ---
JPMorgan SmartRetirement® 2060 R2 JAKZX 3.02 8.58 3.31 --- --- ---
JHancock Multi-Index 2060 Presv 1 JCHOX 2.87 7.50 2.87 17.71 --- ---
JHancock Multimanager 2060 Lifetime R6 JESRX 3.37 8.97 3.55 19.44 --- ---
JHancock Multimanager 2060 Lifetime R5 JGHTX 3.37 8.97 3.55 19.43 --- ---
JHancock Multimanager 2060 Lifetime R3 JGTHX 3.28 8.79 3.47 18.90 --- ---
JHancock Multi-Index 2060 Lifetime R4 JHIKX 2.94 --- --- --- --- ---
JHancock Multi-Index 2060 Lifetime R6 JIEHX 2.94 7.94 2.85 19.10 --- ---
JHancock Multimanager 2060 Lifetime A JJERX 3.28 8.79 3.47 18.86 --- ---
JHancock Multi-Index 2060 Presv R1 JKIMX 2.88 7.32 2.79 17.22 --- ---
JHancock Multimanager 2060 Lifetime I JMENX 3.37 8.97 3.55 19.34 --- ---
JHancock Multi-Index 2060 Presv R4 JPORX 2.96 7.50 2.87 17.61 --- ---
JHancock Multimanager 2060 Lifetime 1 JRETX 3.37 8.97 3.55 19.40 --- ---
JHancock Multi-Index 2060 Lifetime 1 JRODX 2.94 7.84 2.85 19.05 --- ---
JHancock Multimanager 2060 Lifetime R4 JROUX 3.28 8.88 3.46 19.19 --- ---
JHancock Multi-Index 2060 Presv R2 JSATX 2.88 7.41 2.78 17.42 --- ---
JHancock Multi-Index 2060 Presv R6 JTFOX 2.87 7.50 2.87 17.75 --- ---
JHancock Multimanager 2060 Lifetime R1 JTLOX 3.28 8.79 3.47 18.90 --- ---
JHancock Multimanager 2060 Lifetime R2 JVIMX 3.28 8.88 3.56 19.10 --- ---
KP Retirement Path 2060 Institutional KPRJX 3.05 8.67 3.53 19.14 6.27 ---
BlackRock LifePath® Index 2060 Inv A LIZAX 2.67 8.53 3.34 17.19 --- ---
BlackRock LifePath® Index 2060 Instl LIZIX 2.67 8.66 3.38 17.47 --- ---
BlackRock LifePath® Index 2060 K LIZKX 2.67 8.66 3.39 17.51 --- ---
MFS Lifetime 2060 A MFJAX 3.14 8.39 3.63 --- --- ---
MFS Lifetime 2060 B MFJBX 3.05 8.09 3.44 --- --- ---
MFS Lifetime 2060 C MFJCX 3.05 8.09 3.44 --- --- ---
MFS Lifetime 2060 R1 MFJEX 3.05 8.09 3.44 --- --- ---
MFS Lifetime 2060 R2 MFJGX 3.14 8.29 3.53 --- --- ---
MFS Lifetime 2060 I MFJIX 3.13 8.49 3.63 --- --- ---
MFS Lifetime 2060 R6 MFJKX 3.13 8.49 3.63 --- --- ---
MFS Lifetime 2060 R3 MFJTX 3.14 8.39 3.63 --- --- ---
MFS Lifetime 2060 R4 MFJUX 3.13 8.49 3.63 --- --- ---
MassMutual RetireSMART 2060 R3 MMWBX 3.29 7.99 3.29 17.32 --- ---
MassMutual RetireSMART 2060 R4 MMWCX 3.28 8.07 3.28 17.58 --- ---
MassMutual RetireSMART 2060 A MMWDX 3.38 8.18 3.38 17.62 --- ---
MassMutual RetireSMART 2060 Admin MMWFX 3.38 8.29 3.38 17.89 --- ---
MassMutual RetireSMART 2060 Service MMWGX 3.28 8.28 3.38 17.88 --- ---
MassMutual RetireSMART 2060 R5 MMWHX 3.27 8.27 3.47 18.05 --- ---
MassMutual RetireSMART 2060 I MMWIX 3.37 8.38 3.47 18.27 --- ---
Manning & Napier Target 2060 I MTKIX 3.55 12.33 4.76 15.73 --- ---
Manning & Napier Target 2060 K MTKKX 3.47 12.14 4.58 15.41 --- ---
Manning & Napier Target 2060 R MTKRX 3.47 12.25 4.68 15.20 --- ---
MainStay Retirement 2060 A MYSQX 3.22 9.72 3.74 18.76 --- ---
MainStay Retirement 2060 Investor MYSRX 3.14 9.64 3.75 18.61 --- ---
MainStay Retirement 2060 I MYSSX 3.21 9.80 3.83 19.00 --- ---
MainStay Retirement 2060 R1 MYSTX 3.21 9.80 3.83 19.02 --- ---
MainStay Retirement 2060 R2 MYSWX 3.22 9.72 3.74 18.66 --- ---
MainStay Retirement 2060 R3 MYSZX 3.14 9.56 3.67 18.32 --- ---
Nationwide Destination 2060 A NWWRX 2.62 6.98 2.53 18.64 --- ---
Nationwide Destination 2060 C NWWSX 2.52 6.67 2.33 17.91 --- ---
Nationwide Destination 2060 R NWWTX 2.62 6.87 2.42 18.39 --- ---
Nationwide Destination 2060 R6 NWWUX 2.71 7.08 2.63 19.12 --- ---
Nationwide Destination 2060 Instl Svc NWWVX 2.71 7.12 2.57 18.96 --- ---
Prudential Day One 2060 R1 PDLDX 2.61 7.61 3.01 --- --- ---
Prudential Day One 2060 R2 PDLEX 2.71 7.71 3.21 --- --- ---
Prudential Day One 2060 R3 PDLFX 2.61 7.71 3.21 --- --- ---
Prudential Day One 2060 R4 PDLGX 2.71 7.81 3.20 --- --- ---
Prudential Day One 2060 R5 PDLHX 2.61 7.81 3.20 --- --- ---
Prudential Day One 2060 R6 PDLJX 2.70 7.69 2.80 --- --- ---
Putnam RetirementReady 2060 R6 PEFGX 2.48 7.29 2.58 --- --- ---
Principal LifeTime Hybrid 2060 R6 PLKTX 2.83 7.96 2.83 18.02 --- ---
Principal LifeTime 2060 J PLTAX 3.29 8.78 3.45 16.56 5.74 ---
Principal LifeTime 2060 R2 PLTBX 3.33 8.71 3.41 16.18 5.31 ---
Principal LifeTime 2060 R3 PLTCX 3.30 8.81 3.46 16.38 5.51 ---
Principal LifeTime Hybrid 2060 Instl PLTHX 2.83 7.97 2.83 18.04 --- ---
Principal LifeTime 2060 R4 PLTMX 3.30 8.90 3.55 16.64 5.73 ---
Principal LifeTime 2060 R5 PLTOX 3.37 8.96 3.53 16.76 5.85 ---
Principal LifeTime 2060 R1 PLTRX 3.26 8.65 3.43 15.97 5.19 ---
Principal LifeTime 2060 Institutional PLTZX 3.27 8.92 3.60 17.02 6.08 ---
Putnam RetirementReady 2060 A PRTFX 2.49 7.21 2.49 17.50 --- ---
Putnam RetirementReady 2060 R PRTRX 2.39 7.00 2.39 17.14 --- ---
Putnam RetirementReady 2060 Y PRTYX 2.48 7.30 2.58 17.74 --- ---
American Funds 2060 Trgt Date Retire R1 RANTX 2.95 8.76 3.62 17.26 --- ---
American Funds 2060 Trgt Date Retire R2E RBENX 3.04 9.06 3.70 17.66 --- ---
American Funds 2060 Trgt Date Retire R2 RBNTX 2.96 8.80 3.63 17.15 --- ---
American Funds 2060 Trgt Date Retire R3 RCNTX 3.04 9.06 3.71 17.77 --- ---
American Funds 2060 Trgt Date Retire R4 RDKTX 3.12 9.14 3.79 18.11 --- ---
American Funds 2060 Trgt Date Retire R5 REMTX 3.11 9.31 3.87 18.50 --- ---
American Funds 2060 Trgt Date Retire R6 RFUTX 3.11 9.30 3.96 18.50 --- ---
American Funds 2060 Trgt Date Retire R5E RHKTX 3.03 9.24 3.89 18.25 --- ---
State Street Target Retirement 2060 A SSDTX 2.73 8.23 3.31 17.97 --- ---
State Street Target Retirement 2060 I SSDWX 2.73 8.33 3.31 18.25 --- ---
State Street Target Retirement 2060 K SSDYX 2.82 8.43 3.41 18.31 --- ---
Schwab Target 2060 SWPRX 2.89 8.99 3.57 --- --- ---
Schwab Target 2060 Index Investor SWXKX 2.92 8.34 3.22 --- --- ---
Schwab Target 2060 Index Institutional SWYNX 2.92 8.34 3.12 --- --- ---
TIAA-CREF Lifecycle 2060 Advisor TLXHX 3.48 9.62 3.88 20.21 --- ---
TIAA-CREF Lifecycle 2060 Institutional TLXNX 3.48 9.73 3.88 20.23 --- ---
TIAA-CREF Lifecycle 2060 Premier TLXPX 3.48 9.63 3.78 19.98 --- ---
TIAA-CREF Lifecycle 2060 Retirement TLXRX 3.49 9.64 3.79 19.93 --- ---
1290 Retirement 2060 I TNXIX 2.60 --- --- --- --- ---
T. Rowe Price Retirement I 2060 I TRPLX 3.62 10.41 4.59 19.92 --- ---
T. Rowe Price Retirement 2060 TRRLX 3.52 10.26 4.49 19.66 --- ---
T. Rowe Price Retirement 2060 Advisor TRRYX 3.53 10.19 4.50 19.38 --- ---
T. Rowe Price Retirement 2060 R TRRZX 3.55 10.13 4.43 19.12 --- ---
T. Rowe Price Target 2060 TRTFX 3.53 10.27 4.53 19.49 --- ---
T. Rowe Price Target 2060 Advisor TRTGX 3.53 10.15 4.43 19.25 --- ---
T. Rowe Price Target 2060 I TTOIX 3.53 10.37 4.52 19.70 --- ---
TIAA-CREF Lifecycle Index 2060 Advisor TVIHX 3.13 8.64 3.32 19.54 --- ---
TIAA-CREF Lifecycle Index 2060 Instl TVIIX 3.13 8.75 3.42 19.57 --- ---
TIAA-CREF Lifecycle Index 2060 Premier TVIPX 3.13 8.75 3.42 19.37 --- ---
TIAA-CREF Lifecycle Index 2060 Retire TVITX 3.14 8.66 3.33 19.28 --- ---
USAA Target Retirement 2060 URSIX 3.10 8.13 3.46 17.87 5.09 ---
Vanguard Instl Trgt Retire 2060 Instl VILVX 3.13 8.70 3.48 18.49 --- ---
Voya Index Solution 2060 Port I VISPX 3.15 8.42 3.24 18.07 --- ---
Voya Index Solution 2060 Port S VPISX 3.08 8.27 3.17 17.84 --- ---
Voya Index Solution 2060 Port ADV VPSAX 3.09 8.21 3.18 17.57 --- ---
Voya Index Solution 2060 Port S2 VPSSX 3.09 8.19 3.09 17.60 --- ---
Voya Target Retirement 2060 I VRSAX 3.03 8.35 3.13 17.66 --- ---
Voya Solution 2060 Port I VSIPX 3.25 8.96 3.35 18.32 --- ---
Voya Solution 2060 Port ADV VSPAX 3.19 8.73 3.28 17.77 --- ---
Voya Solution 2060 Port S VSPSX 3.19 8.84 3.28 18.02 --- ---
Voya Solution 2060 Port T VSPTX 3.21 8.70 3.21 17.51 --- ---
Voya Solution 2060 Port S2 VSSPX 3.28 8.83 3.28 17.87 --- ---
Voya Index Solution 2060 Port Z VSZIX 3.14 8.40 3.23 18.30 --- ---
Voya Target Retirement 2060 A VTRSX 3.04 8.26 3.13 17.44 --- ---
Voya Target Retirement 2060 R6 VTRUX 3.03 8.35 3.13 17.72 --- ---
Virtus DFA 2060 Trgt Date Retire Inc A VTTAX 3.09 8.33 3.00 18.37 --- ---
Virtus DFA 2060 Trgt Date Retire Inc I VTTIX 3.08 8.41 3.08 18.59 --- ---
Virtus DFA 2060 Trgt Date Retire Inc R6 VTTRX 3.16 8.57 3.16 18.97 --- ---
Vanguard Target Retirement 2060 Inv VTTSX 3.14 8.68 3.48 18.38 6.73 11.90
Wells Fargo Dow Jones Target 2060 A WFAFX 2.34 7.99 2.43 18.37 --- ---
Wells Fargo Dow Jones Target 2060 C WFCFX 2.34 7.67 2.24 17.47 --- ---
Wells Fargo Dow Jones Target 2060 Admin WFDFX 2.33 7.95 2.42 18.54 --- ---
Wells Fargo Dow Jones Target 2060 R WFRFX 2.28 7.80 2.37 17.95 --- ---
Wells Fargo Dow Jones Target 2060 R4 WFSFX 2.39 8.14 2.57 18.72 --- ---
Wells Fargo Dow Jones Target 2060 R6 WFUFX 2.39 8.16 2.58 18.89 --- ---
Wells Fargo Dynamic Target 2060 A WTDVX 3.02 8.33 3.02 17.64 --- ---
Wells Fargo Dynamic Target 2060 C WTDWX 3.03 8.14 2.93 16.86 --- ---
Wells Fargo Dynamic Target 2060 R WTDYX 2.92 8.23 2.92 17.36 --- ---
Wells Fargo Dynamic Target 2060 R4 WTDZX 3.01 8.53 3.11 18.02 --- ---
Wells Fargo Dynamic Target 2060 R6 WTSZX 3.11 8.63 3.20 18.17 --- ---
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