Target-Date 2060+: Total Returns

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Data through 12/15/2017. 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+ 3.07 20.31 5.00 19.89 10.27 11.69
American Funds 2060 Trgt Date Retire A AANTX 2.81 21.21 4.88 20.51 --- ---
American Century One Choice 2060 R6 ARGDX 2.87 18.92 4.68 18.37 --- ---
American Century One Choice 2060 C ARGHX 2.73 17.36 4.31 16.81 --- ---
American Century One Choice 2060 A ARGMX 2.80 18.17 4.44 17.58 --- ---
American Century One Choice 2060 I ARGNX 2.88 18.78 4.64 18.19 --- ---
American Century One Choice 2060 R ARGRX 2.72 17.91 4.37 17.34 --- ---
American Century One Choice 2060 Inv ARGVX 2.80 18.50 4.56 17.99 --- ---
American Funds 2060 Trgt Date Retire C CCKTX 2.76 20.35 4.77 19.61 --- ---
Dimensional 2060 Target Dt Rtr Inc Instl DRILX 3.48 21.41 5.40 20.82 --- ---
American Funds 2060 Trgt Date Retire F1 FAWTX 2.80 21.07 4.88 20.51 --- ---
American Funds 2060 Trgt Date Retire F2 FBKTX 2.88 21.44 5.03 20.87 --- ---
American Funds 2060 Trgt Date Retire F3 FCKTX 2.80 --- 4.96 --- --- ---
Fidelity Freedom® Index 2060 Investor FDKLX 3.15 19.70 5.16 19.25 9.96 ---
Fidelity Advisor Freedom® 2060 A FDKPX 2.82 20.17 4.51 19.74 9.90 ---
Fidelity Advisor Freedom® 2060 I FDKQX 2.81 20.49 4.49 20.12 10.17 ---
Fidelity Advisor Freedom® 2060 C FDKSX 2.82 19.40 4.33 18.92 9.11 ---
Fidelity Advisor Freedom® 2060 M FDKTX 2.82 19.89 4.43 19.53 9.64 ---
Fidelity Freedom® 2060 FDKVX 2.99 20.96 4.73 20.57 10.63 ---
Fidelity Freedom® Index 2060 Instl Prem FFLEX 3.24 19.81 5.25 19.39 --- ---
Fidelity Advisor Freedom® 2060 Z6 FNGLX 2.89 --- 4.67 --- --- ---
Fidelity Freedom® 2060 K FNSFX 2.91 21.04 4.65 20.55 10.71 ---
Fidelity Freedom® 2060 K6 FVTKX 2.99 --- 4.73 --- --- ---
Fidelity Flex Freedom 2060 FWLSX 2.93 --- 4.82 --- --- ---
JPMorgan SmartRetirement® Blend 2060 R5 JAABX 2.96 19.44 4.65 19.45 --- ---
JPMorgan SmartRetirement® Blend 2060 R6 JAAYX 3.02 19.63 4.72 19.59 --- ---
JPMorgan SmartRetirement® Blend 2060 I JACSX 3.02 19.27 4.66 19.31 --- ---
JPMorgan SmartRetirement® 2060 A JAKAX 2.50 20.13 4.43 19.74 --- ---
JPMorgan SmartRetirement® 2060 C JAKCX 2.44 19.42 4.28 19.01 --- ---
JPMorgan SmartRetirement® 2060 R5 JAKIX 2.50 20.41 4.48 20.04 --- ---
JPMorgan SmartRetirement® 2060 R3 JAKPX 2.50 19.94 4.39 19.58 --- ---
JPMorgan SmartRetirement® 2060 R4 JAKQX 2.50 20.22 4.48 19.85 --- ---
JPMorgan SmartRetirement® 2060 I JAKSX 2.50 20.30 4.44 19.88 --- ---
JPMorgan SmartRetirement® 2060 R6 JAKYX 2.49 20.52 4.49 20.16 --- ---
JPMorgan SmartRetirement® 2060 R2 JAKZX 2.44 19.73 4.30 19.39 --- ---
JPMorgan SmartRetirement® Blend 2060 R2 JATPX 2.97 18.69 4.53 18.67 --- ---
JPMorgan SmartRetirement® Blend 2060 R3 JATQX 2.97 --- 4.54 --- --- ---
JPMorgan SmartRetirement® Blend 2060 R4 JATUX 2.96 --- 4.60 --- --- ---
JHancock Multi-Index 2060 Presv 1 JCHOX 2.78 18.01 4.40 17.78 --- ---
JHancock Multimanager 2060 Lifetime R6 JESRX 2.79 20.37 4.63 19.96 --- ---
JHancock Multimanager 2060 Lifetime R5 JGHTX 2.79 20.37 4.63 19.94 --- ---
JHancock Multimanager 2060 Lifetime R3 JGTHX 2.81 19.81 4.48 19.38 --- ---
JHancock Multi-Index 2060 Lifetime R4 JHIKX 3.07 --- 4.76 --- --- ---
JHancock Multi-Index 2060 Lifetime R6 JIEHX 2.98 19.23 4.76 18.80 --- ---
JHancock Multimanager 2060 Lifetime A JJERX 2.80 19.91 4.56 19.44 --- ---
JHancock Multi-Index 2060 Presv R1 JKIMX 2.71 17.45 4.25 17.14 --- ---
JHancock Multimanager 2060 Lifetime I JMENX 2.80 20.28 4.63 19.87 --- ---
JHancock Multi-Index 2060 Presv R4 JPORX 2.78 17.92 4.40 17.69 --- ---
JHancock Multimanager 2060 Lifetime 1 JRETX 2.80 20.28 4.55 19.82 --- ---
JHancock Multi-Index 2060 Lifetime 1 JRODX 2.98 19.12 4.76 18.76 --- ---
JHancock Multimanager 2060 Lifetime R4 JROUX 2.80 20.19 4.55 19.73 --- ---
JHancock Multi-Index 2060 Presv R2 JSATX 2.70 17.73 4.32 17.53 --- ---
JHancock Multi-Index 2060 Presv R6 JTFOX 2.78 18.11 4.39 17.81 --- ---
JHancock Multimanager 2060 Lifetime R1 JTLOX 2.81 19.81 4.48 19.38 --- ---
JHancock Multimanager 2060 Lifetime R2 JVIMX 2.80 20.09 4.56 19.66 --- ---
KP Retirement Path 2060 Institutional KPRJX 2.91 20.45 4.83 20.32 10.08 ---
BlackRock LifePath® Index 2060 Inv A LIZAX 3.13 20.15 4.73 20.25 --- ---
BlackRock LifePath® Index 2060 Instl LIZIX 3.13 20.40 4.70 20.44 --- ---
BlackRock LifePath® Index 2060 K LIZKX 3.12 20.52 4.78 20.57 --- ---
MFS® Lifetime 2060 A MFJAX 3.01 19.78 5.08 19.62 --- ---
MFS® Lifetime 2060 B MFJBX 2.94 18.88 4.85 18.66 --- ---
MFS® Lifetime 2060 C MFJCX 2.94 18.88 4.85 18.66 --- ---
MFS® Lifetime 2060 R1 MFJEX 2.94 18.88 4.85 18.66 --- ---
MFS® Lifetime 2060 R2 MFJGX 3.01 19.48 5.00 19.30 --- ---
MFS® Lifetime 2060 I MFJIX 3.09 20.08 5.16 19.95 --- ---
MFS® Lifetime 2060 R6 MFJKX 3.09 20.08 5.16 19.95 --- ---
MFS® Lifetime 2060 R3 MFJTX 3.01 19.78 5.08 19.62 --- ---
MFS® Lifetime 2060 R4 MFJUX 3.00 19.98 5.07 19.85 --- ---
MassMutual RetireSMART 2060 R3 MMWBX 2.89 18.91 4.63 19.12 --- ---
MassMutual RetireSMART 2060 R4 MMWCX 2.87 19.17 4.70 19.32 --- ---
MassMutual RetireSMART 2060 A MMWDX 2.88 19.19 4.70 19.25 --- ---
MassMutual RetireSMART 2060 Admin MMWFX 2.96 19.51 4.79 19.63 --- ---
MassMutual RetireSMART 2060 Service MMWGX 2.96 19.60 4.78 19.71 --- ---
MassMutual RetireSMART 2060 R5 MMWHX 2.95 19.68 4.86 19.86 --- ---
MassMutual RetireSMART 2060 I MMWIX 2.95 19.78 4.86 19.96 --- ---
Manning & Napier Target 2060 I MTKIX 3.56 23.63 4.49 22.75 --- ---
Manning & Napier Target 2060 K MTKKX 3.48 23.32 4.42 22.41 --- ---
Manning & Napier Target 2060 R MTKRX 3.49 23.23 4.42 22.26 --- ---
Manning & Napier Target 2060 R6 MTKZX 3.56 --- --- --- --- ---
MainStay Retirement 2060 A MYSQX 2.96 22.05 5.36 21.50 --- ---
MainStay Retirement 2060 Investor MYSRX 2.97 21.98 5.37 21.47 --- ---
MainStay Retirement 2060 I MYSSX 2.95 22.30 5.43 21.81 --- ---
MainStay Retirement 2060 R1 MYSTX 2.95 22.21 5.43 21.63 --- ---
MainStay Retirement 2060 R2 MYSWX 2.96 21.96 5.37 21.42 --- ---
MainStay Retirement 2060 R3 MYSZX 2.90 21.64 5.31 21.02 --- ---
Natixis Sustainable Future 2060 N NSFMX 2.70 --- 5.55 --- --- ---
Nationwide Destination 2060 A NWWRX 3.30 17.69 5.37 17.32 9.68 ---
Nationwide Destination 2060 C NWWSX 3.31 17.06 5.29 16.75 9.02 ---
Nationwide Destination 2060 R NWWTX 3.30 17.48 5.37 17.05 9.46 ---
Nationwide Destination 2060 R6 NWWUX 3.38 18.14 5.45 17.89 10.09 ---
Nationwide Destination 2060 Instl Svc NWWVX 3.29 17.96 5.45 17.62 9.89 ---
Prudential Day One 2060 R1 PDLDX 3.41 20.00 5.63 19.39 --- ---
Prudential Day One 2060 R2 PDLEX 3.40 20.18 5.71 19.70 --- ---
Prudential Day One 2060 R3 PDLFX 3.40 20.39 5.70 19.90 --- ---
Prudential Day One 2060 R4 PDLGX 3.39 20.49 5.79 20.00 --- ---
Prudential Day One 2060 R5 PDLHX 3.39 20.59 5.78 20.10 --- ---
Prudential Day One 2060 R6 PDLJX 3.39 20.45 5.78 20.20 --- ---
Putnam RetirementReady 2060 R6 PEFGX 3.79 20.38 5.98 19.99 --- ---
Principal LifeTime Hybrid 2065 Instl PLHHX 3.09 --- 5.22 --- --- ---
Principal LifeTime Hybrid 2065 R6 PLHRX 3.18 --- 5.31 --- --- ---
Principal LifeTime 2065 R1 PLJAX 2.90 --- 5.02 --- --- ---
Principal LifeTime 2065 R2 PLJBX 2.99 --- 5.12 --- --- ---
Principal LifeTime 2065 R3 PLJCX 2.89 --- 5.12 --- --- ---
Principal LifeTime 2065 R4 PLJDX 2.99 --- 5.22 --- --- ---
Principal LifeTime 2065 R5 PLJEX 2.99 --- 5.22 --- --- ---
Principal LifeTime 2065 Institutional PLJIX 2.99 --- 5.32 --- --- ---
Principal LifeTime Hybrid 2060 R6 PLKTX 3.12 20.42 5.10 20.18 --- ---
Principal LifeTime 2060 J PLTAX 3.01 21.28 5.12 20.84 9.19 ---
Principal LifeTime 2060 R2 PLTBX 2.91 20.84 5.05 20.29 8.76 ---
Principal LifeTime 2060 R3 PLTCX 2.95 21.10 5.07 20.61 8.95 ---
Principal LifeTime Hybrid 2060 Instl PLTHX 3.04 20.35 5.03 20.11 12.82 ---
Principal LifeTime 2060 R4 PLTMX 2.95 21.27 5.07 20.76 9.13 ---
Principal LifeTime 2060 R5 PLTOX 3.01 21.47 5.20 20.94 9.30 ---
Principal LifeTime 2060 R1 PLTRX 2.92 20.74 4.99 20.22 8.61 ---
Principal LifeTime 2060 Institutional PLTZX 2.99 21.61 5.16 21.14 9.54 ---
Putnam RetirementReady 2060 A PRTFX 3.81 20.02 5.92 19.69 --- ---
Putnam RetirementReady 2060 R PRTRX 3.82 19.70 5.84 19.34 --- ---
Putnam RetirementReady 2060 Y PRTYX 3.80 20.30 5.99 20.01 --- ---
American Funds 2060 Trgt Date Retire R1 RANTX 2.75 20.25 4.75 19.65 --- ---
American Funds 2060 Trgt Date Retire R2E RBENX 2.74 20.64 4.73 19.92 --- ---
American Funds 2060 Trgt Date Retire R2 RBNTX 2.76 20.23 4.68 19.59 --- ---
American Funds 2060 Trgt Date Retire R3 RCNTX 2.82 20.86 4.82 20.22 --- ---
American Funds 2060 Trgt Date Retire R4 RDKTX 2.81 21.09 4.88 20.52 --- ---
American Funds 2060 Trgt Date Retire R5 REMTX 2.87 21.53 5.03 20.95 --- ---
American Funds 2060 Trgt Date Retire R6 RFUTX 2.87 21.51 5.03 20.95 --- ---
American Funds 2060 Trgt Date Retire R5E RHKTX 2.80 21.40 4.96 20.74 --- ---
State Street Target Retirement 2060 A SSDTX 3.14 20.32 5.20 20.36 9.59 ---
State Street Target Retirement 2060 I SSDWX 3.14 20.42 5.10 20.47 9.80 ---
State Street Target Retirement 2060 K SSDYX 3.06 20.44 5.02 20.41 9.78 ---
Schwab Target 2060 SWPRX 3.45 21.64 5.21 21.19 --- ---
Schwab Target 2060 Index SWYNX 3.24 20.36 5.39 19.93 --- ---
ClearTrack 2060 R1 TCSOX 3.13 --- 4.92 --- --- ---
ClearTrack 2060 R6 TCSSX 3.21 --- 5.20 --- --- ---
TIAA-CREF Lifecycle 2060 Advisor TLXHX 3.30 23.18 5.57 22.45 --- ---
TIAA-CREF Lifecycle 2060 Institutional TLXNX 3.34 23.35 5.60 22.51 11.41 ---
TIAA-CREF Lifecycle 2060 Premier TLXPX 3.33 23.13 5.51 22.39 11.23 ---
TIAA-CREF Lifecycle 2060 Retirement TLXRX 3.33 23.05 5.52 22.24 11.12 ---
1290 Retirement 2060 I TNXIX 3.10 --- 5.11 --- --- ---
T. Rowe Price Retirement I 2060 I TRPLX 2.49 21.99 4.46 21.44 --- ---
T. Rowe Price Retirement 2060 TRRLX 2.49 21.79 4.48 21.31 10.68 ---
T. Rowe Price Retirement 2060 Advisor TRRYX 2.42 21.46 4.33 20.98 10.40 ---
T. Rowe Price Retirement 2060 R TRRZX 2.43 21.25 4.36 20.77 10.13 ---
T. Rowe Price Target 2060 TRTFX 2.57 21.77 4.54 21.15 10.62 ---
T. Rowe Price Target 2060 Advisor TRTGX 2.49 21.42 4.45 20.92 10.33 ---
T. Rowe Price Target 2060 I TTOIX 2.48 21.85 4.44 21.23 --- ---
TIAA-CREF Lifecycle Index 2060 Advisor TVIHX 3.47 21.15 5.57 20.64 --- ---
TIAA-CREF Lifecycle Index 2060 Instl TVIIX 3.49 21.19 5.59 20.58 10.91 ---
TIAA-CREF Lifecycle Index 2060 Premier TVIPX 3.47 21.07 5.58 20.49 10.74 ---
TIAA-CREF Lifecycle Index 2060 Retire TVITX 3.41 20.91 5.52 20.33 10.61 ---
USAA Target Retirement 2060 URSIX 2.78 18.37 4.50 17.94 9.01 ---
Vanguard Instl Trgt Retire 2060 Instl VILVX 3.17 20.41 4.97 20.12 --- ---
Voya Index Solution 2060 Port I VISPX 3.21 20.15 5.20 19.70 --- ---
Vanguard Target Retirement 2065 Inv VLXVX 3.14 --- 4.94 --- --- ---
Voya Index Solution 2060 Port S VPISX 3.23 19.80 5.15 19.35 --- ---
Voya Index Solution 2060 Port ADV VPSAX 3.16 19.48 5.09 19.02 --- ---
Voya Index Solution 2060 Port S2 VPSSX 3.16 19.58 5.08 19.12 --- ---
Voya Target Retirement 2060 I VRSAX 3.14 20.08 5.00 19.49 --- ---
Voya Solution 2060 Port I VSIPX 3.33 20.88 5.26 20.19 --- ---
Voya Solution 2060 Port ADV VSPAX 3.28 20.25 5.14 19.68 --- ---
Voya Solution 2060 Port S VSPSX 3.28 20.53 5.14 19.84 --- ---
Voya Solution 2060 Port T VSPTX 3.30 20.06 5.08 19.37 --- ---
Voya Solution 2060 Port S2 VSSPX 3.28 20.38 5.14 19.69 --- ---
Vanguard Instl Trgt Retire 2065 Instl VSXFX 3.14 --- 4.98 --- --- ---
Voya Index Solution 2060 Port Z VSZIX 3.20 20.19 5.18 19.85 --- ---
Voya Target Retirement 2060 A VTRSX 3.15 19.79 5.02 19.18 --- ---
Voya Target Retirement 2060 R6 VTRUX 3.22 20.17 5.09 19.53 --- ---
Virtus DFA 2060 Trgt Date Retire Inc A VTTAX 3.41 20.25 5.25 19.64 --- ---
Virtus DFA 2060 Trgt Date Retire Inc I VTTIX 3.41 20.58 5.32 19.93 --- ---
Virtus DFA 2060 Trgt Date Retire Inc R6 VTTRX 3.39 20.80 5.30 20.15 --- ---
Vanguard Target Retirement 2060 Inv VTTSX 3.16 20.35 4.95 20.09 9.97 11.69
Wells Fargo Target 2060 A WFAFX 3.11 18.00 4.47 17.52 --- ---
Wells Fargo Target 2060 C WFCFX 3.11 17.25 4.29 16.70 --- ---
Wells Fargo Target 2060 Admin WFDFX 3.19 18.06 4.45 17.69 --- ---
Wells Fargo Target 2060 R WFRFX 3.16 17.73 4.45 17.22 --- ---
Wells Fargo Target 2060 R4 WFSFX 3.23 18.42 4.56 17.99 --- ---
Wells Fargo Target 2060 R6 WFUFX 3.23 18.55 4.57 18.05 --- ---
Wells Fargo Dynamic Target 2060 A WTDVX 3.25 19.84 5.23 19.19 --- ---
Wells Fargo Dynamic Target 2060 C WTDWX 3.19 19.07 4.99 18.26 --- ---
Wells Fargo Dynamic Target 2060 R4 WTDZX 3.32 20.34 5.30 19.63 --- ---
Wells Fargo Dynamic Target 2060 R6 WTSZX 3.32 20.54 5.38 19.76 --- ---
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