Target-Date 2060+: Total Returns

Data through 6/15/2018. 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+ 1.31 2.68 0.71 13.13 8.75 9.82
American Funds 2060 Trgt Date Retire A AANTX 1.42 4.12 0.63 14.94 9.86 ---
American Century One Choice 2060 R6 ARGDX 1.45 3.67 0.76 13.43 --- ---
American Century One Choice 2060 C ARGHX 1.31 2.99 0.38 11.93 --- ---
American Century One Choice 2060 A ARGMX 1.38 3.36 0.61 12.81 --- ---
American Century One Choice 2060 I ARGNX 1.45 3.60 0.68 13.29 --- ---
American Century One Choice 2060 R ARGRX 1.38 3.29 0.53 12.52 --- ---
American Century One Choice 2060 Inv ARGVX 1.46 3.52 0.68 13.07 --- ---
Blackrock Lifepath Smart Beta 2060 Inv A BAPAX 1.37 2.03 1.75 12.22 --- ---
Blackrock Lifepath Smart Beta 2060 R BAPRX 1.37 1.94 1.75 11.97 --- ---
Blackrock Lifepath Smart Beta 2060 Ins BIEGX 1.46 2.21 1.93 12.58 --- ---
Blackrock Lifepath Smart Beta 2060 K BKJKX 1.37 2.21 1.84 12.61 --- ---
Columbia Adaptive Retirement 2060 Adv CARKX 1.66 1.17 1.56 --- --- ---
Columbia Adaptive Retirement 2060 Inst3 CARVX 1.66 1.17 1.56 --- --- ---
American Funds 2060 Trgt Date Retire C CCKTX 1.35 3.75 0.47 14.09 9.02 ---
Dimensional 2060 Target Dt Rtr Inc Instl DRILX 0.95 2.56 0.38 13.96 --- ---
American Funds 2060 Trgt Date Retire F1 FAWTX 1.42 4.12 0.62 14.91 9.85 ---
American Funds 2060 Trgt Date Retire F2 FBKTX 1.49 4.27 0.70 15.29 10.09 ---
American Funds 2060 Trgt Date Retire F3 FCKTX 1.49 4.28 0.70 15.38 --- ---
Fidelity Freedom® Index 2060 Investor FDKLX 1.36 2.88 0.75 13.30 8.94 ---
Fidelity Advisor Freedom® 2060 A FDKPX 1.19 2.69 0.25 12.69 8.60 ---
Fidelity Advisor Freedom® 2060 I FDKQX 1.19 2.86 0.25 12.91 8.86 ---
Fidelity Advisor Freedom® 2060 C FDKSX 1.19 2.43 0.09 11.85 7.77 ---
Fidelity Advisor Freedom® 2060 M FDKTX 1.19 2.61 0.17 12.45 8.31 ---
Fidelity Freedom® 2060 FDKVX 1.15 2.90 0.27 13.49 9.11 ---
Fidelity Freedom® Index 2060 Instl Prem FFLEX 1.36 2.89 0.76 13.23 --- ---
Fidelity Advisor Freedom® 2060 Z6 FNGLX 1.27 3.03 0.42 13.33 --- ---
Fidelity Freedom® 2060 K FNSFX 1.15 2.90 0.35 --- --- ---
Fidelity Freedom® 2060 K6 FVTKX 1.15 2.90 0.35 13.70 --- ---
Fidelity Flex Freedom 2060 FWLSX 1.23 3.20 0.47 14.31 --- ---
JPMorgan SmartRetirement® Blend 2060 R5 JAABX 1.01 1.72 0.13 11.42 --- ---
JPMorgan SmartRetirement® Blend 2060 R6 JAAYX 1.01 1.75 0.16 11.51 --- ---
JPMorgan SmartRetirement® Blend 2060 I JACSX 0.96 1.63 0.04 11.24 --- ---
JPMorgan SmartRetirement® 2060 A JAKAX 0.89 1.14 -0.57 11.80 --- ---
JPMorgan SmartRetirement® 2060 C JAKCX 0.83 0.87 -0.73 11.14 --- ---
JPMorgan SmartRetirement® 2060 R5 JAKIX 0.89 1.26 -0.51 12.13 --- ---
JPMorgan SmartRetirement® 2060 R3 JAKPX 0.83 1.05 -0.61 11.64 --- ---
JPMorgan SmartRetirement® 2060 R4 JAKQX 0.89 1.17 -0.54 11.94 --- ---
JPMorgan SmartRetirement® 2060 I JAKSX 0.89 1.17 -0.54 11.99 --- ---
JPMorgan SmartRetirement® 2060 R6 JAKYX 0.94 1.33 -0.43 12.27 --- ---
JPMorgan SmartRetirement® 2060 R2 JAKZX 0.83 0.96 -0.64 11.42 --- ---
JPMorgan SmartRetirement® Blend 2060 R2 JATPX 0.96 1.44 -0.03 10.70 --- ---
JPMorgan SmartRetirement® Blend 2060 R3 JATQX 0.96 1.52 -0.01 10.94 --- ---
JPMorgan SmartRetirement® Blend 2060 R4 JATUX 0.96 1.63 0.05 11.24 --- ---
JHancock Multi-Index 2060 Presv 1 JCHOX 0.97 2.13 0.65 11.57 --- ---
JHancock Multimanager 2060 Lifetime R6 JESRX 1.11 3.06 0.71 13.54 --- ---
JHancock Multimanager 2060 Lifetime R5 JGHTX 1.11 3.06 0.63 13.44 --- ---
JHancock Multimanager 2060 Lifetime R3 JGTHX 1.03 2.82 0.55 12.94 --- ---
JHancock Multi-Index 2060 Lifetime R4 JHIKX 1.04 2.34 0.71 12.34 --- ---
JHancock Multi-Index 2060 Lifetime R6 JIEHX 1.04 2.42 0.71 12.51 --- ---
JHancock Multimanager 2060 Lifetime A JJERX 1.11 2.82 0.55 12.96 --- ---
JHancock Multi-Index 2060 Presv R1 JKIMX 0.89 1.97 0.57 11.02 --- ---
JHancock Multimanager 2060 Lifetime I JMENX 1.11 2.98 0.63 13.34 --- ---
JHancock Multi-Index 2060 Presv R4 JPORX 0.97 2.13 0.65 11.45 --- ---
JHancock Multimanager 2060 Lifetime 1 JRETX 1.11 3.06 0.63 13.40 --- ---
JHancock Multi-Index 2060 Lifetime 1 JRODX 1.04 2.42 0.71 12.46 --- ---
JHancock Multimanager 2060 Lifetime R4 JROUX 1.11 2.98 0.63 13.31 --- ---
JHancock Multi-Index 2060 Presv R2 JSATX 0.97 2.13 0.65 11.36 --- ---
JHancock Multi-Index 2060 Presv R6 JTFOX 1.05 2.21 0.73 11.62 --- ---
JHancock Multimanager 2060 Lifetime R1 JTLOX 1.03 2.82 0.55 12.94 --- ---
JHancock Multimanager 2060 Lifetime R2 JVIMX 1.11 2.90 0.63 13.10 --- ---
KP Retirement Path 2060 Institutional KPRJX 1.39 3.00 0.98 13.68 8.76 ---
BlackRock LifePath® Index 2060 Inv A LIZAX 1.25 2.22 0.95 12.11 --- ---
BlackRock LifePath® Index 2060 Instl LIZIX 1.25 2.34 1.00 12.41 --- ---
BlackRock LifePath® Index 2060 K LIZKX 1.25 2.28 1.01 12.45 --- ---
BlackRock LifePath Dynamic 2060 Inv A LPDAX 1.35 2.82 1.62 13.80 --- ---
BlackRock LifePath Dynamic 2060 Inv C LPDCX 1.35 2.45 1.43 12.89 --- ---
BlackRock LifePath Dynamic 2060 Ins LPDIX 1.43 2.96 1.67 14.10 --- ---
BlackRock LifePath Dynamic 2060 K LPDKX 1.43 3.10 1.72 14.38 --- ---
BlackRock LifePath Dynamic 2060 R LPDRX 1.44 2.77 1.57 13.58 --- ---
MFS® Lifetime 2060 A MFJAX 1.49 3.56 1.58 13.95 --- ---
MFS® Lifetime 2060 B MFJBX 1.50 3.22 1.41 13.15 --- ---
MFS® Lifetime 2060 C MFJCX 1.50 3.22 1.42 13.16 --- ---
MFS® Lifetime 2060 R1 MFJEX 1.50 3.21 1.41 13.18 --- ---
MFS® Lifetime 2060 R2 MFJGX 1.50 3.47 1.50 13.68 --- ---
MFS® Lifetime 2060 I MFJIX 1.57 3.63 1.57 14.26 --- ---
MFS® Lifetime 2060 R6 MFJKX 1.57 3.63 1.66 14.37 --- ---
MFS® Lifetime 2060 R3 MFJTX 1.58 3.56 1.58 13.97 --- ---
MFS® Lifetime 2060 R4 MFJUX 1.57 3.63 1.66 14.27 --- ---
MassMutual Select TRP Retirement 2060 M4 MMSGX 1.41 --- 0.26 --- --- ---
MassMutual Select TRP Retirement 2060 I MMSKX 1.40 --- 0.40 --- --- ---
MassMutual Select TRP Retirement 2060 M5 MMSOX 1.40 --- 0.33 --- --- ---
MassMutual Select TRP Retirement 2060 M3 MMSVX 1.41 --- 0.20 --- --- ---
MassMutual RetireSMART 2060 R3 MMWBX 1.22 2.92 0.69 13.10 --- ---
MassMutual RetireSMART 2060 R4 MMWCX 1.21 2.99 0.78 13.29 --- ---
MassMutual RetireSMART 2060 A MMWDX 1.21 3.00 0.69 13.18 --- ---
MassMutual RetireSMART 2060 Admin MMWFX 1.30 3.08 0.78 13.53 --- ---
MassMutual RetireSMART 2060 Service MMWGX 1.30 3.17 0.86 13.61 --- ---
MassMutual RetireSMART 2060 R5 MMWHX 1.30 3.17 0.77 13.67 --- ---
MassMutual RetireSMART 2060 I MMWIX 1.29 3.25 0.86 13.86 --- ---
Manning & Napier Target 2060 I MTKIX 2.71 5.20 1.76 15.59 --- ---
Manning & Napier Target 2060 K MTKKX 2.71 5.12 1.68 15.24 --- ---
Manning & Napier Target 2060 R MTKRX 2.72 5.04 1.68 15.01 --- ---
Manning & Napier Target 2060 R6 MTKZX 2.79 5.29 1.85 --- --- ---
MainStay Retirement 2060 A MYSQX 1.95 3.74 1.12 14.45 --- ---
MainStay Retirement 2060 Investor MYSRX 1.80 3.67 1.19 14.31 --- ---
MainStay Retirement 2060 I MYSSX 1.80 3.83 1.19 14.75 --- ---
MainStay Retirement 2060 R1 MYSTX 1.95 3.83 1.19 14.70 --- ---
MainStay Retirement 2060 R2 MYSWX 1.88 3.67 1.12 14.13 --- ---
MainStay Retirement 2060 R3 MYSZX 1.96 3.60 1.05 14.06 --- ---
Natixis Sustainable Future 2060 N NSFMX 1.35 3.45 0.04 14.54 --- ---
Nationwide Destination 2060 A NWWRX 1.33 2.56 0.89 11.92 8.15 ---
Nationwide Destination 2060 C NWWSX 1.38 2.38 0.76 11.44 7.56 ---
Nationwide Destination 2060 R NWWTX 1.36 2.54 0.83 11.78 7.97 ---
Nationwide Destination 2060 R6 NWWUX 1.45 2.87 1.09 12.61 8.67 ---
Nationwide Destination 2060 Instl Svc NWWVX 1.39 2.75 0.94 12.24 8.41 ---
Prudential Day One 2060 R1 PDLDX 1.35 2.56 0.84 13.67 --- ---
Prudential Day One 2060 R2 PDLEX 1.43 2.73 0.92 14.02 --- ---
Prudential Day One 2060 R3 PDLFX 1.43 2.73 1.01 14.16 --- ---
Prudential Day One 2060 R4 PDLGX 1.34 2.73 0.92 14.18 --- ---
Prudential Day One 2060 R5 PDLHX 1.34 2.81 1.00 14.38 --- ---
Prudential Day One 2060 R6 PDLJX 1.43 2.90 1.00 14.44 --- ---
Putnam RetirementReady 2060 R6 PEFGX 1.39 2.27 1.39 13.79 --- ---
Principal LifeTime Hybrid 2065 J PHJDX 1.21 --- 0.83 --- --- ---
Principal LifeTime Hybrid 2060 J PHJGX 1.20 --- 0.71 --- --- ---
Invesco Peak Retirement 2065 A PKRAX 1.68 2.80 1.18 --- --- ---
Invesco Peak Retirement 2065 C PKRBX 1.50 1.50 1.00 --- --- ---
Invesco Peak Retirement 2065 Y PKRCX 1.69 2.00 1.29 --- --- ---
Invesco Peak Retirement 2065 R PKRDX 1.60 1.80 1.19 --- --- ---
Invesco Peak Retirement 2065 R5 PKREX 1.69 2.00 1.29 --- --- ---
Invesco Peak Retirement 2065 R6 PKRFX 1.69 2.00 1.29 --- --- ---
Invesco Peak Retirement 2060 A PKRGX 1.60 1.90 1.09 --- --- ---
Invesco Peak Retirement 2060 C PKRHX 1.50 1.50 0.89 --- --- ---
Invesco Peak Retirement 2060 Y PKRIX 1.59 2.00 1.19 --- --- ---
Invesco Peak Retirement 2060 R PKRJX 1.60 1.80 1.09 --- --- ---
Invesco Peak Retirement 2060 R5 PKRKX 1.59 2.00 1.19 --- --- ---
Invesco Peak Retirement 2060 R6 PKRLX 1.69 2.00 1.19 --- --- ---
Principal LifeTime Hybrid 2065 Instl PLHHX 1.21 2.84 0.93 --- --- ---
Principal LifeTime Hybrid 2065 R6 PLHRX 1.21 2.84 0.93 --- --- ---
Principal LifeTime 2065 R1 PLJAX 1.21 2.94 0.74 --- --- ---
Principal LifeTime 2065 R2 PLJBX 1.21 2.94 0.74 --- --- ---
Principal LifeTime 2065 R3 PLJCX 1.30 3.13 0.83 --- --- ---
Principal LifeTime 2065 R4 PLJDX 1.21 3.12 0.83 --- --- ---
Principal LifeTime 2065 R5 PLJEX 1.30 3.31 0.92 --- --- ---
Principal LifeTime 2065 Institutional PLJIX 1.30 3.31 1.02 --- --- ---
Principal LifeTime Hybrid 2060 R6 PLKTX 1.27 2.83 0.95 13.82 --- ---
Principal LifeTime 2060 J PLTAX 1.25 3.26 0.90 14.38 8.25 9.68
Principal LifeTime 2060 R2 PLTBX 1.27 3.15 0.84 14.06 7.84 9.25
Principal LifeTime 2060 R3 PLTCX 1.25 3.20 0.83 14.19 8.03 9.50
Principal LifeTime Hybrid 2060 Instl PLTHX 1.20 2.83 0.87 13.74 9.52 ---
Principal LifeTime 2060 R4 PLTMX 1.25 3.26 0.90 14.41 8.24 9.65
Principal LifeTime 2060 R5 PLTOX 1.25 3.33 0.83 14.48 8.33 9.78
Principal LifeTime 2060 R1 PLTRX 1.20 3.09 0.77 13.90 7.69 9.12
Principal LifeTime 2060 Institutional PLTZX 1.31 3.45 0.96 14.85 8.63 10.04
Putnam RetirementReady 2060 A PRTFX 1.48 2.19 1.39 13.46 --- ---
Putnam RetirementReady 2060 R PRTRX 1.48 2.10 1.39 13.14 --- ---
Putnam RetirementReady 2060 Y PRTYX 1.48 2.27 1.39 13.74 --- ---
American Funds 2060 Trgt Date Retire R1 RANTX 1.35 3.73 0.47 14.15 9.13 ---
American Funds 2060 Trgt Date Retire R2E RBENX 1.43 3.90 0.55 14.46 9.46 ---
American Funds 2060 Trgt Date Retire R2 RBNTX 1.35 3.75 0.39 14.06 9.01 ---
American Funds 2060 Trgt Date Retire R3 RCNTX 1.42 3.97 0.55 14.58 9.48 ---
American Funds 2060 Trgt Date Retire R4 RDKTX 1.42 4.04 0.55 14.86 9.78 ---
American Funds 2060 Trgt Date Retire R5 REMTX 1.41 4.19 0.70 15.26 10.14 ---
American Funds 2060 Trgt Date Retire R6 RFUTX 1.49 4.27 0.70 15.31 10.20 ---
American Funds 2060 Trgt Date Retire R5E RHKTX 1.50 4.20 0.70 15.22 --- ---
State Street Target Retirement 2060 A SSDTX 1.33 2.27 0.66 12.81 8.58 ---
State Street Target Retirement 2060 I SSDWX 1.41 2.43 0.83 13.09 8.84 ---
State Street Target Retirement 2060 K SSDYX 1.41 2.43 0.83 13.09 8.84 ---
Schwab Target 2060 SWPRX 1.46 3.31 0.64 14.14 --- ---
Schwab Target 2060 Index SWYNX 1.32 2.41 0.74 12.80 --- ---
ClearTrack 2060 R1 TCSOX 1.19 1.93 0.73 --- --- ---
ClearTrack 2060 R6 TCSSX 1.27 2.30 0.91 --- --- ---
TIAA-CREF Lifecycle 2060 Advisor TLXHX 1.66 4.07 0.90 16.52 --- ---
TIAA-CREF Lifecycle 2060 Institutional TLXNX 1.66 4.16 0.90 16.56 10.23 ---
TIAA-CREF Lifecycle 2060 Premier TLXPX 1.66 4.07 0.99 16.46 10.06 ---
TIAA-CREF Lifecycle 2060 Retirement TLXRX 1.66 3.99 0.91 16.28 9.97 ---
1290 Retirement 2060 I TNXIX 1.69 2.42 1.15 11.13 --- ---
T. Rowe Price Retirement I 2060 I TRPLX 1.48 3.55 0.51 13.35 --- ---
T. Rowe Price Retirement 2060 TRRLX 1.46 3.48 0.48 13.16 9.16 ---
T. Rowe Price Retirement 2060 Advisor TRRYX 1.39 3.33 0.40 12.84 8.89 ---
T. Rowe Price Retirement 2060 R TRRZX 1.39 3.26 0.32 12.63 8.64 ---
T. Rowe Price Target 2060 TRTFX 1.44 3.46 0.42 13.12 9.12 ---
T. Rowe Price Target 2060 Advisor TRTGX 1.36 3.28 0.34 12.72 8.80 ---
T. Rowe Price Target 2060 I TTOIX 1.44 3.46 0.42 13.19 --- ---
TIAA-CREF Lifecycle Index 2060 Advisor TVIHX 1.44 3.25 0.79 13.97 --- ---
TIAA-CREF Lifecycle Index 2060 Instl TVIIX 1.52 3.34 0.79 14.09 9.88 ---
TIAA-CREF Lifecycle Index 2060 Premier TVIPX 1.52 3.25 0.79 13.89 9.73 ---
TIAA-CREF Lifecycle Index 2060 Retire TVITX 1.44 3.18 0.72 13.74 9.58 ---
USAA Target Retirement 2060 URSIX 0.63 1.02 0.16 10.36 7.41 ---
Vanguard Instl Trgt Retire 2060 Instl VILVX 1.03 2.51 0.49 12.94 --- ---
Voya Index Solution 2060 Port I VISPX 0.86 2.06 0.08 12.43 8.45 ---
Vanguard Target Retirement 2065 Inv VLXVX 1.05 2.44 0.45 --- --- ---
Voya Index Solution 2060 Port S VPISX 0.87 1.91 0.08 12.10 8.16 ---
Voya Index Solution 2060 Port ADV VPSAX 0.87 1.84 0.00 11.88 7.94 ---
Voya Index Solution 2060 Port S2 VPSSX 0.87 1.92 0.08 11.97 7.97 ---
Voya Target Retirement 2060 R VRROX --- --- --- --- --- ---
Voya Target Retirement 2060 I VRSAX 1.06 1.64 0.00 12.03 --- ---
Voya Solution 2060 Port I VSIPX 1.03 1.68 -0.16 12.41 8.34 ---
Voya Solution 2060 Port ADV VSPAX 0.88 1.45 -0.32 11.81 7.84 ---
Voya Solution 2060 Port S VSPSX 0.96 1.53 -0.24 12.15 7.91 ---
Voya Solution 2060 Port T VSPTX 0.89 1.30 -0.40 11.50 7.51 ---
Voya Solution 2060 Port S2 VSSPX 0.88 1.45 -0.32 11.84 7.88 ---
Vanguard Instl Trgt Retire 2065 Instl VSXFX 1.13 2.62 0.59 --- --- ---
Voya Index Solution 2060 Port Z VSZIX 1.01 2.20 0.23 12.75 8.62 ---
Voya Target Retirement 2060 A VTRSX 1.06 1.48 -0.08 11.79 --- ---
Voya Target Retirement 2060 R6 VTRUX 1.14 1.64 0.00 12.15 --- ---
Virtus DFA 2060 Trgt Date Retire Inc A VTTAX 0.87 2.20 0.22 13.10 --- ---
Virtus DFA 2060 Trgt Date Retire Inc I VTTIX 0.87 2.27 0.29 13.33 --- ---
Virtus DFA 2060 Trgt Date Retire Inc R6 VTTRX 0.94 2.41 0.36 13.56 --- ---
Vanguard Target Retirement 2060 Inv VTTSX 1.05 2.51 0.48 12.93 8.81 10.06
Wells Fargo Target 2060 A WFAFX 1.51 1.43 0.83 10.44 --- ---
Wells Fargo Target 2060 C WFCFX 1.43 1.00 0.58 9.55 --- ---
Wells Fargo Target 2060 Admin WFDFX 1.50 1.42 0.91 10.51 --- ---
Wells Fargo Target 2060 R WFRFX 1.45 1.11 0.76 10.03 --- ---
Wells Fargo Target 2060 R4 WFSFX 1.48 1.48 0.90 10.66 --- ---
Wells Fargo Target 2060 R6 WFUFX 1.57 1.65 0.99 10.94 --- ---
Wells Fargo Dynamic Target 2060 A WTDVX 1.43 3.79 0.84 14.07 --- ---
Wells Fargo Dynamic Target 2060 C WTDWX 1.43 3.44 0.67 13.22 --- ---
Wells Fargo Dynamic Target 2060 R4 WTDZX 1.51 3.95 0.92 14.40 --- ---
Wells Fargo Dynamic Target 2060 R6 WTSZX 1.51 4.03 1.00 14.55 --- ---