Target-Date 2060+: Total Returns

Data through 12/12/2017. 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+ 2.07 20.00 4.79 19.21 9.79 11.49
American Funds 2060 Trgt Date Retire A AANTX 1.89 20.91 4.81 20.10 --- ---
American Century One Choice 2060 R6 ARGDX 1.90 18.55 4.44 17.58 --- ---
American Century One Choice 2060 C ARGHX 1.84 17.09 4.15 16.11 --- ---
American Century One Choice 2060 A ARGMX 1.91 17.90 4.28 16.88 --- ---
American Century One Choice 2060 I ARGNX 1.98 18.51 4.48 17.49 --- ---
American Century One Choice 2060 R ARGRX 1.83 17.63 4.22 16.54 --- ---
American Century One Choice 2060 Inv ARGVX 1.90 18.23 4.40 17.19 --- ---
American Funds 2060 Trgt Date Retire C CCKTX 1.74 19.96 4.52 19.10 --- ---
Dimensional 2060 Target Dt Rtr Inc Instl DRILX 2.31 21.14 5.26 20.21 --- ---
American Funds 2060 Trgt Date Retire F1 FAWTX 1.88 20.78 4.80 19.99 --- ---
American Funds 2060 Trgt Date Retire F2 FBKTX 1.88 21.05 4.79 20.26 --- ---
American Funds 2060 Trgt Date Retire F3 FCKTX 1.80 --- 4.80 --- --- ---
Fidelity Freedom® Index 2060 Investor FDKLX 2.14 19.31 5.27 18.31 9.01 ---
Fidelity Advisor Freedom® 2060 A FDKPX 1.87 19.87 4.62 18.75 8.94 ---
Fidelity Advisor Freedom® 2060 I FDKQX 1.86 20.19 4.69 19.13 9.21 ---
Fidelity Advisor Freedom® 2060 C FDKSX 1.78 19.10 4.43 17.94 8.15 ---
Fidelity Advisor Freedom® 2060 M FDKTX 1.87 19.59 4.17 18.89 9.19 ---
Fidelity Freedom® 2060 FDKVX 1.90 20.67 4.92 19.59 9.67 ---
Fidelity Freedom® Index 2060 Instl Prem FFLEX 2.14 19.43 5.00 18.67 --- ---
Fidelity Advisor Freedom® 2060 Z6 FNGLX 1.94 --- 4.41 --- --- ---
Fidelity Freedom® 2060 K FNSFX 1.90 20.75 4.57 20.03 10.25 ---
Fidelity Freedom® 2060 K6 FVTKX 1.89 --- 4.56 --- --- ---
Fidelity Flex Freedom 2060 FWLSX 1.88 --- 4.63 --- --- ---
JPMorgan SmartRetirement® Blend 2060 R5 JAABX 1.96 19.10 4.42 18.65 --- ---
JPMorgan SmartRetirement® Blend 2060 R6 JAAYX 1.96 19.23 4.43 18.72 --- ---
JPMorgan SmartRetirement® Blend 2060 I JACSX 1.90 18.86 4.37 18.44 --- ---
JPMorgan SmartRetirement® 2060 A JAKAX 1.86 20.26 4.61 19.48 --- ---
JPMorgan SmartRetirement® 2060 C JAKCX 1.81 19.55 4.46 18.75 --- ---
JPMorgan SmartRetirement® 2060 R5 JAKIX 1.86 20.54 4.65 19.78 --- ---
JPMorgan SmartRetirement® 2060 R3 JAKPX 1.86 20.08 4.57 19.32 --- ---
JPMorgan SmartRetirement® 2060 R4 JAKQX 1.86 20.35 4.65 19.59 --- ---
JPMorgan SmartRetirement® 2060 I JAKSX 1.86 20.43 4.62 19.62 --- ---
JPMorgan SmartRetirement® 2060 R6 JAKYX 1.86 20.65 4.67 19.90 --- ---
JPMorgan SmartRetirement® 2060 R2 JAKZX 1.80 19.86 4.48 19.13 --- ---
JPMorgan SmartRetirement® Blend 2060 R2 JATPX 1.85 18.29 4.18 17.81 --- ---
JPMorgan SmartRetirement® Blend 2060 R3 JATQX 1.96 --- 4.31 --- --- ---
JPMorgan SmartRetirement® Blend 2060 R4 JATUX 1.96 --- 4.37 --- --- ---
JHancock Multi-Index 2060 Presv 1 JCHOX 1.78 17.73 4.24 17.18 --- ---
JHancock Multimanager 2060 Lifetime R6 JESRX 1.74 20.09 4.47 19.35 --- ---
JHancock Multimanager 2060 Lifetime R5 JGHTX 1.82 20.09 4.47 19.33 --- ---
JHancock Multimanager 2060 Lifetime R3 JGTHX 1.75 19.53 4.32 18.77 --- ---
JHancock Multi-Index 2060 Lifetime R4 JHIKX 1.92 --- 4.52 --- --- ---
JHancock Multi-Index 2060 Lifetime R6 JIEHX 1.92 18.95 4.60 18.20 --- ---
JHancock Multimanager 2060 Lifetime A JJERX 1.75 19.63 4.32 18.83 --- ---
JHancock Multi-Index 2060 Presv R1 JKIMX 1.71 17.17 4.08 16.54 --- ---
JHancock Multimanager 2060 Lifetime I JMENX 1.82 20.00 4.39 19.26 --- ---
JHancock Multi-Index 2060 Presv R4 JPORX 1.70 17.54 4.16 17.00 --- ---
JHancock Multimanager 2060 Lifetime 1 JRETX 1.74 20.00 4.39 19.21 --- ---
JHancock Multi-Index 2060 Lifetime 1 JRODX 1.92 18.75 4.52 18.06 --- ---
JHancock Multimanager 2060 Lifetime R4 JROUX 1.74 19.91 4.39 19.12 --- ---
JHancock Multi-Index 2060 Presv R2 JSATX 1.71 17.45 4.16 16.82 --- ---
JHancock Multi-Index 2060 Presv R6 JTFOX 1.70 17.73 4.15 17.11 --- ---
JHancock Multimanager 2060 Lifetime R1 JTLOX 1.75 19.53 4.32 18.77 --- ---
JHancock Multimanager 2060 Lifetime R2 JVIMX 1.83 19.81 4.40 19.05 --- ---
KP Retirement Path 2060 Institutional KPRJX 1.90 20.06 4.49 19.36 9.60 ---
BlackRock LifePath® Index 2060 Inv A LIZAX 1.89 19.70 4.50 19.07 --- ---
BlackRock LifePath® Index 2060 Instl LIZIX 1.97 20.04 4.55 19.35 --- ---
BlackRock LifePath® Index 2060 K LIZKX 1.97 20.07 4.56 19.39 --- ---
MFS® Lifetime 2060 A MFJAX 1.96 19.28 4.65 18.54 --- ---
MFS® Lifetime 2060 B MFJBX 1.89 18.48 4.49 17.68 --- ---
MFS® Lifetime 2060 C MFJCX 1.89 18.48 4.49 17.68 --- ---
MFS® Lifetime 2060 R1 MFJEX 1.89 18.48 4.49 17.68 --- ---
MFS® Lifetime 2060 R2 MFJGX 1.97 19.08 4.65 18.32 --- ---
MFS® Lifetime 2060 I MFJIX 1.96 19.58 4.72 18.86 --- ---
MFS® Lifetime 2060 R6 MFJKX 1.96 19.58 4.72 18.86 --- ---
MFS® Lifetime 2060 R3 MFJTX 2.05 19.38 4.73 18.64 --- ---
MFS® Lifetime 2060 R4 MFJUX 1.96 19.58 4.72 18.86 --- ---
MassMutual RetireSMART 2060 R3 MMWBX 1.82 18.60 4.45 17.89 --- ---
MassMutual RetireSMART 2060 R4 MMWCX 1.82 18.87 4.53 18.21 --- ---
MassMutual RetireSMART 2060 A MMWDX 1.90 18.89 4.53 18.15 --- ---
MassMutual RetireSMART 2060 Admin MMWFX 1.82 19.11 4.53 18.30 --- ---
MassMutual RetireSMART 2060 Service MMWGX 1.90 19.29 4.61 18.49 --- ---
MassMutual RetireSMART 2060 R5 MMWHX 1.89 19.37 4.69 18.64 --- ---
MassMutual RetireSMART 2060 I MMWIX 1.89 19.48 4.69 18.74 --- ---
Manning & Napier Target 2060 I MTKIX 2.33 23.05 4.00 21.94 --- ---
Manning & Napier Target 2060 K MTKKX 2.25 22.74 3.92 21.61 --- ---
Manning & Napier Target 2060 R MTKRX 2.26 22.65 3.93 21.45 --- ---
Manning & Napier Target 2060 R6 MTKZX 2.33 --- --- --- --- ---
MainStay Retirement 2060 A MYSQX 1.96 21.69 5.13 20.93 --- ---
MainStay Retirement 2060 Investor MYSRX 1.89 21.53 5.06 20.81 --- ---
MainStay Retirement 2060 I MYSSX 1.95 21.94 5.20 21.24 --- ---
MainStay Retirement 2060 R1 MYSTX 1.96 21.85 5.20 21.16 --- ---
MainStay Retirement 2060 R2 MYSWX 1.96 21.60 5.14 20.85 --- ---
MainStay Retirement 2060 R3 MYSZX 1.89 21.28 5.08 20.45 --- ---
Natixis Sustainable Future 2060 N NSFMX 2.35 --- 5.00 --- --- ---
Nationwide Destination 2060 A NWWRX 2.39 17.39 5.20 16.68 9.20 ---
Nationwide Destination 2060 C NWWSX 2.31 16.76 5.07 16.00 8.55 ---
Nationwide Destination 2060 R NWWTX 2.40 17.17 5.15 16.41 8.99 ---
Nationwide Destination 2060 R6 NWWUX 2.39 17.84 5.31 17.13 9.65 ---
Nationwide Destination 2060 Instl Svc NWWVX 2.39 17.65 5.25 16.86 9.46 ---
Prudential Day One 2060 R1 PDLDX 2.17 19.49 5.28 --- --- ---
Prudential Day One 2060 R2 PDLEX 2.16 19.68 5.36 --- --- ---
Prudential Day One 2060 R3 PDLFX 2.25 19.88 5.44 --- --- ---
Prudential Day One 2060 R4 PDLGX 2.25 19.98 5.44 --- --- ---
Prudential Day One 2060 R5 PDLHX 2.33 20.18 5.52 --- --- ---
Prudential Day One 2060 R6 PDLJX 2.33 20.04 5.52 --- --- ---
Putnam RetirementReady 2060 R6 PEFGX 2.82 20.08 5.90 19.46 --- ---
Principal LifeTime Hybrid 2065 Instl PLHHX 2.20 --- 5.12 --- --- ---
Principal LifeTime Hybrid 2065 R6 PLHRX 2.20 --- 5.12 --- --- ---
Principal LifeTime 2065 R1 PLJAX 2.01 --- 4.83 --- --- ---
Principal LifeTime 2065 R2 PLJBX 2.01 --- 4.93 --- --- ---
Principal LifeTime 2065 R3 PLJCX 2.01 --- 4.93 --- --- ---
Principal LifeTime 2065 R4 PLJDX 2.11 --- 5.02 --- --- ---
Principal LifeTime 2065 R5 PLJEX 2.01 --- 5.02 --- --- ---
Principal LifeTime 2065 Institutional PLJIX 2.11 --- 5.12 --- --- ---
Principal LifeTime Hybrid 2060 R6 PLKTX 2.12 20.13 4.94 19.45 --- ---
Principal LifeTime 2060 J PLTAX 1.99 21.03 4.98 20.20 8.81 ---
Principal LifeTime 2060 R2 PLTBX 1.95 20.58 4.83 19.64 8.35 ---
Principal LifeTime 2060 R3 PLTCX 2.00 20.85 4.93 19.86 8.54 ---
Principal LifeTime Hybrid 2060 Instl PLTHX 2.04 20.06 4.95 19.37 11.80 ---
Principal LifeTime 2060 R4 PLTMX 2.00 21.10 5.00 20.20 8.78 ---
Principal LifeTime 2060 R5 PLTOX 1.99 21.22 5.05 20.29 8.89 ---
Principal LifeTime 2060 R1 PLTRX 1.96 20.48 4.85 19.56 8.23 ---
Principal LifeTime 2060 Institutional PLTZX 1.98 21.36 5.02 20.50 9.13 ---
Putnam RetirementReady 2060 A PRTFX 2.84 19.72 5.84 19.16 --- ---
Putnam RetirementReady 2060 R PRTRX 2.84 19.40 5.76 18.80 --- ---
Putnam RetirementReady 2060 Y PRTYX 2.83 20.00 5.91 19.47 --- ---
American Funds 2060 Trgt Date Retire R1 RANTX 1.74 19.86 4.50 19.04 --- ---
American Funds 2060 Trgt Date Retire R2E RBENX 1.81 20.35 4.66 19.40 --- ---
American Funds 2060 Trgt Date Retire R2 RBNTX 1.83 19.94 4.60 19.07 --- ---
American Funds 2060 Trgt Date Retire R3 RCNTX 1.81 20.47 4.66 19.61 --- ---
American Funds 2060 Trgt Date Retire R4 RDKTX 1.89 20.80 4.81 20.00 --- ---
American Funds 2060 Trgt Date Retire R5 REMTX 1.88 21.14 4.78 20.34 --- ---
American Funds 2060 Trgt Date Retire R6 RFUTX 1.87 21.12 4.78 20.34 --- ---
American Funds 2060 Trgt Date Retire R5E RHKTX 1.80 21.01 4.80 20.13 --- ---
State Street Target Retirement 2060 A SSDTX 2.11 19.82 4.77 19.36 9.03 ---
State Street Target Retirement 2060 I SSDWX 2.11 20.02 4.76 19.57 9.27 ---
State Street Target Retirement 2060 K SSDYX 2.02 20.04 4.76 19.51 9.25 ---
Schwab Target 2060 SWPRX 2.34 21.25 4.96 20.56 --- ---
Schwab Target 2060 Index SWYNX 2.28 20.06 5.22 19.28 --- ---
ClearTrack 2060 R1 TCSOX 2.07 --- 4.83 --- --- ---
ClearTrack 2060 R6 TCSSX 2.16 --- 4.92 --- --- ---
TIAA-CREF Lifecycle 2060 Advisor TLXHX 2.13 22.82 5.36 21.85 --- ---
TIAA-CREF Lifecycle 2060 Institutional TLXNX 2.21 23.05 5.35 22.10 10.99 ---
TIAA-CREF Lifecycle 2060 Premier TLXPX 2.22 22.85 5.36 21.88 10.85 ---
TIAA-CREF Lifecycle 2060 Retirement TLXRX 2.22 22.77 5.28 21.72 10.73 ---
1290 Retirement 2060 I TNXIX 2.26 --- 4.73 --- --- ---
T. Rowe Price Retirement I 2060 I TRPLX 1.80 21.81 4.30 21.05 --- ---
T. Rowe Price Retirement 2060 TRRLX 1.82 21.60 4.31 20.89 10.28 ---
T. Rowe Price Retirement 2060 Advisor TRRYX 1.74 21.27 4.16 20.55 10.01 ---
T. Rowe Price Retirement 2060 R TRRZX 1.75 21.05 4.19 20.22 9.73 ---
T. Rowe Price Target 2060 TRTFX 1.79 21.57 4.28 20.71 10.26 ---
T. Rowe Price Target 2060 Advisor TRTGX 1.79 21.22 4.28 20.48 9.97 ---
T. Rowe Price Target 2060 I TTOIX 1.79 21.65 4.27 20.79 --- ---
TIAA-CREF Lifecycle Index 2060 Advisor TVIHX 2.30 20.68 5.25 19.94 --- ---
TIAA-CREF Lifecycle Index 2060 Instl TVIIX 2.30 20.80 5.34 19.96 10.45 ---
TIAA-CREF Lifecycle Index 2060 Premier TVIPX 2.31 20.60 5.26 19.80 10.27 ---
TIAA-CREF Lifecycle Index 2060 Retire TVITX 2.31 20.53 5.27 19.72 10.16 ---
USAA Target Retirement 2060 URSIX 1.90 18.28 4.50 17.44 8.58 ---
Vanguard Instl Trgt Retire 2060 Instl VILVX 2.04 20.01 4.67 19.37 --- ---
Voya Index Solution 2060 Port I VISPX 2.12 19.77 4.95 18.98 --- ---
Vanguard Target Retirement 2065 Inv VLXVX 2.08 --- 4.70 --- --- ---
Voya Index Solution 2060 Port S VPISX 2.05 19.42 4.90 18.63 --- ---
Voya Index Solution 2060 Port ADV VPSAX 2.06 19.19 4.92 18.40 --- ---
Voya Index Solution 2060 Port S2 VPSSX 2.06 19.29 4.92 18.50 --- ---
Voya Target Retirement 2060 I VRSAX 2.16 19.79 4.93 18.88 --- ---
Voya Solution 2060 Port I VSIPX 2.40 20.69 5.18 19.77 --- ---
Voya Solution 2060 Port ADV VSPAX 2.34 20.05 5.06 19.14 --- ---
Voya Solution 2060 Port S VSPSX 2.34 20.33 5.06 19.42 --- ---
Voya Solution 2060 Port T VSPTX 2.35 19.87 5.00 18.95 --- ---
Voya Solution 2060 Port S2 VSSPX 2.34 20.19 5.06 19.27 --- ---
Vanguard Instl Trgt Retire 2065 Instl VSXFX 2.08 --- 4.74 --- --- ---
Voya Index Solution 2060 Port Z VSZIX 2.11 19.91 5.02 19.12 --- ---
Voya Target Retirement 2060 A VTRSX 2.08 19.51 4.86 18.58 --- ---
Voya Target Retirement 2060 R6 VTRUX 2.16 19.89 4.93 18.92 --- ---
Virtus DFA 2060 Trgt Date Retire Inc A VTTAX 2.26 19.90 5.02 18.88 --- ---
Virtus DFA 2060 Trgt Date Retire Inc I VTTIX 2.25 20.22 5.09 19.16 --- ---
Virtus DFA 2060 Trgt Date Retire Inc R6 VTTRX 2.24 20.45 5.07 19.39 --- ---
Vanguard Target Retirement 2060 Inv VTTSX 2.08 20.01 4.72 19.39 9.54 11.49
Wells Fargo Target 2060 A WFAFX 2.24 17.61 4.21 16.44 --- ---
Wells Fargo Target 2060 C WFCFX 2.24 16.85 4.03 15.63 --- ---
Wells Fargo Target 2060 Admin WFDFX 2.23 17.67 4.19 16.61 --- ---
Wells Fargo Target 2060 R WFRFX 2.27 17.33 4.19 16.13 --- ---
Wells Fargo Target 2060 R4 WFSFX 2.36 18.03 4.30 16.82 --- ---
Wells Fargo Target 2060 R6 WFUFX 2.28 18.16 4.31 16.98 --- ---
Wells Fargo Dynamic Target 2060 A WTDVX 2.37 19.64 4.96 18.76 --- ---
Wells Fargo Dynamic Target 2060 C WTDWX 2.30 18.86 4.81 17.82 --- ---
Wells Fargo Dynamic Target 2060 R4 WTDZX 2.36 20.03 5.03 18.98 --- ---
Wells Fargo Dynamic Target 2060 R6 WTSZX 2.36 20.23 5.11 19.23 --- ---