Target-Date 2060+: Total Returns

Data through 2/23/2018. 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+ -3.30 1.99 4.16 17.33 8.59 11.01
American Funds 2060 Trgt Date Retire A AANTX -2.22 3.40 5.34 19.71 --- ---
American Century One Choice 2060 R6 ARGDX -2.81 2.65 4.39 16.81 --- ---
American Century One Choice 2060 C ARGHX -2.98 2.36 3.99 15.21 --- ---
American Century One Choice 2060 A ARGMX -2.96 2.50 4.20 16.05 --- ---
American Century One Choice 2060 I ARGNX -2.81 2.66 4.37 16.65 --- ---
American Century One Choice 2060 R ARGRX -2.96 2.50 4.15 15.74 --- ---
American Century One Choice 2060 Inv ARGVX -2.89 2.58 4.33 16.43 --- ---
Blackrock Lifepath Smart Beta 2060 Inv A BAPAX -4.39 0.46 2.57 --- --- ---
Blackrock Lifepath Smart Beta 2060 R BAPRX -4.39 0.46 2.62 --- --- ---
Blackrock Lifepath Smart Beta 2060 Ins BIEGX -4.38 0.55 2.71 --- --- ---
Blackrock Lifepath Smart Beta 2060 K BKJKX -4.38 0.55 2.73 --- --- ---
Columbia Adaptive Retirement 2060 Adv CARKX -4.39 -0.49 1.19 --- --- ---
Columbia Adaptive Retirement 2060 Inst3 CARVX -4.39 -0.49 1.19 --- --- ---
American Funds 2060 Trgt Date Retire C CCKTX -2.31 3.26 5.16 18.71 --- ---
Dimensional 2060 Target Dt Rtr Inc Instl DRILX -3.34 2.41 5.15 18.74 --- ---
American Funds 2060 Trgt Date Retire F1 FAWTX -2.29 3.39 5.32 19.56 --- ---
American Funds 2060 Trgt Date Retire F2 FBKTX -2.21 3.47 5.35 19.97 --- ---
American Funds 2060 Trgt Date Retire F3 FCKTX -2.22 3.48 5.41 20.08 --- ---
Fidelity Freedom® Index 2060 Investor FDKLX -4.10 0.81 3.05 15.36 8.18 ---
Fidelity Advisor Freedom® 2060 A FDKPX -4.06 1.17 3.20 15.90 8.29 ---
Fidelity Advisor Freedom® 2060 I FDKQX -4.04 1.26 3.26 16.19 8.57 ---
Fidelity Advisor Freedom® 2060 C FDKSX -4.13 1.09 2.97 14.94 7.48 ---
Fidelity Advisor Freedom® 2060 M FDKTX -3.25 2.43 4.43 17.02 8.52 ---
Fidelity Freedom® 2060 FDKVX -4.02 1.47 3.52 17.11 8.94 ---
Fidelity Freedom® Index 2060 Instl Prem FFLEX -3.23 2.11 4.31 16.79 --- ---
Fidelity Advisor Freedom® 2060 Z6 FNGLX -3.24 2.51 4.58 --- --- ---
Fidelity Freedom® 2060 K FNSFX -3.32 2.62 4.78 --- --- ---
Fidelity Freedom® 2060 K6 FVTKX -3.31 2.62 4.80 --- --- ---
Fidelity Flex Freedom 2060 FWLSX -3.27 2.72 4.91 --- --- ---
JPMorgan SmartRetirement® Blend 2060 R5 JAABX -3.39 1.64 3.71 16.30 --- ---
JPMorgan SmartRetirement® Blend 2060 R6 JAAYX -3.33 1.70 3.73 16.51 --- ---
JPMorgan SmartRetirement® Blend 2060 I JACSX -3.39 1.64 3.67 16.16 --- ---
JPMorgan SmartRetirement® 2060 A JAKAX -3.68 1.89 3.76 17.42 --- ---
JPMorgan SmartRetirement® 2060 C JAKCX -3.73 1.84 3.62 16.71 --- ---
JPMorgan SmartRetirement® 2060 R5 JAKIX -3.67 1.94 3.86 17.74 --- ---
JPMorgan SmartRetirement® 2060 R3 JAKPX -3.73 1.83 3.73 17.21 --- ---
JPMorgan SmartRetirement® 2060 R4 JAKQX -3.67 1.89 3.82 17.51 --- ---
JPMorgan SmartRetirement® 2060 I JAKSX -3.67 1.89 3.83 17.59 --- ---
JPMorgan SmartRetirement® 2060 R6 JAKYX -3.67 1.94 3.88 17.80 --- ---
JPMorgan SmartRetirement® 2060 R2 JAKZX -3.73 1.83 3.68 17.01 --- ---
JPMorgan SmartRetirement® Blend 2060 R2 JATPX -3.44 1.58 3.49 15.54 --- ---
JPMorgan SmartRetirement® Blend 2060 R3 JATQX -3.39 1.58 3.55 --- --- ---
JPMorgan SmartRetirement® Blend 2060 R4 JATUX -3.39 1.64 3.68 --- --- ---
JHancock Multi-Index 2060 Presv 1 JCHOX -3.20 1.80 3.62 15.29 --- ---
JHancock Multimanager 2060 Lifetime R6 JESRX -3.12 2.42 4.18 17.82 --- ---
JHancock Multimanager 2060 Lifetime R5 JGHTX -3.20 2.42 4.16 17.72 --- ---
JHancock Multimanager 2060 Lifetime R3 JGTHX -3.20 2.34 4.10 17.19 --- ---
JHancock Multi-Index 2060 Lifetime R4 JHIKX -3.44 1.94 4.09 --- --- ---
JHancock Multi-Index 2060 Lifetime R6 JIEHX -3.44 1.94 4.08 16.34 --- ---
JHancock Multimanager 2060 Lifetime A JJERX -3.20 2.34 4.12 17.30 --- ---
JHancock Multi-Index 2060 Presv R1 JKIMX -3.28 1.72 3.43 14.71 --- ---
JHancock Multimanager 2060 Lifetime I JMENX -3.12 2.42 4.24 17.71 --- ---
JHancock Multi-Index 2060 Presv R4 JPORX -3.20 1.80 3.59 15.26 --- ---
JHancock Multimanager 2060 Lifetime 1 JRETX -3.20 2.42 4.13 17.68 --- ---
JHancock Multi-Index 2060 Lifetime 1 JRODX -3.44 1.94 4.03 16.29 --- ---
JHancock Multimanager 2060 Lifetime R4 JROUX -3.13 2.42 4.20 17.68 --- ---
JHancock Multi-Index 2060 Presv R2 JSATX -3.27 1.80 3.58 15.07 --- ---
JHancock Multi-Index 2060 Presv R6 JTFOX -3.20 1.80 3.67 15.34 --- ---
JHancock Multimanager 2060 Lifetime R1 JTLOX -3.20 2.34 4.10 17.19 --- ---
JHancock Multimanager 2060 Lifetime R2 JVIMX -3.20 2.34 4.09 17.46 --- ---
KP Retirement Path 2060 Institutional KPRJX -3.01 2.00 4.12 17.67 8.68 ---
BlackRock LifePath® Index 2060 Inv A LIZAX -3.81 1.26 3.48 15.95 --- ---
BlackRock LifePath® Index 2060 Instl LIZIX -3.73 1.33 3.62 16.24 --- ---
BlackRock LifePath® Index 2060 K LIZKX -3.80 1.26 3.55 16.29 --- ---
BlackRock LifePath Dynamic 2060 Inv A LPDAX -3.53 1.54 4.19 --- --- ---
BlackRock LifePath Dynamic 2060 Inv C LPDCX -3.62 1.36 3.98 --- --- ---
BlackRock LifePath Dynamic 2060 Ins LPDIX -3.53 1.54 4.17 --- --- ---
BlackRock LifePath Dynamic 2060 K LPDKX -3.45 1.63 4.31 --- --- ---
BlackRock LifePath Dynamic 2060 R LPDRX -3.53 1.54 4.13 --- --- ---
MFS® Lifetime 2060 A MFJAX -2.82 1.95 4.31 17.41 --- ---
MFS® Lifetime 2060 B MFJBX -2.91 1.78 3.99 16.46 --- ---
MFS® Lifetime 2060 C MFJCX -2.91 1.78 3.99 16.46 --- ---
MFS® Lifetime 2060 R1 MFJEX -2.91 1.78 4.01 16.49 --- ---
MFS® Lifetime 2060 R2 MFJGX -2.91 1.86 4.14 17.02 --- ---
MFS® Lifetime 2060 I MFJIX -2.82 1.94 4.34 17.74 --- ---
MFS® Lifetime 2060 R6 MFJKX -2.82 1.86 4.35 17.76 --- ---
MFS® Lifetime 2060 R3 MFJTX -2.82 1.95 4.33 17.44 --- ---
MFS® Lifetime 2060 R4 MFJUX -2.74 1.94 4.35 17.75 --- ---
MassMutual RetireSMART 2060 R3 MMWBX -3.26 2.30 4.22 16.87 --- ---
MassMutual RetireSMART 2060 R4 MMWCX -3.16 2.38 4.33 17.16 --- ---
MassMutual RetireSMART 2060 A MMWDX -3.25 2.38 4.31 17.05 --- ---
MassMutual RetireSMART 2060 Admin MMWFX -3.17 2.38 4.37 17.31 --- ---
MassMutual RetireSMART 2060 Service MMWGX -3.16 2.46 4.45 17.49 --- ---
MassMutual RetireSMART 2060 R5 MMWHX -3.16 2.46 4.42 17.66 --- ---
MassMutual RetireSMART 2060 I MMWIX -3.16 2.46 4.42 17.65 --- ---
Manning & Napier Target 2060 I MTKIX -2.96 2.52 5.09 18.38 --- ---
Manning & Napier Target 2060 K MTKKX -2.96 2.60 5.13 18.12 --- ---
Manning & Napier Target 2060 R MTKRX -2.96 2.52 5.01 17.88 --- ---
Manning & Napier Target 2060 R6 MTKZX -2.96 2.52 5.10 --- --- ---
MainStay Retirement 2060 A MYSQX -3.31 2.52 4.11 18.76 --- ---
MainStay Retirement 2060 Investor MYSRX -3.39 2.45 4.04 18.52 --- ---
MainStay Retirement 2060 I MYSSX -3.25 2.53 4.23 18.97 --- ---
MainStay Retirement 2060 R1 MYSTX -3.25 2.53 4.18 18.92 --- ---
MainStay Retirement 2060 R2 MYSWX -3.32 2.45 3.88 18.33 --- ---
MainStay Retirement 2060 R3 MYSZX -3.32 2.45 4.03 18.26 --- ---
Natixis Sustainable Future 2060 N NSFMX -2.74 3.07 4.93 --- --- ---
Nationwide Destination 2060 A NWWRX -3.56 1.70 3.97 15.22 8.02 ---
Nationwide Destination 2060 C NWWSX -3.65 1.61 3.75 14.56 7.40 ---
Nationwide Destination 2060 R NWWTX -3.56 1.70 3.91 14.93 7.81 ---
Nationwide Destination 2060 R6 NWWUX -3.55 1.78 4.08 15.80 8.50 ---
Nationwide Destination 2060 Instl Svc NWWVX -3.55 1.78 4.02 15.43 8.29 ---
Prudential Day One 2060 R1 PDLDX -3.71 1.71 4.20 17.42 --- ---
Prudential Day One 2060 R2 PDLEX -3.63 1.79 4.27 17.68 --- ---
Prudential Day One 2060 R3 PDLFX -3.63 1.79 4.31 17.93 --- ---
Prudential Day One 2060 R4 PDLGX -3.63 1.79 4.34 18.06 --- ---
Prudential Day One 2060 R5 PDLHX -3.63 1.79 4.35 18.06 --- ---
Prudential Day One 2060 R6 PDLJX -3.55 1.88 4.41 17.66 --- ---
Putnam RetirementReady 2060 R6 PEFGX -3.65 1.40 4.21 16.68 --- ---
Principal LifeTime Hybrid 2065 Instl PLHHX -3.41 1.89 4.09 --- --- ---
Principal LifeTime Hybrid 2065 R6 PLHRX -3.40 1.98 4.18 --- --- ---
Principal LifeTime 2065 R1 PLJAX -3.49 2.09 4.10 --- --- ---
Principal LifeTime 2065 R2 PLJBX -3.49 2.18 4.20 --- --- ---
Principal LifeTime 2065 R3 PLJCX -3.49 2.18 4.20 --- --- ---
Principal LifeTime 2065 R4 PLJDX -3.40 2.18 4.29 --- --- ---
Principal LifeTime 2065 R5 PLJEX -3.40 2.27 4.29 --- --- ---
Principal LifeTime 2065 Institutional PLJIX -3.40 2.17 4.29 --- --- ---
Principal LifeTime Hybrid 2060 R6 PLKTX -3.45 1.94 4.01 17.45 --- ---
Principal LifeTime 2060 J PLTAX -3.41 2.26 4.26 18.44 7.93 ---
Principal LifeTime 2060 R2 PLTBX -3.38 2.29 4.22 18.05 7.51 ---
Principal LifeTime 2060 R3 PLTCX -3.42 2.27 4.21 18.26 7.68 ---
Principal LifeTime Hybrid 2060 Instl PLTHX -3.45 1.94 3.94 17.38 9.10 ---
Principal LifeTime 2060 R4 PLTMX -3.42 2.27 4.26 18.49 7.90 ---
Principal LifeTime 2060 R5 PLTOX -3.41 2.34 4.29 18.65 8.01 ---
Principal LifeTime 2060 R1 PLTRX -3.46 2.23 4.11 17.90 7.33 ---
Principal LifeTime 2060 Institutional PLTZX -3.39 2.32 4.38 18.94 8.27 ---
Putnam RetirementReady 2060 A PRTFX -3.75 1.32 4.05 16.23 --- ---
Putnam RetirementReady 2060 R PRTRX -3.75 1.31 4.02 15.90 --- ---
Putnam RetirementReady 2060 Y PRTYX -3.66 1.40 4.15 16.52 --- ---
American Funds 2060 Trgt Date Retire R1 RANTX -2.30 3.25 5.16 18.76 --- ---
American Funds 2060 Trgt Date Retire R2E RBENX -2.23 3.33 5.21 19.20 --- ---
American Funds 2060 Trgt Date Retire R2 RBNTX -2.39 3.26 5.04 18.68 --- ---
American Funds 2060 Trgt Date Retire R3 RCNTX -2.30 3.33 5.24 19.23 --- ---
American Funds 2060 Trgt Date Retire R4 RDKTX -2.22 3.40 5.35 19.61 --- ---
American Funds 2060 Trgt Date Retire R5 REMTX -2.21 3.38 5.41 19.93 --- ---
American Funds 2060 Trgt Date Retire R6 RFUTX -2.21 3.46 5.39 20.10 --- ---
American Funds 2060 Trgt Date Retire R5E RHKTX -2.22 3.40 5.35 19.91 --- ---
State Street Target Retirement 2060 A SSDTX -3.59 1.43 3.57 16.84 8.08 ---
State Street Target Retirement 2060 I SSDWX -3.51 1.51 3.66 17.02 8.34 ---
State Street Target Retirement 2060 K SSDYX -3.59 1.43 3.58 17.04 8.30 ---
Schwab Target 2060 SWPRX -3.28 2.48 4.91 18.83 --- ---
Schwab Target 2060 Index SWYNX -3.55 1.66 4.00 16.71 --- ---
ClearTrack 2060 R1 TCSOX -3.42 1.29 3.47 --- --- ---
ClearTrack 2060 R6 TCSSX -3.24 1.47 3.77 --- --- ---
TIAA-CREF Lifecycle 2060 Advisor TLXHX -2.87 3.14 5.37 21.17 --- ---
TIAA-CREF Lifecycle 2060 Institutional TLXNX -2.87 3.22 5.41 21.33 10.29 ---
TIAA-CREF Lifecycle 2060 Premier TLXPX -2.96 3.05 5.31 21.01 10.09 ---
TIAA-CREF Lifecycle 2060 Retirement TLXRX -2.96 3.06 5.32 20.93 9.99 ---
1290 Retirement 2060 I TNXIX -3.08 1.16 3.18 --- --- ---
T. Rowe Price Retirement I 2060 I TRPLX -2.72 2.72 4.02 18.73 --- ---
T. Rowe Price Retirement 2060 TRRLX -2.67 2.74 4.00 18.62 9.18 ---
T. Rowe Price Retirement 2060 Advisor TRRYX -2.68 2.66 3.93 18.29 8.94 ---
T. Rowe Price Retirement 2060 R TRRZX -2.77 2.59 3.86 17.99 8.65 ---
T. Rowe Price Target 2060 TRTFX -2.71 2.68 3.94 18.41 9.12 ---
T. Rowe Price Target 2060 Advisor TRTGX -2.70 2.68 3.94 18.19 8.87 ---
T. Rowe Price Target 2060 I TTOIX -2.70 2.68 4.02 18.58 --- ---
TIAA-CREF Lifecycle Index 2060 Advisor TVIHX -3.22 2.52 4.86 18.26 --- ---
TIAA-CREF Lifecycle Index 2060 Instl TVIIX -3.23 2.52 4.79 18.29 9.62 ---
TIAA-CREF Lifecycle Index 2060 Premier TVIPX -3.23 2.52 4.86 18.18 9.47 ---
TIAA-CREF Lifecycle Index 2060 Retire TVITX -3.23 2.53 4.80 18.02 9.35 ---
USAA Target Retirement 2060 URSIX -3.80 1.26 3.13 15.28 7.56 ---
Vanguard Instl Trgt Retire 2060 Instl VILVX -3.22 2.18 4.47 17.59 --- ---
Voya Index Solution 2060 Port I VISPX -3.51 2.06 4.37 17.17 8.38 ---
Vanguard Target Retirement 2065 Inv VLXVX -3.23 2.12 4.41 --- --- ---
Voya Index Solution 2060 Port S VPISX -3.47 1.99 4.32 16.84 8.08 ---
Voya Index Solution 2060 Port ADV VPSAX -3.48 2.00 4.26 16.62 7.85 ---
Voya Index Solution 2060 Port S2 VPSSX -3.55 2.00 4.25 16.62 7.90 ---
Voya Target Retirement 2060 I VRSAX -3.50 1.89 4.21 17.00 --- ---
Voya Solution 2060 Port I VSIPX -3.40 2.08 4.66 17.83 8.52 ---
Voya Solution 2060 Port ADV VSPAX -3.44 2.10 4.63 17.33 8.07 ---
Voya Solution 2060 Port S VSPSX -3.43 2.10 4.63 17.58 8.15 ---
Voya Solution 2060 Port T VSPTX -3.45 2.03 4.49 17.03 7.74 ---
Voya Solution 2060 Port S2 VSSPX -3.43 2.10 4.63 17.35 8.11 ---
Vanguard Instl Trgt Retire 2065 Instl VSXFX -3.10 2.21 4.54 --- --- ---
Voya Index Solution 2060 Port Z VSZIX -3.50 2.05 4.35 17.31 --- ---
Voya Target Retirement 2060 A VTRSX -3.50 1.89 4.23 16.84 --- ---
Voya Target Retirement 2060 R6 VTRUX -3.50 1.89 4.24 17.12 --- ---
Virtus DFA 2060 Trgt Date Retire Inc A VTTAX -3.33 2.27 4.89 17.60 --- ---
Virtus DFA 2060 Trgt Date Retire Inc I VTTIX -3.33 2.27 4.99 17.94 --- ---
Virtus DFA 2060 Trgt Date Retire Inc R6 VTTRX -3.31 2.34 5.07 18.17 --- ---
Vanguard Target Retirement 2060 Inv VTTSX -3.23 2.17 4.45 17.55 8.68 11.01
Wells Fargo Target 2060 A WFAFX -3.53 0.84 3.15 13.49 --- ---
Wells Fargo Target 2060 C WFCFX -3.68 0.67 2.94 12.64 --- ---
Wells Fargo Target 2060 Admin WFDFX -3.59 0.75 3.21 13.55 --- ---
Wells Fargo Target 2060 R WFRFX -3.67 0.60 2.95 13.10 --- ---
Wells Fargo Target 2060 R4 WFSFX -3.55 0.82 3.19 13.87 --- ---
Wells Fargo Target 2060 R6 WFUFX -3.55 0.91 3.28 14.07 --- ---
Wells Fargo Dynamic Target 2060 A WTDVX -3.17 2.67 4.98 17.51 --- ---
Wells Fargo Dynamic Target 2060 C WTDWX -3.17 2.58 4.78 16.72 --- ---
Wells Fargo Dynamic Target 2060 R4 WTDZX -3.08 2.75 5.13 17.96 --- ---
Wells Fargo Dynamic Target 2060 R6 WTSZX -3.08 2.75 5.10 18.12 --- ---