Target-Date Retirement: Total Returns

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Data through 1/15/2019. 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 Retirement 0.83 1.39 -0.44 -2.79 4.62 2.85
AllianzGI Multi Asset Income A AGRAX 0.92 2.91 -0.26 -4.68 5.44 2.59
AllianzGI Multi Asset Income P AGRPX 1.00 2.94 -0.19 -4.36 5.75 2.90
AllianzGI Multi Asset Income Admin ARAMX 0.97 2.92 -0.25 -4.59 5.15 2.43
American Century One Choice In Ret R6 ARDTX 1.24 2.43 -1.35 -3.26 6.32 3.91
American Century One Choice In Ret R ARSRX 1.20 2.34 -1.50 -4.07 5.48 3.07
American Century One Choice In Ret A ARTAX 1.18 2.34 -1.51 -3.90 5.74 3.32
AllianzGI Multi Asset Income C ARTCX 0.87 2.84 -0.48 -5.38 4.64 1.82
American Century One Choice In Ret Inv ARTOX 1.26 2.42 -1.37 -3.58 6.00 3.58
AllianzGI Multi Asset Income R ASRRX 0.91 2.84 -0.34 -4.99 5.07 2.24
American Century One Choice In Ret C ATTCX 1.15 2.35 -1.64 -4.57 4.95 2.56
American Century One Choice In Ret I ATTIX 1.23 2.42 -1.39 -3.46 6.22 3.77
AllianzGI Multi Asset Income R6 AVRIX 0.97 2.89 -0.18 -4.28 5.87 3.01
AllianzGI Multi Asset Income Inst AVRNX 0.97 2.89 -0.18 --- --- ---
BlackRock LifePath® Smart Beta Retr InvA BAPBX 0.90 2.05 -0.84 -3.34 5.83 3.10
BlackRock LifePath® Smart Beta Retr K BIPBX 0.86 1.93 -0.86 -3.16 6.10 3.43
BlackRock LifePath® Smart Beta Retr Ins BLAIX 0.89 1.92 -0.84 -3.14 6.04 3.35
BlackRock LifePath® Smart Beta Retr R BRPBX 0.81 1.94 -1.03 -3.61 5.53 2.84
BMO In-Retirement R3 BTRRX 1.17 1.92 -0.45 -3.63 5.31 2.87
BMO In-Retirement R6 BTRTX 1.17 1.92 -0.33 -2.99 5.99 3.53
BMO In-Retirement Y BTRYX 1.17 1.92 -0.45 -3.32 5.59 3.13
Fidelity Advisor Freedom® Income A FAFAX 1.08 1.07 0.45 -1.70 4.67 2.76
Franklin LifeSmart™ Retirement Inc R FBRLX 0.81 2.23 -0.63 -1.49 4.69 1.63
Fidelity Advisor Freedom® Income C FCAFX 0.93 0.97 0.23 -2.45 3.89 2.00
Fidelity Advisor Freedom® Income Z6 FEGLX 1.16 1.06 0.55 -1.36 --- ---
Fidelity Freedom® Income FFFAX 1.12 1.09 0.44 -1.55 4.95 3.08
Fidelity Freedom® Index Inc Instl Prem FFGZX 0.98 0.96 0.84 -0.60 4.12 ---
Fidelity Advisor Freedom® Blnd Inc Z FHAHX 0.96 0.93 0.43 --- --- ---
Fidelity Advisor Freedom® Blnd Inc I FHAJX 1.07 1.17 0.75 --- --- ---
Fidelity Advisor Freedom® Blnd Inc C FHAKX 0.98 0.93 0.26 --- --- ---
Fidelity Advisor Freedom® Blnd Inc M FHALX 0.93 0.83 0.36 --- --- ---
Fidelity Advisor Freedom® Blnd Inc A FHAMX 0.99 0.93 0.43 --- --- ---
Fidelity Advisor Freedom® Blnd Inc Z6 FHBDX 0.99 0.93 0.46 --- --- ---
Fidelity Freedom® Blnd Inc FHBZX 1.06 0.93 0.53 --- --- ---
Fidelity Freedom® Blnd Inc K FHHEX 0.96 0.93 0.43 --- --- ---
Fidelity Freedom® Blnd Inc K6 FHRDX 0.99 0.93 0.46 --- --- ---
Fidelity Advisor Freedom® Income I FIAFX 1.12 1.06 0.50 -1.44 4.94 3.02
Fidelity Advisor Freedom® Income Z FIJUX 1.07 0.97 0.39 --- --- ---
Fidelity Freedom® Index Income Investor FIKFX 0.96 0.87 0.81 -0.65 4.06 2.71
Fidelity Managed Retirement Income FIRMX 1.10 1.07 0.45 -1.60 4.75 3.11
Fidelity Simplicity RMD Income FIRNX 1.08 1.05 0.45 -1.59 5.51 3.46
Franklin LifeSmart™ Retirement Inc R6 FLMTX 0.85 2.21 -0.47 -0.98 5.26 2.20
Franklin LifeSmart™ Retirement Inc Adv FLRDX 0.85 2.21 -0.49 -1.03 5.21 2.13
Fidelity Freedom® Income K FNSHX 1.13 1.09 0.54 -1.50 --- ---
Fidelity Advisor Managed Retiremt Inc A FRAMX 1.06 1.05 0.40 -1.85 4.48 2.85
Fidelity Advisor Managed Retiremt Inc C FRCMX 1.01 1.03 0.22 -2.57 3.71 2.08
Fidelity Advisor Managed Retiremt Inc I FRIMX 1.10 1.07 0.47 -1.60 4.74 3.11
Fidelity Advisor Simplicity RMD Income A FRNAX 1.06 1.05 0.40 -1.83 5.25 3.21
Fidelity Advisor Simplicity RMD Income C FRNCX 1.02 1.04 0.21 -2.56 4.47 2.44
Fidelity Advisor Simplicity RMD Income I FRNIX 1.10 1.07 0.46 -1.58 5.51 3.47
Fidelity Advisor Simplicity RMD Income M FRNTX 1.05 1.05 0.33 -2.08 4.99 2.95
Franklin LifeSmart™ Retirement Inc C FRTCX 0.77 2.25 -0.77 -2.02 4.17 1.13
Fidelity Advisor Managed Retiremt Inc M FRTMX 1.05 1.05 0.33 -2.08 4.23 2.59
Fidelity Advisor Freedom® Income M FTAFX 1.02 1.07 0.38 -1.94 4.40 2.51
Fidelity Flex Freedom Income FTLSX 1.14 1.04 0.56 -1.12 --- ---
Franklin LifeSmart™ Retirement Inc A FTRAX 0.83 2.22 -0.56 -1.30 4.94 1.87
Fidelity Freedom® Income K6 FYTKX 1.05 1.00 0.47 -1.57 --- ---
Harbor Target Retirement Income Instl HARAX 1.33 1.66 0.07 -1.97 4.80 2.88
Invesco Balanced-Risk Retire Now A IANAX 0.48 1.26 -0.25 -2.94 3.92 1.98
Invesco Balanced-Risk Retire Now C IANCX 0.43 1.19 -0.33 -3.73 3.25 1.26
Invesco Balanced-Risk Retire Now R6 IANFX 0.43 1.25 -0.17 -2.72 4.16 2.21
Invesco Balanced-Risk Retire Now R5 IANIX 0.43 1.25 -0.17 -2.72 4.16 2.21
Invesco Balanced-Risk Retire Now R IANRX 0.42 1.15 -0.32 -3.16 3.64 1.72
Invesco Balanced-Risk Retire Now Y IANYX 0.55 1.25 -0.05 -2.61 4.20 2.24
Voya Index Solution Income Port S2 IIIPX 1.04 1.46 -0.20 -3.12 4.69 3.06
Voya Solution Income Port S2 IJKBX 1.10 1.57 -0.09 -2.93 4.79 3.28
Voya Index Solution Income Port ADV ISKAX 0.93 1.45 -0.31 -3.23 4.55 2.94
Voya Index Solution Income Port I ISKIX 1.00 1.41 -0.20 -2.77 5.07 3.46
Voya Index Solution Income Port S ISKSX 1.01 1.43 -0.30 -3.07 4.82 3.20
Voya Target In-Retirement I ISOLX 1.11 1.55 -0.01 -2.79 5.17 3.62
Voya Solution Income Port ADV ISWAX 1.09 1.65 0.00 -2.99 4.73 3.19
Voya Solution Income Port I ISWIX 1.16 1.61 0.09 -2.53 5.23 3.70
Voya Solution Income Port S ISWSX 1.08 1.62 0.00 -2.78 4.97 3.43
Voya Solution Income Port T ISWTX 1.02 1.55 -0.17 -3.18 4.53 2.98
JPMorgan SmartRetirement® Blend Inc R5 JIBBX 0.97 1.72 -0.38 -3.64 5.65 3.45
JPMorgan SmartRetirement® Blend Inc I JIJSX 1.02 1.78 -0.39 -3.76 5.49 3.28
JPMorgan SmartRetirement® Blend Inc R2 JIRBX 0.98 1.72 -0.54 -4.21 4.97 2.81
JPMorgan SmartRetirement® Blend Inc R4 JITKX 1.01 1.78 -0.40 -3.72 --- ---
JPMorgan SmartRetirement® Blend Inc R3 JITLX 0.98 1.72 -0.48 -4.00 --- ---
JPMorgan SmartRetirement® Blend Inc R6 JIYBX 0.99 1.72 -0.36 -3.55 5.74 3.53
JHancock Multi-Index Income Presv R2 JRFNX 0.76 0.66 0.85 -0.24 2.56 1.93
JHancock Multi-Index Income Presv 1 JRFOX 0.78 0.66 0.96 0.23 2.98 2.31
JHancock Multi-Index Income Presv R4 JRFPX 0.75 0.66 0.93 0.11 2.82 2.15
JHancock Multi-Index Income Presv R1 JRFQX 0.69 0.66 0.78 -0.40 2.40 1.72
JHancock Multi-Index Income Presv R6 JRFSX 0.83 0.66 0.92 0.29 3.01 2.35
JPMorgan SmartRetirement® Income R5 JSIIX 1.20 1.96 -0.46 -4.15 5.58 3.38
JPMorgan SmartRetirement® Income R3 JSIPX 1.22 1.98 -0.56 -4.49 --- ---
JPMorgan SmartRetirement® Income R4 JSIQX 1.22 1.97 -0.44 -4.22 --- ---
JPMorgan SmartRetirement® Income R6 JSIYX 1.23 1.96 -0.43 -4.05 5.68 ---
JPMorgan SmartRetirement® Income R2 JSIZX 1.21 1.98 -0.63 -4.76 4.99 2.83
JPMorgan SmartRetirement® Income A JSRAX 1.21 1.97 -0.51 -4.32 5.37 3.16
JPMorgan SmartRetirement® Income C JSRCX 1.17 1.98 -0.62 -4.89 4.69 2.49
JPMorgan SmartRetirement® Income I JSRSX 1.24 1.97 -0.48 -4.20 5.47 3.26
BlackRock LifePath® Index Retire Inv A LIRAX 1.33 1.91 -0.12 -3.30 5.64 3.58
BlackRock LifePath® Index Retire Instl LIRIX 1.40 1.90 -0.14 -3.06 5.89 3.85
BlackRock LifePath® Index Retire K LIRKX 1.32 1.91 -0.13 -3.01 5.95 3.88
BlackRock LifePath® Index Retire Inv P LIRPX 1.37 1.91 -0.17 --- --- ---
BlackRock LifePath® Dyn Retirement Inv C LPCRX 1.43 2.30 -0.88 -3.90 5.29 2.62
BlackRock LifePath® Dyn Retirement Inv A LPRAX 1.56 2.37 -0.71 -3.15 6.16 3.44
BlackRock LifePath® Dyn Retirement R LPRRX 1.41 2.29 -0.81 -3.33 5.90 3.18
BlackRock LifePath® Dyn Retirement K LPSAX 1.59 2.38 -0.61 -2.67 6.61 3.95
MassMutual RetireSMART by JPM In Ret R3 MDRNX 1.18 2.03 -0.46 -3.92 4.43 2.10
MassMutual RetireSMART by JPM In Ret Svc MDRSX 1.24 2.08 -0.36 -3.41 4.97 2.61
MassMutual RetireSMART by JPM In Ret R5 MDRTX 1.19 1.98 -0.33 -3.30 5.03 ---
MassMutual RetireSMART by JPM In Ret I MDRVX 1.22 1.99 -0.29 -3.19 5.15 ---
MassMutual RetireSMART by JPM In Ret Adm MDRYX 1.15 1.98 -0.36 -3.50 4.85 2.50
MassMutual RetireSMART by JPM In Ret R4 MDRZX 1.22 2.01 -0.40 -3.59 4.69 ---
MFS Lifetime Income A MLLAX 1.26 1.71 -0.03 -1.82 4.67 2.87
MFS Lifetime Income B MLLBX 1.20 1.68 -0.22 -2.56 3.89 2.10
MFS Lifetime Income C MLLCX 1.20 1.68 -0.22 -2.48 3.89 2.12
MFS Lifetime Income R1 MLLEX 1.28 1.77 -0.22 -2.48 3.92 2.12
MFS Lifetime Income R2 MLLGX 1.32 1.70 -0.09 -1.99 4.41 2.63
MFS Lifetime Income R3 MLLHX 1.26 1.71 -0.03 -1.82 4.67 2.87
MFS Lifetime Income I MLLIX 1.37 1.81 0.04 -1.49 4.93 3.14
MFS Lifetime Income R4 MLLJX 1.28 1.72 0.03 -1.58 4.93 3.12
MFS Lifetime Income R6 MLLKX 1.37 1.72 0.06 -1.39 --- ---
MFS Lifetime Income 529A MLLQX 1.33 1.76 -0.02 -1.84 4.64 ---
MFS Lifetime Income 529B MLLRX 1.27 1.73 -0.21 -2.57 3.87 ---
MFS Lifetime Income 529C MLLSX 1.27 1.73 -0.22 -2.48 3.87 ---
MassMutual RetireSMART by JPM In Ret A MRDAX 1.16 2.00 -0.45 -3.69 4.60 2.26
Manning & Napier Target Income I MTDIX 0.57 1.47 -0.04 -1.88 4.90 2.64
Manning & Napier Target Income K MTDKX 0.68 1.58 -0.04 -2.00 4.67 2.41
Manning & Napier Target Income R MTDRX 0.61 1.50 -0.23 -2.34 4.39 2.15
Manning & Napier Target Income R6 MTDZX 0.66 1.58 0.05 -1.56 --- ---
Principal LifeTime Strategic Inc A PALTX 0.91 1.51 -0.32 -3.09 4.18 2.59
PIMCO RealPath Blend Income A PBRAX 1.20 2.04 -0.41 -4.04 6.76 ---
PIMCO RealPath Blend Income Admin PBRDX 1.27 2.03 -0.43 -3.83 7.02 ---
PIMCO RealPath Blend Income Instl PBRNX 1.26 2.03 -0.25 -3.59 7.32 ---
Prudential Day One Income R1 PDADX 0.79 1.82 -0.58 -2.68 --- ---
Prudential Day One Income R2 PDAEX 0.86 1.82 -0.60 -2.53 --- ---
Prudential Day One Income R3 PDAFX 0.91 1.82 -0.45 -2.29 --- ---
Prudential Day One Income R4 PDAGX 0.94 1.82 -0.43 -2.20 --- ---
Prudential Day One Income R5 PDAHX 0.97 1.92 -0.40 -2.07 --- ---
Prudential Day One Income R6 PDAJX 0.91 1.81 -0.45 -1.94 --- ---
Principal LifeTime Hybrid Income J PHJFX 0.98 1.42 -0.11 --- --- ---
Principal LifeTime Hybrid Income Instl PHTFX 1.06 1.42 -0.02 -2.22 4.20 ---
Invesco Peak Retirement Now A PKTSX 0.96 1.94 0.21 -2.32 --- ---
Invesco Peak Retirement Now C PKTTX 0.89 1.94 0.02 -3.00 --- ---
Invesco Peak Retirement Now Y PKTUX 0.98 1.94 0.27 -2.09 --- ---
Invesco Peak Retirement Now R PKTVX 0.94 1.94 0.15 -2.54 --- ---
Invesco Peak Retirement Now R5 PKTWX 0.98 1.94 0.27 -2.09 --- ---
Invesco Peak Retirement Now R6 PKTZX 0.98 1.94 0.27 -2.09 --- ---
Principal LifeTime Strategic Inc R1 PLAIX 0.93 1.52 -0.40 -3.57 3.65 2.08
Principal LifeTime Strategic Inc Instl PLSIX 0.95 1.53 -0.29 -2.77 4.53 2.95
Principal LifeTime Strategic Inc J PLSJX 0.91 1.54 -0.34 -2.98 4.33 2.71
Principal LifeTime Strategic Inc R3 PLSMX 0.95 1.54 -0.39 -3.28 3.98 2.39
Principal LifeTime Strategic Inc R2 PLSNX 0.95 1.52 -0.37 -3.47 3.77 2.20
Principal LifeTime Strategic Inc R5 PLSPX 0.94 1.53 -0.31 -2.94 4.30 2.71
Principal LifeTime Strategic Inc R4 PLSSX 0.95 1.54 -0.39 -3.11 4.13 2.57
Principal LifeTime Hybrid Income R6 PLTYX 1.06 1.42 -0.02 -2.22 4.20 ---
Putnam Retirement Inc Lifestyle 1 R6 PREWX 0.94 1.51 -0.87 -2.89 --- ---
PIMCO RealPath™ Income Institutional PRIEX 1.20 1.98 -0.69 -4.18 7.03 3.56
Putnam Retirement Inc Lifestyle 1 A PRMAX 0.92 1.51 -0.95 -3.17 2.67 1.97
Putnam Retirement Inc Lifestyle 1 C PRMCX 0.83 1.48 -1.15 -3.92 1.91 1.20
Putnam Retirement Inc Lifestyle 1 R PRMKX 0.89 1.51 -1.02 -3.43 2.42 1.71
Putnam Retirement Inc Lifestyle 1 B PRMLX 0.88 1.55 -1.11 -3.89 1.91 1.21
Putnam Retirement Inc Lifestyle 1 M PRMMX 0.90 1.51 -1.01 -3.41 2.43 1.72
Putnam Retirement Inc Lifestyle 1 Y PRMYX 0.87 1.51 -0.94 -2.97 2.92 2.22
PIMCO RealPath™ Income Administrative PRNAX 1.13 1.98 -0.76 -4.47 6.77 3.27
PIMCO RealPath™ Income A PTNAX 1.15 1.99 -0.75 -4.56 6.54 3.06
State Street Target Retirement I SSFNX 1.24 2.00 0.29 -1.47 5.53 ---
State Street Target Retirement K SSFOX 1.24 2.00 0.29 -1.47 5.47 ---
BlackRock LifePath® Dyn Retirement Instl STLAX 1.52 2.37 -0.68 -2.90 6.37 3.68
Wells Fargo Target Today A STWRX 1.01 1.44 0.72 -1.94 2.48 1.58
ClearTrack Retirement Income R1 TCITX 1.23 1.71 -0.05 -2.88 4.24 ---
ClearTrack Retirement Income R6 TCJTX 1.20 1.70 0.04 -2.31 4.90 ---
AB Multi-Manager Select Retire Allc A TDAAX 0.81 1.33 -0.38 -3.02 4.69 ---
AB Multi-Manager Select Retire Allc C TDACX 0.66 1.27 -0.56 -3.71 3.90 ---
AB Multi-Manager Select Retire Allc I TDAIX 0.72 1.32 -0.42 -2.81 4.91 ---
AB Multi-Manager Select Retire Allc K TDAKX 0.71 1.24 -0.45 -3.08 4.68 ---
AB Multi-Manager Select Retire Allc R TDARX 0.74 1.25 -0.53 -3.26 4.41 ---
AB Multi-Manager Select Retire Allc Adv TDAYX 0.75 1.34 -0.34 -2.87 4.91 ---
AB Multi-Manager Select Retire Allc Z TDAZX 0.76 1.35 -0.40 -2.83 4.96 ---
Dimensional Retirement Income Instl TDIFX 1.17 1.28 0.19 -1.19 3.82 ---
TIAA-CREF Lifecycle Index Ret Inc Adv TLIHX 1.25 1.85 -0.15 -2.30 5.98 ---
TIAA-CREF Lifecycle Index Ret Inc Prem TLIPX 1.25 1.86 -0.19 -2.43 5.86 3.92
TIAA-CREF Lifecycle Retire Income Retire TLIRX 1.40 2.17 -0.76 -3.50 6.31 3.76
TIAA-CREF Lifecycle Retire Income Adv TLRHX 1.40 2.07 -0.81 -3.38 6.52 ---
TIAA-CREF Lifecycle Retire Income Instl TLRIX 1.40 2.17 -0.69 -3.33 6.56 4.01
TIAA-CREF Lifecycle Retire Income Retail TLRRX 1.40 2.17 -0.76 -3.57 6.30 3.75
TIAA-CREF Lifecycle Retire Income Prem TPILX 1.40 2.07 -0.82 -3.48 6.37 3.84
TIAA-CREF Lifecycle Index Ret Inc Retire TRCIX 1.18 1.78 -0.28 -2.61 5.71 3.80
TIAA-CREF Lifecycle Index Ret Inc Instl TRILX 1.25 1.85 -0.15 -2.29 6.01 4.07
USAA Target Retirement Income URINX 1.00 1.40 0.11 -2.73 5.26 2.82
Invesco Balanced-Risk Retire Now AX VIRAX 0.48 1.27 -0.25 -2.95 3.93 1.98
Invesco Balanced-Risk Retire Now CX VIRCX 0.30 1.19 -0.46 -3.73 3.20 1.26
Invesco Balanced-Risk Retire Now RX VIRRX 0.43 1.28 -0.19 -3.16 3.69 1.74
Vanguard Instl Trgt Retire Inc Instl VITRX 1.18 1.41 0.36 -1.60 5.12 ---
Voya Target In-Retirement R VRRPX 1.01 1.46 -0.20 --- --- ---
Voya Index Solution Income Port Z VSZJX 1.10 1.50 -0.10 -2.56 5.26 ---
Vanguard Target Retirement Income Inv VTINX 1.16 1.41 0.39 -1.62 5.07 3.55
Voya Target In-Retirement A VTRVX 1.04 1.46 -0.17 -3.14 4.86 ---
Voya Target In-Retirement R6 VTRWX 1.04 1.46 -0.08 -2.78 5.16 ---
Wells Fargo Dynamic Target Today A WDYAX 1.16 1.77 0.14 -2.14 6.13 ---
Wells Fargo Dynamic Target Today C WDYCX 1.10 1.88 -0.03 -2.77 5.35 ---
Wells Fargo Dynamic Target Today R4 WDYYX 1.12 1.78 0.19 -1.91 6.43 ---
Wells Fargo Dynamic Target Today R6 WDYZX 1.18 1.78 0.25 -1.75 6.59 ---
Wells Fargo Target Today Admin WFLOX 1.01 1.41 0.72 -1.90 2.58 1.70
Wells Fargo Target Today C WFODX 0.99 1.41 0.47 -2.67 1.74 0.81
Wells Fargo Target Today R WFRRX 0.92 1.33 0.51 -2.31 2.19 1.29
Wells Fargo Target Today R6 WOTDX 1.02 1.41 0.84 -1.53 2.95 2.05
Wells Fargo Target Today R4 WOTRX 1.09 1.41 0.79 -1.79 2.69 1.81
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