Target-Date Retirement: Total Returns

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Data through 5/21/2018. 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 Retirement 0.30 -0.57 0.44 4.01 3.11 3.54
AllianzGI Multi Asset Income A AGRAX -0.20 -3.91 -0.69 0.21 3.10 2.62
AllianzGI Multi Asset Income P AGRPX -0.23 -3.81 -0.59 0.50 3.42 2.93
AllianzGI Multi Asset Income Admin ARAMX -0.25 -3.91 -0.69 0.23 2.87 2.45
American Century One Choice In Ret R6 ARDTX 0.72 0.91 0.91 6.64 4.53 ---
American Century One Choice In Ret R ARSRX 0.68 0.63 0.71 5.88 3.68 4.48
American Century One Choice In Ret A ARTAX 0.68 0.69 0.76 6.14 3.96 4.75
AllianzGI Multi Asset Income C ARTCX -0.32 -4.21 -0.89 -0.53 2.31 1.85
American Century One Choice In Ret Inv ARTOX 0.68 0.75 0.75 6.33 4.20 5.00
AllianzGI Multi Asset Income R ASRRX -0.27 -4.05 -0.78 -0.16 2.73 2.26
American Century One Choice In Ret C ATTCX 0.68 0.38 0.60 5.39 3.18 3.97
American Century One Choice In Ret I ATTIX 0.75 0.87 0.87 6.62 4.41 5.21
AllianzGI Multi Asset Income R6 AVRIX -0.22 -3.82 -0.63 0.59 3.49 3.02
AllianzGI Multi Asset Income Inst AVRNX -0.23 --- -0.65 --- --- ---
BlackRock LifePath® Smart Beta Retr InvA BAPBX 0.28 -0.75 1.24 4.25 3.50 4.42
BlackRock LifePath® Smart Beta Retr K BIPBX 0.19 -0.75 1.24 4.49 3.81 4.74
BlackRock LifePath® Smart Beta Retr Ins BLAIX 0.28 -0.65 1.33 4.44 3.77 4.69
BlackRock LifePath® Smart Beta Retr R BRPBX 0.19 -0.94 1.15 3.93 3.23 4.15
BMO In-Retirement R3 BTRRX 0.00 -0.89 0.00 3.69 2.89 ---
BMO In-Retirement R6 BTRTX 0.11 -0.68 0.23 4.48 3.60 ---
BMO In-Retirement Y BTRYX 0.11 -0.79 0.11 4.04 3.20 ---
Fidelity Advisor Freedom® Income A FAFAX 0.18 -0.52 0.24 3.17 2.99 3.18
Franklin LifeSmart™ Retirement Inc R FBRLX 0.22 -0.22 0.48 1.77 0.95 2.90
Fidelity Advisor Freedom® Income C FCAFX 0.11 -0.75 0.05 2.41 2.23 2.40
Fidelity Advisor Freedom® Income Z6 FEGLX 0.23 -0.28 0.36 --- --- ---
Fidelity Freedom® Income FFFAX 0.23 -0.45 0.26 3.51 3.30 3.53
Fidelity Freedom® Index Inc Instl Prem FFGZX 0.30 -0.30 0.47 3.33 --- ---
Fidelity Advisor Freedom® Income I FIAFX 0.20 -0.43 0.31 3.43 3.24 3.42
Fidelity Freedom® Index Income Investor FIKFX 0.30 -0.31 0.46 3.28 2.60 2.85
Fidelity Managed Retirement Income FIRMX 0.21 -0.38 0.29 3.56 2.92 4.11
Fidelity Simplicity RMD Income FIRNX 0.21 -0.39 0.28 3.63 3.26 4.63
Franklin LifeSmart™ Retirement Inc R6 FLMTX 0.27 -0.02 0.62 2.26 1.53 3.48
Franklin LifeSmart™ Retirement Inc Adv FLRDX 0.26 -0.04 0.61 2.21 1.48 3.43
Fidelity Freedom® Income K FNSHX 0.16 -0.41 0.29 --- --- ---
Fidelity Advisor Managed Retiremt Inc A FRAMX 0.19 -0.48 0.22 3.31 2.66 3.85
Fidelity Advisor Managed Retiremt Inc C FRCMX 0.11 -0.78 0.04 2.53 1.89 3.07
Fidelity Advisor Managed Retiremt Inc I FRIMX 0.21 -0.40 0.29 3.57 2.92 4.11
Fidelity Advisor Simplicity RMD Income A FRNAX 0.19 -0.47 0.23 3.38 3.00 4.37
Fidelity Advisor Simplicity RMD Income C FRNCX 0.11 -0.78 0.04 2.59 2.24 3.59
Fidelity Advisor Simplicity RMD Income I FRNIX 0.21 -0.38 0.30 3.63 3.27 4.63
Fidelity Advisor Simplicity RMD Income M FRNTX 0.17 -0.59 0.17 3.11 2.75 4.11
Franklin LifeSmart™ Retirement Inc C FRTCX 0.18 -0.49 0.35 1.17 0.45 2.39
Fidelity Advisor Managed Retiremt Inc M FRTMX 0.15 -0.59 0.14 3.03 2.41 3.59
Fidelity Advisor Freedom® Income M FTAFX 0.16 -0.59 0.19 2.94 2.74 2.92
Fidelity Flex Freedom Income FTLSX 0.24 -0.15 0.44 --- --- ---
Franklin LifeSmart™ Retirement Inc A FTRAX 0.15 -0.22 0.45 1.95 1.19 3.14
Fidelity Freedom® Income K6 FYTKX 0.25 -0.38 0.31 --- --- ---
Harbor Target Retirement Income Instl HARAX 0.22 -0.31 0.46 3.62 3.12 3.13
Invesco Balanced-Risk Retire Now A IANAX 1.18 0.83 1.91 4.50 3.00 2.55
Invesco Balanced-Risk Retire Now C IANCX 1.11 0.61 1.73 3.71 2.30 1.83
Invesco Balanced-Risk Retire Now R6 IANFX 1.17 0.93 2.01 4.71 3.20 2.78
Invesco Balanced-Risk Retire Now R5 IANIX 1.17 0.93 2.01 4.71 3.20 2.79
Invesco Balanced-Risk Retire Now R IANRX 1.08 0.72 1.81 4.16 2.68 2.27
Invesco Balanced-Risk Retire Now Y IANYX 1.17 0.93 2.00 4.83 3.24 2.81
Voya Index Solution Income Port S2 IIIPX 0.30 -0.97 0.20 3.75 2.85 3.81
Voya Solution Income Port S2 IJKBX 0.17 -0.60 0.09 4.21 3.29 3.98
Voya Index Solution Income Port ADV ISKAX 0.29 -0.97 0.10 3.59 2.75 3.69
Voya Index Solution Income Port I ISKIX 0.29 -0.85 0.19 4.15 3.26 4.23
Voya Index Solution Income Port S ISKSX 0.39 -0.86 0.19 3.91 3.02 3.95
Voya Target In-Retirement I ISOLX 0.28 -0.64 0.18 4.51 3.56 4.37
Voya Solution Income Port ADV ISWAX 0.17 -0.68 0.09 4.10 3.18 3.87
Voya Solution Income Port I ISWIX 0.17 -0.49 0.17 4.52 3.68 4.37
Voya Solution Income Port S ISWSX 0.17 -0.58 0.17 4.33 3.45 4.14
Voya Solution Income Port T ISWTX 0.08 -0.71 0.00 3.90 2.99 3.68
JPMorgan SmartRetirement® Blend Inc R5 JIBBX 0.28 -0.51 0.33 5.27 4.02 4.30
JPMorgan SmartRetirement® Blend Inc I JIJSX 0.28 -0.56 0.34 5.15 3.86 4.13
JPMorgan SmartRetirement® Blend Inc R2 JIRBX 0.17 -0.79 0.16 4.58 3.37 3.64
JPMorgan SmartRetirement® Blend Inc R4 JITKX 0.23 -0.61 0.29 --- --- ---
JPMorgan SmartRetirement® Blend Inc R3 JITLX 0.23 -0.71 0.24 --- --- ---
JPMorgan SmartRetirement® Blend Inc R6 JIYBX 0.28 -0.50 0.35 5.35 4.10 4.37
JHancock Multi-Index Income Presv R2 JRFNX 0.00 -1.35 0.00 0.41 1.33 1.68
JHancock Multi-Index Income Presv 1 JRFOX 0.09 -1.08 0.09 0.85 1.68 2.06
JHancock Multi-Index Income Presv R4 JRFPX 0.00 -1.26 0.00 0.55 1.52 1.90
JHancock Multi-Index Income Presv R1 JRFQX 0.00 -1.44 -0.09 0.12 1.12 1.46
JHancock Multi-Index Income Presv R6 JRFSX 0.09 -1.18 0.09 0.81 1.70 2.09
JPMorgan SmartRetirement® Income R5 JSIIX 0.27 -0.60 0.10 5.44 3.79 4.36
JPMorgan SmartRetirement® Income R3 JSIPX 0.16 -0.80 -0.05 5.04 --- ---
JPMorgan SmartRetirement® Income R4 JSIQX 0.22 -0.68 0.02 5.26 --- ---
JPMorgan SmartRetirement® Income R6 JSIYX 0.27 -0.57 0.13 5.55 3.87 ---
JPMorgan SmartRetirement® Income R2 JSIZX 0.22 -0.82 -0.06 4.79 3.25 3.81
JPMorgan SmartRetirement® Income A JSRAX 0.27 -0.65 0.05 5.26 3.57 4.12
JPMorgan SmartRetirement® Income C JSRCX 0.16 -0.92 -0.11 4.56 2.90 3.43
JPMorgan SmartRetirement® Income I JSRSX 0.22 -0.67 0.03 5.36 3.66 4.21
BlackRock LifePath® Index Retire Inv A LIRAX 0.58 -0.49 0.66 5.09 3.83 4.42
BlackRock LifePath® Index Retire Instl LIRIX 0.58 -0.35 0.71 5.43 4.11 4.68
BlackRock LifePath® Index Retire K LIRKX 0.58 -0.34 0.73 5.40 4.13 4.71
BlackRock LifePath® Dyn Retirement Inv C LPCRX 0.74 0.25 0.90 6.15 3.41 3.49
BlackRock LifePath® Dyn Retirement Inv A LPRAX 0.83 0.57 1.09 7.01 4.24 4.30
BlackRock LifePath® Dyn Retirement R LPRRX 0.74 0.47 1.03 6.77 4.00 4.05
BlackRock LifePath® Dyn Retirement K LPSAX 0.92 0.79 1.16 7.51 4.73 4.86
MassMutual RetireSMART In Retirement R3 MDRNX 0.35 -0.26 0.27 4.23 2.60 2.97
MassMutual RetireSMART In Retirement Svc MDRSX 0.26 -0.17 0.35 4.66 3.08 3.50
MassMutual RetireSMART In Retirement R5 MDRTX 0.35 0.00 0.43 4.87 3.20 ---
MassMutual RetireSMART In Retirement I MDRVX 0.35 0.00 0.43 4.98 3.28 ---
MassMutual RetireSMART In Retirement Adm MDRYX 0.26 -0.17 0.35 4.63 2.97 3.41
MassMutual RetireSMART In Retirement R4 MDRZX 0.26 -0.26 0.26 4.43 2.84 ---
MFS® Lifetime Income A MLLAX 0.21 -0.35 0.39 3.87 3.17 3.35
MFS® Lifetime Income B MLLBX 0.15 -0.64 0.21 3.09 2.40 2.58
MFS® Lifetime Income C MLLCX 0.15 -0.56 0.29 3.09 2.43 2.58
MFS® Lifetime Income R1 MLLEX 0.15 -0.56 0.29 3.17 2.42 2.60
MFS® Lifetime Income R2 MLLGX 0.19 -0.36 0.41 3.61 2.94 3.11
MFS® Lifetime Income R3 MLLHX 0.21 -0.35 0.39 3.86 3.17 3.35
MFS® Lifetime Income I MLLIX 0.23 -0.17 0.54 4.21 3.45 3.63
MFS® Lifetime Income R4 MLLJX 0.23 -0.25 0.46 4.13 3.42 3.61
MFS® Lifetime Income R6 MLLKX 0.24 -0.21 0.56 4.22 --- ---
MFS® Lifetime Income 529A MLLQX 0.22 -0.38 0.38 3.87 3.14 ---
MFS® Lifetime Income 529B MLLRX 0.16 -0.67 0.20 3.09 2.38 ---
MFS® Lifetime Income 529C MLLSX 0.16 -0.57 0.20 3.09 2.38 ---
MassMutual RetireSMART In Retirement A MRDAX 0.35 -0.17 0.35 4.43 2.74 3.14
Manning & Napier Target Income I MTDIX 0.51 -0.91 0.31 3.01 2.47 3.03
Manning & Napier Target Income K MTDKX 0.51 -1.01 0.20 2.79 2.23 2.79
Manning & Napier Target Income R MTDRX 0.52 -1.12 0.21 2.49 1.97 2.53
Manning & Napier Target Income R6 MTDZX 0.61 -0.80 0.41 --- --- ---
State Farm LifePath Retirement A NILAX 0.62 -0.61 0.76 4.82 3.27 3.69
State Farm LifePath Retirement B NILBX 0.61 -0.61 0.68 4.78 2.80 3.19
Principal LifeTime Strategic Inc A PALTX 0.24 -0.56 0.40 3.70 2.76 3.17
PIMCO RealPath Blend Income A PBRAX 0.00 -0.82 -0.09 5.87 4.65 ---
PIMCO RealPath Blend Income Admin PBRDX 0.00 -0.72 0.00 6.16 4.92 ---
PIMCO RealPath Blend Income Instl PBRNX 0.09 -0.63 0.09 6.45 5.19 ---
Prudential Day One Income R1 PDADX 0.48 -0.56 1.06 4.19 --- ---
Prudential Day One Income R2 PDAEX 0.38 -0.51 1.01 4.31 --- ---
Prudential Day One Income R3 PDAFX 0.38 -0.48 1.04 4.44 --- ---
Prudential Day One Income R4 PDAGX 0.48 -0.37 1.16 4.66 --- ---
Prudential Day One Income R5 PDAHX 0.48 -0.34 1.19 4.78 --- ---
Prudential Day One Income R6 PDAJX 0.38 -0.31 1.21 4.90 --- ---
Principal LifeTime Hybrid Income J PHJFX 0.19 --- --- --- --- ---
Principal LifeTime Hybrid Income Instl PHTFX 0.19 -0.68 0.39 3.33 2.86 ---
Invesco Peak Retirement Now A PKTSX 0.03 -1.97 0.15 --- --- ---
Invesco Peak Retirement Now C PKTTX -0.03 -2.22 -0.04 --- --- ---
Invesco Peak Retirement Now Y PKTUX 0.16 -1.79 0.21 --- --- ---
Invesco Peak Retirement Now R PKTVX 0.01 -2.06 0.08 --- --- ---
Invesco Peak Retirement Now R5 PKTWX 0.16 -1.79 0.21 --- --- ---
Invesco Peak Retirement Now R6 PKTZX 0.05 -1.89 0.21 --- --- ---
Principal LifeTime Strategic Inc R1 PLAIX 0.16 -0.89 0.24 3.17 2.22 2.62
Principal LifeTime Strategic Inc Instl PLSIX 0.24 -0.49 0.41 4.09 3.12 3.53
Principal LifeTime Strategic Inc J PLSJX 0.16 -0.57 0.41 3.82 2.88 3.27
Principal LifeTime Strategic Inc R3 PLSMX 0.16 -0.65 0.33 3.51 2.56 2.96
Principal LifeTime Strategic Inc R2 PLSNX 0.16 -0.73 0.33 3.37 2.36 2.77
Principal LifeTime Strategic Inc R5 PLSPX 0.24 -0.57 0.41 3.87 2.88 3.29
Principal LifeTime Strategic Inc R4 PLSSX 0.16 -0.65 0.41 3.68 2.73 3.15
Principal LifeTime Hybrid Income R6 PLTYX 0.29 -0.67 0.49 3.43 --- ---
Putnam Retirement Inc Lifestyle 1 R6 PREWX 0.23 -0.31 0.81 3.79 --- ---
PIMCO RealPath™ Income Institutional PRIEX 0.00 -0.85 0.00 5.97 4.21 3.65
Putnam Retirement Inc Lifestyle 1 A PRMAX 0.20 -0.43 0.73 3.46 2.19 2.85
Putnam Retirement Inc Lifestyle 1 C PRMCX 0.12 -0.75 0.52 2.63 1.40 2.07
Putnam Retirement Inc Lifestyle 1 R PRMKX 0.24 -0.51 0.73 3.20 1.93 2.59
Putnam Retirement Inc Lifestyle 1 B PRMLX 0.17 -0.69 0.58 2.70 1.42 2.08
Putnam Retirement Inc Lifestyle 1 M PRMMX 0.18 -0.51 0.66 3.20 1.93 2.58
Putnam Retirement Inc Lifestyle 1 Y PRMYX 0.23 -0.34 0.80 3.72 2.44 3.09
PIMCO RealPath™ Income Administrative PRNAX 0.00 -0.97 -0.12 5.69 3.94 3.39
PIMCO RealPath™ Income A PTNAX -0.12 -0.97 -0.12 5.46 3.72 3.13
State Farm LifePath Retirement R3 RLRHX 0.60 -0.69 0.66 4.72 3.32 3.80
State Farm LifePath Retirement R1 RLROX 0.62 -0.70 0.67 4.72 3.00 3.40
State Farm LifePath Retirement R2 RLRTX 0.60 -0.70 0.65 4.69 3.15 3.57
State Farm LifePath Retirement Premier SLRAX 0.60 -0.58 0.69 4.88 3.31 3.72
State Farm LifePath Retirement Legacy B SLRBX 0.60 -0.67 0.74 4.82 2.98 3.36
State Farm LifePath Retirement Inst SLRIX 0.60 -0.67 0.75 4.78 3.41 3.88
State Street Target Retirement A SSFLX 0.56 -0.37 0.66 4.23 3.23 ---
State Street Target Retirement I SSFNX 0.56 -0.28 0.75 4.49 3.49 ---
State Street Target Retirement K SSFOX 0.56 -0.28 0.66 4.30 3.43 ---
BlackRock LifePath® Dyn Retirement Instl STLAX 0.92 0.73 1.19 7.35 4.51 4.57
Wells Fargo Target Today A STWRX 0.11 -1.81 0.16 1.43 1.45 1.63
ClearTrack Retirement Income R1 TCITX 0.39 -1.42 0.39 2.37 2.29 ---
ClearTrack Retirement Income R6 TCJTX 0.48 -1.13 0.67 3.12 2.96 ---
AB Multi-Manager Select Retire Allc A TDAAX 0.18 -0.89 0.27 3.86 2.87 ---
AB Multi-Manager Select Retire Allc C TDACX 0.19 -1.10 0.19 3.08 2.07 ---
AB Multi-Manager Select Retire Allc I TDAIX 0.28 -0.74 0.47 4.02 3.11 ---
AB Multi-Manager Select Retire Allc K TDAKX 0.19 -0.85 0.38 3.86 2.84 ---
AB Multi-Manager Select Retire Allc R TDARX 0.19 -0.95 0.29 3.62 2.58 ---
AB Multi-Manager Select Retire Allc Adv TDAYX 0.18 -0.80 0.36 4.11 3.11 ---
AB Multi-Manager Select Retire Allc Z TDAZX 0.29 -0.66 0.48 4.20 3.15 ---
Dimensional Retirement Income Instl TDIFX 0.10 -0.45 0.59 2.81 --- ---
TIAA-CREF Lifecycle Index Ret Inc Adv TLIHX 0.57 0.08 0.71 5.60 --- ---
TIAA-CREF Lifecycle Index Ret Inc Prem TLIPX 0.57 0.04 0.75 5.47 4.02 4.73
TIAA-CREF Lifecycle Retire Income Retire TLIRX 0.34 0.26 0.44 6.42 4.52 5.04
TIAA-CREF Lifecycle Retire Income Adv TLRHX 0.43 0.32 0.50 6.75 --- ---
TIAA-CREF Lifecycle Retire Income Instl TLRIX 0.43 0.33 0.50 6.76 4.80 5.31
TIAA-CREF Lifecycle Retire Income Retail TLRRX 0.34 0.26 0.44 6.41 4.52 5.04
TIAA-CREF Lifecycle Retire Income Prem TPILX 0.43 0.29 0.46 6.51 4.65 5.14
TIAA-CREF Lifecycle Index Ret Inc Retire TRCIX 0.57 -0.05 0.65 5.36 3.91 4.62
TIAA-CREF Lifecycle Index Ret Inc Instl TRILX 0.57 0.08 0.79 5.61 4.17 4.88
USAA Target Retirement Income URINX 0.43 -0.58 0.45 3.80 3.12 3.54
Invesco Balanced-Risk Retire Now AX VIRAX 1.19 0.95 1.91 4.50 3.00 2.56
Invesco Balanced-Risk Retire Now CX VIRCX 1.11 0.61 1.73 3.71 2.26 1.81
Invesco Balanced-Risk Retire Now RX VIRRX 1.20 0.84 1.93 4.28 2.75 2.32
Vanguard Instl Trgt Retire Inc Instl VITRX 0.38 -0.10 0.65 4.46 --- ---
Voya Index Solution Income Port Z VSZJX 0.38 -0.75 0.28 4.33 3.45 ---
Vanguard Target Retirement Income Inv VTINX 0.37 -0.13 0.62 4.39 3.60 4.09
Voya Target In-Retirement A VTRVX 0.18 -0.73 0.09 4.23 --- ---
Voya Target In-Retirement R6 VTRWX 0.18 -0.73 0.09 4.46 --- ---
Wells Fargo Dynamic Target Today A WDYAX 0.46 0.18 0.56 5.85 --- ---
Wells Fargo Dynamic Target Today C WDYCX 0.37 -0.09 0.47 5.04 --- ---
Wells Fargo Dynamic Target Today R4 WDYYX 0.46 0.28 0.65 6.16 --- ---
Wells Fargo Dynamic Target Today R6 WDYZX 0.46 0.28 0.65 6.21 --- ---
Wells Fargo Target Today Admin WFLOX 0.22 -1.64 0.29 1.71 1.60 1.79
Wells Fargo Target Today C WFODX 0.11 -2.02 0.12 0.81 0.69 0.88
Wells Fargo Target Today R WFRRX 0.22 -1.75 0.23 1.35 1.22 ---
Wells Fargo Target Today R6 WOTDX 0.11 -1.57 0.36 1.90 1.93 2.12
Wells Fargo Target Today R4 WOTRX 0.11 -1.71 0.33 1.44 1.63 1.90
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