Target-Date Retirement: Total Returns

Data through 12/15/2017. 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 Retirement 1.17 8.41 1.70 8.95 4.43 4.46
AllianzGI Retirement Income A AGRAX 1.34 9.00 1.17 9.99 5.51 4.04
AllianzGI Retirement Income P AGRPX 1.41 9.37 1.29 10.38 5.86 4.37
AllianzGI Retirement Income Admin ARAMX 1.33 9.09 1.21 10.07 5.19 3.88
American Century One Choice In Ret R6 ARDTX 1.72 10.15 2.45 10.15 5.50 ---
American Century One Choice In Ret R ARSRX 1.59 9.32 2.25 9.33 4.64 5.76
American Century One Choice In Ret A ARTAX 1.67 9.67 2.39 9.67 4.95 6.05
AllianzGI Retirement Income C ARTCX 1.28 8.26 1.03 9.19 4.73 3.27
American Century One Choice In Ret Inv ARTOX 1.75 9.96 2.45 9.94 5.19 6.32
AllianzGI Retirement Income R ASRRX 1.31 8.65 1.13 9.63 5.16 3.69
American Century One Choice In Ret C ATTCX 1.60 8.85 2.13 8.81 4.15 5.26
American Century One Choice In Ret I ATTIX 1.74 10.12 2.50 10.16 5.40 6.53
AllianzGI Retirement Income R6 AVRIX 1.40 9.47 1.34 10.49 5.96 4.47
BlackRock LifePath® Smart Beta Retr InvA BAPBX 1.59 11.05 2.07 12.07 5.48 6.06
BlackRock LifePath® Smart Beta Retr K BIPBX 1.67 11.50 2.14 12.48 5.85 6.41
BlackRock LifePath® Smart Beta Retr Ins BLAIX 1.67 11.39 2.15 12.32 5.78 6.34
BlackRock LifePath® Smart Beta Retr R BRPBX 1.59 10.94 1.97 11.80 5.26 5.81
BMO In-Retirement R3 BTRRX 1.37 8.80 1.90 9.22 4.63 ---
BMO In-Retirement R6 BTRTX 1.47 9.55 2.12 10.00 5.32 ---
BMO In-Retirement Y BTRYX 1.48 9.18 2.01 9.58 4.94 ---
Fidelity Advisor Freedom® Income A FAFAX 0.71 7.36 1.14 7.81 4.09 3.81
Franklin LifeSmart™ Retirement Inc R FBRLX 1.04 4.63 0.64 5.05 2.78 4.39
Fidelity Advisor Freedom® Income C FCAFX 0.71 6.62 1.03 7.13 3.33 3.05
Fidelity Advisor Freedom® Income Z6 FEGLX 0.80 --- 1.30 --- --- ---
Fidelity Freedom® Income FFFAX 0.84 7.75 1.25 8.25 4.47 4.19
Fidelity Freedom® Index Inc Instl Prem FFGZX 0.93 6.43 1.38 6.86 --- ---
Fidelity Advisor Freedom® Income I FIAFX 0.80 7.63 1.18 8.13 4.36 4.08
Fidelity Freedom® Index Income Investor FIKFX 0.92 6.46 1.44 6.88 3.52 3.39
Franklin LifeSmart™ Retirement Inc R6 FLMTX 0.99 5.15 0.78 5.61 3.34 ---
Franklin LifeSmart™ Retirement Inc Adv FLRDX 1.07 5.10 0.77 5.56 3.29 4.91
Fidelity Freedom® Income K FNSHX 0.84 6.89 1.10 7.32 4.21 4.06
Franklin LifeSmart™ Retirement Inc C FRTCX 0.91 4.08 0.52 4.55 2.29 3.86
Fidelity Advisor Freedom® Income M FTAFX 0.71 7.13 1.10 7.53 3.83 3.56
Fidelity Flex Freedom Income FTLSX 0.79 --- 1.37 --- --- ---
Franklin LifeSmart™ Retirement Inc A FTRAX 0.96 4.78 0.62 5.31 3.02 4.61
Fidelity Freedom® Income K6 FYTKX 0.76 --- 1.28 --- --- ---
Harbor Target Retirement Income Instl HARAX 0.65 7.99 0.94 8.85 4.50 3.91
Invesco Balanced-Risk Retire Now A IANAX 0.46 5.05 2.00 5.59 3.19 2.72
Invesco Balanced-Risk Retire Now B IANBX 0.48 4.38 1.83 4.88 2.48 1.98
Invesco Balanced-Risk Retire Now C IANCX 0.48 4.37 1.82 4.88 2.52 1.98
Invesco Balanced-Risk Retire Now R6 IANFX 0.57 5.44 2.10 5.95 3.44 2.97
Invesco Balanced-Risk Retire Now R5 IANIX 0.57 5.44 2.10 5.95 3.44 2.97
Invesco Balanced-Risk Retire Now R IANRX 0.47 4.79 1.90 5.35 2.90 2.44
Invesco Balanced-Risk Retire Now Y IANYX 0.57 5.44 2.10 5.95 3.44 2.97
Voya Index Solution Income Port S2 IIIPX 1.38 8.58 1.99 9.03 4.50 5.15
Voya Solution Income Port S2 IJKBX 1.30 8.76 1.74 9.06 4.70 5.15
Voya Index Solution Income Port ADV ISKAX 1.38 8.48 1.98 8.93 4.39 5.06
Voya Index Solution Income Port I ISKIX 1.44 9.05 2.12 9.49 4.90 5.60
Voya Index Solution Income Port S ISKSX 1.35 8.75 1.95 9.08 4.64 5.31
Voya Target In-Retirement I ISOLX 1.42 9.06 2.05 9.43 5.06 ---
Voya Solution Income Port ADV ISWAX 1.29 8.69 1.72 8.99 4.61 5.04
Voya Solution Income Port I ISWIX 1.34 9.21 1.85 9.59 5.11 5.57
Voya Solution Income Port S ISWSX 1.35 8.95 1.87 9.34 4.86 5.32
Voya Solution Income Port T ISWTX 1.29 8.50 1.70 8.87 4.44 4.86
JPMorgan SmartRetirement® Blend Inc R5 JIBBX 1.52 10.14 2.22 10.66 5.47 5.48
JPMorgan SmartRetirement® Blend Inc I JIJSX 1.47 10.01 2.17 10.42 5.29 5.29
JPMorgan SmartRetirement® Blend Inc R2 JIRBX 1.41 9.48 2.05 9.89 4.80 4.83
JPMorgan SmartRetirement® Blend Inc R4 JITKX 1.53 --- 2.18 --- --- ---
JPMorgan SmartRetirement® Blend Inc R3 JITLX 1.47 --- 2.11 --- --- ---
JPMorgan SmartRetirement® Blend Inc R6 JIYBX 1.52 10.27 2.24 10.75 5.56 5.55
JHancock Multi-Index Income Presv R2 JRFNX 0.52 3.98 0.44 4.63 2.52 2.40
JHancock Multi-Index Income Presv 1 JRFOX 0.52 4.26 0.52 4.97 2.82 2.77
JHancock Multi-Index Income Presv R4 JRFPX 0.44 4.08 0.44 4.74 2.69 2.61
JHancock Multi-Index Income Presv R1 JRFQX 0.52 3.79 0.44 4.45 2.30 2.19
JHancock Multi-Index Income Presv R6 JRFSX 0.52 4.36 0.61 5.03 2.85 2.84
JPMorgan SmartRetirement® Income R5 JSIIX 1.51 10.66 2.34 10.97 5.35 5.66
JPMorgan SmartRetirement® Income R3 JSIPX 1.02 9.94 2.06 10.18 --- ---
JPMorgan SmartRetirement® Income R4 JSIQX 1.01 10.19 2.08 10.45 --- ---
JPMorgan SmartRetirement® Income R6 JSIYX 0.05 9.16 0.85 9.49 4.91 ---
JPMorgan SmartRetirement® Income R2 JSIZX 1.41 10.01 2.07 10.25 4.78 5.11
JPMorgan SmartRetirement® Income A JSRAX 1.46 10.43 2.24 10.69 5.10 5.41
JPMorgan SmartRetirement® Income C JSRCX 1.41 9.74 2.08 9.98 4.42 4.72
JPMorgan SmartRetirement® Income I JSRSX 1.46 10.55 2.26 10.83 5.21 5.51
BlackRock LifePath® Index Retire Inv A LIRAX 1.57 10.08 2.21 10.54 5.41 5.63
BlackRock LifePath® Index Retire Instl LIRIX 1.57 10.35 2.35 10.89 5.66 5.89
BlackRock LifePath® Index Retire K LIRKX 1.57 10.40 2.28 10.86 5.72 5.95
BlackRock LifePath® Dyn Retirement Inv C LPCRX 1.25 9.86 2.41 10.38 4.42 4.26
BlackRock LifePath® Dyn Retirement Inv A LPRAX 1.29 10.76 2.64 11.19 5.23 5.06
BlackRock LifePath® Dyn Retirement R LPRRX 1.25 10.52 2.57 11.04 5.01 4.82
BlackRock LifePath® Dyn Retirement K LPSAX 1.33 11.27 2.81 11.78 5.76 5.63
MassMutual RetireSMART In Retirement R3 MDRNX 1.15 8.22 1.51 9.03 3.71 4.00
MassMutual RetireSMART In Retirement Svc MDRSX 1.21 8.80 1.64 9.62 4.22 4.57
MassMutual RetireSMART In Retirement R5 MDRTX 1.21 8.80 1.65 9.65 4.31 ---
MassMutual RetireSMART In Retirement I MDRVX 1.21 8.91 1.73 9.77 4.41 ---
MassMutual RetireSMART In Retirement Adm MDRYX 1.21 8.60 1.65 9.50 4.09 4.46
MassMutual RetireSMART In Retirement R4 MDRZX 1.14 8.54 1.58 9.36 3.97 ---
MFS® Lifetime Income A MLLAX 1.17 7.77 1.64 8.09 4.29 4.30
MFS® Lifetime Income B MLLBX 1.11 6.91 1.38 7.28 3.52 3.51
MFS® Lifetime Income C MLLCX 1.11 7.00 1.46 7.37 3.52 3.52
MFS® Lifetime Income R1 MLLEX 1.11 6.91 1.37 7.28 3.51 3.52
MFS® Lifetime Income R2 MLLGX 1.23 7.51 1.58 7.91 4.06 4.04
MFS® Lifetime Income R3 MLLHX 1.17 7.68 1.56 8.09 4.29 4.28
MFS® Lifetime Income I MLLIX 1.19 7.94 1.63 8.36 4.55 4.54
MFS® Lifetime Income R4 MLLJX 1.19 7.94 1.63 8.36 4.55 4.54
MFS® Lifetime Income R6 MLLKX 1.20 8.11 1.73 8.90 --- ---
MFS® Lifetime Income 529A MLLQX 1.19 7.70 1.61 8.09 --- ---
MFS® Lifetime Income 529B MLLRX 1.13 6.96 1.42 7.29 --- ---
MFS® Lifetime Income 529C MLLSX 1.03 6.86 1.42 7.19 --- ---
MassMutual RetireSMART In Retirement A MRDAX 1.13 8.38 1.57 9.23 3.85 4.17
Manning & Napier Target Income I MTDIX 1.01 8.84 1.01 9.01 3.76 4.47
Manning & Napier Target Income K MTDKX 1.02 8.53 1.02 8.78 3.51 4.22
Manning & Napier Target Income R MTDRX 1.03 8.30 1.03 8.50 3.26 3.96
Manning & Napier Target Income R6 MTDZX 1.01 --- --- --- --- ---
State Farm LifePath Retirement A NILAX 1.54 9.60 2.27 10.21 4.73 4.75
State Farm LifePath Retirement B NILBX 1.60 9.45 2.26 10.03 4.18 4.22
Principal LifeTime Strategic Inc A PALTX 1.17 7.99 1.57 8.49 4.10 4.12
PIMCO RealPath Blend Income A PBRAX 1.56 11.38 2.32 12.29 --- ---
PIMCO RealPath Blend Income Admin PBRDX 1.56 11.66 2.31 12.54 --- ---
PIMCO RealPath Blend Income Instl PBRNX 1.65 12.02 2.40 12.87 --- ---
Prudential Day One Income R1 PDADX 1.14 7.28 1.87 7.82 --- ---
Prudential Day One Income R2 PDAEX 1.23 7.55 1.93 8.10 --- ---
Prudential Day One Income R3 PDAFX 1.23 7.76 2.05 8.30 --- ---
Prudential Day One Income R4 PDAGX 1.23 7.86 1.99 8.40 --- ---
Prudential Day One Income R5 PDAHX 1.23 7.95 2.02 8.49 --- ---
Prudential Day One Income R6 PDAJX 1.33 8.03 2.13 8.79 --- ---
Principal LifeTime Hybrid Income Instl PHTFX 1.05 7.29 1.34 7.93 4.81 ---
Principal LifeTime Strategic Inc R1 PLAIX 1.10 7.53 1.50 8.01 3.59 3.59
Principal LifeTime Strategic Inc Instl PLSIX 1.18 8.40 1.65 8.92 4.46 4.50
Principal LifeTime Strategic Inc J PLSJX 1.18 8.27 1.66 8.73 4.25 4.22
Principal LifeTime Strategic Inc R3 PLSMX 1.11 7.87 1.51 8.30 3.87 3.92
Principal LifeTime Strategic Inc R2 PLSNX 1.10 7.71 1.50 8.14 3.72 3.72
Principal LifeTime Strategic Inc R5 PLSPX 1.10 8.15 1.58 8.64 4.21 4.24
Principal LifeTime Strategic Inc R4 PLSSX 1.11 7.94 1.51 8.42 4.08 4.09
Principal LifeTime Hybrid Income R6 PLTYX 1.05 7.29 1.34 7.92 --- ---
Putnam Retirement Inc Lifestyle 1 R6 PREWX 1.23 7.25 2.03 7.69 --- ---
PIMCO RealPath™ Income Institutional PRIEX 1.59 11.69 2.29 12.68 5.76 4.31
Putnam Retirement Inc Lifestyle 1 A PRMAX 1.15 6.90 1.94 7.30 3.17 3.79
Putnam Retirement Inc Lifestyle 1 C PRMCX 1.08 6.16 1.78 6.56 2.43 3.03
Putnam Retirement Inc Lifestyle 1 R PRMKX 1.12 6.67 1.88 7.05 2.92 3.54
Putnam Retirement Inc Lifestyle 1 B PRMLX 1.09 6.18 1.73 6.52 2.42 3.02
Putnam Retirement Inc Lifestyle 1 M PRMMX 1.12 6.65 1.88 7.03 2.93 3.54
Putnam Retirement Inc Lifestyle 1 Y PRMYX 1.16 7.17 2.00 7.59 3.44 4.06
PIMCO RealPath™ Income Administrative PRNAX 1.48 11.41 2.18 12.30 5.42 4.04
PIMCO RealPath™ Income A PTNAX 1.48 11.26 2.18 12.10 5.20 3.81
State Farm LifePath Retirement R3 RLRHX 1.58 9.64 2.29 10.20 4.85 4.90
State Farm LifePath Retirement R1 RLROX 1.53 9.52 2.24 10.12 4.46 4.46
State Farm LifePath Retirement R2 RLRTX 1.57 9.60 2.28 10.18 4.62 4.63
State Farm LifePath Retirement Premier SLRAX 1.58 9.78 2.32 10.32 4.78 4.77
State Farm LifePath Retirement Legacy B SLRBX 1.57 9.59 2.28 10.15 4.40 4.38
State Farm LifePath Retirement Inst SLRIX 1.58 9.68 2.30 10.35 4.94 4.97
State Street Target Retirement A SSFLX 1.20 8.30 1.76 8.79 4.56 ---
State Street Target Retirement I SSFNX 1.29 8.60 1.85 9.10 4.84 ---
State Street Target Retirement K SSFOX 1.29 8.51 1.67 8.96 4.78 ---
BlackRock LifePath® Dyn Retirement Instl STLAX 1.33 11.05 2.66 11.48 5.47 5.33
Wells Fargo Target Today A STWRX 1.20 5.75 1.46 6.33 2.31 2.01
ClearTrack Retirement Income R1 TCITX 1.04 7.31 1.32 8.17 --- ---
ClearTrack Retirement Income R6 TCJTX 1.21 8.07 1.50 8.97 --- ---
AB Multi-Manager Select Retire Allc A TDAAX 1.26 8.47 1.71 9.21 4.15 ---
AB Multi-Manager Select Retire Allc C TDACX 1.10 7.62 1.47 8.25 3.31 ---
AB Multi-Manager Select Retire Allc I TDAIX 1.22 8.53 1.69 9.21 4.33 ---
AB Multi-Manager Select Retire Allc K TDAKX 1.22 8.44 1.70 9.13 4.11 ---
AB Multi-Manager Select Retire Allc R TDARX 1.13 8.14 1.61 8.76 3.82 ---
AB Multi-Manager Select Retire Allc Adv TDAYX 1.16 8.71 1.70 9.34 4.36 ---
AB Multi-Manager Select Retire Allc Z TDAZX 1.21 8.73 1.69 9.37 4.37 ---
Dimensional Retirement Income Instl TDIFX 0.80 6.00 1.18 6.84 --- ---
TIAA-CREF Lifecycle Index Ret Inc Adv TLIHX 1.52 10.26 2.36 10.63 --- ---
TIAA-CREF Lifecycle Index Ret Inc Prem TLIPX 1.56 10.11 2.29 10.47 5.44 5.96
TIAA-CREF Lifecycle Retire Income Retire TLIRX 0.71 10.47 1.47 10.73 5.86 6.09
TIAA-CREF Lifecycle Retire Income Adv TLRHX 0.77 10.80 1.59 11.03 --- ---
TIAA-CREF Lifecycle Retire Income Instl TLRIX 0.77 10.82 1.60 11.05 6.13 6.37
TIAA-CREF Lifecycle Retire Income Retail TLRRX 0.71 10.46 1.47 10.72 5.85 6.08
TIAA-CREF Lifecycle Retire Income Prem TPILX 0.73 10.56 1.52 10.85 5.96 6.19
TIAA-CREF Lifecycle Index Ret Inc Retire TRCIX 0.33 8.71 1.10 9.11 4.91 5.60
TIAA-CREF Lifecycle Index Ret Inc Instl TRILX 1.60 10.27 2.36 10.66 5.61 6.14
USAA Target Retirement Income URINX 1.14 8.17 1.57 8.49 4.52 4.36
Invesco Balanced-Risk Retire Now AX VIRAX 0.58 5.06 2.00 5.59 3.19 2.72
Invesco Balanced-Risk Retire Now CX VIRCX 0.48 4.38 1.83 4.88 2.48 1.98
Invesco Balanced-Risk Retire Now RX VIRRX 0.59 4.92 2.03 5.36 2.94 2.47
Vanguard Instl Trgt Retire Inc Instl VITRX 1.17 8.26 1.82 8.82 --- ---
Voya Index Solution Income Port Z VSZJX 1.43 9.23 2.11 9.67 --- ---
Vanguard Target Retirement Income Inv VTINX 1.18 8.21 1.78 8.80 4.76 4.95
Voya Target In-Retirement A VTRVX 1.42 8.78 1.97 9.15 --- ---
Voya Target In-Retirement R6 VTRWX 1.42 9.06 2.05 9.44 --- ---
Wells Fargo Dynamic Target Today A WDYAX 1.52 10.37 2.08 10.60 --- ---
Wells Fargo Dynamic Target Today C WDYCX 1.54 9.60 2.01 9.82 --- ---
Wells Fargo Dynamic Target Today R4 WDYYX 1.61 10.59 2.17 11.02 --- ---
Wells Fargo Dynamic Target Today R6 WDYZX 1.61 10.78 2.26 11.16 --- ---
Wells Fargo Target Today Admin WFLOX 1.27 5.88 1.49 6.45 2.43 2.16
Wells Fargo Target Today C WFODX 1.18 4.96 1.33 5.54 1.52 1.25
Wells Fargo Target Today R WFRRX 1.21 5.50 1.40 6.01 2.03 ---
Wells Fargo Target Today R6 WOTDX 1.27 6.20 1.61 6.78 2.78 2.51
Wells Fargo Target Today R4 WOTRX 1.27 5.69 1.59 6.27 2.52 2.29