Target-Date Retirement: Total Returns

Data through 12/7/2018. 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 -1.09 -2.22 -2.42 -1.46 3.50 3.00
AllianzGI Multi Asset Income A AGRAX -1.43 -4.80 -2.78 -3.89 3.87 2.68
AllianzGI Multi Asset Income P AGRPX -1.39 -4.50 -2.68 -3.57 4.19 3.00
AllianzGI Multi Asset Income Admin ARAMX -1.40 -4.70 -2.78 -3.80 3.58 2.53
American Century One Choice In Ret R6 ARDTX -2.54 -2.18 -4.19 -1.45 4.35 4.05
American Century One Choice In Ret R ARSRX -2.65 -2.96 -4.46 -2.29 3.51 3.20
American Century One Choice In Ret A ARTAX -2.57 -2.70 -4.32 -2.03 3.82 3.49
AllianzGI Multi Asset Income C ARTCX -1.44 -5.43 -2.92 -4.59 3.10 1.93
American Century One Choice In Ret Inv ARTOX -2.65 -2.53 -4.33 -1.79 4.05 3.72
AllianzGI Multi Asset Income R ASRRX -1.46 -5.08 -2.85 -4.18 3.51 2.33
American Century One Choice In Ret C ATTCX -2.66 -3.41 -4.55 -2.72 3.02 2.70
American Century One Choice In Ret I ATTIX -2.57 -2.31 -4.28 -1.59 4.26 3.92
AllianzGI Multi Asset Income R6 AVRIX -1.37 -4.43 -2.68 -3.47 4.30 3.09
AllianzGI Multi Asset Income Inst AVRNX -1.43 --- -2.74 --- --- ---
BlackRock LifePath® Smart Beta Retr InvA BAPBX -1.71 -2.72 -3.17 -2.17 4.31 3.50
BlackRock LifePath® Smart Beta Retr K BIPBX -1.69 -2.52 -3.15 -1.89 4.61 3.83
BlackRock LifePath® Smart Beta Retr Ins BLAIX -1.69 -2.52 -3.15 -1.95 4.56 3.76
BlackRock LifePath® Smart Beta Retr R BRPBX -1.71 -3.00 -3.27 -2.39 4.07 3.25
BMO In-Retirement R3 BTRRX -1.48 -3.02 -3.02 -2.34 3.55 2.99
BMO In-Retirement R6 BTRTX -1.37 -2.48 -2.81 -1.59 4.22 3.67
BMO In-Retirement Y BTRYX -1.48 -2.81 -2.92 -2.02 3.80 3.27
Fidelity Advisor Freedom® Income A FAFAX -0.28 -1.68 -1.55 -0.92 3.35 2.78
Franklin LifeSmart™ Retirement Inc R FBRLX -1.83 -1.02 -2.21 -0.89 2.39 1.94
Fidelity Advisor Freedom® Income C FCAFX -0.47 -2.38 -1.78 -1.77 2.52 2.00
Fidelity Advisor Freedom® Income Z6 FEGLX -0.28 -1.34 -1.49 -0.67 --- ---
Fidelity Freedom® Income FFFAX -0.35 -1.64 -1.51 -0.89 3.60 3.10
Fidelity Freedom® Index Inc Instl Prem FFGZX -0.17 -0.65 -1.34 -0.05 3.09 ---
Fidelity Advisor Freedom® Blnd Inc Z FHAHX -0.31 --- -1.37 --- --- ---
Fidelity Advisor Freedom® Blnd Inc I FHAJX -0.20 --- -1.37 --- --- ---
Fidelity Advisor Freedom® Blnd Inc C FHAKX -0.31 --- -1.63 --- --- ---
Fidelity Advisor Freedom® Blnd Inc M FHALX -0.31 --- -1.56 --- --- ---
Fidelity Advisor Freedom® Blnd Inc A FHAMX -0.20 --- -1.42 --- --- ---
Fidelity Advisor Freedom® Blnd Inc Z6 FHBDX -0.31 --- -1.37 --- --- ---
Fidelity Freedom® Blnd Inc FHBZX -0.20 --- -1.37 --- --- ---
Fidelity Freedom® Blnd Inc K FHHEX -0.31 --- -1.37 --- --- ---
Fidelity Freedom® Blnd Inc K6 FHRDX -0.31 --- -1.37 --- --- ---
Fidelity Advisor Freedom® Income I FIAFX -0.28 -1.46 -1.51 -0.74 3.59 3.04
Fidelity Advisor Freedom® Income Z FIJUX -0.28 --- --- --- --- ---
Fidelity Freedom® Index Income Investor FIKFX -0.09 -0.60 -1.27 -0.09 3.03 2.74
Fidelity Managed Retirement Income FIRMX -0.34 -1.58 -1.51 -0.85 3.25 3.26
Fidelity Simplicity RMD Income FIRNX -0.36 -1.59 -1.53 -0.84 3.70 3.67
Franklin LifeSmart™ Retirement Inc R6 FLMTX -1.76 -0.56 -2.13 -0.39 2.94 2.51
Franklin LifeSmart™ Retirement Inc Adv FLRDX -1.77 -0.61 -2.15 -0.44 2.88 2.46
Fidelity Freedom® Income K FNSHX -0.35 -1.60 -1.51 -0.84 --- ---
Fidelity Advisor Managed Retiremt Inc A FRAMX -0.36 -1.82 -1.59 -1.10 2.99 3.01
Fidelity Advisor Managed Retiremt Inc C FRCMX -0.42 -2.50 -1.76 -1.82 2.22 2.24
Fidelity Advisor Managed Retiremt Inc I FRIMX -0.34 -1.60 -1.52 -0.84 3.25 3.27
Fidelity Advisor Simplicity RMD Income A FRNAX -0.36 -1.79 -1.57 -1.08 3.45 3.41
Fidelity Advisor Simplicity RMD Income C FRNCX -0.43 -2.50 -1.77 -1.81 2.67 2.64
Fidelity Advisor Simplicity RMD Income I FRNIX -0.34 -1.57 -1.51 -0.83 3.71 3.67
Fidelity Advisor Simplicity RMD Income M FRNTX -0.39 -2.05 -1.65 -1.33 3.18 3.15
Franklin LifeSmart™ Retirement Inc C FRTCX -1.89 -1.59 -2.35 -1.51 1.86 1.44
Fidelity Advisor Managed Retiremt Inc M FRTMX -0.38 -2.04 -1.65 -1.34 2.73 2.75
Fidelity Advisor Freedom® Income M FTAFX -0.37 -1.96 -1.67 -1.24 3.06 2.52
Fidelity Flex Freedom Income FTLSX -0.31 -1.16 -1.45 -0.41 --- ---
Franklin LifeSmart™ Retirement Inc A FTRAX -1.80 -0.85 -2.22 -0.71 2.62 2.19
Fidelity Freedom® Income K6 FYTKX -0.35 -1.59 -1.57 -0.81 --- ---
Harbor Target Retirement Income Instl HARAX -0.90 -2.07 -2.31 -1.57 3.37 2.90
Invesco Balanced-Risk Retire Now A IANAX 0.36 -2.48 -1.20 -1.15 3.19 2.20
Invesco Balanced-Risk Retire Now C IANCX 0.13 -3.18 -1.37 -2.00 2.43 1.46
Invesco Balanced-Risk Retire Now R6 IANFX 0.36 -2.22 -1.18 -0.89 3.40 2.44
Invesco Balanced-Risk Retire Now R5 IANIX 0.36 -2.22 -1.18 -0.89 3.44 2.44
Invesco Balanced-Risk Retire Now R IANRX 0.25 -2.75 -1.33 -1.43 2.90 1.91
Invesco Balanced-Risk Retire Now Y IANYX 0.36 -2.22 -1.06 -0.88 3.44 2.47
Voya Index Solution Income Port S2 IIIPX -1.32 -2.59 -2.52 -1.83 3.30 3.23
Voya Solution Income Port S2 IJKBX -1.09 -2.32 -2.50 -1.48 3.37 3.44
Voya Index Solution Income Port ADV ISKAX -1.32 -2.60 -2.60 -1.94 3.21 3.12
Voya Index Solution Income Port I ISKIX -1.28 -2.26 -2.53 -1.52 3.68 3.63
Voya Index Solution Income Port S ISKSX -1.30 -2.46 -2.56 -1.71 3.42 3.36
Voya Target In-Retirement I ISOLX -1.10 -2.09 -2.36 -1.19 3.74 3.82
Voya Solution Income Port ADV ISWAX -1.08 -2.38 -2.48 -1.55 3.29 3.35
Voya Solution Income Port I ISWIX -1.05 -1.94 -2.34 -1.12 3.78 3.86
Voya Solution Income Port S ISWSX -1.06 -2.18 -2.35 -1.27 3.54 3.61
Voya Solution Income Port T ISWTX -1.09 -2.53 -2.49 -1.75 3.09 3.14
JPMorgan SmartRetirement® Blend Inc R5 JIBBX -1.44 -2.71 -2.88 -1.75 4.07 3.62
JPMorgan SmartRetirement® Blend Inc I JIJSX -1.50 -2.89 -2.97 -1.97 3.89 3.42
JPMorgan SmartRetirement® Blend Inc R2 JIRBX -1.50 -3.31 -3.04 -2.40 3.41 2.96
JPMorgan SmartRetirement® Blend Inc R4 JITKX -1.44 -2.89 -2.98 -1.96 --- ---
JPMorgan SmartRetirement® Blend Inc R3 JITLX -1.50 -3.10 -2.98 -2.18 --- ---
JPMorgan SmartRetirement® Blend Inc R6 JIYBX -1.44 -2.65 -2.91 -1.72 4.15 3.69
JHancock Multi-Index Income Presv R2 JRFNX -0.09 -0.90 -0.72 -0.63 1.84 1.88
JHancock Multi-Index Income Presv 1 JRFOX -0.09 -0.45 -0.72 -0.27 2.23 2.24
JHancock Multi-Index Income Presv R4 JRFPX -0.18 -0.63 -0.72 -0.39 2.06 2.10
JHancock Multi-Index Income Presv R1 JRFQX -0.18 -1.08 -0.81 -0.83 1.66 1.67
JHancock Multi-Index Income Presv R6 JRFSX -0.09 -0.45 -0.63 -0.13 2.25 2.29
JPMorgan SmartRetirement® Income R5 JSIIX -1.61 -3.30 -3.15 -2.34 3.84 3.52
JPMorgan SmartRetirement® Income R3 JSIPX -1.68 -3.70 -3.26 -2.74 --- ---
JPMorgan SmartRetirement® Income R4 JSIQX -1.67 -3.50 -3.25 -2.50 --- ---
JPMorgan SmartRetirement® Income R6 JSIYX -1.61 -3.23 -3.13 -2.24 3.93 ---
JPMorgan SmartRetirement® Income R2 JSIZX -1.67 -3.92 -3.34 -3.00 3.23 2.96
JPMorgan SmartRetirement® Income A JSRAX -1.61 -3.47 -3.22 -2.55 3.62 3.29
JPMorgan SmartRetirement® Income C JSRCX -1.68 -4.05 -3.33 -3.15 2.95 2.62
JPMorgan SmartRetirement® Income I JSRSX -1.61 -3.43 -3.18 -2.43 3.72 3.39
BlackRock LifePath® Index Retire Inv A LIRAX -1.59 -2.75 -3.37 -1.88 3.95 3.70
BlackRock LifePath® Index Retire Instl LIRIX -1.59 -2.57 -3.38 -1.63 4.18 3.94
BlackRock LifePath® Index Retire K LIRKX -1.59 -2.45 -3.29 -1.58 4.26 4.02
BlackRock LifePath® Index Retire Inv P LIRPX -1.59 --- -3.41 --- --- ---
BlackRock LifePath® Dyn Retirement Inv C LPCRX -2.18 -3.21 -3.79 -2.32 3.58 2.76
BlackRock LifePath® Dyn Retirement Inv A LPRAX -2.12 -2.43 -3.54 -1.48 4.39 3.57
BlackRock LifePath® Dyn Retirement R LPRRX -2.08 -2.62 -3.58 -1.66 4.18 3.34
BlackRock LifePath® Dyn Retirement K LPSAX -2.16 -2.06 -3.49 -1.10 4.85 4.08
MassMutual RetireSMART by JPM In Ret R3 MDRNX -1.61 -3.35 -3.43 -2.53 2.84 2.21
MassMutual RetireSMART by JPM In Ret Svc MDRSX -1.57 -2.93 -3.26 -2.06 3.33 2.71
MassMutual RetireSMART by JPM In Ret R5 MDRTX -1.57 -2.77 -3.18 -1.96 3.44 ---
MassMutual RetireSMART by JPM In Ret I MDRVX -1.58 -2.68 -3.27 -1.86 3.54 ---
MassMutual RetireSMART by JPM In Ret Adm MDRYX -1.66 -3.02 -3.35 -2.18 3.22 2.62
MassMutual RetireSMART by JPM In Ret R4 MDRZX -1.60 -3.15 -3.32 -2.29 3.08 ---
MFS® Lifetime Income A MLLAX -1.04 -1.67 -2.39 -0.99 3.43 2.95
MFS® Lifetime Income B MLLBX -1.10 -2.37 -2.58 -1.74 2.66 2.18
MFS® Lifetime Income C MLLCX -1.02 -2.29 -2.50 -1.74 2.69 2.18
MFS® Lifetime Income R1 MLLEX -1.02 -2.28 -2.49 -1.65 2.68 2.20
MFS® Lifetime Income R2 MLLGX -0.97 -1.82 -2.37 -1.24 3.20 2.69
MFS® Lifetime Income R3 MLLHX -1.04 -1.67 -2.39 -0.99 3.43 2.95
MFS® Lifetime Income I MLLIX -0.93 -1.36 -2.25 -0.66 3.72 3.23
MFS® Lifetime Income R4 MLLJX -0.93 -1.44 -2.33 -0.74 3.69 3.21
MFS® Lifetime Income R6 MLLKX -0.92 -1.34 -2.22 -0.64 --- ---
MFS® Lifetime Income 529A MLLQX -0.91 -1.65 -2.25 -0.91 3.42 ---
MFS® Lifetime Income 529B MLLRX -1.07 -2.44 -2.54 -1.76 2.62 ---
MFS® Lifetime Income 529C MLLSX -1.07 -2.35 -2.54 -1.76 2.62 ---
MassMutual RetireSMART by JPM In Ret A MRDAX -1.59 -3.13 -3.29 -2.33 2.99 2.36
Manning & Napier Target Income I MTDIX -0.81 -1.15 -1.90 -0.69 3.43 2.77
Manning & Napier Target Income K MTDKX -0.81 -1.37 -1.91 -0.83 3.16 2.52
Manning & Napier Target Income R MTDRX -0.83 -1.63 -2.04 -1.11 2.92 2.26
Manning & Napier Target Income R6 MTDZX -0.81 -1.01 -1.90 -0.52 --- ---
Principal LifeTime Strategic Inc A PALTX -1.22 -2.65 -2.65 -2.02 3.01 2.70
PIMCO RealPath Blend Income A PBRAX -1.49 -3.25 -2.72 -2.08 5.22 ---
PIMCO RealPath Blend Income Admin PBRDX -1.39 -3.03 -2.68 -1.78 5.52 ---
PIMCO RealPath Blend Income Instl PBRNX -1.39 -2.86 -2.64 -1.61 5.76 ---
Prudential Day One Income R1 PDADX -0.77 -2.23 -2.46 -1.28 --- ---
Prudential Day One Income R2 PDAEX -0.77 -1.97 -2.30 -0.95 --- ---
Prudential Day One Income R3 PDAFX -0.77 -1.86 -2.36 -0.89 --- ---
Prudential Day One Income R4 PDAGX -0.77 -1.70 -2.25 -0.71 --- ---
Prudential Day One Income R5 PDAHX -0.68 -1.61 -2.30 -0.58 --- ---
Prudential Day One Income R6 PDAJX -0.67 -1.42 -2.17 -0.45 --- ---
Principal LifeTime Hybrid Income J PHJFX -0.98 --- -2.31 --- --- ---
Principal LifeTime Hybrid Income Instl PHTFX -0.88 -2.03 -2.21 -1.35 3.12 ---
Invesco Peak Retirement Now A PKTSX -0.84 -2.55 -1.96 --- --- ---
Invesco Peak Retirement Now C PKTTX -0.90 -3.26 -2.15 --- --- ---
Invesco Peak Retirement Now Y PKTUX -0.82 -2.35 -1.90 --- --- ---
Invesco Peak Retirement Now R PKTVX -0.86 -2.76 -2.02 --- --- ---
Invesco Peak Retirement Now R5 PKTWX -0.82 -2.35 -1.90 --- --- ---
Invesco Peak Retirement Now R6 PKTZX -0.82 -2.35 -1.90 --- --- ---
Principal LifeTime Strategic Inc R1 PLAIX -1.23 -3.14 -2.75 -2.48 2.51 2.19
Principal LifeTime Strategic Inc Instl PLSIX -1.23 -2.35 -2.58 -1.67 3.38 3.06
Principal LifeTime Strategic Inc J PLSJX -1.24 -2.52 -2.60 -1.81 3.17 2.81
Principal LifeTime Strategic Inc R3 PLSMX -1.32 -2.85 -2.77 -2.21 2.82 2.48
Principal LifeTime Strategic Inc R2 PLSNX -1.31 -2.98 -2.75 -2.37 2.64 2.32
Principal LifeTime Strategic Inc R5 PLSPX -1.23 -2.59 -2.67 -1.89 3.14 2.82
Principal LifeTime Strategic Inc R4 PLSSX -1.24 -2.69 -2.61 -1.95 3.02 2.69
Principal LifeTime Hybrid Income R6 PLTYX -0.97 -2.12 -2.31 -1.45 3.12 ---
Putnam Retirement Inc Lifestyle 1 R6 PREWX -1.33 -3.08 -2.90 -2.87 --- ---
PIMCO RealPath™ Income Institutional PRIEX -1.61 -3.33 -2.77 -2.03 5.25 3.55
Putnam Retirement Inc Lifestyle 1 A PRMAX -1.31 -3.33 -2.94 -3.15 1.60 2.06
Putnam Retirement Inc Lifestyle 1 C PRMCX -1.40 -4.05 -3.13 -3.93 0.82 1.28
Putnam Retirement Inc Lifestyle 1 R PRMKX -1.39 -3.62 -3.01 -3.46 1.33 1.79
Putnam Retirement Inc Lifestyle 1 B PRMLX -1.40 -4.00 -3.08 -3.88 0.82 1.29
Putnam Retirement Inc Lifestyle 1 M PRMMX -1.39 -3.56 -3.00 -3.46 1.32 1.79
Putnam Retirement Inc Lifestyle 1 Y PRMYX -1.34 -3.10 -2.87 -2.95 1.85 2.31
PIMCO RealPath™ Income Administrative PRNAX -1.61 -3.56 -2.83 -2.30 4.98 3.29
PIMCO RealPath™ Income A PTNAX -1.62 -3.65 -2.89 -2.50 4.77 3.07
State Street Target Retirement I SSFNX -1.21 -1.30 -2.31 -0.47 4.03 ---
State Street Target Retirement K SSFOX -1.21 -1.31 -2.40 -0.47 3.98 ---
BlackRock LifePath® Dyn Retirement Instl STLAX -2.15 -2.22 -3.55 -1.24 4.65 3.82
Wells Fargo Target Today A STWRX -0.45 -2.21 -1.95 -1.55 1.85 1.54
ClearTrack Retirement Income R1 TCITX -1.26 -2.94 -3.04 -2.33 2.82 ---
ClearTrack Retirement Income R6 TCJTX -1.34 -2.45 -2.91 -1.74 3.47 ---
AB Multi-Manager Select Retire Allc A TDAAX -1.18 -2.50 -1.97 -1.74 3.33 ---
AB Multi-Manager Select Retire Allc C TDACX -1.21 -3.11 -2.12 -2.42 2.59 ---
AB Multi-Manager Select Retire Allc I TDAIX -1.13 -2.23 -1.87 -1.43 3.58 ---
AB Multi-Manager Select Retire Allc K TDAKX -1.15 -2.47 -2.00 -1.64 3.34 ---
AB Multi-Manager Select Retire Allc R TDARX -1.16 -2.76 -2.02 -1.98 3.07 ---
AB Multi-Manager Select Retire Allc Adv TDAYX -1.16 -2.30 -1.95 -1.46 3.60 ---
AB Multi-Manager Select Retire Allc Z TDAZX -1.15 -2.18 -1.90 -1.39 3.61 ---
Dimensional Retirement Income Instl TDIFX -0.39 -1.30 -1.91 -0.60 2.94 ---
TIAA-CREF Lifecycle Index Ret Inc Adv TLIHX -1.63 -1.63 -3.02 -0.83 4.34 ---
TIAA-CREF Lifecycle Index Ret Inc Prem TLIPX -1.63 -1.73 -3.06 -0.97 4.22 4.04
TIAA-CREF Lifecycle Retire Income Retire TLIRX -2.10 -2.82 -3.66 -2.00 4.32 3.90
TIAA-CREF Lifecycle Retire Income Adv TLRHX -2.01 -2.66 -3.60 -1.78 4.57 ---
TIAA-CREF Lifecycle Retire Income Instl TLRIX -2.01 -2.63 -3.59 -1.75 4.60 4.17
TIAA-CREF Lifecycle Retire Income Retail TLRRX -2.10 -2.82 -3.65 -2.00 4.32 3.90
TIAA-CREF Lifecycle Retire Income Prem TPILX -2.01 -2.75 -3.63 -1.90 4.45 4.02
TIAA-CREF Lifecycle Index Ret Inc Retire TRCIX -1.63 -1.88 -3.09 -1.08 4.11 3.93
TIAA-CREF Lifecycle Index Ret Inc Instl TRILX -1.63 -1.62 -3.02 -0.82 4.37 4.21
USAA Target Retirement Income URINX -0.97 -2.36 -2.20 -1.45 3.79 2.92
Invesco Balanced-Risk Retire Now AX VIRAX 0.36 -2.37 -1.20 -1.16 3.19 2.21
Invesco Balanced-Risk Retire Now CX VIRCX 0.25 -3.06 -1.37 -1.88 2.47 1.48
Invesco Balanced-Risk Retire Now RX VIRRX 0.25 -2.63 -1.21 -1.43 2.94 1.96
Vanguard Instl Trgt Retire Inc Instl VITRX -1.04 -1.48 -2.23 -0.81 3.82 ---
Voya Target In-Retirement R VRRPX -1.11 --- -2.46 --- --- ---
Voya Index Solution Income Port Z VSZJX -1.27 -2.06 -2.42 -1.32 3.84 ---
Vanguard Target Retirement Income Inv VTINX -0.98 -1.44 -2.17 -0.84 3.78 3.61
Voya Target In-Retirement A VTRVX -1.11 -2.37 -2.46 -1.47 --- ---
Voya Target In-Retirement R6 VTRWX -1.10 -2.09 -2.36 -1.14 --- ---
Wells Fargo Dynamic Target Today A WDYAX -1.11 -1.20 -2.55 -0.32 4.34 ---
Wells Fargo Dynamic Target Today C WDYCX -1.21 -1.94 -2.84 -1.13 3.57 ---
Wells Fargo Dynamic Target Today R4 WDYYX -1.11 -1.02 -2.55 -0.12 4.63 ---
Wells Fargo Dynamic Target Today R6 WDYZX -1.11 -0.83 -2.46 0.02 4.80 ---
Wells Fargo Target Today Admin WFLOX -0.44 -1.98 -1.77 -1.40 1.98 1.67
Wells Fargo Target Today C WFODX -0.55 -2.82 -2.01 -2.23 1.09 0.79
Wells Fargo Target Today R WFRRX -0.45 -2.27 -1.91 -1.69 1.61 1.29
Wells Fargo Target Today R6 WOTDX -0.44 -1.72 -1.79 -1.13 2.32 2.02
Wells Fargo Target Today R4 WOTRX -0.44 -1.93 -1.82 -1.28 2.05 1.78