Target-Date Retirement: Total Returns

Data through 6/22/2018. 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 0.31 -0.31 0.98 3.57 3.43 4.45
AllianzGI Multi Asset Income A AGRAX 0.56 -3.38 0.57 -0.37 3.57 3.87
AllianzGI Multi Asset Income P AGRPX 0.63 -3.20 0.69 -0.03 3.90 4.20
AllianzGI Multi Asset Income Admin ARAMX 0.55 -3.32 0.63 -0.29 3.36 3.72
American Century One Choice In Ret R6 ARDTX 0.36 1.09 1.54 5.85 4.69 ---
American Century One Choice In Ret R ARSRX 0.22 0.71 1.32 5.07 3.87 5.30
American Century One Choice In Ret A ARTAX 0.30 0.84 1.45 5.40 4.15 5.58
AllianzGI Multi Asset Income C ARTCX 0.54 -3.69 0.42 -1.07 2.81 3.11
American Century One Choice In Ret Inv ARTOX 0.37 0.97 1.51 5.67 4.41 5.83
AllianzGI Multi Asset Income R ASRRX 0.50 -3.51 0.51 -0.72 3.22 3.53
American Century One Choice In Ret C ATTCX 0.23 0.45 1.21 4.66 3.37 4.79
American Century One Choice In Ret I ATTIX 0.30 1.02 1.48 5.80 4.60 6.03
AllianzGI Multi Asset Income R6 AVRIX 0.60 -3.18 0.68 0.05 4.00 4.31
AllianzGI Multi Asset Income Inst AVRNX 0.59 --- 0.67 --- --- ---
BlackRock LifePath® Smart Beta Retr InvA BAPBX 0.00 -0.84 1.05 2.76 3.73 5.36
BlackRock LifePath® Smart Beta Retr K BIPBX 0.09 -0.75 1.14 3.11 4.07 5.70
BlackRock LifePath® Smart Beta Retr Ins BLAIX 0.09 -0.65 1.24 3.05 4.03 5.63
BlackRock LifePath® Smart Beta Retr R BRPBX 0.09 -0.94 1.05 2.54 3.52 5.12
BMO In-Retirement R3 BTRRX 0.34 -0.56 0.79 3.48 3.24 ---
BMO In-Retirement R6 BTRTX 0.34 -0.45 0.91 4.03 3.88 ---
BMO In-Retirement Y BTRYX 0.34 -0.56 0.80 3.71 3.47 ---
Fidelity Advisor Freedom® Income A FAFAX 0.25 -0.27 0.69 2.98 3.27 3.80
Franklin LifeSmart™ Retirement Inc R FBRLX 0.41 0.28 1.41 1.97 1.31 3.93
Fidelity Advisor Freedom® Income C FCAFX 0.20 -0.55 0.52 2.24 2.51 3.04
Fidelity Advisor Freedom® Income Z6 FEGLX 0.37 -0.01 0.81 3.43 --- ---
Fidelity Freedom® Income FFFAX 0.27 -0.18 0.69 3.35 3.59 4.17
Fidelity Freedom® Index Inc Instl Prem FFGZX 0.30 -0.01 0.91 3.02 --- ---
Fidelity Advisor Freedom® Income I FIAFX 0.36 -0.07 0.76 3.33 3.54 4.08
Fidelity Freedom® Index Income Investor FIKFX 0.38 0.07 0.98 3.05 2.92 3.47
Fidelity Managed Retirement Income FIRMX 0.26 -0.14 0.65 3.33 3.12 4.86
Fidelity Simplicity RMD Income FIRNX 0.26 -0.15 0.65 3.35 3.45 5.42
Franklin LifeSmart™ Retirement Inc R6 FLMTX 0.45 0.52 1.55 2.46 1.86 4.52
Franklin LifeSmart™ Retirement Inc Adv FLRDX 0.45 0.50 1.54 2.50 1.80 4.45
Fidelity Freedom® Income K FNSHX 0.27 -0.15 0.62 --- --- ---
Fidelity Advisor Managed Retiremt Inc A FRAMX 0.22 -0.28 0.56 3.05 2.86 4.59
Fidelity Advisor Managed Retiremt Inc C FRCMX 0.17 -0.63 0.38 2.30 2.09 3.81
Fidelity Advisor Managed Retiremt Inc I FRIMX 0.25 -0.16 0.64 3.33 3.12 4.86
Fidelity Advisor Simplicity RMD Income A FRNAX 0.23 -0.26 0.57 3.08 3.19 5.16
Fidelity Advisor Simplicity RMD Income C FRNCX 0.17 -0.63 0.38 2.29 2.42 4.37
Fidelity Advisor Simplicity RMD Income I FRNIX 0.25 -0.15 0.66 3.33 3.46 5.42
Fidelity Advisor Simplicity RMD Income M FRNTX 0.21 -0.40 0.51 2.82 2.94 4.90
Franklin LifeSmart™ Retirement Inc C FRTCX 0.37 -0.03 1.29 1.46 0.80 3.41
Fidelity Advisor Managed Retiremt Inc M FRTMX 0.22 -0.39 0.52 2.81 2.60 4.33
Fidelity Advisor Freedom® Income M FTAFX 0.23 -0.36 0.64 2.74 3.01 3.54
Fidelity Flex Freedom Income FTLSX 0.24 0.09 0.74 3.80 --- ---
Franklin LifeSmart™ Retirement Inc A FTRAX 0.43 0.39 1.48 2.24 1.56 4.18
Fidelity Freedom® Income K6 FYTKX 0.19 -0.19 0.65 3.35 --- ---
Harbor Target Retirement Income Instl HARAX 0.55 0.13 0.90 3.40 3.38 4.29
Invesco Balanced-Risk Retire Now A IANAX -0.70 0.24 1.43 4.38 3.18 3.34
Invesco Balanced-Risk Retire Now C IANCX -0.73 0.00 1.24 3.58 2.49 2.62
Invesco Balanced-Risk Retire Now R6 IANFX -0.58 0.47 1.53 4.72 3.43 3.62
Invesco Balanced-Risk Retire Now R5 IANIX -0.58 0.47 1.53 4.72 3.43 3.59
Invesco Balanced-Risk Retire Now R IANRX -0.71 0.12 1.33 4.16 2.90 3.06
Invesco Balanced-Risk Retire Now Y IANYX -0.69 0.35 1.42 4.59 3.43 3.59
Voya Index Solution Income Port S2 IIIPX 0.29 -0.78 0.79 3.14 3.27 4.75
Voya Solution Income Port S2 IJKBX 0.26 -0.51 0.60 3.58 3.56 4.96
Voya Index Solution Income Port ADV ISKAX 0.20 -0.77 0.79 3.08 3.14 4.64
Voya Index Solution Income Port I ISKIX 0.28 -0.56 0.96 3.55 3.67 5.19
Voya Index Solution Income Port S ISKSX 0.29 -0.67 0.87 3.30 3.40 4.92
Voya Target In-Retirement I ISOLX 0.18 -0.55 0.74 3.84 3.89 5.35
Voya Solution Income Port ADV ISWAX 0.17 -0.59 0.60 3.48 3.44 4.84
Voya Solution Income Port I ISWIX 0.33 -0.25 0.83 4.08 4.00 5.38
Voya Solution Income Port S ISWSX 0.34 -0.42 0.76 3.80 3.74 5.11
Voya Solution Income Port T ISWTX 0.16 -0.63 0.56 3.22 3.27 4.65
JPMorgan SmartRetirement® Blend Inc R5 JIBBX 0.17 -0.40 0.90 4.55 4.31 5.31
JPMorgan SmartRetirement® Blend Inc I JIJSX 0.11 -0.50 0.85 4.36 4.13 5.11
JPMorgan SmartRetirement® Blend Inc R2 JIRBX 0.06 -0.74 0.73 3.84 3.63 4.65
JPMorgan SmartRetirement® Blend Inc R4 JITKX 0.06 -0.55 0.80 4.31 --- ---
JPMorgan SmartRetirement® Blend Inc R3 JITLX 0.06 -0.65 0.75 4.07 --- ---
JPMorgan SmartRetirement® Blend Inc R6 JIYBX 0.11 -0.38 0.91 4.61 4.38 5.36
JHancock Multi-Index Income Presv R2 JRFNX 0.37 -0.99 0.46 0.33 1.69 2.51
JHancock Multi-Index Income Presv 1 JRFOX 0.46 -0.72 0.55 0.69 2.04 2.89
JHancock Multi-Index Income Presv R4 JRFPX 0.46 -0.81 0.55 0.57 1.91 2.73
JHancock Multi-Index Income Presv R1 JRFQX 0.36 -1.08 0.36 0.04 1.48 2.28
JHancock Multi-Index Income Presv R6 JRFSX 0.46 -0.72 0.64 0.83 2.06 2.92
JPMorgan SmartRetirement® Income R5 JSIIX 0.00 -0.65 0.59 4.62 3.95 5.31
JPMorgan SmartRetirement® Income R3 JSIPX 0.05 -0.80 0.56 4.24 --- ---
JPMorgan SmartRetirement® Income R4 JSIQX 0.05 -0.68 0.62 4.53 --- ---
JPMorgan SmartRetirement® Income R6 JSIYX 0.05 -0.57 0.67 4.76 4.05 ---
JPMorgan SmartRetirement® Income R2 JSIZX 0.00 -0.92 0.43 3.95 3.38 4.75
JPMorgan SmartRetirement® Income A JSRAX 0.05 -0.70 0.54 4.42 3.73 5.07
JPMorgan SmartRetirement® Income C JSRCX -0.05 -1.03 0.38 3.72 3.05 4.38
JPMorgan SmartRetirement® Income I JSRSX 0.05 -0.67 0.57 4.56 3.84 5.17
BlackRock LifePath® Index Retire Inv A LIRAX 0.41 -0.17 1.32 4.47 4.21 5.46
BlackRock LifePath® Index Retire Instl LIRIX 0.49 -0.03 1.38 4.71 4.46 5.72
BlackRock LifePath® Index Retire K LIRKX 0.49 0.07 1.48 4.77 4.55 5.78
BlackRock LifePath® Dyn Retirement Inv C LPCRX 0.18 0.34 1.56 5.49 3.79 4.54
BlackRock LifePath® Dyn Retirement Inv A LPRAX 0.31 0.78 1.83 6.39 4.62 5.37
BlackRock LifePath® Dyn Retirement R LPRRX 0.28 0.66 1.78 6.11 4.37 5.12
BlackRock LifePath® Dyn Retirement K LPSAX 0.27 0.97 1.90 6.76 5.08 5.90
MassMutual RetireSMART In Retirement R3 MDRNX 0.18 -0.18 0.80 3.66 2.87 3.93
MassMutual RetireSMART In Retirement Svc MDRSX 0.17 0.00 0.87 4.19 3.35 4.44
MassMutual RetireSMART In Retirement R5 MDRTX 0.26 0.17 0.96 4.40 3.47 ---
MassMutual RetireSMART In Retirement I MDRVX 0.17 0.17 0.96 4.42 3.55 ---
MassMutual RetireSMART In Retirement Adm MDRYX 0.17 0.00 0.87 4.16 3.28 4.36
MassMutual RetireSMART In Retirement R4 MDRZX 0.18 -0.09 0.88 3.96 3.12 ---
MFS® Lifetime Income A MLLAX 0.55 0.13 0.99 3.58 3.49 4.23
MFS® Lifetime Income B MLLBX 0.49 -0.24 0.79 2.80 2.72 3.45
MFS® Lifetime Income C MLLCX 0.40 -0.24 0.71 2.72 2.69 3.43
MFS® Lifetime Income R1 MLLEX 0.40 -0.23 0.79 2.80 2.72 3.45
MFS® Lifetime Income R2 MLLGX 0.45 0.01 0.92 3.23 3.21 3.95
MFS® Lifetime Income R3 MLLHX 0.55 0.13 0.99 3.58 3.49 4.23
MFS® Lifetime Income I MLLIX 0.49 0.25 1.05 3.84 3.72 4.47
MFS® Lifetime Income R4 MLLJX 0.49 0.17 0.97 3.75 3.72 4.45
MFS® Lifetime Income R6 MLLKX 0.50 0.22 1.00 3.85 --- ---
MFS® Lifetime Income 529A MLLQX 0.54 0.06 1.00 3.51 3.43 ---
MFS® Lifetime Income 529B MLLRX 0.47 -0.30 0.81 2.73 2.66 ---
MFS® Lifetime Income 529C MLLSX 0.47 -0.20 0.81 2.73 2.66 ---
MassMutual RetireSMART In Retirement A MRDAX 0.17 -0.09 0.79 3.87 3.02 4.09
Manning & Napier Target Income I MTDIX 0.87 -0.04 1.38 2.80 2.94 4.05
Manning & Napier Target Income K MTDKX 0.86 -0.16 1.27 2.57 2.67 3.81
Manning & Napier Target Income R MTDRX 0.83 -0.30 1.25 2.32 2.42 3.54
Manning & Napier Target Income R6 MTDZX 0.91 0.10 1.42 --- --- ---
State Farm LifePath Retirement A NILAX 0.61 -0.16 1.46 4.23 3.73 4.80
State Farm LifePath Retirement B NILBX 0.69 -0.08 1.53 4.27 3.32 4.32
Principal LifeTime Strategic Inc A PALTX 0.08 -0.56 0.81 3.12 3.01 4.04
PIMCO RealPath Blend Income A PBRAX 0.18 -0.64 0.55 5.00 5.14 ---
PIMCO RealPath Blend Income Admin PBRDX 0.19 -0.54 0.56 5.35 5.41 ---
PIMCO RealPath Blend Income Instl PBRNX 0.31 -0.42 0.68 5.61 5.69 ---
Prudential Day One Income R1 PDADX 0.52 -0.14 1.48 4.12 --- ---
Prudential Day One Income R2 PDAEX 0.57 -0.03 1.54 4.37 --- ---
Prudential Day One Income R3 PDAFX 0.52 0.03 1.58 4.51 --- ---
Prudential Day One Income R4 PDAGX 0.64 0.17 1.70 4.72 --- ---
Prudential Day One Income R5 PDAHX 0.57 0.14 1.63 4.74 --- ---
Prudential Day One Income R6 PDAJX 0.51 0.20 1.67 4.97 --- ---
Principal LifeTime Hybrid Income J PHJFX 0.29 --- 0.88 --- --- ---
Principal LifeTime Hybrid Income Instl PHTFX 0.29 -0.48 0.88 2.83 3.17 ---
Invesco Peak Retirement Now A PKTSX 0.24 -1.64 0.82 --- --- ---
Invesco Peak Retirement Now C PKTTX 0.28 -1.95 0.63 --- --- ---
Invesco Peak Retirement Now Y PKTUX 0.26 -1.54 0.88 --- --- ---
Invesco Peak Retirement Now R PKTVX 0.22 -1.74 0.75 --- --- ---
Invesco Peak Retirement Now R5 PKTWX 0.26 -1.54 0.88 --- --- ---
Invesco Peak Retirement Now R6 PKTZX 0.26 -1.54 0.88 --- --- ---
Principal LifeTime Strategic Inc R1 PLAIX 0.08 -0.89 0.65 2.59 2.47 3.50
Principal LifeTime Strategic Inc Instl PLSIX 0.16 -0.40 0.90 3.50 3.37 4.41
Principal LifeTime Strategic Inc J PLSJX 0.16 -0.49 0.91 3.32 3.17 4.15
Principal LifeTime Strategic Inc R3 PLSMX 0.08 -0.65 0.74 2.92 2.81 3.83
Principal LifeTime Strategic Inc R2 PLSNX 0.08 -0.73 0.74 2.71 2.64 3.65
Principal LifeTime Strategic Inc R5 PLSPX 0.08 -0.57 0.82 3.20 3.14 4.15
Principal LifeTime Strategic Inc R4 PLSSX 0.08 -0.65 0.83 3.10 2.98 4.01
Principal LifeTime Hybrid Income R6 PLTYX 0.29 -0.48 0.88 2.83 --- ---
Putnam Retirement Inc Lifestyle 1 R6 PREWX -0.06 -0.37 0.98 3.10 --- ---
PIMCO RealPath™ Income Institutional PRIEX 0.15 -0.70 0.64 5.14 4.67 4.86
Putnam Retirement Inc Lifestyle 1 A PRMAX -0.02 -0.51 0.96 2.76 2.28 3.35
Putnam Retirement Inc Lifestyle 1 C PRMCX -0.12 -0.86 0.76 1.97 1.51 2.57
Putnam Retirement Inc Lifestyle 1 R PRMKX -0.10 -0.67 0.84 2.44 2.01 3.08
Putnam Retirement Inc Lifestyle 1 B PRMLX -0.12 -0.87 0.76 1.98 1.52 2.58
Putnam Retirement Inc Lifestyle 1 M PRMMX -0.10 -0.61 0.83 2.49 2.02 3.08
Putnam Retirement Inc Lifestyle 1 Y PRMYX -0.06 -0.40 0.96 3.01 2.53 3.61
PIMCO RealPath™ Income Administrative PRNAX 0.10 -0.87 0.47 4.85 4.36 4.57
PIMCO RealPath™ Income A PTNAX 0.06 -0.91 0.44 4.62 4.15 4.34
State Farm LifePath Retirement R3 RLRHX 0.60 -0.17 1.49 4.22 3.80 4.93
State Farm LifePath Retirement R1 RLROX 0.61 -0.17 1.44 4.22 3.51 4.53
State Farm LifePath Retirement R2 RLRTX 0.60 -0.18 1.48 4.20 3.62 4.70
State Farm LifePath Retirement Premier SLRAX 0.68 -0.06 1.53 4.39 3.79 4.85
State Farm LifePath Retirement Legacy B SLRBX 0.67 -0.15 1.50 4.33 3.48 4.48
State Farm LifePath Retirement Inst SLRIX 0.68 -0.15 1.51 4.29 3.89 5.00
State Street Target Retirement A SSFLX 0.56 0.09 1.51 3.93 3.60 ---
State Street Target Retirement I SSFNX 0.65 0.28 1.61 4.28 3.88 ---
State Street Target Retirement K SSFOX 0.56 0.28 1.61 4.09 3.83 ---
BlackRock LifePath® Dyn Retirement Instl STLAX 0.27 0.92 1.84 6.60 4.85 5.62
Wells Fargo Target Today A STWRX 0.67 -1.16 0.94 1.73 1.89 2.32
ClearTrack Retirement Income R1 TCITX 0.77 -0.76 1.26 2.37 2.93 ---
ClearTrack Retirement Income R6 TCJTX 0.76 -0.57 1.35 2.92 3.54 ---
AB Multi-Manager Select Retire Allc A TDAAX 0.00 -0.89 0.63 3.10 3.14 ---
AB Multi-Manager Select Retire Allc C TDACX -0.09 -1.19 0.46 2.40 2.34 ---
AB Multi-Manager Select Retire Allc I TDAIX 0.00 -0.84 0.66 3.23 3.31 ---
AB Multi-Manager Select Retire Allc K TDAKX 0.00 -0.95 0.58 3.06 3.08 ---
AB Multi-Manager Select Retire Allc R TDARX 0.00 -1.05 0.58 2.92 2.81 ---
AB Multi-Manager Select Retire Allc Adv TDAYX 0.00 -0.80 0.72 3.35 3.34 ---
AB Multi-Manager Select Retire Allc Z TDAZX 0.00 -0.76 0.67 3.40 3.35 ---
Dimensional Retirement Income Instl TDIFX 0.57 0.12 1.07 3.20 --- ---
TIAA-CREF Lifecycle Index Ret Inc Adv TLIHX 0.51 0.45 1.51 5.00 --- ---
TIAA-CREF Lifecycle Index Ret Inc Prem TLIPX 0.48 0.38 1.52 4.83 4.40 5.75
TIAA-CREF Lifecycle Retire Income Retire TLIRX 0.34 0.52 1.13 5.76 4.76 6.06
TIAA-CREF Lifecycle Retire Income Adv TLRHX 0.47 0.63 1.23 6.05 --- ---
TIAA-CREF Lifecycle Retire Income Instl TLRIX 0.49 0.64 1.25 6.07 5.07 6.33
TIAA-CREF Lifecycle Retire Income Retail TLRRX 0.34 0.52 1.13 5.75 4.76 6.06
TIAA-CREF Lifecycle Retire Income Prem TPILX 0.45 0.57 1.17 5.88 4.90 6.16
TIAA-CREF Lifecycle Index Ret Inc Retire TRCIX 0.45 0.32 1.54 4.77 4.31 5.65
TIAA-CREF Lifecycle Index Ret Inc Instl TRILX 0.51 0.45 1.59 5.01 4.59 5.90
USAA Target Retirement Income URINX 0.00 -0.66 0.80 3.10 3.29 4.31
Invesco Balanced-Risk Retire Now AX VIRAX -0.70 0.36 1.44 4.38 3.19 3.34
Invesco Balanced-Risk Retire Now CX VIRCX -0.73 0.00 1.24 3.58 2.45 2.62
Invesco Balanced-Risk Retire Now RX VIRRX -0.59 0.24 1.33 4.16 2.94 3.11
Vanguard Instl Trgt Retire Inc Instl VITRX 0.36 0.16 1.02 3.89 --- ---
Voya Target In-Retirement R VRRPX --- --- --- --- --- ---
Voya Index Solution Income Port Z VSZJX 0.28 -0.47 1.05 3.83 3.86 ---
Vanguard Target Retirement Income Inv VTINX 0.35 0.15 0.95 3.82 3.96 4.97
Voya Target In-Retirement A VTRVX 0.18 -0.64 0.74 3.66 --- ---
Voya Target In-Retirement R6 VTRWX 0.28 -0.55 0.83 3.99 --- ---
Wells Fargo Dynamic Target Today A WDYAX 0.37 0.46 1.30 5.05 --- ---
Wells Fargo Dynamic Target Today C WDYCX 0.28 0.09 1.12 4.25 --- ---
Wells Fargo Dynamic Target Today R4 WDYYX 0.37 0.56 1.40 5.26 --- ---
Wells Fargo Dynamic Target Today R6 WDYZX 0.46 0.65 1.49 5.51 --- ---
Wells Fargo Target Today Admin WFLOX 0.76 -1.00 1.05 1.91 2.01 2.47
Wells Fargo Target Today C WFODX 0.66 -1.49 0.77 0.90 1.12 1.55
Wells Fargo Target Today R WFRRX 0.67 -1.20 0.91 1.45 1.63 ---
Wells Fargo Target Today R6 WOTDX 0.76 -0.82 1.13 2.21 2.38 2.82
Wells Fargo Target Today R4 WOTRX 0.76 -0.96 1.09 1.75 2.11 2.59