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Data through 11/20/2009. Our favorite Target Date 2011-2015 funds
Fund Category : Target Date 2011-2015 : Total Returns ( % )
Category Name 1 Month YTD 3 Month 1 Year 3 Year 5 Year
Target Date 2011-2015 -0.30 21.84 6.45 40.21 -1.68 2.37
JHancock2 Lifecycle 2015 R5 -0.46 30.60 8.02 52.90 -1.54 ---
JHancock2 Lifecycle 2015 1 -0.57 30.45 8.03 52.62 -1.54 ---
JHancock2 Lifecycle 2015 R4 -0.46 30.30 8.04 52.17 -1.82 ---
JHancock2 Lifecycle 2015 A Load Waived -0.57 30.10 7.91 52.01 -1.91 ---
JHancock2 Lifecycle 2015 A -0.57 30.10 7.91 52.01 -1.91 ---
JHancock2 Lifecycle 2015 R3 -0.57 29.81 7.80 51.70 -2.13 ---
JHancock2 Lifecycle 2015 R1 -0.57 29.81 7.80 51.74 -2.18 ---
T. Rowe Price Retirement 2015 -0.19 28.92 7.43 49.15 -0.77 3.85
T. Rowe Price Retirement 2015 Adv -0.19 28.55 7.45 48.79 --- ---
AllianceBern 2015 Retirement Strat I -1.38 28.31 8.40 52.89 -3.44 ---
AllianceBern 2015 Retirement StrAdv -1.38 28.31 8.40 52.91 -3.48 ---
T. Rowe Price Retirement 2015 R -0.28 28.30 7.28 48.37 --- ---
AllianceBern 2015 Retirement Strat K -1.28 28.08 8.43 52.69 -3.71 ---
AllianceBern 2015 Retirement Strat A LW -1.28 28.02 8.33 52.62 -3.75 ---
AllianceBern 2015 Retirement Strat A -1.28 28.02 8.33 52.62 -3.75 ---
AllianceBern 2015 Retirement Strat R -1.29 27.78 8.36 52.19 -3.93 ---
AllianceBern 2015 Retirement Strat B -1.40 27.30 8.17 51.45 -4.42 ---
AllianceBern 2015 Retirement Strat C -1.40 27.16 8.05 51.28 -4.45 ---
Hartford Target Retirement 2015 R5 -0.41 26.09 6.68 44.20 --- ---
Hartford Target Retirement 2015 R4 -0.41 25.99 6.60 44.07 --- ---
Franklin Templeton 2015 Retire Trgt A LW -0.99 25.73 7.13 43.01 1.46 ---
Franklin Templeton 2015 Retire Trgt A -0.99 25.73 7.13 43.01 1.46 ---
Hartford Target Retirement 2015 R3 -0.41 25.68 6.52 43.63 --- ---
Putnam Retirement Ready 2015 Y 0.37 25.55 5.92 39.75 -2.63 1.62
Van Kampen 2015 Retirement Strategy I -0.71 25.32 6.71 44.48 --- ---
Putnam Retirement Ready 2015 A LW 0.37 25.31 5.88 39.41 -2.87 1.37
Putnam Retirement Ready 2015 A 0.37 25.31 5.88 39.41 -2.87 1.37
Oppenheimer Transition 2015 Y -1.32 25.13 6.26 52.07 --- ---
Goldman Sachs Retirement Str 2015 IR -1.28 25.04 6.91 46.43 --- ---
Van Kampen 2015 Retirement Strategy A LW -0.71 25.02 6.63 44.14 --- ---
Van Kampen 2015 Retirement Strategy A -0.71 25.02 6.63 44.14 --- ---
Goldman Sachs Retirement Str 2015 Instl -1.40 25.00 6.90 46.38 --- ---
Legg Mason Target Retirement 2015 I -0.56 24.98 7.57 48.82 --- ---
Van Kampen 2015 Retirement Strategy R -0.79 24.75 6.56 43.84 --- ---
Legg Mason Target Retirement 2015 FI -0.65 24.62 7.37 48.25 --- ---
Legg Mason Target Retirement 2015 A LW -0.65 24.62 7.48 48.25 --- ---
Legg Mason Target Retirement 2015 A -0.65 24.62 7.48 48.25 --- ---
JPMorgan SmartRetirement 2015 Instl 0.00 24.60 6.91 42.94 -0.15 ---
Van Kampen 2015 Retirement Strategy C -0.80 24.58 6.40 43.50 --- ---
Oppenheimer Transition 2015 A LW -1.33 24.58 6.17 51.57 --- ---
Oppenheimer Transition 2015 A -1.33 24.58 6.17 51.57 --- ---
Goldman Sachs Retirement Str 2015 A LW -1.28 24.56 6.79 45.90 --- ---
Goldman Sachs Retirement Str 2015 A -1.28 24.56 6.79 45.90 --- ---
JPMorgan SmartRetirement 2015 Select 0.00 24.49 6.88 42.79 -0.31 ---
Fidelity Advisor Freedom 2015 I -0.56 24.39 6.22 40.09 -0.76 3.14
Legg Mason Target Retirement 2015 R -0.66 24.38 7.39 48.04 --- ---
Goldman Sachs Retirement Str 2015 R -1.41 24.35 6.79 45.40 --- ---
Oppenheimer Transition 2015 N -1.34 24.32 6.20 51.07 --- ---
JPMorgan SmartRetirement 2015 A LW 0.00 24.22 6.84 42.40 -0.54 ---
JPMorgan SmartRetirement 2015 A 0.00 24.22 6.84 42.40 -0.54 ---
Fidelity Advisor Freedom 2015 A LW -0.57 24.08 6.16 39.71 -0.98 2.90
Fidelity Advisor Freedom 2015 A -0.57 24.08 6.16 39.71 -0.98 2.90
Fidelity Advisor Freedom 2015 T -0.57 23.92 6.17 39.40 -1.23 2.64
JPMorgan SmartRetirement 2015 R2 -0.07 23.90 6.70 42.03 --- ---
Oppenheimer Transition 2015 C -1.36 23.89 5.99 50.25 --- ---
Seligman TargETFund 2015 R5 0.00 23.87 8.04 52.19 -4.77 ---
Oppenheimer Transition 2015 B -1.22 23.85 6.13 50.15 --- ---
GuideStone Funds MyDestination 2015 GS4 -0.12 23.83 7.46 45.39 --- ---
Legg Mason Target Retirement 2015 C -0.66 23.78 7.21 47.29 --- ---
JPMorgan SmartRetirement 2015 C -0.07 23.68 6.67 41.65 -1.05 ---
Russell LifePoints 2015 Strategy R1 0.11 23.52 6.65 38.50 --- ---
Fidelity Freedom 2015 -0.47 23.45 6.37 39.47 -0.63 3.33
Fidelity Advisor Freedom 2015 C -0.57 23.39 6.00 38.73 -1.73 2.13
American Funds Trgt Date Ret 2015 R5 0.34 23.39 7.70 42.06 --- ---
Seligman TargETFund 2015 A Load Waived -0.15 23.32 7.80 51.28 -5.15 ---
Seligman TargETFund 2015 A -0.15 23.32 7.80 51.28 -5.15 ---
Fidelity Advisor Freedom 2015 B -0.57 23.32 6.09 38.72 -1.72 2.13
BlackRock Lifecycle Prepared 2015 Instl -0.43 23.27 6.55 42.53 --- ---
Seligman TargETFund 2015 R2 -0.15 23.22 7.84 51.18 -5.38 ---
Russell LifePoints 2015 Strategy R2 0.00 23.17 6.57 38.05 --- ---
BlackRock Lifecycle Prepared 2015 Inv A -0.43 23.10 6.47 42.18 --- ---
BlackRock Lifecycle Prepared 2015 I A LW -0.43 23.10 6.47 42.18 --- ---
American Funds Trgt Date Ret 2015 R4 0.34 23.00 7.61 41.68 --- ---
American Funds Trgt Date Ret 2015 A LW 0.34 23.00 7.61 41.66 --- ---
American Funds Trgt Date Ret 2015 A 0.34 23.00 7.61 41.66 --- ---
Russell LifePoints 2015 Strategy R3 0.00 22.86 6.51 37.66 --- ---
Seligman TargETFund 2015 C -0.15 22.69 7.78 50.28 -5.85 ---
BlackRock Lifecycle Prepared 2015 R -0.43 22.64 6.35 41.66 --- ---
American Funds Trgt Date Ret 2015 R3 0.35 22.64 7.52 41.38 --- ---
American Funds Trgt Date Ret 2015 R2 0.35 22.32 7.44 40.67 --- ---
American Funds Trgt Date Ret 2015 R1 0.35 22.32 7.44 40.67 --- ---
Principal LifeTime 2015 Instl -0.34 21.97 7.21 41.55 --- ---
DWS LifeCompass 2015 S -0.40 21.95 6.55 38.23 -3.50 1.36
Columbia Retirement 2015 Z -0.76 21.85 6.48 42.23 -1.47 ---
Allianz Glbl Inv Solutions 2015 Inst 0.83 21.73 6.39 --- --- ---
Columbia Retirement 2015 A -0.65 21.72 6.37 42.05 -1.71 ---
Principal LifeTime 2015 R4 -0.34 21.71 7.15 41.03 --- ---
DWS LifeCompass 2015 A Load Waived -0.51 21.69 6.48 37.83 -3.76 1.12
DWS LifeCompass 2015 A -0.51 21.69 6.48 37.83 -3.76 1.12
Principal LifeTime 2015 R5 -0.46 21.68 7.14 41.17 --- ---
Allianz Glbl Inv Solutions 2015 P 0.83 21.59 6.33 --- --- ---
Allianz Glbl Inv Solutions 2015 Adm 0.83 21.46 6.28 --- --- ---
Allianz Glbl Inv Solutions 2015 D 0.77 21.40 6.28 --- --- ---
Allianz Glbl Inv Solutions 2015 A LW 0.83 21.33 6.29 --- --- ---
Allianz Glbl Inv Solutions 2015 A 0.83 21.33 6.29 --- --- ---
Columbia Retirement 2015 R -0.76 21.32 6.26 41.56 -2.01 ---
Principal LifeTime 2015 R3 -0.35 21.29 7.05 40.66 --- ---
Principal LifeTime 2015 R2 -0.46 21.18 6.93 40.58 --- ---
Allianz Glbl Inv Solutions 2015 R 0.77 21.13 6.24 --- --- ---
Principal LifeTime 2015 R1 -0.46 20.90 6.95 40.35 --- ---
DWS LifeCompass 2015 C -0.51 20.89 6.28 36.85 -4.47 0.39
ING Solution 2015 I -0.10 20.78 6.77 38.80 -1.92 ---
DWS LifeCompass 2015 B -0.61 20.74 6.28 36.66 -4.48 0.35
Columbia Retirement 2015 C -0.87 20.74 6.16 40.98 -2.45 ---
Allianz Glbl Inv Solutions 2015 C 0.72 20.47 6.09 --- --- ---
ING Solution 2015 S -0.20 20.39 6.60 38.32 -2.18 ---
Vantagepoint Milestone 2015 0.10 20.35 5.62 36.01 -0.14 ---
ING Solution 2015 Adv -0.20 20.22 6.56 37.96 -2.43 ---
TIAA-CREF Lifecycle 2015 Instl -0.34 19.95 6.08 38.39 --- ---
ING Solution 2015 T -0.20 19.88 6.49 37.77 -2.65 ---
Vanguard Target Retirement 2015 -0.09 19.79 6.32 38.47 -0.23 3.24
TIAA-CREF Lifecycle 2015 Retire -0.39 19.67 5.98 38.16 -1.20 2.47
RiverSource Retirement Plus 2015 R5 -0.12 18.99 6.99 36.35 --- ---
RiverSource Retirement Plus 2015 R4 -0.24 18.71 6.87 36.14 --- ---
RiverSource Retirement Plus 2015 Y -0.24 18.68 6.86 36.12 -3.76 ---
RiverSource Retirement Plus 2015 R3 -0.24 18.56 6.87 35.76 --- ---
Schwab Target 2015 -0.11 17.99 5.99 35.59 --- ---
Nationwide Destination 2015 Instl -0.46 17.79 6.06 35.12 --- ---
Nationwide Destination 2015 Instl Svc -0.46 17.49 6.02 34.83 --- ---
American Century LIVESTRONG 2015 Instl 0.09 17.24 5.89 32.34 1.12 4.14
Nationwide Destination 2015 A LW -0.46 17.22 5.96 34.67 --- ---
Nationwide Destination 2015 A -0.46 17.22 5.96 34.67 --- ---
American Century LIVESTRONG 2015 Inv 0.09 17.15 5.90 32.15 0.94 3.95
Nationwide Destination 2015 R2 -0.46 16.98 5.78 34.19 --- ---
American Century LIVESTRONG 2015 Adv 0.09 16.92 5.91 31.89 0.68 3.69
Nationwide Destination 2015 R1 -0.46 16.89 5.74 34.12 --- ---
Nationwide Destination 2015 C -0.46 16.88 5.74 33.95 --- ---
American Century LIVESTRONG 2015 R 0.09 16.70 5.82 31.62 0.45 3.44
ING Index Solution 2015 I 0.00 16.16 5.73 31.02 --- ---
ING Index Solution 2015 S 0.00 15.79 5.64 30.63 --- ---
Wells Fargo Advantage DJ Target 2015 I -0.22 15.56 4.57 29.08 --- ---
ING Index Solution 2015 Adv -0.10 15.56 5.55 30.24 --- ---
Wells Fargo Advantage DJ Target 2015 Adm -0.33 15.34 4.59 28.77 --- ---
Wells Fargo Advantage DJ Target 2015 Inv -0.33 15.30 4.57 28.69 --- ---
ING Index Solution 2015 T -0.10 15.24 5.44 29.91 --- ---
DWS Target 2012 0.38 4.84 2.30 9.96 1.86 2.89
DWS Target 2013 0.46 3.95 2.36 8.93 2.40 3.23
DWS Target 2011 0.32 2.94 1.61 6.81 2.16 2.92
DWS Target 2014 0.66 2.85 2.99 7.39 3.43 3.98
SunAmerica 2015 High Watermark A LW 0.82 0.82 1.97 4.04 0.38 3.29
SunAmerica 2015 High Watermark A 0.82 0.82 1.97 4.04 0.38 3.29
SunAmerica 2015 High Watermark C 0.72 0.31 1.77 3.44 -0.26 2.62
TIAA-CREF Lifecycle 2015 Premier -0.45 --- --- --- --- ---
Harbor Target Retirement 2015 Inv 0.25 --- 5.71 --- --- ---
Harbor Target Retirement 2015 Instl 0.17 --- 5.62 --- --- ---
Harbor Target Retirement 2015 Adm 0.25 --- 5.71 --- --- ---
Fidelity Freedom K 2015 -0.52 --- 6.44 --- --- ---
American Funds Trgt Date Ret 2015 R6 0.34 --- 7.73 --- --- ---
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