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Data through 11/20/2009. Our favorite Target Date 2016-2020 funds
Fund Category : Target Date 2016-2020 : Total Returns ( % )
Category Name 1 Month YTD 3 Month 1 Year 3 Year 5 Year
Target Date 2016-2020 -0.50 22.50 6.55 41.67 -2.89 1.68
JHancock2 Lifecycle 2020 R5 -0.80 32.01 8.52 56.79 -2.29 ---
JHancock2 Lifecycle 2020 1 -0.80 31.86 8.40 56.78 -2.29 ---
JHancock2 Lifecycle 2020 R4 -0.80 31.71 8.41 56.31 -2.57 ---
JHancock2 Lifecycle 2020 A Load Waived -0.80 31.46 8.40 56.33 -2.63 ---
JHancock2 Lifecycle 2020 A -0.80 31.46 8.40 56.33 -2.63 ---
JHancock2 Lifecycle 2020 R3 -0.80 31.35 8.42 56.01 -2.84 ---
JHancock2 Lifecycle 2020 R1 -0.80 31.35 8.42 56.07 -2.89 ---
T. Rowe Price Retirement 2020 -0.34 31.23 7.92 54.25 -1.70 3.54
T. Rowe Price Retirement 2020 Adv -0.34 30.89 7.81 54.00 -1.92 3.29
T. Rowe Price Retirement 2020 R -0.35 30.61 7.80 53.54 -2.18 3.03
AllianceBern 2020 Retirement Strat I -1.63 29.16 8.74 55.81 -4.61 ---
AllianceBern 2020 Retirement StrAdv -1.63 29.16 8.74 55.66 -4.59 ---
AllianceBern 2020 Retirement Strat A LW -1.53 28.86 8.67 55.42 -4.88 ---
AllianceBern 2020 Retirement Strat A -1.53 28.86 8.67 55.42 -4.88 ---
AllianceBern 2020 Retirement Strat K -1.63 28.73 8.64 55.51 -4.84 ---
Oppenheimer Transition 2020 Y -1.55 28.67 6.56 58.29 --- ---
AllianceBern 2020 Retirement Strat R -1.64 28.47 8.59 54.87 -5.11 ---
Oppenheimer Transition 2020 A LW -1.56 28.26 6.61 57.43 --- ---
Oppenheimer Transition 2020 A -1.56 28.26 6.61 57.43 --- ---
Putnam Retirement Ready 2020 Y 0.12 28.21 7.04 46.37 -3.58 1.62
AllianceBern 2020 Retirement Strat C -1.65 27.98 8.38 54.11 -5.55 ---
Oppenheimer Transition 2020 N -1.69 27.97 6.49 57.04 --- ---
Putnam Retirement Ready 2020 A LW 0.13 27.94 6.97 46.05 -3.81 1.37
Putnam Retirement Ready 2020 A 0.13 27.94 6.97 46.05 -3.81 1.37
AllianceBern 2020 Retirement Strat B -1.66 27.83 8.39 54.20 -5.58 ---
MassMutual Select Dest Retire 2020 Y -1.05 27.74 7.71 51.23 -2.82 1.37
MassMutual Select Dest Retire 2020 S -1.04 27.69 7.70 51.25 -2.80 1.43
MassMutual Select Dest Retire 2020 L -1.04 27.69 7.70 51.39 -2.92 1.29
Oppenheimer Transition 2020 C -1.71 27.26 6.26 56.20 --- ---
Oppenheimer Transition 2020 B -1.71 27.26 6.26 56.13 --- ---
MassMutual Select Dest Retire 2020 A LW -1.05 27.22 7.63 50.90 -3.19 1.02
MassMutual Select Dest Retire 2020 A -1.05 27.22 7.63 50.90 -3.19 1.02
Hartford Target Retirement 2020 R4 -0.65 27.17 7.21 48.09 --- ---
Hartford Target Retirement 2020 R5 -0.65 27.13 7.20 48.35 --- ---
Fidelity Advisor Freedom 2020 I -0.82 27.08 6.97 46.56 -2.36 2.51
Hartford Target Retirement 2020 Y -0.65 27.00 7.08 48.25 -1.31 ---
Hartford Target Retirement 2020 A LW -0.65 27.00 7.08 48.10 -1.79 ---
Hartford Target Retirement 2020 A -0.65 27.00 7.08 48.10 -1.53 ---
MassMutual Select Dest Retire 2020 N -1.06 26.92 7.52 50.50 -3.45 0.72
Fidelity Advisor Freedom 2020 A LW -0.82 26.79 6.92 46.19 -2.60 2.25
Fidelity Advisor Freedom 2020 A -0.82 26.79 6.92 46.19 -2.60 2.25
Hartford Target Retirement 2020 R3 -0.65 26.76 7.11 47.76 --- ---
JPMorgan SmartRetirement 2020 Instl -0.15 26.67 7.56 48.23 -0.90 ---
Fidelity Advisor Freedom 2020 T -0.83 26.48 6.82 45.89 -2.83 2.00
JPMorgan SmartRetirement 2020 Select -0.15 26.45 7.44 47.92 -1.05 ---
USAA Target Retirement 2020 0.57 26.35 7.43 45.02 --- ---
JPMorgan SmartRetirement 2020 A LW -0.23 26.22 7.42 47.61 -1.29 ---
JPMorgan SmartRetirement 2020 A -0.23 26.22 7.42 47.61 -1.29 ---
Fidelity Freedom 2020 -0.71 26.18 7.13 45.67 -1.94 2.92
Fidelity Advisor Freedom 2020 C -0.92 25.96 6.66 45.16 -3.34 1.49
JPMorgan SmartRetirement 2020 R2 -0.23 25.92 7.35 47.26 --- ---
Fidelity Advisor Freedom 2020 B -0.92 25.90 6.75 45.18 -3.34 1.50
Goldman Sachs Retirement Str 2020 Instl -1.44 25.75 7.12 49.23 --- ---
JPMorgan SmartRetirement 2020 C -0.23 25.63 7.31 46.88 -1.79 ---
Goldman Sachs Retirement Str 2020 IR -1.44 25.59 7.13 49.00 --- ---
Legg Mason Target Retirement 2020 I -0.75 25.50 7.33 50.27 --- ---
Goldman Sachs Retirement Str 2020 A LW -1.58 25.34 7.02 48.49 --- ---
Goldman Sachs Retirement Str 2020 A -1.58 25.34 7.02 48.49 --- ---
American Funds Trgt Date Ret 2020 R5 0.23 25.26 7.92 46.06 --- ---
Legg Mason Target Retirement 2020 FI -0.75 25.25 7.35 49.83 --- ---
Legg Mason Target Retirement 2020 A LW -0.75 25.25 7.35 49.83 --- ---
Legg Mason Target Retirement 2020 A -0.75 25.25 7.35 49.83 --- ---
Goldman Sachs Retirement Str 2020 R -1.58 25.04 7.00 48.42 --- ---
MFS Lifetime 2020 R4 -0.61 25.00 7.30 43.39 -0.75 ---
American Funds Trgt Date Ret 2020 A LW 0.23 25.00 7.95 45.93 --- ---
American Funds Trgt Date Ret 2020 A 0.23 25.00 7.95 45.93 --- ---
Legg Mason Target Retirement 2020 R -0.85 24.88 7.15 49.27 --- ---
American Funds Trgt Date Ret 2020 R4 0.12 24.85 7.83 45.73 --- ---
MFS Lifetime 2020 I -0.71 24.84 7.30 43.38 -0.75 ---
Van Kampen 2020 Retirement Strategy I -1.02 24.73 6.62 46.56 --- ---
MFS Lifetime 2020 A Load Waived -0.71 24.68 7.22 42.96 -1.03 ---
MFS Lifetime 2020 A -0.71 24.68 7.22 42.96 -1.03 ---
American Funds Trgt Date Ret 2020 R3 0.24 24.63 7.87 45.33 --- ---
MFS Lifetime 2020 R3 -0.71 24.52 7.22 42.99 -1.07 ---
MFS Lifetime 2020 R2 -0.61 24.39 7.27 42.74 -1.28 ---
Legg Mason Target Retirement 2020 C -0.85 24.39 7.07 48.64 --- ---
Van Kampen 2020 Retirement Strategy A LW -1.03 24.33 6.55 46.09 --- ---
Van Kampen 2020 Retirement Strategy A -1.03 24.33 6.55 46.09 --- ---
PIMCO RealRetirement 2020 Instl 0.50 24.33 5.10 35.60 --- ---
Russell LifePoints 2020 Strategy S -0.21 24.31 6.98 43.41 -1.18 ---
Russell LifePoints 2020 Strategy R1 -0.21 24.31 6.98 43.41 -1.22 ---
Russell LifePoints 2020 Strategy E -0.10 24.23 6.90 43.09 -1.42 ---
Van Kampen 2020 Retirement Strategy R -1.11 24.16 6.48 45.74 --- ---
Principal LifeTime 2020 Instl -0.57 24.13 7.33 45.65 -4.16 1.99
American Funds Trgt Date Ret 2020 R2 0.12 24.12 7.65 44.83 --- ---
American Funds Trgt Date Ret 2020 R1 0.12 24.12 7.65 44.74 --- ---
Russell LifePoints 2020 Strategy R2 -0.21 24.07 6.91 43.13 -1.45 ---
Russell LifePoints 2020 Strategy A LW -0.21 24.06 6.90 43.07 -1.44 ---
Russell LifePoints 2020 Strategy A -0.21 24.06 6.90 43.07 -1.44 ---
PIMCO RealRetirement 2020 Adm 0.50 23.98 4.91 35.31 --- ---
Principal LifeTime 2020 R5 -0.58 23.95 7.37 45.44 -4.39 1.74
BlackRock Lifecycle Prepared 2020 Instl -0.44 23.91 6.96 44.42 --- ---
Principal LifeTime 2020 A Load Waived -0.57 23.84 7.30 39.36 -6.63 ---
Principal LifeTime 2020 A -0.57 23.84 7.30 45.24 -4.51 ---
Russell LifePoints 2020 Strategy R3 -0.21 23.79 6.84 42.76 -1.68 ---
MFS Lifetime 2020 R1 -0.72 23.79 7.08 42.00 -1.73 ---
Principal LifeTime 2020 R4 -0.67 23.74 7.28 45.04 -4.52 1.62
MFS Lifetime 2020 C -0.82 23.72 6.98 41.78 -1.74 ---
MFS Lifetime 2020 B -0.82 23.72 6.95 41.90 -1.73 ---
PIMCO RealRetirement 2020 D 0.37 23.70 4.85 34.79 --- ---
Van Kampen 2020 Retirement Strategy C -1.11 23.68 6.42 45.21 --- ---
Principal LifeTime 2020 J -0.58 23.68 7.26 45.06 -4.62 1.47
MainStay Retirement 2020 I -0.45 23.57 6.88 42.43 --- ---
PIMCO RealRetirement 2020 A Load Waived 0.37 23.55 4.76 34.69 --- ---
PIMCO RealRetirement 2020 A 0.37 23.55 4.76 34.69 --- ---
Principal LifeTime 2020 R3 -0.68 23.50 7.18 44.88 -4.69 1.43
PIMCO RealRetirement 2020 R 0.50 23.47 4.90 34.54 --- ---
BlackRock Lifecycle Prepared 2020 Inv A -0.44 23.39 6.75 43.78 --- ---
BlackRock Lifecycle Prepared 2020 I A LW -0.44 23.39 6.75 43.78 --- ---
MainStay Retirement 2020 A Load Waived -0.45 23.36 6.78 42.08 --- ---
MainStay Retirement 2020 A -0.45 23.36 6.78 42.08 --- ---
Principal LifeTime 2020 R2 -0.68 23.29 7.20 44.59 -4.87 1.24
MainStay Retirement 2020 Inv -0.34 23.29 6.89 41.90 --- ---
AIM Balanced-Risk 2020 Y -0.93 23.23 5.96 38.20 --- ---
Principal LifeTime 2020 R1 -0.68 23.21 7.07 44.43 -5.02 1.10
AIM Balanced-Risk 2020 Institutional -0.93 23.17 5.81 38.05 --- ---
DWS LifeCompass 2020 S -0.67 23.08 7.02 42.13 -4.14 1.52
BlackRock Lifecycle Prepared 2020 R -0.55 23.08 6.67 43.38 --- ---
Principal LifeTime 2020 B -0.67 23.00 7.08 44.04 -5.23 ---
Allianz Glbl Inv Solutions 2020 Inst 0.76 22.97 6.74 --- --- ---
AIM Balanced-Risk 2020 A Load Waived -0.93 22.94 5.84 37.80 --- ---
AIM Balanced-Risk 2020 A -0.93 22.94 5.84 37.80 --- ---
PIMCO RealRetirement 2020 C 0.37 22.89 4.68 33.91 --- ---
MainStay Retirement 2020 R3 -0.45 22.87 6.66 41.44 --- ---
Allianz Glbl Inv Solutions 2020 P 0.71 22.84 6.69 --- --- ---
Columbia Retirement 2020 Z -0.80 22.81 6.64 44.57 -1.64 ---
DWS LifeCompass 2020 A Load Waived -0.67 22.77 6.94 40.61 -4.62 1.10
DWS LifeCompass 2020 A -0.67 22.77 6.94 41.75 -4.36 1.26
Allianz Glbl Inv Solutions 2020 Adm 0.71 22.71 6.70 --- --- ---
AIM Balanced-Risk 2020 R -0.93 22.69 5.73 37.43 --- ---
Allianz Glbl Inv Solutions 2020 D 0.71 22.64 6.70 --- --- ---
Allianz Glbl Inv Solutions 2020 A LW 0.65 22.58 6.64 --- --- ---
Allianz Glbl Inv Solutions 2020 A 0.65 22.58 6.64 --- --- ---
Columbia Retirement 2020 A -0.80 22.54 6.53 44.15 -1.87 ---
Allianz Glbl Inv Solutions 2020 R 0.71 22.38 6.59 --- --- ---
Columbia Retirement 2020 R -0.80 22.29 6.43 43.79 -2.14 ---
AIM Balanced-Risk 2020 C -0.94 22.24 5.65 36.65 --- ---
DWS LifeCompass 2020 B -0.76 22.06 6.73 40.73 -5.08 0.52
AIM Balanced-Risk 2020 B -1.06 22.03 5.65 36.59 --- ---
DWS LifeCompass 2020 C -0.76 21.93 6.73 40.74 -5.07 0.51
Allianz Glbl Inv Solutions 2020 C 0.66 21.85 6.50 --- --- ---
Columbia Retirement 2020 C -0.90 21.77 6.34 43.21 -2.61 ---
Manning & Napier Target 2020 I -0.94 21.63 5.82 38.46 --- ---
Vantagepoint Milestone 2020 -0.10 21.58 6.01 40.17 -1.13 ---
Barclays Global Investors LP 2020 S -0.34 21.46 6.64 41.86 --- ---
Manning & Napier Target 2020 K -0.95 21.39 5.84 38.19 --- ---
TIAA-CREF Lifecycle 2020 Instl -0.70 21.25 6.34 42.16 --- ---
Vanguard Target Retirement 2020 -0.20 21.18 6.75 41.84 -1.13 ---
Russell 2017 Retirement Distribution A 0.39 21.14 5.35 30.38 --- ---
Russell 2017 Retirement Distributio A LW 0.39 21.14 5.35 30.38 --- ---
Barclays Global Investors LP 2020 I -0.41 21.06 6.47 41.38 -1.85 2.99
TIAA-CREF Lifecycle 2020 Retire -0.60 21.05 6.23 41.73 -2.38 1.95
Manning & Napier Target 2020 R -1.06 20.93 5.64 37.53 --- ---
State Farm LifePath 2020 Inst -0.42 20.91 6.53 41.21 -2.02 2.83
State Farm LifePath 2020 R3 -0.50 20.80 6.37 41.10 -2.05 2.69
Barclays Global Investors LP 2020 R -0.43 20.76 6.43 41.02 -2.08 2.75
State Farm LifePath 2020 Legacy A LW -0.42 20.61 6.39 40.83 -2.23 2.58
State Farm LifePath 2020 Legacy A -0.42 20.61 6.39 40.83 -2.23 2.58
State Farm LifePath 2020 A Load Waived -0.50 20.61 6.36 40.83 -2.22 ---
State Farm LifePath 2020 A -0.50 20.61 6.36 40.83 -2.22 ---
State Farm LifePath 2020 R2 -0.42 20.57 6.38 40.65 -2.33 2.46
Manning & Napier Target 2020 C -0.96 20.57 5.67 37.17 --- ---
Schwab Target 2020 -0.40 20.56 6.52 38.90 -2.26 ---
State Farm LifePath 2020 R1 -0.51 20.31 6.31 40.40 -2.56 2.30
State Farm LifePath 2020 Legacy B -0.42 20.22 6.32 40.35 -2.61 2.19
Russell 2017 Retirement Distribution S 0.64 20.12 4.97 29.06 --- ---
State Farm LifePath 2020 B -0.51 19.86 6.23 39.81 -2.90 ---
Nationwide Destination 2020 Instl -0.70 19.68 6.32 39.40 --- ---
Nationwide Destination 2020 Instl Svc -0.70 19.57 6.27 39.17 --- ---
RiverSource Retirement Plus 2020 R5 -0.38 19.24 7.28 39.16 --- ---
Nationwide Destination 2020 A LW -0.70 19.20 6.19 38.82 --- ---
Nationwide Destination 2020 A -0.70 19.20 6.19 38.82 --- ---
RiverSource Retirement Plus 2020 Y -0.38 19.08 7.14 38.91 -5.00 ---
Nationwide Destination 2020 R2 -0.70 19.05 6.17 38.48 --- ---
RiverSource Retirement Plus 2020 R4 -0.38 18.93 7.15 38.94 --- ---
Nationwide Destination 2020 R1 -0.70 18.84 6.22 38.48 --- ---
RiverSource Retirement Plus 2020 R3 -0.38 18.78 7.16 38.53 --- ---
American Century LIVESTRONG 2020 Instl 0.00 18.73 6.29 35.29 --- ---
Nationwide Destination 2020 C -0.82 18.71 6.13 38.07 --- ---
American Century LIVESTRONG 2020 Inv 0.00 18.60 6.29 35.18 --- ---
Wells Fargo Advantage DJ Target 2020 I -0.55 18.44 5.24 34.88 0.33 3.65
Russell 2017 Accelerated Distribution S 0.54 18.40 4.13 23.96 --- ---
American Century LIVESTRONG 2020 Adv 0.00 18.34 6.31 34.89 --- ---
Wells Fargo Advantage DJ Target 2020 Adm -0.55 18.19 5.28 34.67 0.11 3.42
Wells Fargo Advantage DJ Target 2020 Inv -0.55 18.08 5.19 34.53 --- ---
American Century LIVESTRONG 2020 R 0.00 18.08 6.20 34.39 --- ---
Wells Fargo Advantage DJ Target 2020 A -0.56 17.90 5.11 34.18 -0.19 3.10
Wells Fargo Advantage DJ Target 202 A LW -0.56 17.90 5.11 32.23 -3.89 0.79
Wells Fargo Advantage DJ Target 2020 B -0.64 17.18 4.96 33.21 -0.93 2.34
Wells Fargo Advantage DJ Target 2020 C -0.64 17.07 4.93 33.20 -0.94 2.33
Russell 2017 Accelerated Distribution A 0.11 13.01 1.94 18.27 --- ---
Russell 2017 Accelerated Distributi A LW 0.11 13.01 1.94 18.27 --- ---
American Indep NestEgg 2020 I -0.44 11.60 5.12 23.92 -2.34 1.54
American Indep NestEgg 2020 A LW -0.33 11.25 5.02 23.47 -2.81 1.05
American Indep NestEgg 2020 A -0.33 11.25 5.02 23.47 -2.81 1.05
American Indep NestEgg 2020 C -0.45 10.70 4.83 22.81 -3.32 ---
DWS LifeCompass Protect 2017 S 0.00 -2.24 3.27 6.17 --- ---
DWS LifeCompass Protect 2017 A LW 0.11 -2.35 3.28 5.96 --- ---
DWS LifeCompass Protect 2017 A 0.11 -2.35 3.28 5.96 --- ---
DWS LifeCompass Protect 2017 C 0.00 -3.10 3.07 5.09 --- ---
DWS LifeCompass Protect 2017 Instl -0.22 -3.53 3.32 4.78 --- ---
SunAmerica 2020 High Watermark A LW -0.12 -3.73 2.48 3.75 -9.74 -2.92
SunAmerica 2020 High Watermark A -0.12 -3.73 2.48 3.75 -5.36 0.15
TIAA-CREF Lifecycle 2020 Premier -0.58 --- --- --- --- ---
MainStay Retirement 2020 R2 -0.45 --- 6.78 --- --- ---
Harbor Target Retirement 2020 Inv 0.17 --- 6.20 --- --- ---
Harbor Target Retirement 2020 Instl 0.17 --- 6.20 --- --- ---
Harbor Target Retirement 2020 Adm 0.17 --- 6.29 --- --- ---
Fidelity Freedom K 2020 -0.76 --- 7.08 --- --- ---
American Funds Trgt Date Ret 2020 R6 0.23 --- 8.08 --- --- ---
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