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The Best Target Retirement Date Mutual Funds

The table below compares the performance and other essential indicators like dividend yield and expense ratio of 750 Target Retirement Date mutual funds.

Target Retirement Date mutual funds, also known as target-date funds or lifecycle funds, are a type of investment vehicle designed to simplify retirement planning for investors. These funds gradually adjust their asset allocation based on a predetermined retirement date, automatically shifting from a more aggressive, growth-oriented portfolio to a more conservative, income-focused portfolio as the retirement date approaches.

When an investor is further from retirement, the target-date fund allocates a larger portion of its assets to equities with higher growth potential and risk. As the retirement date nears, the fund gradually shifts its allocation towards fixed-income securities and cash equivalents to prioritize capital preservation and income generation.

Click on any fund in the list to see complete information, including risk and performance analysis.

Year-to-Date Return

< 0.0%
—
> 10.0%

10-Year Annualized Return

< 0.0%
—
> 10.0%

Sharpe Ratio

< 0.0
—
> 0.1

Omega ratio

< 0.0
—
> 0.1

Sortino ratio

< 0.0
—
> 0.1

Calmar ratio

< 0.0
—
> 0.1

Ulcer Index

< 0.0%
—
> 10.0%

10Y Volatility

< 0.0%
—
> 10.0%

Maximum Drawdown

< 0.0%
—
> 10.0%

Dividend Yield

< 0.0%
—
> 10.0%
SymbolFull nameCategoryInceptionExpense RatioYTD Ret.10Y Ann. Ret.Div. YieldMax. DrawdownSharpe RatioSortino ratioOmega ratioCalmar ratioUlcer Index
AAATXAmerican Funds 2010 Target Date Retirement FundTarget Retirement DateJan 31, 20070.34%5.2%5.0%3.3%-37.6%0.50.91.10.72.3%
AABTXAmerican Funds 2015 Target Date Retirement FundTarget Retirement DateJan 31, 20070.33%5.9%5.2%3.5%-42.4%0.50.91.10.72.5%
AACTXAmerican Funds 2020 Target Date Retirement FundTarget Retirement DateJan 31, 20070.33%6.6%5.6%3.7%-44.7%0.71.21.10.72.4%
AADTXAmerican Funds 2025 Target Date Retirement FundTarget Retirement DateJan 31, 20070.34%7.9%6.3%3.7%-47.4%0.61.11.10.82.7%
AAETXAmerican Funds 2030 Target Date Retirement FundTarget Retirement DateJan 31, 20070.33%9.9%7.1%4.0%-48.2%0.71.31.20.92.9%
AAFTXAmerican Funds 2035 Target Date Retirement FundTarget Retirement DateJan 31, 20070.33%12.0%7.9%4.9%-48.6%0.71.31.21.03.2%
AAGTXAmerican Funds 2040 Target Date Retirement FundTarget Retirement DateJan 31, 20070.33%13.9%8.3%5.6%-48.8%0.81.31.21.13.5%
AAHTXAmerican Funds 2045 Target Date Retirement FundTarget Retirement DateJan 31, 20070.33%14.5%8.5%5.9%-48.9%0.71.31.21.13.7%
AALTXAmerican Funds 2050 Target Date Retirement FundTarget Retirement DateJan 31, 20070.33%15.0%8.5%6.2%-48.8%0.81.31.21.13.7%
AAMTXAmerican Funds 2055 Target Date Retirement FundTarget Retirement DateJan 31, 20100.33%15.6%8.4%6.0%-29.3%0.81.41.21.13.8%
AANTXAmerican Funds 2060 Target Date Retirement FundTarget Retirement DateMar 26, 20150.34%15.7%N/A5.4%-29.4%0.81.41.21.13.7%
ARCVXAmerican Century Investments One Choice 2030 PortfolioTarget Retirement DateMay 29, 20080.78%8.5%5.6%5.2%-39.2%0.81.31.20.82.8%
ARDVXAmerican Century Investments One Choice 2040 PortfolioTarget Retirement DateMay 29, 20080.83%9.6%6.3%5.7%-43.8%0.71.31.10.73.4%
AREVXAmerican Century Investments One Choice 2055 PortfolioTarget Retirement DateMar 30, 20110.88%11.1%7.3%5.5%-30.2%0.71.21.10.74.0%
ARFVXAmerican Century Investments One Choice 2050 PortfolioTarget Retirement DateMay 29, 20080.88%10.7%7.1%6.1%-46.8%0.71.21.10.73.8%
ARGVXAmerican Century Investments One Choice 2060 PortfolioTarget Retirement DateSep 29, 20150.88%11.4%N/A6.7%-30.9%0.71.21.10.74.1%
AROIXAmerican Century Investments One Choice 2045 PortfolioTarget Retirement DateAug 30, 20040.86%10.0%6.7%5.3%-49.0%0.71.21.10.73.6%
ARTOXAmerican Century Investments One Choice In Retirement PortfolioTarget Retirement DateAug 30, 20040.74%7.7%4.7%4.8%-27.7%0.81.31.20.82.5%
ARWIXAmerican Century Investments One Choice 2025 PortfolioTarget Retirement DateAug 30, 20040.76%7.9%5.2%4.2%-38.3%0.81.31.20.82.6%
ARYIXAmerican Century Investments One Choice 2035 PortfolioTarget Retirement DateAug 30, 20040.81%9.0%5.9%4.9%-45.1%0.71.31.20.73.1%

1–20 of 750

Risk vs. Return Scatterplot

The Risk vs. Return Scatterplot allows you to quickly compare funds, stocks, and ETFs in one view. It displays the yearly return of an instrument on one axis and the risk (volatility) on the other.
0%Annualized Volatility0%Annualized Return

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