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The table below compares the performance and other essential indicators like dividend yield and expense ratio of 809 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.


Category: Target Retirement Date
SymbolFull NameCategoryInceptionExpense RatioYTD Return10Y Return (Annualized)Dividend YieldMax. DrawdownSharpe RatioSortino RatioOmega RatioMartin RatioCalmar RatioUlcer Index
AAAFX
American Century One Choice Blend+ 2015 PortfolioTarget Retirement DateMar 9, 20210.57%
3.27%
2.51%
American Century One Choice Blend+ 2020 PortfolioTarget Retirement DateMar 9, 20210.57%
3.34%
2.04%
American Funds 2010 Target Date Retirement FundTarget Retirement DateJan 31, 20070.34%
3.89%
4.80%
3.39%
American Century One Choice Blend+ 2025 PortfolioTarget Retirement DateMar 9, 20210.57%
3.90%
2.14%
American Funds 2015 Target Date Retirement FundTarget Retirement DateJan 31, 20070.33%
4.29%
5.12%
3.38%
American Century One Choice Blend+ 2030 PortfolioTarget Retirement DateMar 9, 20210.57%
4.62%
1.98%
American Century One Choice Blend+ 2035 PortfolioTarget Retirement DateMar 9, 20210.58%
5.46%
2.01%
American Century One Choice Blend+ 2040 PortfolioTarget Retirement DateMar 9, 20210.58%
6.35%
1.84%
American Funds 2020 Target Date Retirement FundTarget Retirement DateJan 31, 20070.33%
4.78%
5.52%
3.11%
American Century One Choice Blend+ 2045 PortfolioTarget Retirement DateMar 9, 20210.58%
7.13%
1.95%
American Century One Choice Blend+ 2050 PortfolioTarget Retirement DateMar 9, 20210.58%
7.80%
1.99%
American Funds 2025 Target Date Retirement FundTarget Retirement DateJan 31, 20070.34%
5.28%
6.18%
2.90%
American Century One Choice Blend+ 2055 PortfolioTarget Retirement DateMar 9, 20210.58%
8.16%
1.54%
American Century One Choice Blend+ 2060 PortfolioTarget Retirement DateMar 9, 20210.58%
8.52%
1.90%
American Century One Choice Blend+ 2065 PortfolioTarget Retirement DateMar 9, 20210.58%
8.48%
1.54%
American Funds 2030 Target Date Retirement FundTarget Retirement DateJan 31, 20070.33%
6.44%
7.11%
2.52%
American Funds 2035 Target Date Retirement FundTarget Retirement DateJan 31, 20070.33%
7.86%
8.15%
2.42%
American Funds 2040 Target Date Retirement FundTarget Retirement DateJan 31, 20070.33%
9.37%
8.73%
2.30%
American Funds 2045 Target Date Retirement FundTarget Retirement DateJan 31, 20070.33%
9.71%
8.91%
2.24%
American Funds 2050 Target Date Retirement FundTarget Retirement DateJan 31, 20070.33%
9.94%
8.97%
2.14%

1–20 of 809

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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