Target Date Fund Quarterly Return Details

Fund performance presented by target-date year

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Ibbotson Associates, a unit of Morningstar, analyzed investment results of 312 target-date funds that have been in operation for at least a year. Here are their returns for the quarter ended June 30, broken down by the target year of the funds. Income funds are conservatively managed funds used by older target-date funds once investors have been retired for some time and have moved into the most conservative phase of their fund's glide path.

Quarterly Target Date Fund Performance

Fund Type Highest Return (%) Average Return (%) Lowest Return (%) Number of Funds
Income
16.9
9.2
5.4
24
2000
11.6
9.7
7.7
2
2005
13.6
12.0
8.1
8
2010
16.5
11.7
4.0
33
2015
18.1
13.6
9.7
29
2020
19.5
14.6
6.9
38
2025
21.5
16.2
11.6
26
2030
20.7
16.9
11.6
38
2035
21.7
17.7
13.4
25
2040
22.2
18.3
13.4
37
2045
22.0
18.4
13.2
22
2050
23.1
19.0
15.0
27
2055
20.6
18.7
17.4
3

Source: Ibbotson Associates