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
Reader Comments