
T. Rowe Price Retirement 2065 TRSJX
TRSJX
T. Rowe Price Retirement 2065 SWYGX
Schwab Target 2040 Index Fund Institutional Shares SWYEX
Schwab Target 2030 Index Fund Institutional Shares SWYMX
Schwab Target 2050 Index Fund Institutional Shares SWYFX
Schwab Target 2035 Index Fund Institutional Shares FGTRX
Franklin Growth Allocation Fund Class R BTT
Blackrock Municipal 2030 Target Term Trust RPFFX
Royce Premier Fund Service Class USAWX
USAA Sustainable World Fund Shares EVSYX
Allspring Disciplined U.S. Core Fund Admin Class
T. Rowe Price Retirement 2065 SWYGX
Schwab Target 2040 Index Fund Institutional Shares SWYEX
Schwab Target 2030 Index Fund Institutional Shares SWYMX
Schwab Target 2050 Index Fund Institutional Shares SWYFX
Schwab Target 2035 Index Fund Institutional Shares FGTRX
Franklin Growth Allocation Fund Class R BTT
Blackrock Municipal 2030 Target Term Trust RPFFX
Royce Premier Fund Service Class USAWX
USAA Sustainable World Fund Shares EVSYX
Allspring Disciplined U.S. Core Fund Admin Class
Performance
Periode | TRSJX | SWYGX | SWYEX | SWYMX | SWYFX | FGTRX | BTT | RPFFX | USAWX | EVSYX |
---|---|---|---|---|---|---|---|---|---|---|
6M | 22.46 % | 21.37 % | 17.22 % | 24.08 % | 19.61 % | 16.05 % | 9.31 % | 23.18 % | 25.56 % | 29.31 % |
YTD | 15.50 % | 15.33 % | 13.18 % | 16.86 % | 14.38 % | 8.89 % | 9.26 % | 4.13 % | 15.18 % | 14.00 % |
1Y | 10.18 % | 10.34 % | 8.22 % | 11.80 % | 9.46 % | 5.64 % | 4.84 % | -7.59 % | 5.17 % | 9.07 % |
3Y | 54.64 % | 53.89 % | 42.62 % | 60.91 % | 49.02 % | 44.63 % | 9.26 % | 15.93 % | 62.63 % | 44.59 % |
5Y | 51.02 % | 48.89 % | 34.62 % | 58.55 % | 42.57 % | 18.21 % | -9.08 % | 29.87 % | 29.58 % | 39.18 % |
10Y | 49.65 % | 101.60 % | 77.70 % | 117.12 % | 91.09 % | 22.58 % | 8.89 % | 112.63 % | 24.87 % | 77.73 % |
From the beginning | 49.65 % | 101.60 % | 77.70 % | 117.12 % | 91.09 % | 96.80 % | -9.84 % | 18.73 % | 239.90 % | 94.83 % |