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 USAWX
USAA Sustainable World Fund Shares RPFFX
Royce Premier Fund Service Class RYOFX
Royce Opportunity Fund Service 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 USAWX
USAA Sustainable World Fund Shares RPFFX
Royce Premier Fund Service Class RYOFX
Royce Opportunity Fund Service Class
Performance
| Periode | TRSJX | SWYGX | SWYEX | SWYMX | SWYFX | FGTRX | BTT | USAWX | RPFFX | RYOFX |
|---|---|---|---|---|---|---|---|---|---|---|
| 6M | 11.79 % | 10.96 % | 9.04 % | 12.17 % | 10.16 % | 5.87 % | 3.43 % | 13.04 % | -1.36 % | 11.48 % |
| YTD | 19.63 % | 18.19 % | 15.22 % | 20.20 % | 16.90 % | 12.03 % | 8.29 % | 19.82 % | -2.11 % | 6.33 % |
| 1Y | 13.27 % | 12.16 % | 9.50 % | 14.00 % | 11.04 % | 7.36 % | 5.68 % | 8.80 % | -8.86 % | 1.56 % |
| 3Y | 47.55 % | 45.29 % | 34.90 % | 51.77 % | 40.87 % | 38.22 % | 4.25 % | 55.50 % | 1.70 % | 15.25 % |
| 5Y | 42.35 % | 41.60 % | 28.94 % | 50.03 % | 36.05 % | 15.35 % | -10.85 % | 24.11 % | 5.25 % | 6.78 % |
| 10Y | 54.99 % | 106.60 % | 80.90 % | 123.32 % | 95.30 % | 29.50 % | 6.74 % | 36.53 % | 106.35 % | 38.01 % |
| From the beginning | 54.99 % | 106.60 % | 80.90 % | 123.32 % | 95.30 % | 102.47 % | -10.64 % | 253.60 % | 11.61 % | 84.24 % |