Close Close
Popular Financial Topics Discover relevant content from across the suite of ALM legal publications From the Industry More content from ThinkAdvisor and select sponsors Investment Advisor Issue Gallery Read digital editions of Investment Advisor Magazine Tax Facts Get clear, current, and reliable answers to pressing tax questions
Luminaries Awards
ThinkAdvisor

Portfolio > Alternative Investments > Hedge Funds

15 Best & Worst TDFs for 2015 Retirees

X
Your article was successfully shared with the contacts you provided.

Ibbotson released second-quarter data last month on target-date fund performance that shows the funds as a group are earning “respectable” returns. The Center for Due Diligence uses data from Morningstar and PlanTools, a subsidiary of Finanial Research Associates, to compile performance information on individual target-date funds on a quarterly and monthly basis.

CFDD recently launched a TDF Benchmark page on its website, which complements the TDF Performance page with a broader analysis of TDF performance as a group.

The following tables show the 15 best and the 15 worst TDFs for the quarter ending June 30, based on their one-year, three-year and five-year returns.

Best 2015 TDFs by One-Year Returns

15 Best TDFs by 1-Year Returns

Best 2015 TDFs by Three-Year Returns

15 Best TDFs by 3-Year Returns

Best 2015 TDFs by Five-Year Returns

15 Best TDFs by 5-Year Returns

Worst 2015 TDFs by One-Year Returns

15 Worst TDFs by 1-Year Returns

Worst 2015 TDFs by Three-Year Returns

15 Worst TDFs by 3-Year Returns

Worst 2015 TDFs by Five-Year Returns

15 Worst TDFs by 5-Year Returns

NOT FOR REPRINT

© 2024 ALM Global, LLC, All Rights Reserved. Request academic re-use from www.copyright.com. All other uses, submit a request to [email protected]. For more information visit Asset & Logo Licensing.