Create a free account to use VizWealth

Gain access to the world’s leading investment management & performance monitoring platform

Already registered? Sign in

By creating an account you agree to our Terms of Use & Privacy Policy

Target-Date 2055or search across All Categories

Statistics as of May 01, 2025

Search , , ,

in

Further filter by keywords:
Found total of 44 distinct funds
Download top 1000 CSV
Tip: click “3yr Sharpe” ratio to sort and find fund with best returns (reward) & the smallest drops (risk). Click on a few of these to compare them in the Ticker Box.
NameExpense RatioTTM Yield3yr SharpeYTD Return3yr Return1yr ReturnTotal Assets6M Money Flow
Target-Date 2055
Expense Ratio
0.08%
TTM Yield
2.2%
3yr Sharpe
0.36
YTD Return
0.5%
3yr Return
31.0%
1yr Return
11.8%
Total Assets
$52B
6M Money Flow
$1B
Target-Date 2055
Expense Ratio
0.39%
TTM Yield
1.2%
3yr Sharpe
0.40
YTD Return
-0.5%
3yr Return
33.0%
1yr Return
10.9%
Total Assets
$24B
6M Money Flow
$762M
Target-Date 2055
Expense Ratio
0.08%
TTM Yield
2.0%
3yr Sharpe
0.33
YTD Return
0.8%
3yr Return
30.0%
1yr Return
11.9%
Total Assets
$15B
6M Money Flow
$787M
Target-Date 2055
Expense Ratio
0.04%
TTM Yield
2.0%
3yr Sharpe
0.33
YTD Return
0.7%
3yr Return
29.9%
1yr Return
11.9%
Total Assets
$15B
6M Money Flow
$817M
Target-Date 2055
Expense Ratio
0.65%
TTM Yield
1.5%
3yr Sharpe
0.35
YTD Return
1.1%
3yr Return
31.4%
1yr Return
10.7%
Total Assets
$12B
6M Money Flow
-$163M
Target-Date 2055
Expense Ratio
0.46%
TTM Yield
1.5%
3yr Sharpe
0.35
YTD Return
0.0%
3yr Return
30.4%
1yr Return
9.5%
Total Assets
$10B
6M Money Flow
-$72M
Target-Date 2055
Expense Ratio
0.06%
TTM Yield
2.1%
3yr Sharpe
0.35
YTD Return
-0.4%
3yr Return
32.0%
1yr Return
12.2%
Total Assets
$6B
6M Money Flow
$142M
Target-Date 2055
Expense Ratio
0.10%
TTM Yield
2.2%
3yr Sharpe
0.38
YTD Return
0.3%
3yr Return
32.5%
1yr Return
11.9%
Total Assets
$4B
6M Money Flow
$252M
Target-Date 2055
Expense Ratio
0.30%
TTM Yield
1.8%
3yr Sharpe
0.32
YTD Return
0.8%
3yr Return
30.1%
1yr Return
10.5%
Total Assets
$2B
6M Money Flow
$281M
Target-Date 2055
Expense Ratio
0.41%
TTM Yield
2.4%
3yr Sharpe
0.33
YTD Return
0.0%
3yr Return
30.2%
1yr Return
10.2%
Total Assets
$2B
6M Money Flow
$54M
Target-Date 2055
Expense Ratio
0.45%
TTM Yield
2.0%
3yr Sharpe
0.32
YTD Return
-1.2%
3yr Return
29.5%
1yr Return
8.6%
Total Assets
$2B
6M Money Flow
-$30M
Target-Date 2055
Expense Ratio
0.06%
TTM Yield
2.4%
3yr Sharpe
0.27
YTD Return
0.6%
3yr Return
26.9%
1yr Return
11.1%
Total Assets
$2B
6M Money Flow
$45M
Target-Date 2055
Expense Ratio
0.46%
TTM Yield
1.6%
3yr Sharpe
0.35
YTD Return
1.7%
3yr Return
31.5%
1yr Return
11.3%
Total Assets
$1B
6M Money Flow
-$38M
Target-Date 2055
Expense Ratio
0.17%
TTM Yield
2.2%
3yr Sharpe
0.34
YTD Return
-0.1%
3yr Return
30.2%
1yr Return
11.4%
Total Assets
$1B
6M Money Flow
-$19M
Target-Date 2055
Expense Ratio
0.63%
TTM Yield
1.6%
3yr Sharpe
0.30
YTD Return
-0.3%
3yr Return
29.2%
1yr Return
9.2%
Total Assets
$1B
6M Money Flow
-$35M
Target-Date 2055
Expense Ratio
0.00%
TTM Yield
0.2%
3yr Sharpe
0.35
YTD Return
0.0%
3yr Return
31.2%
1yr Return
11.9%
Total Assets
$861M
6M Money Flow
-$5M
Target-Date 2055
Expense Ratio
0.14%
TTM Yield
1.9%
3yr Sharpe
0.34
YTD Return
-0.1%
3yr Return
30.1%
1yr Return
11.5%
Total Assets
$859M
6M Money Flow
$64M
Target-Date 2055
Expense Ratio
1.39%
TTM Yield
1.5%
3yr Sharpe
0.15
YTD Return
-0.8%
3yr Return
20.3%
1yr Return
8.1%
Total Assets
$835M
6M Money Flow
-$39M
Target-Date 2055
Expense Ratio
0.08%
TTM Yield
2.0%
3yr Sharpe
0.32
YTD Return
-0.2%
3yr Return
30.1%
1yr Return
12.0%
Total Assets
$706M
6M Money Flow
$66M
Target-Date 2055
Expense Ratio
0.57%
TTM Yield
1.1%
3yr Sharpe
0.19
YTD Return
-0.2%
3yr Return
23.0%
1yr Return
8.0%
Total Assets
$602M
6M Money Flow
$7M
Target-Date 2055
Expense Ratio
0.14%
TTM Yield
2.3%
3yr Sharpe
0.38
YTD Return
-0.7%
3yr Return
32.2%
1yr Return
10.9%
Total Assets
$562M
6M Money Flow
$16M
Target-Date 2055
Expense Ratio
0.36%
TTM Yield
1.7%
3yr Sharpe
0.28
YTD Return
-0.8%
3yr Return
27.7%
1yr Return
11.1%
Total Assets
$465M
6M Money Flow
$29M
Target-Date 2055
Expense Ratio
0.16%
TTM Yield
3.0%
3yr Sharpe
0.32
YTD Return
0.4%
3yr Return
29.9%
1yr Return
12.0%
Total Assets
$434M
6M Money Flow
$8M
Target-Date 2055
Expense Ratio
0.64%
TTM Yield
1.9%
3yr Sharpe
0.26
YTD Return
-1.4%
3yr Return
27.1%
1yr Return
9.7%
Total Assets
$402M
6M Money Flow
-$17M
Target-Date 2055
Expense Ratio
0.44%
TTM Yield
2.7%
3yr Sharpe
0.26
YTD Return
0.2%
3yr Return
26.3%
1yr Return
9.4%
Total Assets
$383M
6M Money Flow
$6M
Target-Date 2055
Expense Ratio
0.35%
TTM Yield
2.0%
3yr Sharpe
0.31
YTD Return
-1.4%
3yr Return
29.8%
1yr Return
9.6%
Total Assets
$301M
6M Money Flow
$32M
Target-Date 2055
Expense Ratio
0.45%
TTM Yield
1.7%
3yr Sharpe
0.35
YTD Return
0.0%
3yr Return
30.2%
1yr Return
9.4%
Total Assets
$282M
6M Money Flow
-$5M
Target-Date 2055
Expense Ratio
0.26%
TTM Yield
1.7%
3yr Sharpe
0.36
YTD Return
-0.1%
3yr Return
31.8%
1yr Return
10.7%
Total Assets
$273M
6M Money Flow
$100M
Target-Date 2055
Expense Ratio
0.26%
TTM Yield
4.4%
3yr Sharpe
0.39
YTD Return
-0.4%
3yr Return
34.8%
1yr Return
12.4%
Total Assets
$228M
6M Money Flow
$67M
Target-Date 2055
Expense Ratio
0.56%
TTM Yield
1.8%
3yr Sharpe
0.30
YTD Return
-0.1%
3yr Return
28.7%
1yr Return
10.7%
Total Assets
$226M
6M Money Flow
$5M
Target-Date 2055
Expense Ratio
0.51%
TTM Yield
1.2%
3yr Sharpe
0.32
YTD Return
-0.5%
3yr Return
29.5%
1yr Return
10.9%
Total Assets
$163M
6M Money Flow
-$4M
Target-Date 2055
Expense Ratio
0.60%
TTM Yield
1.2%
3yr Sharpe
0.39
YTD Return
-2.9%
3yr Return
33.1%
1yr Return
6.1%
Total Assets
$131M
6M Money Flow
$19M
Target-Date 2055
Expense Ratio
0.25%
TTM Yield
1.8%
3yr Sharpe
0.32
YTD Return
-0.7%
3yr Return
30.1%
1yr Return
11.1%
Total Assets
$128M
6M Money Flow
$375K
Target-Date 2055
Expense Ratio
0.22%
TTM Yield
1.8%
3yr Sharpe
0.41
YTD Return
-1.2%
3yr Return
34.0%
1yr Return
11.0%
Total Assets
$115M
6M Money Flow
$8M
Target-Date 2055
Expense Ratio
0.46%
TTM Yield
3.0%
3yr Sharpe
0.30
YTD Return
-0.2%
3yr Return
28.9%
1yr Return
10.2%
Total Assets
$105M
6M Money Flow
-$13M
Target-Date 2055
Expense Ratio
0.46%
TTM Yield
3.3%
3yr Sharpe
0.34
YTD Return
-0.2%
3yr Return
30.4%
1yr Return
9.2%
Total Assets
$96M
6M Money Flow
-$260M
Target-Date 2055
Expense Ratio
0.52%
TTM Yield
2.1%
3yr Sharpe
0.38
YTD Return
0.2%
3yr Return
32.4%
1yr Return
10.8%
Total Assets
$41M
6M Money Flow
$1M
Target-Date 2055
Expense Ratio
0.01%
TTM Yield
2.0%
3yr Sharpe
0.35
YTD Return
0.9%
3yr Return
31.3%
1yr Return
10.8%
Total Assets
$37M
6M Money Flow
-$1M
Target-Date 2055
Expense Ratio
0.24%
TTM Yield
2.5%
3yr Sharpe
0.29
YTD Return
-0.9%
3yr Return
27.5%
1yr Return
10.1%
Total Assets
$29M
6M Money Flow
$1M
Target-Date 2055
Expense Ratio
0.12%
TTM Yield
1.4%
3yr Sharpe
-
YTD Return
-0.2%
3yr Return
-
1yr Return
12.2%
Total Assets
$16M
6M Money Flow
$6M
Target-Date 2055
Expense Ratio
0.45%
TTM Yield
4.5%
3yr Sharpe
0.62
YTD Return
-0.9%
3yr Return
44.7%
1yr Return
12.9%
Total Assets
$15M
6M Money Flow
$5M
Target-Date 2055
Expense Ratio
0.25%
TTM Yield
3.2%
3yr Sharpe
0.28
YTD Return
-0.1%
3yr Return
27.3%
1yr Return
10.4%
Total Assets
$9M
6M Money Flow
$476K