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PARBX: T.ROWE PRICE RETIREMENT 2020 FUND T. ROWE PRICE RETIREMENT 2020 FUND-ADVISOR CLASS (MUTUAL FUND)
Basic Info 17.91 0.01(0.06%) May 01
Asset Class: | Target Date 2016-2020 |
MyPlanIQ Rating: | (62%) |
Start Date: | 11/28/2003 |
Last Dividend Date: | 12/21/2023 |
12-Mo. Yield | 11.70% |
Expenses | 0.78% |
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Performance Analytics (As of 04/29/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 11/28/2003 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | -0.4 | 1.8 | 9.7 | 0.7 | 5.6 | 5.8 | 8.7 | 6.5 | 6.6 | 13.2 | -14.9 | 10.4 | 13.0 | 19.1 | -5.3 | 15.5 | 7.1 | -0.6 | 5.4 | 17.7 | 14.8 | -1.5 | 14.5 | 33.8 | -33.6 | 6.5 | 14.3 | 6.9 | 12.6 | 3.5 |
Sharpe Ratio | NA | 0.7 | 1.13 | -0.14 | 0.38 | 0.51 | NA | NA | 0.44 | 1.26 | -1.32 | 1.49 | 0.71 | 2.78 | -0.79 | 3.74 | 0.76 | -0.07 | 0.72 | 2.2 | 1.52 | -0.08 | 1.01 | 1.61 | -1.16 | 0.29 | 1.13 | 0.6 | 1.27 | 6.2 |
Draw Down(%) | NA | 3.2 | 6.8 | 20.7 | 23.9 | 23.9 | NA | NA | 47.3 | 6.8 | 19.8 | 3.6 | 23.9 | 3.1 | 11.6 | 1.2 | 7.4 | 9.5 | 5.9 | 6.5 | 8.4 | 16.7 | 11.6 | 20.0 | 43.6 | 8.1 | 7.8 | 5.7 | 6.3 | 1.0 |
Standard Deviation(%) | NA | 6.2 | 6.7 | 9.0 | 11.1 | 9.6 | NA | NA | 12.8 | 7.2 | 12.4 | 7.0 | 17.9 | 6.3 | 8.4 | 4.0 | 9.1 | 9.2 | 7.4 | 8.1 | 9.8 | 18.0 | 14.2 | 20.9 | 29.8 | 12.0 | 9.8 | 7.9 | 9.2 | 7.8 |
Treynor Ratio | NA | 0.04 | 0.08 | -0.01 | 0.29 | 0.25 | NA | NA | 0.12 | 0.19 | -0.15 | 0.09 | 0.35 | 6.65 | -0.38 | 0.14 | 0.06 | -0.01 | 0.05 | 0.16 | 0.13 | -0.01 | 0.12 | 0.31 | -0.33 | 0.03 | 0.1 | 0.0 | 0.0 | 0.0 |
Alpha | NA | 0.03 | 0.01 | 0.0 | 0.01 | 0.02 | NA | NA | 0.01 | 0.01 | 0.0 | 0.0 | 0.03 | 0.06 | -0.02 | 0.01 | 0.0 | 0.0 | -0.01 | 0.0 | 0.0 | -0.01 | 0.0 | 0.03 | -0.03 | 0.0 | 0.0 | NA | NA | NA |
Beta | NA | 1.04 | 0.98 | 1.05 | 0.15 | 0.19 | NA | NA | 0.47 | 0.48 | 1.05 | 1.11 | 0.37 | 0.03 | 0.17 | 1.04 | 1.13 | 1.08 | 1.12 | 1.12 | 1.15 | 1.18 | 1.16 | 1.09 | 1.06 | 1.06 | 1.11 | NA | NA | NA |
RSquared | NA | 0.91 | 0.8 | 0.9 | 0.12 | 0.17 | NA | NA | 0.39 | 0.41 | 0.92 | 0.94 | 0.26 | 0.05 | 0.21 | 0.9 | 0.98 | 0.96 | 0.94 | 0.98 | 0.95 | 0.99 | 0.99 | 0.99 | 0.99 | 0.99 | 0.37 | 0.0 | 0.0 | 0.0 |
Yield(%) | N/A | 0.0 | 6.7 | 8.6 | 8.9 | 7.1 | 9.6 | 7.0 | N/A | 7.0 | 9.9 | 12.5 | 9.9 | 6.0 | 8.1 | 5.1 | 3.5 | 4.4 | 3.8 | 3.7 | 2.3 | 1.8 | 1.9 | 2.5 | 3.7 | 4.3 | 3.4 | 2.1 | 2.0 | 0.0 |
Dividend Growth(%) | N/A | -100.0 | -46.5 | 18.8 | 82.5 | 233.9 | N/A | N/A | N/A | -46.5 | -22.8 | 28.3 | 88.8 | -36.3 | 76.7 | 51.5 | -24.4 | 16.9 | 14.9 | 81.1 | 27.6 | 3.6 | 0.0 | -56.9 | -12.2 | 37.0 | 74.2 | 14.8 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 11/28/2003
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