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PARCX: T. ROWE PRICE RETIREMENT 2030 FUND T. ROWE PRICE RETIREMENT 2030 FUND-ADVISOR CLASS (MUTUAL FUND)
Basic Info 24.22 0.03(0.12%) May 01
Asset Class: | Target Date 2026-2030 |
MyPlanIQ Rating: | (67%) |
Start Date: | 11/28/2003 |
Last Dividend Date: | 12/21/2023 |
12-Mo. Yield | 10.35% |
Expenses | 1.08% |
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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(%) | -0.5 | 2.5 | 12.2 | 1.0 | 6.9 | 7.0 | 10.0 | 7.3 | 7.4 | 16.1 | -17.1 | 13.4 | 15.6 | 22.2 | -6.6 | 19.2 | 7.4 | -0.3 | 5.8 | 22.7 | 16.6 | -3.0 | 15.8 | 37.7 | -38.0 | 6.6 | 15.6 | 7.9 | 13.8 | 4.1 |
Sharpe Ratio | NA | 0.96 | 1.3 | -0.07 | 0.38 | 0.5 | NA | NA | 0.42 | 1.32 | -1.15 | 1.43 | 0.66 | 2.51 | -0.73 | 3.65 | 0.63 | -0.03 | 0.63 | 2.35 | 1.41 | -0.14 | 0.93 | 1.55 | -1.12 | 0.26 | 1.14 | 0.63 | 1.22 | 6.82 |
Draw Down(%) | NA | 3.8 | 8.4 | 24.2 | 28.5 | 28.5 | NA | NA | 52.5 | 8.4 | 23.0 | 4.8 | 28.5 | 4.2 | 14.6 | 1.5 | 9.6 | 11.3 | 7.2 | 7.0 | 10.1 | 19.8 | 13.8 | 22.5 | 48.4 | 9.4 | 9.3 | 6.4 | 7.4 | 1.0 |
Standard Deviation(%) | NA | 7.8 | 8.4 | 11.7 | 14.4 | 12.3 | NA | NA | 15.4 | 9.0 | 16.2 | 9.4 | 23.2 | 8.3 | 10.9 | 5.1 | 11.4 | 11.4 | 9.2 | 9.7 | 11.8 | 21.7 | 16.8 | 24.2 | 34.7 | 13.8 | 10.8 | 9.0 | 10.5 | 8.6 |
Treynor Ratio | NA | 0.07 | 0.11 | -0.01 | 0.06 | 0.06 | NA | NA | 0.06 | 0.12 | -0.18 | 0.12 | 0.16 | 0.19 | -0.08 | 0.17 | 0.07 | 0.0 | 0.05 | 0.21 | 0.15 | -0.03 | 0.14 | 0.36 | -0.39 | 0.04 | 0.12 | 0.0 | 0.0 | 0.0 |
Alpha | NA | 0.03 | 0.01 | 0.0 | 0.0 | 0.0 | NA | NA | 0.01 | 0.0 | 0.0 | 0.0 | 0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | -0.01 | 0.0 | 0.0 | -0.01 | 0.0 | 0.03 | -0.03 | 0.0 | 0.01 | NA | NA | NA |
Beta | NA | 1.02 | 0.95 | 1.03 | 0.99 | 1.02 | NA | NA | 1.03 | 0.97 | 1.03 | 1.12 | 0.95 | 1.1 | 1.02 | 1.08 | 1.1 | 1.05 | 1.1 | 1.09 | 1.1 | 1.12 | 1.1 | 1.04 | 1.0 | 0.99 | 1.07 | NA | NA | NA |
RSquared | NA | 0.95 | 0.83 | 0.92 | 0.85 | 0.89 | NA | NA | 0.9 | 0.85 | 0.94 | 0.97 | 0.78 | 0.99 | 0.94 | 0.93 | 0.99 | 0.97 | 0.94 | 0.99 | 0.95 | 0.99 | 0.99 | 0.99 | 0.99 | 0.99 | 0.5 | 0.0 | 0.0 | 0.0 |
Yield(%) | N/A | 0.0 | 6.2 | 7.3 | 7.6 | 6.7 | 9.7 | 6.9 | N/A | 6.6 | 8.8 | 9.7 | 5.8 | 6.1 | 7.4 | 4.1 | 4.3 | 4.9 | 4.0 | 3.3 | 2.2 | 1.3 | 1.5 | 2.2 | 3.5 | 4.1 | 3.0 | 1.6 | 1.7 | 0.0 |
Dividend Growth(%) | N/A | -100.0 | -44.5 | 40.6 | 65.7 | 272.7 | N/A | N/A | N/A | -44.5 | -5.2 | 78.8 | 12.7 | -29.5 | 106.5 | 1.1 | -19.5 | 27.0 | 41.3 | 75.0 | 56.5 | 0.0 | -8.0 | -61.5 | -14.5 | 52.0 | 100.0 | 4.2 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 11/28/2003
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