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PARKX: T. ROWE PRICE RETIREMENT 2035 FUND T. ROWE PRICE RETIREMENT 2035 FUND-ADVISOR CLASS (MUTUAL FUND)
Basic Info 19.72 0.03(0.15%) May 01
Asset Class: | Target Date 2031-2035 |
MyPlanIQ Rating: | (8%) |
Start Date: | 06/04/2007 |
Last Dividend Date: | 12/21/2023 |
12-Mo. Yield | 8.13% |
Expenses | 0.84% |
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Performance Analytics (As of 04/30/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 06/04/2007 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | -0.6 | 3.1 | 14.0 | 1.4 | 7.6 | 7.6 | 10.6 | 6.3 | 17.9 | -18.2 | 15.0 | 16.8 | 23.4 | -7.2 | 20.6 | 7.4 | -0.1 | 5.8 | 24.5 | 17.1 | -3.5 | 16.1 | 38.7 | -39.0 | -3.3 |
Sharpe Ratio | NA | 1.14 | 1.41 | -0.03 | 0.4 | 0.49 | NA | 0.32 | 1.35 | -1.08 | 1.41 | 0.65 | 2.42 | -0.72 | 3.63 | 0.58 | -0.01 | 0.59 | 2.41 | 1.37 | -0.15 | 0.9 | 1.53 | -1.1 | -0.5 |
Draw Down(%) | NA | 4.3 | 9.4 | 26.0 | 30.2 | 30.2 | NA | 53.7 | 9.4 | 24.5 | 5.5 | 30.2 | 4.7 | 15.8 | 1.7 | 10.6 | 12.0 | 7.7 | 7.1 | 10.7 | 20.8 | 14.7 | 23.2 | 49.7 | 9.6 |
Standard Deviation(%) | NA | 8.9 | 9.4 | 13.3 | 15.9 | 13.5 | NA | 17.3 | 10.2 | 18.2 | 10.6 | 25.1 | 9.1 | 11.9 | 5.5 | 12.3 | 12.3 | 9.8 | 10.2 | 12.5 | 22.9 | 17.8 | 25.3 | 36.2 | 16.6 |
Treynor Ratio | NA | 0.09 | 0.13 | 0.0 | 0.06 | 0.07 | NA | 0.05 | 0.13 | -0.18 | 0.13 | 0.18 | 0.2 | -0.08 | 0.19 | 0.07 | 0.0 | 0.06 | 0.23 | 0.16 | -0.03 | 0.15 | 0.38 | -0.4 | -0.09 |
Alpha | NA | 0.03 | 0.01 | 0.0 | 0.0 | 0.0 | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | 0.0 | 0.0 | 0.0 | -0.01 | 0.0 | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.03 | -0.03 | -0.01 |
Beta | NA | 1.09 | 1.0 | 1.07 | 0.99 | 1.01 | NA | 1.01 | 1.02 | 1.07 | 1.12 | 0.92 | 1.08 | 1.0 | 1.05 | 1.07 | 1.02 | 1.05 | 1.05 | 1.05 | 1.07 | 1.06 | 1.01 | 0.99 | 0.97 |
RSquared | NA | 0.96 | 0.84 | 0.92 | 0.85 | 0.89 | NA | 0.95 | 0.86 | 0.95 | 0.91 | 0.78 | 0.99 | 0.94 | 0.93 | 0.98 | 0.96 | 0.93 | 0.98 | 0.95 | 0.99 | 0.99 | 0.99 | 0.99 | 0.99 |
Yield(%) | N/A | 0.0 | 4.8 | 5.8 | 6.5 | 6.1 | 9.1 | N/A | 5.1 | 7.1 | 7.3 | 5.2 | 6.4 | 7.1 | 4.1 | 4.3 | 5.1 | 3.5 | 2.9 | 2.2 | 1.2 | 1.3 | 2.0 | 3.3 | 3.7 |
Dividend Growth(%) | N/A | -100.0 | -46.2 | 18.5 | 46.7 | N/A | N/A | N/A | -46.2 | 5.3 | 53.5 | -3.9 | -23.1 | 100.0 | 0.0 | -20.2 | 47.4 | 42.5 | 53.8 | 73.3 | 7.1 | -12.5 | -63.6 | -18.5 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/04/2007
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