TRRWX: T. ROWE PRICE TARGET 2030 FUND T. ROWE PRICE TARGET 2030 FUND (MUTUAL FUND)
Basic Info 14.6 0.05(0.34%) May 29
| Asset Class: | EQUITY |
| MyPlanIQ Rating: | (43%) |
| Start Date: | 08/23/2013 |
| Last Dividend Date: | 12/22/2023 |
| 12-Mo. Yield | 0.00% |
| Expenses | 0.38% |
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Performance Analytics (As of 05/20/2025)
Not up-to-date? Try| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 08/23/2013 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.7 | 3.5 | 2.8 | 4.2 | 4.9 | 4.9 | 6.0 | 4.4 | 12.3 | -18.6 | 8.6 | 12.0 | 19.4 | -5.2 | 16.2 | 7.1 | -0.1 | 7.5 | 8.9 |
| Sharpe Ratio | NA | 0.6 | -0.38 | -0.02 | 0.3 | 0.3 | 0.45 | -0.27 | 1.05 | -1.41 | 1.09 | 0.61 | 2.75 | -0.76 | 3.71 | 0.73 | -0.01 | 0.95 | 3.74 |
| Draw Down(%) | NA | 8.4 | 12.2 | 12.2 | 23.4 | 24.6 | 24.6 | 7.4 | 7.0 | 20.3 | 4.7 | 24.6 | 3.2 | 11.8 | 1.2 | 7.7 | 9.6 | 6.0 | 2.2 |
| Standard Deviation(%) | NA | 12.0 | 10.0 | 10.3 | 10.2 | 10.5 | 10.1 | 7.9 | 7.7 | 14.2 | 7.9 | 19.1 | 6.6 | 8.7 | 4.2 | 9.4 | 9.4 | 7.9 | 7.3 |
| Treynor Ratio | NA | 0.17 | -0.09 | 0.0 | 0.06 | 0.06 | 0.09 | -0.05 | 0.16 | -0.38 | 0.16 | 0.25 | 0.36 | -0.14 | 0.3 | 0.1 | 0.0 | 0.12 | 0.41 |
| Alpha | NA | 0.02 | -0.03 | -0.02 | -0.02 | -0.01 | -0.01 | -0.03 | -0.01 | -0.04 | -0.02 | 0.0 | 0.01 | -0.01 | 0.02 | 0.0 | 0.0 | 0.0 | 0.01 |
| Beta | NA | 0.42 | 0.42 | 0.49 | 0.51 | 0.5 | 0.51 | 0.46 | 0.52 | 0.53 | 0.53 | 0.47 | 0.5 | 0.48 | 0.53 | 0.66 | 0.59 | 0.62 | 0.67 |
| RSquared | NA | 0.94 | 0.72 | 0.8 | 0.83 | 0.81 | 0.81 | 0.57 | 0.83 | 0.87 | 0.84 | 0.74 | 0.93 | 0.9 | 0.78 | 0.91 | 0.92 | 0.86 | 0.92 |
| Yield(%) | N/A | 0.0 | 0.0 | 1.5 | 1.6 | 2.8 | N/A | 0.0 | 2.5 | 1.9 | 1.4 | 1.3 | 4.5 | 5.0 | 3.7 | 3.5 | 3.2 | 4.1 | 1.0 |
| Dividend Growth(%) | N/A | N/A | -100.0 | -32.0 | -57.7 | N/A | N/A | -100.0 | 1.0 | 46.6 | 20.0 | -66.7 | -19.7 | 51.2 | 10.5 | 5.6 | -18.2 | 340.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 08/23/2013
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