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PARAX: T. ROWE PRICE RETIREMENT 2010 FUND T. ROWE PRICE RETIREMENT 2010 FUND-ADVISOR CLASS (MUTUAL FUND)
Basic Info 14.95 0.02(0.13%) May 08
Asset Class: | Target Date 2000-2010 |
MyPlanIQ Rating: | (69%) |
Start Date: | 11/28/2003 |
Last Dividend Date: | 12/21/2023 |
12-Mo. Yield | 4.18% |
Expenses | 0.99% |
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Performance Analytics (As of 05/07/2024)
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(%) | 1.8 | 3.4 | 10.5 | 1.0 | 5.3 | 5.0 | 7.0 | 5.8 | 5.8 | 12.1 | -14.1 | 8.6 | 11.6 | 15.9 | -3.9 | 11.4 | 6.8 | -1.0 | 4.8 | 11.6 | 12.2 | 0.3 | 12.5 | 27.6 | -26.9 | 6.4 | 12.4 | 6.1 | 10.8 | 2.8 |
Sharpe Ratio | NA | 0.82 | 1.03 | -0.17 | 0.38 | 0.5 | NA | NA | 0.47 | 1.21 | -1.39 | 1.47 | 0.82 | 3.21 | -0.89 | 3.74 | 1.02 | -0.15 | 0.93 | 1.88 | 1.67 | 0.02 | 1.15 | 1.69 | -1.2 | 0.36 | 1.04 | 0.58 | 1.27 | 5.1 |
Draw Down(%) | NA | 2.9 | 6.2 | 19.5 | 19.6 | 19.6 | NA | NA | 39.0 | 6.2 | 18.7 | 3.2 | 19.6 | 1.9 | 8.3 | 0.9 | 4.8 | 7.2 | 4.3 | 5.8 | 6.2 | 12.6 | 8.8 | 16.4 | 35.8 | 6.3 | 6.4 | 4.9 | 5.7 | 1.1 |
Standard Deviation(%) | NA | 5.9 | 6.3 | 8.2 | 9.2 | 7.5 | NA | NA | 10.0 | 6.5 | 11.2 | 5.9 | 13.8 | 4.5 | 5.8 | 2.9 | 6.5 | 6.6 | 5.1 | 6.2 | 7.3 | 13.5 | 10.8 | 16.3 | 23.1 | 9.5 | 8.8 | 6.7 | 7.7 | 7.1 |
Treynor Ratio | NA | 0.05 | 0.06 | -0.01 | 0.03 | 0.03 | NA | NA | 0.03 | 0.08 | -0.13 | 0.07 | 0.09 | 0.11 | -0.04 | 0.1 | 0.04 | -0.01 | 0.03 | 0.08 | 0.07 | 0.0 | 0.07 | 0.15 | -0.14 | 0.02 | 0.06 | 0.03 | 0.08 | 0.48 |
Alpha | NA | 0.02 | 0.01 | 0.0 | 0.0 | 0.0 | NA | NA | 0.0 | 0.01 | 0.01 | 0.01 | 0.0 | 0.0 | 0.0 | 0.01 | 0.0 | 0.0 | -0.01 | 0.01 | -0.01 | -0.04 | -0.02 | 0.0 | -0.03 | -0.02 | 0.02 | 0.01 | 0.0 | 0.07 |
Beta | NA | 1.08 | 1.06 | 1.15 | 1.19 | 1.24 | NA | NA | 1.55 | 0.98 | 1.21 | 1.25 | 1.24 | 1.32 | 1.28 | 1.13 | 1.47 | 1.44 | 1.51 | 1.47 | 1.76 | 2.09 | 1.84 | 1.82 | 1.93 | 1.78 | 1.61 | 1.24 | 1.18 | 0.75 |
RSquared | NA | 0.89 | 0.89 | 0.85 | 0.8 | 0.82 | NA | NA | 0.78 | 0.73 | 0.88 | 0.79 | 0.74 | 0.89 | 0.9 | 0.77 | 0.92 | 0.87 | 0.86 | 0.86 | 0.77 | 0.86 | 0.82 | 0.88 | 0.9 | 0.76 | 0.52 | 0.41 | 0.39 | 0.16 |
Yield(%) | N/A | 0.0 | 4.2 | 7.8 | 8.1 | 6.4 | 7.6 | 6.4 | N/A | 4.4 | 8.9 | 12.8 | 9.8 | 4.8 | 7.3 | 6.0 | 4.1 | 3.8 | 5.2 | 3.5 | 2.5 | 2.3 | 2.5 | 3.1 | 3.9 | 4.3 | 3.7 | 2.4 | 2.1 | 0.0 |
Dividend Growth(%) | N/A | -100.0 | -62.0 | 15.6 | 51.1 | 161.3 | N/A | N/A | N/A | -61.9 | -33.5 | 31.6 | 129.9 | -42.1 | 27.9 | 52.9 | 1.5 | -27.2 | 58.6 | 56.8 | 2.8 | 2.9 | 0.0 | -44.4 | -7.4 | 25.9 | 63.6 | 22.2 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 11/28/2003
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