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PARCX: T. ROWE PRICE RETIREMENT 2030 FUND T. ROWE PRICE RETIREMENT 2030 FUND-ADVISOR CLASS (MUTUAL FUND)
Basic Info 27.03 0.06(0.22%) July 02
| Asset Class: | Target Date 2026-2030 |
| MyPlanIQ Rating: | (67%) |
| Start Date: | 11/28/2003 |
| Last Dividend Date: | 12/20/2024 |
| 12-Mo. Yield | 3.21% |
| Expenses | 1.08% |
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Performance Analytics (As of 06/27/2025)
Not up-to-date? Try| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 11/28/2003 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 1.5 | 6.9 | 10.7 | 11.1 | 9.3 | 7.5 | 9.5 | 7.4 | 7.7 | 10.5 | 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 | 0.78 | 0.57 | 0.66 | 0.63 | 0.49 | NA | NA | 0.43 | 0.85 | 1.39 | -1.15 | 1.43 | 0.66 | 2.5 | -0.74 | 3.65 | 0.63 | -0.03 | 0.63 | 2.35 | 1.41 | -0.14 | 0.93 | 1.55 | -1.12 | 0.25 | 1.13 | 0.62 | 1.22 | 6.82 |
| Draw Down(%) | NA | 10.5 | 10.5 | 13.4 | 24.2 | 28.5 | NA | NA | 52.5 | 4.8 | 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 | 13.5 | 11.2 | 10.9 | 11.4 | 12.5 | NA | NA | 15.2 | 8.1 | 9.0 | 16.1 | 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 | 0.1 | 0.06 | 0.07 | 0.07 | 0.06 | NA | NA | 0.06 | 0.07 | 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 | 0.03 | 0.11 | 0.0 | 0.0 | 0.0 |
| Alpha | NA | -0.01 | -0.01 | 0.0 | 0.0 | 0.0 | NA | NA | 0.01 | 0.0 | 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 | 1.06 | 1.05 | 1.04 | 1.06 | 1.02 | NA | NA | 1.04 | 1.02 | 1.04 | 1.05 | 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 | 0.96 | 0.97 | 0.98 | 0.98 | 0.9 | NA | NA | 0.91 | 0.98 | 0.97 | 0.98 | 0.98 | 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 | 3.2 | 6.6 | 7.2 | 6.4 | 8.3 | 6.4 | N/A | 3.5 | 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 | -42.8 | -13.7 | 45.2 | 220.7 | N/A | N/A | N/A | -42.8 | -44.6 | -5.2 | 78.9 | 12.7 | -29.5 | 106.5 | 1.1 | -19.5 | 27.0 | 41.3 | 77.5 | 54.3 | 0.0 | -6.5 | -62.2 | -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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