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PARFX: T. ROWE PRICE RETIREMENT 2050 FUND T. ROWE PRICE RETIREMENT 2050 FUND-ADVISOR CLASS (MUTUAL FUND)
Basic Info 18.01 0.11(0.61%) May 09
Asset Class: | Target Date 2046-2050 |
MyPlanIQ Rating: | (53%) |
Start Date: | 01/08/2007 |
Last Dividend Date: | 12/21/2023 |
12-Mo. Yield | 4.64% |
Expenses | 0.63% |
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Performance Analytics (As of 05/06/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 01/08/2007 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 2.6 | 8.1 | 21.8 | 3.4 | 10.0 | 8.7 | 11.0 | 7.5 | 20.5 | -19.3 | 17.2 | 18.3 | 25.1 | -7.8 | 22.1 | 7.5 | -0.0 | 5.9 | 25.6 | 17.2 | -3.7 | 16.1 | 38.7 | -39.0 | 6.9 |
Sharpe Ratio | NA | 1.55 | 1.56 | 0.06 | 0.42 | 0.49 | NA | 0.36 | 1.38 | -0.97 | 1.43 | 0.64 | 2.33 | -0.7 | 3.58 | 0.55 | -0.01 | 0.57 | 2.42 | 1.35 | -0.16 | 0.9 | 1.53 | -1.1 | 0.29 |
Draw Down(%) | NA | 4.8 | 10.5 | 28.1 | 32.5 | 32.5 | NA | 53.7 | 10.5 | 26.3 | 6.5 | 32.5 | 5.4 | 17.2 | 1.9 | 11.3 | 12.6 | 8.1 | 7.2 | 11.0 | 21.0 | 14.7 | 23.1 | 49.7 | 9.6 |
Standard Deviation(%) | NA | 10.6 | 11.0 | 15.5 | 18.1 | 15.1 | NA | 18.0 | 11.9 | 21.3 | 12.0 | 28.0 | 10.2 | 13.1 | 6.0 | 13.3 | 13.1 | 10.4 | 10.5 | 12.8 | 23.2 | 17.8 | 25.3 | 36.2 | 14.2 |
Treynor Ratio | NA | 0.19 | 0.19 | 0.01 | 0.1 | 0.1 | NA | 0.08 | 0.19 | -0.24 | 0.2 | 0.27 | 0.3 | -0.13 | 0.26 | 0.07 | 0.0 | 0.07 | 0.28 | 0.18 | -0.04 | 0.16 | 0.42 | -0.46 | 0.05 |
Alpha | NA | -0.01 | -0.01 | -0.02 | -0.01 | -0.01 | NA | 0.0 | -0.01 | -0.02 | -0.02 | 0.02 | 0.0 | -0.02 | 0.01 | -0.01 | 0.0 | -0.02 | -0.01 | 0.01 | -0.02 | 0.01 | 0.04 | -0.04 | 0.01 |
Beta | NA | 0.86 | 0.9 | 0.86 | 0.76 | 0.78 | NA | 0.85 | 0.88 | 0.86 | 0.86 | 0.68 | 0.8 | 0.73 | 0.83 | 0.98 | 0.81 | 0.86 | 0.93 | 0.98 | 0.98 | 0.98 | 0.92 | 0.87 | 0.87 |
RSquared | NA | 0.92 | 0.92 | 0.92 | 0.81 | 0.84 | NA | 0.91 | 0.92 | 0.94 | 0.84 | 0.71 | 0.95 | 0.91 | 0.84 | 0.93 | 0.92 | 0.9 | 0.95 | 0.96 | 0.98 | 0.98 | 0.98 | 0.98 | 0.96 |
Yield(%) | N/A | 0.0 | 4.7 | 5.4 | 6.4 | 6.1 | 8.8 | N/A | 5.0 | 5.7 | 7.5 | 4.8 | 6.6 | 7.1 | 4.1 | 4.4 | 5.0 | 3.3 | 3.0 | 2.1 | 1.5 | 1.3 | 1.7 | 1.9 | 1.9 |
Dividend Growth(%) | N/A | -100.0 | -34.5 | 15.7 | 45.6 | N/A | N/A | N/A | -34.5 | -15.4 | 73.3 | -12.8 | -21.1 | 105.7 | -3.6 | -16.7 | 53.5 | 34.4 | 60.0 | 33.3 | 36.4 | 0.0 | -45.0 | 5.3 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/08/2007
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