Find A Portfolio/Ticker
Comparison Box
PARHX: T. ROWE PRICE RETIREMENT 2015 FUND T. ROWE PRICE RETIREMENT 2015 FUND-ADVISOR CLASS (MUTUAL FUND)
Basic Info 13.25 0.06(0.45%) July 07
| Asset Class: | Target Date 2011-2015 |
| MyPlanIQ Rating: | (11%) |
| Start Date: | 06/04/2007 |
| Last Dividend Date: | 12/20/2024 |
| 12-Mo. Yield | 2.53% |
| Expenses | 0.76% |
| Sign up to get fund ranking change alerts | |
Performance Analytics (As of 07/03/2025)
Not up-to-date? Try| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 06/04/2007 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.2 | 5.7 | 7.1 | 4.3 | 0.5 | 2.9 | 5.2 | 3.6 | 7.2 | 9.5 | -21.9 | -0.2 | 4.5 | 17.1 | -4.4 | 13.1 | 7.0 | -0.8 | 5.1 | 14.8 | 13.6 | -0.7 | 13.6 | 30.9 | -30.4 | -1.5 |
| Sharpe Ratio | NA | 1.0 | 0.53 | 0.09 | -0.16 | 0.16 | NA | 0.22 | 0.11 | 0.74 | -1.63 | -0.03 | 0.25 | 2.96 | -0.83 | 3.7 | 0.89 | -0.1 | 0.8 | 2.06 | 1.57 | -0.04 | 1.08 | 1.65 | -1.18 | -0.41 |
| Draw Down(%) | NA | 7.6 | 8.4 | 14.4 | 29.9 | 29.9 | NA | 43.3 | 3.9 | 6.5 | 22.3 | 11.0 | 21.4 | 2.5 | 9.7 | 1.0 | 6.0 | 8.4 | 5.1 | 6.2 | 7.4 | 14.8 | 10.3 | 18.2 | 39.8 | 7.2 |
| Standard Deviation(%) | NA | 9.8 | 8.3 | 9.6 | 10.4 | 9.7 | NA | 12.2 | 6.2 | 7.2 | 14.3 | 10.5 | 17.1 | 5.3 | 6.9 | 3.4 | 7.7 | 7.8 | 6.4 | 7.2 | 8.7 | 15.9 | 12.6 | 18.7 | 26.5 | 12.6 |
| Treynor Ratio | NA | 0.0 | 0.0 | 0.01 | -0.01 | 0.01 | NA | 0.02 | 0.0 | 0.0 | -0.18 | -0.02 | 0.04 | 0.12 | -0.05 | 0.11 | 0.06 | -0.01 | 0.04 | 0.13 | 0.11 | -0.01 | 0.12 | 0.28 | -0.29 | -0.05 |
| Alpha | NA | NA | NA | 0.02 | 0.0 | 0.0 | NA | 0.0 | NA | NA | -0.03 | -0.01 | -0.02 | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | -0.01 | 0.0 | 0.0 | -0.01 | 0.0 | 0.02 | -0.03 | -0.01 |
| Beta | NA | NA | NA | 1.12 | 1.29 | 1.14 | NA | 1.11 | NA | NA | 1.29 | 0.11 | 1.03 | 1.27 | 1.13 | 1.12 | 1.16 | 1.1 | 1.14 | 1.16 | 1.2 | 1.22 | 1.17 | 1.1 | 1.06 | 1.07 |
| RSquared | NA | 0.0 | 0.0 | 0.0 | 0.22 | 0.45 | NA | 0.8 | 0.0 | 0.0 | 0.29 | 0.02 | 0.48 | 0.94 | 0.93 | 0.91 | 0.97 | 0.95 | 0.93 | 0.98 | 0.94 | 0.99 | 0.99 | 0.99 | 0.99 | 0.98 |
| Yield(%) | N/A | 0.0 | 2.5 | 2.4 | 1.8 | 3.8 | 4.6 | N/A | 2.7 | 2.5 | 2.0 | 1.5 | 1.5 | 5.6 | 8.7 | 7.4 | 3.5 | 4.6 | 4.1 | 3.7 | 2.3 | 2.0 | 2.1 | 2.5 | 4.0 | 4.1 |
| Dividend Growth(%) | N/A | -100.0 | 14.2 | -22.8 | -68.2 | N/A | N/A | N/A | 14.2 | -4.1 | 33.8 | -0.5 | -69.4 | -44.8 | 25.5 | 121.3 | -28.8 | 13.8 | 20.8 | 77.8 | 12.5 | 4.3 | 9.5 | -58.0 | -9.1 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/04/2007
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
|
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See Target Date 2011-2015 Asset Class Trend Rankings |
Top Rated Funds in Target Date 2011-2015
Best Mutual Funds
- TRRGX (T. ROWE PRICE RETIREMENT 2015 FUND T. ROWE PRICE RETIREMENT 2015 FUND) (100%)
- FFVFX (FIDELITY FREEDOM 2015 FUND FIDELITY FREEDOM 2015 FUND) (98%)
- TCLIX (TIAA-CREF LIFECYCLE 2015 FUND RETIREMENT CLASS) (96%)
- FFVIX (FIDELITY ADVISOR FREEDOM 2015 FUND CLASS I) (93%)
- SPBAX (DEUTSCHE MULTI-ASSET CONSERVATIVE ALLOCATION FUND CLASS S) (91%)
- GMTZX (MYDESTINATION 2015 FUND INVESTOR) (89%)
- JLBHX (RETIREMENT LIVING THROUGH 2015 PORTFOLIO CLASS R5) (87%)
- LTINX (PRINCIPAL LIFETIME 2015 FUND INSTITUTIONAL CLASS) (83%)
- LTPFX (PRINCIPAL LIFETIME 2015 FUND R-5) (80%)
- NWEIX (NATIONWIDE DESTINATION 2015 FUND CLASS R6) (76%)
Latest Articles Related to PARHX
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>
