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PARLX: T. ROWE PRICE RETIREMENT 2045 FUND T. ROWE PRICE RETIREMENT 2045 FUND-ADVISOR CLASS (MUTUAL FUND)
Basic Info 20.69 0.03(0.14%) April 24
Asset Class: | Target Date 2041-2045 |
MyPlanIQ Rating: | (10%) |
Start Date: | 06/04/2007 |
Last Dividend Date: | 12/21/2023 |
12-Mo. Yield | 6.43% |
Expenses | 1.12% |
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Performance Analytics (As of 04/19/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 06/04/2007 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 1.2 | 4.9 | 17.8 | 3.0 | 9.0 | 8.3 | 11.3 | 6.8 | 20.2 | -19.4 | 17.3 | 18.4 | 25.0 | -7.9 | 22.1 | 7.5 | -0.1 | 5.9 | 25.6 | 17.2 | -3.7 | 16.1 | 38.7 | -38.9 | -3.4 |
Sharpe Ratio | NA | 0.66 | 1.09 | 0.0 | 0.4 | 0.48 | NA | 0.33 | 1.38 | -0.99 | 1.43 | 0.65 | 2.31 | -0.7 | 3.58 | 0.55 | -0.01 | 0.57 | 2.43 | 1.36 | -0.16 | 0.9 | 1.54 | -1.1 | -0.51 |
Draw Down(%) | NA | 4.8 | 10.4 | 28.0 | 32.4 | 32.4 | NA | 53.7 | 10.4 | 26.2 | 6.5 | 32.4 | 5.4 | 17.3 | 1.8 | 11.3 | 12.7 | 8.1 | 7.2 | 11.0 | 21.0 | 14.6 | 23.2 | 49.6 | 9.5 |
Standard Deviation(%) | NA | 10.1 | 10.7 | 15.3 | 17.9 | 15.0 | NA | 18.1 | 11.7 | 21.1 | 12.1 | 27.9 | 10.2 | 13.1 | 6.0 | 13.2 | 13.1 | 10.4 | 10.5 | 12.7 | 23.2 | 17.8 | 25.2 | 36.1 | 16.6 |
Treynor Ratio | NA | 0.06 | 0.12 | 0.0 | 0.08 | 0.08 | NA | 0.06 | 0.16 | -0.2 | 0.16 | 0.22 | 0.4 | -0.11 | 0.22 | 0.07 | 0.0 | 0.06 | 0.25 | 0.17 | -0.03 | 0.15 | 0.38 | -0.4 | -0.09 |
Alpha | NA | 0.02 | 0.01 | 0.0 | 0.01 | 0.0 | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.02 | 0.03 | -0.01 | 0.0 | -0.01 | 0.01 | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.03 | -0.03 | -0.01 |
Beta | NA | 1.08 | 0.99 | 1.04 | 0.87 | 0.89 | NA | 0.96 | 1.01 | 1.05 | 1.05 | 0.8 | 0.59 | 0.83 | 0.99 | 1.03 | 0.98 | 1.03 | 1.03 | 1.03 | 1.06 | 1.05 | 1.0 | 0.98 | 0.97 |
RSquared | NA | 0.98 | 0.85 | 0.94 | 0.78 | 0.82 | NA | 0.92 | 0.87 | 0.95 | 0.96 | 0.69 | 0.64 | 0.86 | 0.93 | 0.99 | 0.96 | 0.93 | 0.98 | 0.95 | 0.99 | 0.99 | 0.99 | 0.99 | 0.99 |
Yield(%) | N/A | 0.0 | 4.5 | 5.3 | 6.3 | 6.1 | 9.3 | N/A | 4.9 | 5.7 | 7.4 | 5.0 | 6.8 | 7.4 | 3.9 | 4.5 | 5.2 | 3.4 | 2.9 | 2.2 | 1.2 | 1.3 | 1.8 | 3.1 | 3.4 |
Dividend Growth(%) | N/A | -100.0 | -36.2 | 9.9 | 41.1 | N/A | N/A | N/A | -36.2 | -15.0 | 66.3 | -12.4 | -22.8 | 123.0 | -9.0 | -18.3 | 54.7 | 43.2 | 54.2 | 71.4 | 7.7 | -7.1 | -64.1 | -17.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/04/2007
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