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PAROX: T. ROWE PRICE RETIREMENT 2055 FUND T. ROWE PRICE RETIREMENT 2055 FUND-ADVISOR CLASS (MUTUAL FUND)
Basic Info 21.36 0.02(0.09%) July 08
| Asset Class: | Target Date 2051+ |
| MyPlanIQ Rating: | (21%) |
| Start Date: | 06/04/2007 |
| Last Dividend Date: | 12/20/2024 |
| 12-Mo. Yield | 1.10% |
| Expenses | 1.14% |
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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 | 8.6 | 10.4 | 11.3 | 8.0 | 7.4 | 9.3 | 6.3 | 13.4 | 17.5 | -23.9 | 11.1 | 15.1 | 25.1 | -7.9 | 22.1 | 7.5 | -0.0 | 5.9 | 25.6 | 17.2 | -3.6 | 16.1 | 38.7 | -39.1 | -3.2 |
| Sharpe Ratio | NA | 0.84 | 0.51 | 0.54 | 0.38 | 0.38 | NA | 0.3 | 0.61 | 1.1 | -1.16 | 0.88 | 0.52 | 2.31 | -0.7 | 3.57 | 0.54 | -0.01 | 0.56 | 2.42 | 1.36 | -0.15 | 0.9 | 1.53 | -1.1 | -0.49 |
| Draw Down(%) | NA | 15.7 | 15.7 | 15.7 | 31.9 | 32.5 | NA | 53.8 | 7.6 | 10.5 | 26.4 | 9.5 | 32.5 | 5.5 | 17.3 | 1.9 | 11.3 | 12.7 | 8.1 | 7.2 | 11.0 | 21.0 | 14.6 | 23.2 | 49.7 | 9.6 |
| Standard Deviation(%) | NA | 20.0 | 16.7 | 15.3 | 15.6 | 15.9 | NA | 18.1 | 11.3 | 12.1 | 21.8 | 12.6 | 28.2 | 10.3 | 13.1 | 6.0 | 13.3 | 13.0 | 10.4 | 10.6 | 12.7 | 23.3 | 17.7 | 25.2 | 36.2 | 16.7 |
| Treynor Ratio | NA | 0.21 | 0.11 | 0.1 | 0.07 | 0.08 | NA | 0.06 | 0.08 | 0.15 | -0.3 | 0.13 | 0.23 | 0.3 | -0.13 | 0.26 | 0.07 | 0.0 | 0.07 | 0.27 | 0.18 | -0.04 | 0.16 | 0.42 | -0.46 | -0.1 |
| Alpha | NA | 0.02 | 0.0 | -0.02 | -0.02 | -0.01 | NA | -0.01 | -0.03 | -0.02 | -0.04 | -0.04 | 0.01 | 0.0 | -0.02 | 0.01 | -0.01 | 0.0 | -0.02 | -0.01 | 0.01 | -0.02 | 0.01 | 0.04 | -0.04 | 0.0 |
| Beta | NA | 0.81 | 0.81 | 0.84 | 0.84 | 0.77 | NA | 0.84 | 0.85 | 0.87 | 0.84 | 0.85 | 0.64 | 0.8 | 0.73 | 0.82 | 0.98 | 0.8 | 0.87 | 0.93 | 0.98 | 0.99 | 0.97 | 0.92 | 0.87 | 0.87 |
| RSquared | NA | 0.94 | 0.93 | 0.89 | 0.88 | 0.8 | NA | 0.89 | 0.9 | 0.89 | 0.88 | 0.77 | 0.62 | 0.95 | 0.91 | 0.83 | 0.93 | 0.92 | 0.9 | 0.95 | 0.96 | 0.98 | 0.98 | 0.98 | 0.98 | 0.97 |
| Yield(%) | N/A | 0.0 | 1.1 | 1.1 | 1.0 | 3.1 | 4.3 | N/A | 1.2 | 1.3 | 0.7 | 0.5 | 0.7 | 6.2 | 6.3 | 3.8 | 3.9 | 4.5 | 3.1 | 2.8 | 2.0 | 1.5 | 1.2 | 1.9 | 2.5 | 1.7 |
| Dividend Growth(%) | N/A | -100.0 | 10.9 | -46.8 | -78.1 | N/A | N/A | N/A | 10.9 | 43.0 | 53.4 | -20.0 | -86.6 | -16.3 | 96.0 | 3.1 | -18.5 | 52.6 | 30.0 | 57.9 | 30.1 | 39.0 | -10.3 | -55.0 | 36.8 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/04/2007
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