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PAROX: T. ROWE PRICE RETIREMENT 2055 FUND T. ROWE PRICE RETIREMENT 2055 FUND-ADVISOR CLASS (MUTUAL FUND)
Basic Info 18.95 0.11(0.58%) May 09
Asset Class: | Target Date 2051+ |
MyPlanIQ Rating: | (21%) |
Start Date: | 06/04/2007 |
Last Dividend Date: | 12/21/2023 |
12-Mo. Yield | 3.97% |
Expenses | 1.14% |
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Performance Analytics (As of 05/08/2024)
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(%) | 2.6 | 8.2 | 21.9 | 3.4 | 9.9 | 8.7 | 11.0 | 7.0 | 20.5 | -19.5 | 17.3 | 18.2 | 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 | 1.55 | 1.55 | 0.05 | 0.42 | 0.49 | NA | 0.34 | 1.36 | -0.98 | 1.43 | 0.64 | 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 | 4.8 | 10.5 | 28.2 | 32.5 | 32.5 | NA | 53.8 | 10.5 | 26.4 | 6.4 | 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 | 10.8 | 11.1 | 15.6 | 18.1 | 15.1 | NA | 18.2 | 12.1 | 21.4 | 12.1 | 28.0 | 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 | 0.19 | 0.19 | 0.01 | 0.1 | 0.1 | NA | 0.07 | 0.19 | -0.25 | 0.2 | 0.26 | 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 | -0.01 | -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 | 0.0 |
Beta | NA | 0.87 | 0.91 | 0.86 | 0.76 | 0.78 | NA | 0.85 | 0.88 | 0.85 | 0.88 | 0.68 | 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 | 0.92 | 0.92 | 0.92 | 0.81 | 0.84 | NA | 0.91 | 0.92 | 0.92 | 0.89 | 0.71 | 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 | 4.0 | 4.7 | 5.6 | 5.5 | 8.0 | N/A | 4.2 | 5.1 | 6.3 | 3.8 | 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 | -37.1 | 16.5 | 42.9 | N/A | N/A | N/A | -37.3 | -9.7 | 88.3 | -26.8 | -16.3 | 96.0 | 4.2 | -20.0 | 53.8 | 30.0 | 57.9 | 26.7 | 50.0 | -16.7 | -53.8 | 36.8 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/04/2007
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