Find A Portfolio/Ticker
Comparison Box
RRTAX: T. ROWE PRICE RETIREMENT 2010 FUND T. ROWE PRICE RETIREMENT 2010 FUND-R CLASS (MUTUAL FUND)
Basic Info 14.53 0(0.0%) May 01
Asset Class: | Target Date 2000-2010 |
MyPlanIQ Rating: | (67%) |
Start Date: | 11/28/2003 |
Last Dividend Date: | 12/21/2023 |
12-Mo. Yield | 10.25% |
Expenses | 0.99% |
Sign up to get fund ranking change alerts |
Performance Analytics (As of 04/30/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 11/28/2003 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | -0.3 | 1.5 | 8.5 | 0.1 | 4.5 | 4.5 | 6.9 | 5.4 | 5.4 | 11.9 | -14.4 | 8.4 | 11.3 | 15.6 | -4.1 | 11.1 | 6.6 | -1.2 | 4.5 | 11.4 | 11.9 | 0.0 | 12.2 | 27.4 | -27.1 | 6.1 | 12.2 | 5.8 | 10.7 | 2.7 |
Sharpe Ratio | NA | 0.48 | 0.95 | -0.23 | 0.34 | 0.47 | NA | NA | 0.44 | 1.17 | -1.41 | 1.4 | 0.8 | 3.15 | -0.94 | 3.6 | 0.98 | -0.19 | 0.86 | 1.85 | 1.63 | 0.0 | 1.11 | 1.68 | -1.21 | 0.32 | 1.04 | 0.53 | 1.24 | 4.99 |
Draw Down(%) | NA | 2.9 | 6.3 | 19.8 | 19.8 | 19.8 | NA | NA | 39.3 | 6.3 | 18.9 | 3.3 | 19.6 | 2.0 | 8.6 | 1.0 | 4.8 | 7.3 | 4.2 | 5.8 | 6.3 | 12.8 | 8.8 | 16.5 | 35.9 | 6.2 | 6.4 | 4.9 | 5.7 | 1.0 |
Standard Deviation(%) | NA | 5.7 | 6.2 | 8.2 | 9.2 | 7.6 | NA | NA | 10.0 | 6.5 | 11.2 | 6.0 | 13.8 | 4.5 | 5.8 | 2.9 | 6.5 | 6.6 | 5.2 | 6.1 | 7.3 | 13.5 | 10.8 | 16.2 | 23.0 | 9.5 | 8.7 | 6.8 | 7.8 | 7.1 |
Treynor Ratio | NA | 0.03 | 0.06 | -0.02 | 0.03 | 0.03 | NA | NA | 0.03 | 0.08 | -0.13 | 0.06 | 0.09 | 0.11 | -0.04 | 0.09 | 0.04 | -0.01 | 0.03 | 0.08 | 0.07 | 0.0 | 0.06 | 0.15 | -0.14 | 0.02 | 0.06 | 0.03 | 0.08 | 0.53 |
Alpha | NA | 0.03 | 0.01 | 0.0 | 0.0 | 0.0 | NA | NA | 0.0 | 0.0 | 0.01 | 0.01 | 0.0 | -0.01 | 0.0 | 0.01 | 0.0 | 0.0 | -0.02 | 0.01 | -0.01 | -0.04 | -0.02 | 0.0 | -0.03 | -0.02 | 0.02 | 0.01 | 0.0 | 0.07 |
Beta | NA | 1.08 | 1.05 | 1.17 | 1.2 | 1.25 | NA | NA | 1.55 | 0.98 | 1.21 | 1.33 | 1.24 | 1.31 | 1.28 | 1.14 | 1.48 | 1.45 | 1.53 | 1.47 | 1.78 | 2.07 | 1.86 | 1.82 | 1.92 | 1.76 | 1.62 | 1.25 | 1.19 | 0.66 |
RSquared | NA | 0.87 | 0.88 | 0.86 | 0.81 | 0.82 | NA | NA | 0.78 | 0.72 | 0.88 | 0.85 | 0.74 | 0.88 | 0.9 | 0.77 | 0.92 | 0.88 | 0.86 | 0.86 | 0.78 | 0.85 | 0.83 | 0.88 | 0.9 | 0.76 | 0.54 | 0.41 | 0.39 | 0.13 |
Yield(%) | N/A | 0.0 | 4.0 | 7.6 | 7.8 | 6.2 | 7.6 | 5.9 | N/A | 4.1 | 8.7 | 12.6 | 9.8 | 4.5 | 7.1 | 5.8 | 3.8 | 3.5 | 5.0 | 3.2 | 2.3 | 2.1 | 2.2 | 2.8 | 3.8 | 4.1 | 3.5 | 2.2 | 2.0 | 0.0 |
Dividend Growth(%) | N/A | -100.0 | -63.6 | 15.7 | 55.1 | 169.9 | N/A | N/A | N/A | -63.6 | -33.8 | 30.3 | 143.1 | -43.8 | 29.3 | 57.1 | 3.3 | -30.7 | 66.0 | 55.9 | 6.2 | 3.2 | -3.1 | -46.7 | -7.7 | 27.5 | 64.5 | 19.2 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 11/28/2003
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 2000-2010 Asset Class Trend Rankings |
Top Rated Funds in Target Date 2000-2010
Best Mutual Funds
- TRRFX (T. ROWE PRICE RETIREMENT 2005 FUND T. ROWE PRICE RETIREMENT 2005 FUND) 0.0% (100%)
- TRRAX (T. ROWE PRICE RETIREMENT 2010 FUND T. ROWE PRICE RETIREMENT 2010 FUND) 0.07% (97%)
- SWBRX (SCHWAB TARGET 2010 FUND SCHWAB TARGET 2010 FUND) 0.0% (95%)
- FFFCX (FIDELITY FREEDOM 2010 FUND FIDELITY FREEDOM 2010 FUND) 0.15% (92%)
- TCLEX (TIAA-CREF LIFECYCLE 2010 FUND RETIREMENT CLASS) 0.08% (90%)
- FFFVX (FIDELITY FREEDOM 2005 FUND FIDELITY FREEDOM 2005 FUND) 0.18% (87%)
- FCIFX (FIDELITY ADVISOR FREEDOM 2010 FUND CLASS I) 0.10% (85%)
- FFIVX (FIDELITY ADVISOR FREEDOM 2005 FUND CLASS I) 0.20% (82%)
- JLAHX (RETIREMENT LIVING THROUGH 2010 PORTFOLIO CLASS R5) 0.14% (79%)
- REATX (AMERICAN FUNDS 2010 TARGET DATE RETIREMENT FUND CLASS R-5) 0.09% (74%)