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RRTCX: T. ROWE PRICE RETIREMENT 2030 FUND T. ROWE PRICE RETIREMENT 2030 FUND- R CLASS (MUTUAL FUND)
Basic Info 23.86 0.03(0.13%) May 01
Asset Class: | Target Date 2026-2030 |
MyPlanIQ Rating: | (63%) |
Start Date: | 11/28/2003 |
Last Dividend Date: | 12/21/2023 |
12-Mo. Yield | 10.31% |
Expenses | 1.08% |
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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(%) | -0.5 | 2.4 | 11.9 | 0.8 | 6.6 | 6.7 | 9.8 | 7.1 | 7.2 | 15.8 | -17.4 | 13.2 | 15.3 | 21.9 | -6.8 | 18.8 | 7.1 | -0.5 | 5.5 | 22.4 | 16.3 | -3.2 | 15.4 | 37.4 | -38.1 | 6.3 | 15.5 | 7.6 | 13.7 | 4.1 |
Sharpe Ratio | NA | 0.92 | 1.27 | -0.09 | 0.37 | 0.47 | NA | NA | 0.4 | 1.29 | -1.17 | 1.41 | 0.65 | 2.47 | -0.75 | 3.58 | 0.61 | -0.05 | 0.6 | 2.31 | 1.4 | -0.15 | 0.91 | 1.54 | -1.12 | 0.24 | 1.14 | 0.6 | 1.21 | 6.97 |
Draw Down(%) | NA | 3.9 | 8.5 | 24.5 | 28.5 | 28.5 | NA | NA | 52.7 | 8.5 | 23.2 | 4.8 | 28.5 | 4.2 | 14.8 | 1.6 | 9.6 | 11.4 | 7.2 | 7.0 | 10.1 | 19.8 | 13.8 | 22.5 | 48.6 | 9.3 | 9.4 | 6.5 | 7.5 | 0.8 |
Standard Deviation(%) | NA | 7.8 | 8.3 | 11.7 | 14.4 | 12.3 | NA | NA | 15.4 | 9.0 | 16.1 | 9.4 | 23.2 | 8.3 | 10.8 | 5.1 | 11.4 | 11.4 | 9.2 | 9.7 | 11.7 | 21.8 | 16.8 | 24.2 | 34.7 | 13.8 | 10.8 | 9.1 | 10.5 | 8.4 |
Treynor Ratio | NA | 0.07 | 0.11 | -0.01 | 0.05 | 0.06 | NA | NA | 0.06 | 0.12 | -0.18 | 0.13 | 0.16 | 0.19 | -0.08 | 0.17 | 0.06 | -0.01 | 0.05 | 0.2 | 0.15 | -0.03 | 0.14 | 0.36 | -0.39 | 0.03 | 0.11 | 0.0 | 0.0 | 0.0 |
Alpha | NA | 0.02 | 0.01 | 0.0 | 0.0 | 0.0 | NA | NA | 0.01 | 0.0 | 0.0 | 0.01 | 0.01 | 0.0 | 0.0 | 0.0 | -0.01 | 0.0 | -0.01 | 0.0 | 0.0 | -0.01 | 0.0 | 0.03 | -0.03 | 0.0 | 0.0 | NA | NA | NA |
Beta | NA | 1.02 | 0.95 | 1.01 | 0.98 | 1.01 | NA | NA | 1.03 | 0.97 | 1.02 | 1.03 | 0.95 | 1.1 | 1.02 | 1.08 | 1.1 | 1.05 | 1.1 | 1.1 | 1.09 | 1.11 | 1.1 | 1.04 | 1.0 | 0.99 | 1.07 | NA | NA | NA |
RSquared | NA | 0.98 | 0.84 | 0.89 | 0.84 | 0.88 | NA | NA | 0.9 | 0.85 | 0.93 | 0.83 | 0.78 | 0.99 | 0.94 | 0.93 | 0.99 | 0.97 | 0.94 | 0.99 | 0.95 | 0.96 | 0.99 | 0.99 | 0.99 | 0.99 | 0.5 | 0.0 | 0.0 | 0.0 |
Yield(%) | N/A | 0.0 | 6.0 | 7.2 | 7.5 | 6.5 | 9.3 | 6.6 | N/A | 6.4 | 8.7 | 9.5 | 5.7 | 5.8 | 7.2 | 3.9 | 4.0 | 4.7 | 3.8 | 3.0 | 2.0 | 1.2 | 1.2 | 1.9 | 3.3 | 3.9 | 3.1 | 1.5 | 1.7 | 0.0 |
Dividend Growth(%) | N/A | -100.0 | -45.8 | 41.9 | 69.7 | 284.8 | N/A | N/A | N/A | -45.8 | -4.6 | 78.9 | 14.8 | -30.1 | 112.8 | 1.2 | -20.6 | 27.4 | 44.8 | 81.2 | 60.0 | 5.3 | -13.6 | -64.5 | -13.9 | 41.2 | 121.7 | 0.0 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 11/28/2003
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