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RRTPX: T. ROWE PRICE RETIREMENT 2035 FUND T. ROWE PRICE RETIREMENT 2035 FUND-R CLASS (MUTUAL FUND)
Basic Info 20.08 0.1(0.50%) May 14
Asset Class: | Target Date 2031-2035 |
MyPlanIQ Rating: | (45%) |
Start Date: | 06/01/2007 |
Last Dividend Date: | 12/21/2023 |
12-Mo. Yield | 4.59% |
Expenses | 0.84% |
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Performance Analytics (As of 05/10/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 06/01/2007 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.9 | 6.9 | 18.6 | 3.5 | 8.9 | 7.5 | 10.5 | 6.2 | 17.6 | -18.5 | 14.7 | 16.5 | 23.1 | -7.4 | 20.3 | 7.1 | -0.4 | 5.6 | 24.2 | 16.8 | -3.8 | 15.9 | 38.5 | -39.2 | -3.3 |
Sharpe Ratio | NA | 1.66 | 1.44 | 0.01 | 0.42 | 0.48 | NA | 0.31 | 1.32 | -1.09 | 1.39 | 0.64 | 2.38 | -0.74 | 3.6 | 0.56 | -0.03 | 0.56 | 2.36 | 1.36 | -0.17 | 0.89 | 1.52 | -1.11 | -0.5 |
Draw Down(%) | NA | 4.3 | 9.4 | 26.2 | 30.2 | 30.2 | NA | 53.9 | 9.4 | 24.7 | 5.5 | 30.2 | 4.7 | 16.0 | 1.6 | 10.5 | 12.1 | 7.8 | 7.1 | 10.7 | 20.9 | 14.6 | 23.1 | 49.7 | 9.6 |
Standard Deviation(%) | NA | 9.0 | 9.4 | 13.3 | 15.9 | 13.5 | NA | 17.3 | 10.2 | 18.3 | 10.6 | 25.2 | 9.1 | 11.8 | 5.5 | 12.3 | 12.3 | 9.9 | 10.3 | 12.4 | 23.0 | 17.8 | 25.3 | 36.1 | 16.6 |
Treynor Ratio | NA | 0.14 | 0.14 | 0.0 | 0.07 | 0.06 | NA | 0.05 | 0.13 | -0.19 | 0.13 | 0.17 | 0.2 | -0.09 | 0.19 | 0.06 | 0.0 | 0.05 | 0.23 | 0.16 | -0.04 | 0.15 | 0.38 | -0.41 | -0.09 |
Alpha | NA | 0.01 | 0.01 | 0.0 | 0.0 | 0.0 | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | 0.0 | 0.0 | 0.0 | -0.01 | 0.0 | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.03 | -0.03 | -0.01 |
Beta | NA | 1.07 | 0.99 | 1.07 | 0.99 | 1.01 | NA | 1.01 | 1.03 | 1.07 | 1.11 | 0.93 | 1.08 | 0.99 | 1.04 | 1.07 | 1.02 | 1.05 | 1.06 | 1.05 | 1.07 | 1.06 | 1.01 | 0.98 | 0.97 |
RSquared | NA | 0.98 | 0.85 | 0.92 | 0.85 | 0.89 | NA | 0.95 | 0.86 | 0.95 | 0.91 | 0.78 | 0.99 | 0.94 | 0.93 | 0.99 | 0.97 | 0.93 | 0.98 | 0.95 | 0.99 | 0.99 | 0.99 | 0.99 | 0.99 |
Yield(%) | N/A | 0.0 | 4.6 | 5.7 | 6.5 | 5.9 | 8.6 | N/A | 4.9 | 7.0 | 7.1 | 5.1 | 6.1 | 6.9 | 3.9 | 4.1 | 4.9 | 3.4 | 2.7 | 2.1 | 1.1 | 1.3 | 1.9 | 3.2 | 3.7 |
Dividend Growth(%) | N/A | -100.0 | -47.7 | 18.9 | 48.6 | N/A | N/A | N/A | -47.4 | 6.8 | 52.1 | -2.0 | -24.0 | 104.8 | 0.0 | -21.3 | 48.1 | 50.0 | 50.0 | 84.6 | -7.1 | -6.7 | -65.1 | -18.9 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/01/2007
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