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TRPAX: T. ROWE PRICE RETIREMENT I 2010 FUND-I CLASS T. ROWE PRICE RETIREMENT I 2010 FUND-I CLASS (MUTUAL FUND)
Basic Info
| Asset Class: | Target Date 2000-2010 |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 10/02/2015 |
| Last Dividend Date: | 02/14/2024 |
| 12-Mo. Yield | 4.41% |
| Expenses | 0.34% |
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Performance Analytics (As of 02/20/2024)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | Since 10/02/2015 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 1.0 | 9.6 | 1.3 | 5.7 | 6.0 | 1.0 | 12.5 | -14.0 | 9.1 | 12.1 | 16.7 | -3.6 | 11.8 | 7.2 | 1.2 |
| Sharpe Ratio | NA | 0.81 | -0.09 | 0.46 | 0.62 | 0.59 | 1.27 | -1.39 | 1.53 | 0.85 | 3.38 | -0.85 | 3.9 | 1.08 | 0.81 |
| Draw Down(%) | NA | 6.1 | 19.3 | 19.6 | 19.6 | 1.4 | 6.1 | 18.5 | 3.2 | 19.6 | 2.0 | 8.0 | 1.0 | 4.7 | 2.8 |
| Standard Deviation(%) | NA | 6.4 | 8.2 | 9.1 | 7.8 | 6.3 | 6.6 | 11.1 | 5.9 | 13.9 | 4.5 | 5.8 | 2.9 | 6.5 | 6.1 |
| Treynor Ratio | NA | 0.12 | -0.02 | 0.11 | 0.13 | 0.08 | 0.19 | -0.36 | 0.21 | 0.37 | 0.46 | -0.15 | 0.34 | 0.15 | 0.13 |
| Alpha | NA | -0.01 | -0.02 | 0.0 | 0.0 | -0.04 | 0.0 | -0.03 | -0.01 | 0.02 | 0.02 | -0.01 | 0.02 | 0.01 | -0.01 |
| Beta | NA | 0.45 | 0.44 | 0.37 | 0.37 | 0.47 | 0.44 | 0.43 | 0.43 | 0.32 | 0.33 | 0.32 | 0.33 | 0.46 | 0.38 |
| RSquared | NA | 0.76 | 0.86 | 0.73 | 0.75 | 0.71 | 0.77 | 0.89 | 0.88 | 0.62 | 0.85 | 0.88 | 0.6 | 0.86 | 0.85 |
| Yield(%) | N/A | 4.4 | 5.4 | 5.6 | N/A | 0.4 | 4.1 | 6.6 | 6.2 | 4.9 | 3.9 | 3.8 | 3.3 | 1.7 | 0.6 |
| Dividend Growth(%) | N/A | -45.1 | 48.5 | N/A | N/A | -90.5 | -49.9 | 9.2 | 35.0 | 40.2 | -2.7 | 23.9 | 102.9 | 191.7 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 10/02/2015
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