Find A Portfolio/Ticker
Comparison Box
TRPJX: T. ROWE PRICE RETIREMENT I 2035 FUND-I CLASS T. ROWE PRICE RETIREMENT I 2035 FUND-I CLASS (MUTUAL FUND)
Basic Info
| Asset Class: | Target Date 2031-2035 |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 10/02/2015 |
| Last Dividend Date: | 02/14/2024 |
| 12-Mo. Yield | 4.78% |
| Expenses | 0.42% |
| Sign up to get fund ranking change alerts | |
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(%) | 1.5 | 14.4 | 2.8 | 8.6 | 9.2 | 2.2 | 18.3 | -17.9 | 15.3 | 17.0 | 23.9 | -6.8 | 21.0 | 8.2 | 3.1 |
| Sharpe Ratio | NA | 1.01 | 0.06 | 0.45 | 0.57 | 1.57 | 1.39 | -1.06 | 1.45 | 0.66 | 2.46 | -0.68 | 3.76 | 0.65 | 1.13 |
| Draw Down(%) | NA | 9.3 | 25.8 | 30.2 | 30.2 | 2.0 | 9.3 | 24.3 | 5.5 | 30.2 | 4.7 | 15.5 | 1.7 | 10.5 | 4.2 |
| Standard Deviation(%) | NA | 9.9 | 13.5 | 15.9 | 14.0 | 9.1 | 10.2 | 18.3 | 10.5 | 25.2 | 9.2 | 12.0 | 5.4 | 12.3 | 11.6 |
| Treynor Ratio | NA | 0.13 | 0.01 | 0.11 | 0.12 | 0.2 | 0.19 | -0.26 | 0.2 | 0.28 | 0.31 | -0.12 | 0.28 | 0.09 | 0.18 |
| Alpha | NA | -0.02 | -0.02 | 0.0 | 0.0 | -0.03 | -0.01 | -0.02 | -0.02 | 0.02 | 0.01 | -0.02 | 0.02 | -0.01 | -0.01 |
| Beta | NA | 0.76 | 0.74 | 0.66 | 0.68 | 0.73 | 0.75 | 0.73 | 0.78 | 0.59 | 0.71 | 0.67 | 0.74 | 0.9 | 0.74 |
| RSquared | NA | 0.9 | 0.93 | 0.79 | 0.81 | 0.83 | 0.91 | 0.94 | 0.92 | 0.67 | 0.95 | 0.91 | 0.82 | 0.92 | 0.9 |
| Yield(%) | N/A | 4.8 | 4.3 | 5.0 | N/A | 1.0 | 3.8 | 4.8 | 4.0 | 3.6 | 5.0 | 4.2 | 3.6 | 1.7 | 1.1 |
| Dividend Growth(%) | N/A | -19.6 | 31.6 | N/A | N/A | -70.0 | -38.1 | 33.4 | 26.0 | -13.8 | 5.5 | 37.5 | 135.3 | 54.5 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 10/02/2015
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 2031-2035 Asset Class Trend Rankings |
Top Rated Funds in Target Date 2031-2035
Latest Articles Related to TRPJX
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>
