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TRPLX: T. ROWE PRICE RETIREMENT I 2060 FUND-I CLASS T. ROWE PRICE RETIREMENT I 2060 FUND-I CLASS (MUTUAL FUND)
Basic Info
| Asset Class: | Target Date 2056-2060 |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 10/02/2015 |
| Last Dividend Date: | 02/14/2024 |
| 12-Mo. Yield | 5.10% |
| Expenses | 0.46% |
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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(%) | 1.8 | 17.0 | 3.7 | 9.8 | 10.0 | 3.1 | 21.0 | -19.2 | 17.6 | 18.8 | 25.5 | -7.4 | 22.5 | 7.1 | 3.5 |
| Sharpe Ratio | NA | 1.08 | 0.1 | 0.46 | 0.56 | 2.06 | 1.4 | -0.96 | 1.43 | 0.65 | 2.34 | -0.67 | 3.66 | 0.52 | 1.21 |
| Draw Down(%) | NA | 10.4 | 28.0 | 32.5 | 32.5 | 2.1 | 10.4 | 26.2 | 6.5 | 32.5 | 5.4 | 17.0 | 1.8 | 11.5 | 4.5 |
| Standard Deviation(%) | NA | 11.6 | 15.8 | 18.2 | 15.9 | 10.6 | 12.1 | 21.4 | 12.3 | 28.4 | 10.3 | 13.2 | 6.0 | 13.3 | 12.3 |
| Treynor Ratio | NA | 0.14 | 0.02 | 0.11 | 0.11 | 0.25 | 0.19 | -0.24 | 0.19 | 0.28 | 0.3 | -0.12 | 0.27 | 0.07 | 0.19 |
| Alpha | NA | -0.02 | -0.02 | 0.0 | 0.0 | -0.02 | -0.01 | -0.02 | -0.03 | 0.02 | 0.0 | -0.02 | 0.02 | -0.02 | -0.01 |
| Beta | NA | 0.9 | 0.87 | 0.76 | 0.77 | 0.86 | 0.89 | 0.86 | 0.9 | 0.67 | 0.81 | 0.74 | 0.82 | 0.97 | 0.79 |
| RSquared | NA | 0.92 | 0.93 | 0.8 | 0.82 | 0.86 | 0.93 | 0.94 | 0.91 | 0.68 | 0.96 | 0.91 | 0.84 | 0.92 | 0.9 |
| Yield(%) | N/A | 5.1 | 4.2 | 4.7 | N/A | 1.4 | 3.7 | 4.0 | 4.0 | 2.6 | 4.2 | 3.5 | 3.8 | 2.0 | 1.3 |
| Dividend Growth(%) | N/A | 3.8 | 65.7 | N/A | N/A | -56.9 | -27.5 | 12.4 | 79.7 | -24.5 | 6.5 | 9.5 | 110.0 | 53.8 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 10/02/2015
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