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TRPMX: T. ROWE PRICE RETIREMENT I 2050 FUND-I CLASS T. ROWE PRICE RETIREMENT I 2050 FUND-I CLASS (MUTUAL FUND)
Basic Info
| Asset Class: | Target Date 2046-2050 |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 10/02/2015 |
| Last Dividend Date: | 02/14/2024 |
| 12-Mo. Yield | 5.00% |
| Expenses | 0.45% |
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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 | 16.9 | 3.7 | 9.8 | 10.1 | 3.1 | 20.9 | -19.1 | 17.6 | 18.7 | 25.6 | -7.5 | 22.6 | 8.3 | 3.4 |
| Sharpe Ratio | NA | 1.09 | 0.1 | 0.46 | 0.54 | 2.1 | 1.41 | -0.97 | 1.43 | 0.65 | 2.35 | -0.68 | 3.67 | 0.33 | 1.17 |
| Draw Down(%) | NA | 10.3 | 27.9 | 32.5 | 32.5 | 2.1 | 10.3 | 26.1 | 6.5 | 32.5 | 5.4 | 17.0 | 1.9 | 9.4 | 4.5 |
| Standard Deviation(%) | NA | 11.5 | 15.7 | 18.2 | 16.7 | 10.5 | 11.9 | 21.3 | 12.2 | 28.3 | 10.3 | 13.1 | 6.0 | 24.2 | 12.2 |
| Treynor Ratio | NA | 0.14 | 0.02 | 0.11 | 0.12 | 0.26 | 0.19 | -0.24 | 0.19 | 0.27 | 0.3 | -0.12 | 0.27 | 0.09 | 0.18 |
| 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 | 0.89 | 0.87 | 0.76 | 0.78 | 0.86 | 0.88 | 0.86 | 0.9 | 0.67 | 0.81 | 0.73 | 0.82 | 0.91 | 0.78 |
| RSquared | NA | 0.92 | 0.93 | 0.8 | 0.83 | 0.87 | 0.93 | 0.94 | 0.91 | 0.68 | 0.95 | 0.91 | 0.84 | 0.99 | 0.9 |
| Yield(%) | N/A | 5.0 | 4.4 | 5.2 | N/A | 1.1 | 4.0 | 4.5 | 4.4 | 3.2 | 5.5 | 4.3 | 3.5 | 1.7 | 1.2 |
| Dividend Growth(%) | N/A | -11.7 | 36.7 | N/A | N/A | -67.3 | -33.4 | 18.9 | 56.7 | -30.8 | 14.0 | 46.2 | 129.4 | 41.7 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 10/02/2015
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