TRRAX: T. ROWE PRICE RETIREMENT 2010 FUND T. ROWE PRICE RETIREMENT 2010 FUND (MUTUAL FUND)

Basic Info 16.19 0.02(0.12%) July 25

Asset Class:	Target Date 2000-2010
MyPlanIQ Rating:	(97%)
Start Date:	11/05/2002
Last Dividend Date:	12/20/2024
12-Mo. Yield	4.01%
Expenses	0.99%
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Performance Analytics (As of 07/25/2025)

	Last 1 Week*	YTD*(2025)	1 Yr	3 Yr	5 Yr	10 Yr	15 Yr	20 Yr	Since 11/05/2002
Annualized Return(%) ?	0.8	6.8	9.8	8.5	6.0	6.0	6.7	6.0	6.8
Sharpe Ratio ?	NA	1.08	0.86	0.66	0.51	0.58	NA	NA	0.56
Draw Down(%) ?	NA	7.0	7.0	10.6	19.4	19.6	NA	NA	38.9

	Last 1 Week*	YTD*(2025)	1 Yr	3 Yr	5 Yr	10 Yr	15 Yr	20 Yr	Since 11/05/2002	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015	2014	2013	2012	2011	2010	2009	2008	2007	2006	2005	2004	2003	2002
Annualized Return(%) ?	0.8	6.8	9.8	8.5	6.0	6.0	6.7	6.0	6.8	8.5	12.5	-13.9	8.9	11.9	16.2	-3.7	11.7	7.1	-0.8	5.3	11.9	12.4	0.5	12.7	27.9	-26.8	6.7	12.8	6.3	11.1	23.8	-0.5
Sharpe Ratio ?	NA	1.08	0.86	0.66	0.51	0.58	NA	NA	0.56	0.83	1.36	-1.39	1.49	0.84	3.25	-0.88	3.83	1.07	-0.12	0.57	1.93	1.71	0.04	1.17	1.72	-1.2	0.37	1.06	0.6	1.3	2.23	-0.3
Draw Down(%) ?	NA	7.0	7.0	10.6	19.4	19.6	NA	NA	38.9	3.0	6.2	18.6	3.2	19.6	1.9	8.2	0.9	4.7	7.1	6.3	5.8	6.2	12.6	8.7	16.3	35.7	6.2	6.4	4.8	5.7	9.1	3.5
Standard Deviation(%) ?	NA	8.7	7.7	7.7	7.8	7.8	NA	NA	10.1	5.9	6.6	11.1	5.9	13.9	4.5	5.8	2.9	6.5	6.6	9.3	6.2	7.3	13.4	10.8	16.2	23.1	9.6	9.0	6.7	7.8	10.3	13.0
Treynor Ratio ?	NA	0.07	0.05	0.04	0.03	0.04	NA	NA	0.04	0.04	0.09	-0.13	0.07	0.09	0.11	-0.04	0.1	0.05	-0.01	0.04	0.08	0.07	0.0	0.07	0.15	-0.14	0.02	0.06	0.03	0.09	0.24	0.0
Alpha	NA	0.0	0.0	0.01	0.01	0.0	NA	NA	0.0	0.01	0.01	0.01	0.01	0.0	0.0	0.0	0.01	0.0	0.0	-0.01	0.01	-0.01	-0.04	-0.02	0.0	-0.03	-0.02	0.02	0.01	0.01	0.08	NA
Beta	NA	1.34	1.29	1.15	1.21	1.24	NA	NA	1.53	1.12	1.04	1.22	1.32	1.25	1.32	1.28	1.13	1.38	1.45	1.49	1.48	1.77	2.08	1.85	1.81	1.93	1.78	1.62	1.22	1.19	0.97	NA
RSquared ?	NA	0.89	0.89	0.89	0.88	0.83	NA	NA	0.72	0.87	0.83	0.92	0.85	0.74	0.88	0.9	0.77	0.81	0.88	0.25	0.86	0.78	0.86	0.82	0.88	0.9	0.76	0.51	0.4	0.4	0.02	0.0
Yield(%)	N/A	0.0	4.0	6.2	7.6	6.6	6.7	6.0	N/A	4.3	4.7	9.1	13.1	10.0	5.0	7.5	6.3	4.4	4.0	5.5	3.7	2.8	2.6	2.7	3.4	4.1	4.5	3.9	2.5	2.2	1.3	0.7
Dividend Growth(%)	N/A	-100.0	-1.4	-43.2	49.0	115.3	N/A	N/A	N/A	-1.4	-60.6	-33.1	31.9	120.7	-40.6	26.6	49.3	2.8	-27.6	60.7	45.2	5.0	5.3	-2.6	-40.9	-7.0	24.6	62.9	20.7	107.1	100.0	N/A

	Last 1 Week*	YTD*(2025)	1 Yr	3 Yr	5 Yr	10 Yr	15 Yr	20 Yr	Since 11/05/2002	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015	2014	2013	2012	2011	2010	2009	2008	2007	2006	2005	2004	2003	2002
Annualized Return(%) ?	0.8	6.8	9.8	8.5	6.0	6.0	6.7	6.0	6.8	8.5	12.5	-13.9	8.9	11.9	16.2	-3.7	11.7	7.1	-0.8	5.3	11.9	12.4	0.5	12.7	27.9	-26.8	6.7	12.8	6.3	11.1	23.8	-0.5
Sharpe Ratio ?	NA	1.08	0.86	0.66	0.51	0.58	NA	NA	0.56	0.83	1.36	-1.39	1.49	0.84	3.25	-0.88	3.83	1.07	-0.12	0.57	1.93	1.71	0.04	1.17	1.72	-1.2	0.37	1.06	0.6	1.3	2.23	-0.3
Draw Down(%) ?	NA	7.0	7.0	10.6	19.4	19.6	NA	NA	38.9	3.0	6.2	18.6	3.2	19.6	1.9	8.2	0.9	4.7	7.1	6.3	5.8	6.2	12.6	8.7	16.3	35.7	6.2	6.4	4.8	5.7	9.1	3.5
Standard Deviation(%) ?	NA	8.7	7.7	7.7	7.8	7.8	NA	NA	10.1	5.9	6.6	11.1	5.9	13.9	4.5	5.8	2.9	6.5	6.6	9.3	6.2	7.3	13.4	10.8	16.2	23.1	9.6	9.0	6.7	7.8	10.3	13.0
Treynor Ratio ?	NA	0.07	0.05	0.04	0.03	0.04	NA	NA	0.04	0.04	0.09	-0.13	0.07	0.09	0.11	-0.04	0.1	0.05	-0.01	0.04	0.08	0.07	0.0	0.07	0.15	-0.14	0.02	0.06	0.03	0.09	0.24	0.0
Alpha	NA	0.0	0.0	0.01	0.01	0.0	NA	NA	0.0	0.01	0.01	0.01	0.01	0.0	0.0	0.0	0.01	0.0	0.0	-0.01	0.01	-0.01	-0.04	-0.02	0.0	-0.03	-0.02	0.02	0.01	0.01	0.08	NA
Beta	NA	1.34	1.29	1.15	1.21	1.24	NA	NA	1.53	1.12	1.04	1.22	1.32	1.25	1.32	1.28	1.13	1.38	1.45	1.49	1.48	1.77	2.08	1.85	1.81	1.93	1.78	1.62	1.22	1.19	0.97	NA
RSquared ?	NA	0.89	0.89	0.89	0.88	0.83	NA	NA	0.72	0.87	0.83	0.92	0.85	0.74	0.88	0.9	0.77	0.81	0.88	0.25	0.86	0.78	0.86	0.82	0.88	0.9	0.76	0.51	0.4	0.4	0.02	0.0
Yield(%)	N/A	0.0	4.0	6.2	7.6	6.6	6.7	6.0	N/A	4.3	4.7	9.1	13.1	10.0	5.0	7.5	6.3	4.4	4.0	5.5	3.7	2.8	2.6	2.7	3.4	4.1	4.5	3.9	2.5	2.2	1.3	0.7
Dividend Growth(%)	N/A	-100.0	-1.4	-43.2	49.0	115.3	N/A	N/A	N/A	-1.4	-60.6	-33.1	31.9	120.7	-40.6	26.6	49.3	2.8	-27.6	60.7	45.2	5.0	5.3	-2.6	-40.9	-7.0	24.6	62.9	20.7	107.1	100.0	N/A

*: NOT annualized;YTD: Year to Date
**Inception: starting from 11/05/2002

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TRRAX: T. ROWE PRICE RETIREMENT 2010 FUND T. ROWE PRICE RETIREMENT 2010 FUND (MUTUAL FUND)

Basic Info 16.19 0.02(0.12%) July 25

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TRRAX: T. ROWE PRICE RETIREMENT 2010 FUND T. ROWE PRICE RETIREMENT 2010 FUND (MUTUAL FUND)

Basic Info 16.19 0.02(0.12%) July 25

Performance Analytics (As of 07/25/2025)

Top Rated Funds in Target Date 2000-2010

Best Mutual Funds

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