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TRRCX: T. Rowe Price Retirement 2030 Fund (MUTUAL FUND)
Basic Info 26.67 0.03(0.11%) May 20
| Asset Class: | Target Date 2026-2030 |
| MyPlanIQ Rating: | (100%) |
| Start Date: | 11/05/2002 |
| Last Dividend Date: | 12/20/2024 |
| 12-Mo. Yield | 3.39% |
| Expenses | 1.08% |
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Performance Analytics (As of 05/16/2025)
Not up-to-date? Try| 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(%) | 0.7 | 4.0 | 7.8 | 4.3 | 4.8 | 4.6 | 7.5 | 6.2 | 7.2 | 10.7 | 11.6 | -24.5 | 4.7 | 11.0 | 22.5 | -6.4 | 19.5 | 7.7 | -0.1 | 6.2 | 23.1 | 16.8 | -2.7 | 16.0 | 38.0 | -37.8 | 6.8 | 16.0 | 8.1 | 14.2 | 30.0 | -1.8 |
| Sharpe Ratio | NA | 0.54 | 0.14 | -0.01 | 0.16 | 0.22 | NA | NA | 0.39 | 0.51 | 0.77 | -1.42 | 0.41 | 0.45 | 2.53 | -0.71 | 3.72 | 0.66 | -0.01 | 0.57 | 2.39 | 1.45 | -0.13 | 0.95 | 1.56 | -1.11 | 0.28 | 1.17 | 0.65 | 1.26 | 2.07 | -0.68 |
| Draw Down(%) | NA | 10.5 | 10.5 | 16.0 | 32.2 | 32.2 | NA | NA | 52.3 | 4.8 | 8.4 | 25.1 | 10.9 | 28.6 | 4.2 | 14.5 | 1.5 | 9.6 | 11.2 | 7.2 | 7.0 | 10.0 | 19.7 | 13.8 | 22.4 | 48.3 | 9.3 | 9.3 | 6.4 | 7.3 | 13.2 | 5.8 |
| Standard Deviation(%) | NA | 14.9 | 11.1 | 12.7 | 13.0 | 13.1 | NA | NA | 15.5 | 8.1 | 9.6 | 18.2 | 11.5 | 23.7 | 8.3 | 10.8 | 5.1 | 11.3 | 11.4 | 10.9 | 9.7 | 11.7 | 21.7 | 16.8 | 24.3 | 34.7 | 13.8 | 11.0 | 9.1 | 10.5 | 14.2 | 18.3 |
| Treynor Ratio | NA | 0.07 | 0.02 | 0.0 | 0.02 | 0.03 | NA | NA | 0.06 | 0.05 | 0.08 | -0.26 | 0.05 | 0.12 | 0.19 | -0.08 | 0.18 | 0.07 | 0.0 | 0.06 | 0.21 | 0.16 | -0.02 | 0.15 | 0.36 | -0.39 | 0.04 | 0.12 | 0.0 | 0.0 | 0.0 | 0.0 |
| Alpha | NA | -0.01 | -0.01 | -0.02 | -0.02 | -0.01 | NA | NA | 0.01 | 0.02 | -0.01 | -0.04 | -0.02 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.03 | -0.03 | 0.0 | 0.01 | NA | NA | NA | NA |
| Beta | NA | 1.08 | 1.06 | 1.02 | 1.04 | 1.01 | NA | NA | 1.03 | 0.83 | 0.94 | 1.01 | 0.99 | 0.91 | 1.11 | 1.02 | 1.08 | 1.04 | 1.05 | 1.1 | 1.09 | 1.09 | 1.12 | 1.09 | 1.04 | 1.0 | 0.99 | 1.08 | NA | NA | NA | NA |
| RSquared | NA | 0.99 | 0.99 | 0.78 | 0.77 | 0.8 | NA | NA | 0.83 | 0.82 | 0.7 | 0.72 | 0.52 | 0.68 | 0.99 | 0.94 | 0.93 | 0.9 | 0.97 | 0.67 | 0.99 | 0.95 | 0.99 | 0.99 | 0.99 | 0.99 | 0.99 | 0.49 | 0.0 | 0.0 | 0.0 | 0.0 |
| Yield(%) | N/A | 0.0 | 3.4 | 2.3 | 2.0 | 3.7 | 5.2 | 4.6 | N/A | 3.6 | 2.1 | 1.5 | 1.1 | 1.2 | 6.3 | 7.6 | 4.4 | 4.5 | 5.2 | 4.2 | 3.5 | 2.4 | 1.5 | 1.7 | 2.4 | 3.6 | 4.3 | 3.3 | 1.7 | 1.9 | 1.1 | 0.0 |
| Dividend Growth(%) | N/A | -100.0 | 84.7 | -13.4 | -63.2 | 73.1 | N/A | N/A | N/A | 84.7 | 8.6 | 35.0 | 3.2 | -78.0 | -28.4 | 99.0 | 3.1 | -19.3 | 25.3 | 39.7 | 67.9 | 50.0 | 3.8 | -5.8 | -59.4 | -15.0 | 42.9 | 107.4 | 3.8 | 116.7 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 11/05/2002
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