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TRRJX: T. ROWE PRICE RETIREMENT 2035 FUND T. ROWE PRICE RETIREMENT 2035 FUND (MUTUAL FUND)
Basic Info 19.96 0.04(0.20%) April 25
Asset Class: | Target Date 2031-2035 |
MyPlanIQ Rating: | (97%) |
Start Date: | 03/17/2004 |
Last Dividend Date: | 12/21/2023 |
12-Mo. Yield | 8.30% |
Expenses | 0.84% |
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Performance Analytics (As of 04/25/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 03/18/2004 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 1.0 | 3.6 | 16.3 | 2.0 | 8.1 | 7.8 | 11.0 | 7.8 | 7.8 | 18.1 | -18.0 | 15.2 | 17.1 | 23.7 | -6.9 | 20.9 | 7.6 | 0.1 | 6.1 | 24.9 | 17.4 | -3.3 | 16.3 | 39.0 | -38.9 | 6.8 | 16.1 | 8.0 | 12.1 |
Sharpe Ratio | NA | 0.45 | 1.01 | -0.04 | 0.4 | 0.5 | NA | NA | 0.41 | 1.37 | -1.06 | 1.44 | 0.67 | 2.44 | -0.7 | 3.69 | 0.61 | 0.01 | 0.61 | 2.44 | 1.4 | -0.14 | 0.91 | 1.55 | -1.09 | 0.27 | 1.19 | 0.64 | 1.38 |
Draw Down(%) | NA | 4.3 | 9.3 | 25.8 | 30.1 | 30.1 | NA | NA | 53.6 | 9.3 | 24.3 | 5.5 | 30.1 | 4.7 | 15.7 | 1.7 | 10.5 | 12.0 | 7.7 | 7.1 | 10.6 | 20.7 | 14.6 | 23.2 | 49.6 | 9.6 | 9.5 | 6.4 | 7.1 |
Standard Deviation(%) | NA | 8.7 | 9.4 | 13.3 | 15.9 | 13.5 | NA | NA | 16.4 | 10.2 | 18.3 | 10.6 | 25.1 | 9.1 | 11.9 | 5.5 | 12.2 | 12.3 | 9.9 | 10.2 | 12.4 | 23.0 | 17.9 | 25.2 | 36.2 | 14.2 | 10.8 | 9.1 | 10.5 |
Treynor Ratio | NA | 0.04 | 0.1 | 0.0 | 0.06 | 0.07 | NA | NA | 0.07 | 0.14 | -0.18 | 0.15 | 0.18 | 0.21 | -0.08 | 0.19 | 0.07 | 0.0 | 0.06 | 0.24 | 0.17 | -0.03 | 0.15 | 0.39 | -0.4 | 0.04 | 0.12 | 0.05 | 0.12 |
Alpha | NA | 0.02 | 0.01 | 0.0 | 0.0 | 0.0 | NA | NA | 0.0 | 0.0 | 0.0 | 0.01 | 0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | -0.01 | 0.0 | 0.01 | 0.0 | 0.0 | 0.03 | -0.03 | 0.0 | 0.0 | 0.0 | 0.0 |
Beta | NA | 1.08 | 1.0 | 1.06 | 0.99 | 1.0 | NA | NA | 1.01 | 1.02 | 1.08 | 1.04 | 0.92 | 1.08 | 0.99 | 1.05 | 1.02 | 1.02 | 1.05 | 1.05 | 1.05 | 1.08 | 1.06 | 1.01 | 0.99 | 0.97 | 1.06 | 1.17 | 1.21 |
RSquared | NA | 0.98 | 0.85 | 0.91 | 0.85 | 0.87 | NA | NA | 0.94 | 0.86 | 0.97 | 0.79 | 0.78 | 0.99 | 0.92 | 0.93 | 0.9 | 0.96 | 0.93 | 0.98 | 0.95 | 0.99 | 0.99 | 0.99 | 0.99 | 0.98 | 0.85 | 0.95 | 0.95 |
Yield(%) | N/A | 0.0 | 5.0 | 5.9 | 6.7 | 6.4 | 9.9 | 6.7 | N/A | 5.3 | 7.2 | 7.5 | 5.3 | 6.6 | 7.3 | 4.4 | 4.6 | 5.3 | 3.8 | 3.1 | 2.6 | 1.4 | 1.5 | 2.2 | 3.4 | 4.2 | 2.8 | 1.6 | 1.1 |
Dividend Growth(%) | N/A | -100.0 | -45.5 | 18.1 | 44.3 | 268.2 | N/A | N/A | N/A | -45.5 | 5.1 | 53.9 | -5.6 | -22.3 | 93.1 | 1.4 | -19.3 | 44.3 | 45.2 | 40.0 | 76.5 | 6.2 | -11.1 | -60.9 | -16.4 | 66.7 | 83.3 | 63.6 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 03/18/2004
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