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TRRNX: T. ROWE PRICE RETIREMENT 2055 FUND T. ROWE PRICE RETIREMENT 2055 FUND (MUTUAL FUND)
Basic Info 20.94 0.05(0.24%) May 19
| Asset Class: | Target Date 2051+ |
| MyPlanIQ Rating: | (93%) |
| Start Date: | 01/11/2007 |
| Last Dividend Date: | 12/21/2023 |
| 12-Mo. Yield | 0.00% |
| Expenses | 1.14% |
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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 | Since 01/11/2007 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 1.5 | 5.3 | 7.7 | 8.6 | 9.6 | 7.0 | 9.1 | 6.8 | 12.2 | 17.8 | -23.6 | 11.4 | 15.4 | 25.4 | -7.6 | 22.3 | 7.7 | 0.2 | 6.2 | 25.9 | 17.6 | -3.3 | 16.4 | 39.0 | -38.9 | 6.2 |
| Sharpe Ratio | NA | 0.49 | 0.07 | 0.26 | 0.42 | 0.33 | NA | 0.31 | 0.5 | 1.14 | -1.15 | 0.91 | 0.54 | 2.33 | -0.68 | 3.65 | 0.57 | 0.01 | 0.59 | 2.44 | 1.38 | -0.15 | 0.92 | 1.54 | -1.1 | 0.24 |
| Draw Down(%) | NA | 15.6 | 16.3 | 16.3 | 31.7 | 32.5 | NA | 53.6 | 7.6 | 10.5 | 26.3 | 9.4 | 32.5 | 5.4 | 17.1 | 1.8 | 11.3 | 12.6 | 8.1 | 7.2 | 10.9 | 20.8 | 14.6 | 23.2 | 49.6 | 9.5 |
| Standard Deviation(%) | NA | 22.6 | 16.6 | 16.0 | 16.0 | 15.8 | NA | 18.0 | 11.3 | 12.1 | 21.8 | 12.6 | 28.2 | 10.3 | 13.1 | 6.0 | 13.3 | 13.1 | 10.4 | 10.6 | 12.8 | 23.2 | 17.8 | 25.3 | 36.1 | 14.4 |
| Treynor Ratio | NA | 0.14 | 0.01 | 0.05 | 0.08 | 0.07 | NA | 0.07 | 0.07 | 0.16 | -0.3 | 0.13 | 0.24 | 0.3 | -0.12 | 0.27 | 0.08 | 0.0 | 0.07 | 0.28 | 0.18 | -0.03 | 0.17 | 0.42 | -0.46 | 0.04 |
| Alpha | NA | 0.03 | -0.02 | -0.02 | -0.02 | -0.01 | NA | -0.01 | -0.03 | -0.02 | -0.04 | -0.04 | 0.01 | 0.0 | -0.02 | 0.02 | -0.01 | 0.0 | -0.02 | -0.01 | 0.01 | -0.02 | 0.01 | 0.04 | -0.04 | 0.01 |
| Beta | NA | 0.81 | 0.82 | 0.84 | 0.85 | 0.77 | NA | 0.84 | 0.84 | 0.87 | 0.85 | 0.85 | 0.64 | 0.81 | 0.73 | 0.82 | 0.97 | 0.81 | 0.87 | 0.93 | 0.99 | 0.98 | 0.97 | 0.92 | 0.87 | 0.87 |
| RSquared | NA | 0.96 | 0.93 | 0.9 | 0.89 | 0.8 | NA | 0.89 | 0.88 | 0.9 | 0.88 | 0.77 | 0.63 | 0.95 | 0.9 | 0.84 | 0.93 | 0.92 | 0.9 | 0.95 | 0.95 | 0.98 | 0.98 | 0.98 | 0.98 | 0.96 |
| Yield(%) | N/A | 0.0 | 0.0 | 0.8 | 0.9 | 3.0 | 4.4 | N/A | 0.0 | 1.5 | 0.9 | 0.7 | 0.8 | 6.4 | 6.5 | 4.0 | 4.2 | 4.6 | 3.3 | 3.1 | 2.3 | 1.7 | 1.5 | 2.2 | 2.6 | 2.0 |
| Dividend Growth(%) | N/A | N/A | -100.0 | -63.6 | -81.1 | N/A | N/A | N/A | -100.0 | 24.2 | 38.9 | 0.8 | -84.9 | -14.9 | 90.6 | 1.0 | -14.6 | 46.4 | 27.3 | 57.1 | 26.5 | 32.8 | -8.8 | -49.3 | 35.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/11/2007
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