T. ROWE PRICE RETIREMENT BALANCED FUND T. ROWE PRICE RETIREMENT BALANCED FUND-ADVISOR CLASS (PARIX)

Basic Info 13.22 0(0.0%)

T. ROWE PRICE RETIREMENT BALANCED FUND T. ROWE PRICE RETIREMENT BALANCED FUND-ADVISOR CLASS started on 11/28/2003
T. ROWE PRICE RETIREMENT BALANCED FUND T. ROWE PRICE RETIREMENT BALANCED FUND-ADVISOR CLASS is classified as asset class Retirement Income
T. ROWE PRICE RETIREMENT BALANCED FUND T. ROWE PRICE RETIREMENT BALANCED FUND-ADVISOR CLASS expense ratio is 0.49%
T. ROWE PRICE RETIREMENT BALANCED FUND T. ROWE PRICE RETIREMENT BALANCED FUND-ADVISOR CLASS rating is
(45%)

T. ROWE PRICE RETIREMENT BALANCED FUND T. ROWE PRICE RETIREMENT BALANCED FUND-ADVISOR CLASS (PARIX) Dividend Info

T. ROWE PRICE RETIREMENT BALANCED FUND T. ROWE PRICE RETIREMENT BALANCED FUND-ADVISOR CLASS (PARIX) dividend growth in the last 12 months is -58.69%

The trailing 12-month yield of T. ROWE PRICE RETIREMENT BALANCED FUND T. ROWE PRICE RETIREMENT BALANCED FUND-ADVISOR CLASS is 4.15%. its dividend history:

DateDividend
04/29/2024 0.016
03/28/2024 0.0185
02/28/2024 0.0165
01/30/2024 0.016
12/28/2023 0.0974
12/21/2023 0.1513
11/29/2023 0.1109
10/30/2023 0.0144
09/28/2023 0.0151
08/30/2023 0.0145
07/28/2023 0.0126
06/29/2023 0.0172
05/30/2023 0.0141
04/27/2023 0.0129
03/30/2023 0.0152
02/27/2023 0.0109
01/30/2023 0.01
12/29/2022 0.0949
12/21/2022 0.8481
11/29/2022 0.1972
10/28/2022 0.0091
09/29/2022 0.011
08/30/2022 0.009
07/28/2022 0.008
06/29/2022 0.0114
05/31/2022 0.0079
04/29/2022 0.0059
03/31/2022 0.0065
02/28/2022 0.0042
01/31/2022 0.0033
12/31/2021 0.2276
12/21/2021 1.59
11/30/2021 0.0047
10/29/2021 0.0046
09/30/2021 0.0088
08/31/2021 0.0049
07/30/2021 0.0045
06/30/2021 0.0116
05/28/2021 0.0049
04/30/2021 0.0045
03/31/2021 0.0097
02/26/2021 0.0029
01/29/2021 0.0026
12/31/2020 0.073
12/22/2020 1.23
11/30/2020 0.0045
10/30/2020 0.0056
09/30/2020 0.0152
08/31/2020 0.0055
07/31/2020 0.0063
06/30/2020 0.0186
05/29/2020 0.0064
04/30/2020 0.0076
03/31/2020 0.027
02/28/2020 0.01
01/31/2020 0.0116
12/31/2019 0.08
12/20/2019 0.23
11/29/2019 0.0119
10/31/2019 0.0124
09/30/2019 0.0247
08/30/2019 0.013
07/31/2019 0.0125
06/28/2019 0.0256
05/31/2019 0.0144
04/30/2019 0.0138
03/29/2019 0.0261
02/28/2019 0.0112
01/31/2019 0.0122
12/31/2018 0.0697
12/20/2018 0.71
11/30/2018 0.0202
10/31/2018 0.0135
09/28/2018 0.0235
08/31/2018 0.0135
07/31/2018 0.0116
06/29/2018 0.024
05/31/2018 0.011
04/30/2018 0.008
03/29/2018 0.02
02/28/2018 0.008
01/31/2018 0.008
12/29/2017 0.059
12/21/2017 0.55
11/30/2017 0.01
10/31/2017 0.009
09/29/2017 0.025
08/31/2017 0.01
07/31/2017 0.009
06/30/2017 0.024
05/31/2017 0.009
04/28/2017 0.01
03/31/2017 0.01
02/28/2017 0.009
01/31/2017 0.009
12/30/2016 0.065
12/21/2016 0.27
11/30/2016 0.009
10/31/2016 0.008
09/30/2016 0.023
08/31/2016 0.009
07/29/2016 0.009
06/30/2016 0.023
05/31/2016 0.008
04/29/2016 0.009
03/31/2016 0.014
02/29/2016 0.009
01/29/2016 0.008
12/31/2015 0.061
12/18/2015 0.25
11/30/2015 0.008
10/30/2015 0.009
09/30/2015 0.026
08/31/2015 0.009
07/31/2015 0.01
06/30/2015 0.024
05/29/2015 0.009
04/30/2015 0.009
03/31/2015 0.023
02/27/2015 0.008
01/30/2015 0.008
12/31/2014 0.068
12/19/2014 0.28
11/28/2014 0.008
10/31/2014 0.009
09/30/2014 0.024
08/29/2014 0.009
07/31/2014 0.009
06/30/2014 0.024
05/30/2014 0.009
04/30/2014 0.009
03/31/2014 0.014
02/28/2014 0.009
01/31/2014 0.009
12/31/2013 0.058
12/20/2013 0.21
11/29/2013 0.009
10/31/2013 0.009
09/30/2013 0.023
08/30/2013 0.008
07/31/2013 0.008
06/28/2013 0.023
05/31/2013 0.008
04/30/2013 0.008
03/28/2013 0.022
02/28/2013 0.008
01/31/2013 0.008
12/31/2012 0.012
12/20/2012 0.05
11/30/2012 0.008
10/31/2012 0.009
09/28/2012 0.024
08/31/2012 0.009
07/31/2012 0.009
06/29/2012 0.027
05/31/2012 0.01
04/30/2012 0.01
03/30/2012 0.023
02/29/2012 0.01
01/31/2012 0.01
12/30/2011 0.058
12/21/2011 0.02
11/30/2011 0.01
10/31/2011 0.01
09/30/2011 0.025
08/31/2011 0.011
07/29/2011 0.022
06/30/2011 0.042
05/31/2011 0.034
04/29/2011 0.022
03/31/2011 0.034
02/28/2011 0.016
01/31/2011 0.015
12/31/2010 0.056
11/30/2010 0.016
10/29/2010 0.017
09/30/2010 0.032
08/31/2010 0.017
07/30/2010 0.017
06/30/2010 0.031
05/28/2010 0.017
03/31/2010 0.03
02/26/2010 0.018
01/29/2010 0.017
12/31/2009 0.06
11/30/2009 0.018
10/30/2009 0.02
09/30/2009 0.032
08/31/2009 0.018
07/31/2009 0.021
06/30/2009 0.037
05/29/2009 0.02
04/30/2009 0.019
03/31/2009 0.036
02/27/2009 0.02
01/30/2009 0.02
12/31/2008 0.075
12/19/2008 0.14
11/28/2008 0.022
10/31/2008 0.027
09/30/2008 0.042
08/29/2008 0.028
07/31/2008 0.027
06/30/2008 0.042
05/30/2008 0.027
04/30/2008 0.026
03/31/2008 0.041
02/29/2008 0.028
01/31/2008 0.028
12/31/2007 0.066
12/20/2007 0.15
11/30/2007 0.032
10/31/2007 0.03
09/28/2007 0.042
08/31/2007 0.033
07/31/2007 0.029
06/29/2007 0.047
05/31/2007 0.032
04/30/2007 0.029
03/30/2007 0.045
02/28/2007 0.029
01/31/2007 0.027
12/29/2006 0.064
12/21/2006 0.12
11/30/2006 0.029
10/31/2006 0.026
09/29/2006 0.043
08/31/2006 0.028
07/31/2006 0.026
06/30/2006 0.049
05/31/2006 0.027
04/28/2006 0.024
03/31/2006 0.041
02/28/2006 0.023
01/31/2006 0.022
12/30/2005 0.055
12/15/2005 0.05
11/30/2005 0.023
10/31/2005 0.02
09/30/2005 0.037
08/31/2005 0.02
07/29/2005 0.02
06/30/2005 0.033
05/31/2005 0.02
04/29/2005 0.02
03/31/2005 0.029
02/28/2005 0.017
01/31/2005 0.016
12/31/2004 0.052
12/16/2004 0.03
11/30/2004 0.016
10/29/2004 0.016
09/30/2004 0.026
08/31/2004 0.015
07/30/2004 0.015
06/30/2004 0.028
05/28/2004 0.017
04/30/2004 0.019
03/31/2004 0.027
02/27/2004 0.016

Dividend Growth History for T. ROWE PRICE RETIREMENT BALANCED FUND T. ROWE PRICE RETIREMENT BALANCED FUND-ADVISOR CLASS (PARIX)

Year
Payout Amount
Year Start Yield
Annual Payout Growth (YoY)
CAGR to 2023
2023 $0.4965 4.14% -59.19% -
2022 $1.2165 8.02% -35.34% -59.19%
2021 $1.8813 11.95% 32.36% -48.63%
2020 $1.4213 9.13% 191.37% -29.57%
2019 $0.4878 3.50% -48.16% 0.44%
2018 $0.941 6.11% 26.65% -12.00%
2017 $0.743 5.06% 60.13% -6.50%
2016 $0.464 3.28% 2.20% 0.97%
2015 $0.454 3.06% -5.61% 1.12%
2014 $0.481 3.26% 19.65% 0.35%
2013 $0.402 2.85% 90.52% 2.13%
2012 $0.211 1.63% -33.86% 8.09%
2011 $0.319 2.42% 19.03% 3.76%
2010 $0.268 2.18% -16.51% 4.86%
2009 $0.321 3.07% -41.95% 3.16%
2008 $0.553 4.17% -6.43% -0.72%
2007 $0.591 4.50% 13.22% -1.08%
2006 $0.522 4.16% 45.00% -0.29%
2005 $0.36 2.94% 29.96% 1.80%
2004 $0.277 2.37% - 3.12%

Dividend Growth Chart for T. ROWE PRICE RETIREMENT BALANCED FUND T. ROWE PRICE RETIREMENT BALANCED FUND-ADVISOR CLASS (PARIX)

T. ROWE PRICE RETIREMENT BALANCED FUND T. ROWE PRICE RETIREMENT BALANCED FUND-ADVISOR CLASS (PARIX) Historical Returns And Risk Info

From 11/28/2003 to 05/17/2024, the compound annualized total return (dividend reinvested) of T. ROWE PRICE RETIREMENT BALANCED FUND T. ROWE PRICE RETIREMENT BALANCED FUND-ADVISOR CLASS (PARIX) is 5.204%. Its cumulative total return (dividend reinvested) is 182.02%.

From 11/28/2003 to 05/17/2024, the Maximum Drawdown of T. ROWE PRICE RETIREMENT BALANCED FUND T. ROWE PRICE RETIREMENT BALANCED FUND-ADVISOR CLASS (PARIX) is 28.0%.

From 11/28/2003 to 05/17/2024, the Sharpe Ratio of T. ROWE PRICE RETIREMENT BALANCED FUND T. ROWE PRICE RETIREMENT BALANCED FUND-ADVISOR CLASS (PARIX) is 0.54.

From 11/28/2003 to 05/17/2024, the Annualized Standard Deviation of T. ROWE PRICE RETIREMENT BALANCED FUND T. ROWE PRICE RETIREMENT BALANCED FUND-ADVISOR CLASS (PARIX) is 7.8%.

From 11/28/2003 to 05/17/2024, the Beta of T. ROWE PRICE RETIREMENT BALANCED FUND T. ROWE PRICE RETIREMENT BALANCED FUND-ADVISOR CLASS (PARIX) is 1.23.

Last 1 Week* YTD*(2024) 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Since
11/28/2003		 2023 2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011 2010 2009 2008 2007 2006 2005 2004 2003
Annualized Return(%) 0.8 4.1 10.9 1.3 5.4 4.6 6.3 5.3 5.2 11.2 -13.2 8.4 11.2 15.1 -3.6 10.1 6.2 -0.9 3.6 9.0 9.4 1.1 9.7 21.9 -18.6 5.9 9.7 4.6 7.2 2.3
Sharpe Ratio NA 1.36 1.21 -0.14 0.44 0.5 NA NA 0.54 1.14 -1.48 1.48 0.82 2.99 -0.87 3.45 1.02 -0.16 0.81 1.71 1.6 0.11 1.24 1.89 -1.23 0.46 1.26 0.52 1.21 6.74
Draw Down(%) NA 2.7 5.6 18.1 18.6 18.6 NA NA 28.0 5.6 17.5 4.0 18.6 1.9 8.2 0.9 4.2 6.5 3.7 5.1 4.9 9.6 6.2 11.8 26.5 3.9 4.1 3.3 4.3 0.4
Standard Deviation(%) NA 5.4 5.9 7.4 8.6 7.1 NA NA 7.8 6.1 9.9 5.7 13.3 4.6 5.6 2.8 5.9 5.8 4.4 5.2 5.9 10.2 7.7 11.5 15.8 6.3 5.1 4.7 5.2 4.3
Treynor Ratio NA 0.07 0.07 -0.01 0.03 0.03 NA NA 0.03 0.08 -0.14 0.07 0.09 0.1 -0.04 0.09 0.04 -0.01 0.03 0.07 0.07 0.01 0.07 0.17 -0.15 0.02 0.06 0.03 0.07 0.47
Alpha NA 0.02 0.01 0.0 0.0 0.0 NA NA 0.0 0.0 0.0 0.01 0.0 -0.01 0.0 0.01 0.0 0.0 -0.01 0.01 -0.01 -0.03 -0.01 0.01 -0.02 -0.01 0.01 0.01 0.0 0.06
Beta NA 1.0 0.97 1.04 1.12 1.15 NA NA 1.23 0.91 1.07 1.2 1.2 1.3 1.23 1.02 1.34 1.27 1.29 1.26 1.42 1.59 1.33 1.3 1.33 1.2 1.09 0.91 0.88 0.61
RSquare NA 0.9 0.86 0.84 0.79 0.81 NA NA 0.82 0.73 0.88 0.77 0.74 0.84 0.89 0.69 0.92 0.87 0.86 0.87 0.78 0.87 0.84 0.89 0.91 0.79 0.7 0.45 0.48 0.31
Yield(%) N/A 0.6 4.1 7.4 7.4 5.7 6.2 5.4 N/A 4.1 8.0 11.8 9.2 3.4 6.0 5.0 3.2 3.1 3.3 2.9 1.6 2.4 2.4 3.2 4.3 4.5 4.1 3.0 2.6 0.0
Dividend Growth(%) N/A -83.7 -58.7 28.9 77.3 126.5 N/A N/A N/A -59.8 -34.1 28.5 206.4 -49.5 25.7 60.9 0.0 -4.2 17.1 95.2 -32.3 6.9 -12.1 -42.1 -3.4 13.5 40.5 19.4 N/A N/A

Return Calculator for T. ROWE PRICE RETIREMENT BALANCED FUND T. ROWE PRICE RETIREMENT BALANCED FUND-ADVISOR CLASS (PARIX)

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T. ROWE PRICE RETIREMENT BALANCED FUND T. ROWE PRICE RETIREMENT BALANCED FUND-ADVISOR CLASS (PARIX) Historical Return Chart

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T. ROWE PRICE RETIREMENT BALANCED FUND T. ROWE PRICE RETIREMENT BALANCED FUND-ADVISOR CLASS (PARIX) Rolling Returns Charts

A rolling return for a period such as 5-year, as of a specific date, represents the investment’s performance over the preceding five years leading up to that date. In the 5-year rolling chart, the value on any given date corresponds to the annualized return for the preceding 5 years up to that very date. Thus, for instance, the chart value on 8/28/2015 reflects the annualized return from 8/28/2010 to 8/28/2015. A 5-year rolling return chart for an investment (stock, fund or portfolio) depicts the return sequence of 5-year trailing returns for the dates in the chart.

These rolling returns contrast with the most recent 3, 5, 10, and 15-year returns, as they solely depict the returns for those respective periods leading up to the most recent date, without encompassing every date in the historical record.

Rolling return charts offer a more precise insight into a portfolio’s risk and return stability (including funds or individual stocks). This is particularly true when focusing on the minimal return points within a rolling return chart as a measure of a fund or a portfolio's risk. A well-known observation, often attributed to ‘Murphy’s law’, is that it tends to perform poorly when investors decide to follow an investment due to its recent strong returns. Sound familiar? Information regarding minimum rolling returns could help mitigate this predicament. Investors can opt for an investment showcasing high minimum rolling returns within their preferred holding durations. In fact, merely possessing knowledge of such minimum rolling period returns can anchor investors’ expectations.

For instance, let’s consider an investor who follows a model portfolio (or even simply purchases and holds a fund like VFINX or SPY) for 10 years. Armed with knowledge of this portfolio’s minimum 10-year rolling return since its inception date or the fund’s inception (in the case of VFINX, recognizing that the minimum 10-year rolling return since 1987 could be as low as -2.24%), the investor should reasonably anticipate the potential for the portfolio to incur losses over the forthcoming 10 years.

Minimum rolling return for a period such as 10-year offers a different and often better historical risk and return metric than other popular risk and return metrics such as Sharpe ratio, standard deviation (volatility) or maximum drawdown.

See Portfolio Calculator and Rolling Returns for more detailed description.

From 11/28/2003 to 05/17/2024, the worst annualized return of 3-year rolling returns for T. ROWE PRICE RETIREMENT BALANCED FUND T. ROWE PRICE RETIREMENT BALANCED FUND-ADVISOR CLASS (PARIX) is -4.8%.
From 11/28/2003 to 05/17/2024, the worst annualized return of 5-year rolling returns for T. ROWE PRICE RETIREMENT BALANCED FUND T. ROWE PRICE RETIREMENT BALANCED FUND-ADVISOR CLASS (PARIX) is -0.63%.
From 11/28/2003 to 05/17/2024, the worst annualized return of 10-year rolling returns for T. ROWE PRICE RETIREMENT BALANCED FUND T. ROWE PRICE RETIREMENT BALANCED FUND-ADVISOR CLASS (PARIX) is 3.73%.
From 11/28/2003 to 05/17/2024, the worst annualized return of 20-year rolling returns for T. ROWE PRICE RETIREMENT BALANCED FUND T. ROWE PRICE RETIREMENT BALANCED FUND-ADVISOR CLASS (PARIX) is 4.94%.

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