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PARFX: T. ROWE PRICE RETIREMENT 2050 FUND T. ROWE PRICE RETIREMENT 2050 FUND-ADVISOR CLASS (MUTUAL FUND)
Basic Info 23.04 0.66(2.78%) June 05
| Asset Class: | Target Date 2046-2050 |
| MyPlanIQ Rating: | (52%) |
| Start Date: | 01/08/2007 |
| Last Dividend Date: | 12/19/2025 |
| 12-Mo. Yield | 4.17% |
| Expenses | 0.63% |
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Performance Analytics (As of 06/04/2026)
Not up-to-date? Try| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Inception** | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -2.5 | 8.2 | 21.8 | 17.2 | 5.5 | 9.5 | 9.0 | 7.5 | 18.6 | 13.9 | 20.5 | -24.4 | 10.0 | 14.1 | 25.1 | -7.8 | 22.1 | 7.5 | -0.0 | 5.9 | 25.6 | 17.2 | -3.7 | 16.1 | 38.7 | -39.0 | 6.9 |
| Sharpe Ratio | NA | 1.8 | 1.95 | 1.17 | 0.23 | 0.52 | NA | 0.36 | 1.01 | 0.92 | 1.42 | -1.19 | 0.78 | 0.49 | 2.32 | -0.71 | 3.58 | 0.55 | -0.01 | 0.57 | 2.42 | 1.35 | -0.16 | 0.9 | 1.53 | -1.1 | 0.28 |
| Draw Down(%) | NA | 9.8 | 9.8 | 15.5 | 32.5 | 32.5 | NA | 53.7 | 15.5 | 7.6 | 10.5 | 26.3 | 10.4 | 32.5 | 5.4 | 17.2 | 1.9 | 11.3 | 12.6 | 8.1 | 7.2 | 11.0 | 21.0 | 14.7 | 23.1 | 49.7 | 9.6 |
| Standard Deviation(%) | NA | 14.6 | 11.9 | 13.3 | 15.3 | 15.6 | NA | 17.7 | 15.6 | 11.2 | 12.0 | 21.9 | 12.8 | 28.3 | 10.2 | 13.1 | 6.0 | 13.3 | 13.1 | 10.4 | 10.5 | 12.8 | 23.2 | 17.8 | 25.3 | 36.2 | 14.2 |
| Treynor Ratio | NA | 0.26 | 0.25 | 0.18 | 0.04 | 0.11 | NA | 0.08 | 0.2 | 0.12 | 0.19 | -0.31 | 0.12 | 0.21 | 0.3 | -0.13 | 0.26 | 0.07 | 0.0 | 0.07 | 0.28 | 0.18 | -0.04 | 0.16 | 0.42 | -0.46 | 0.05 |
| Alpha | NA | 0.0 | -0.01 | 0.0 | -0.02 | -0.01 | NA | -0.01 | 0.01 | -0.02 | -0.01 | -0.05 | -0.05 | 0.01 | 0.0 | -0.02 | 0.01 | -0.01 | 0.0 | -0.02 | -0.01 | 0.01 | -0.02 | 0.01 | 0.04 | -0.04 | 0.01 |
| Beta | NA | 1.02 | 0.93 | 0.85 | 0.84 | 0.76 | NA | 0.84 | 0.8 | 0.84 | 0.88 | 0.84 | 0.84 | 0.64 | 0.8 | 0.73 | 0.83 | 0.98 | 0.81 | 0.86 | 0.93 | 0.98 | 0.98 | 0.98 | 0.92 | 0.87 | 0.87 |
| RSquared | NA | 0.9 | 0.86 | 0.91 | 0.86 | 0.78 | NA | 0.89 | 0.93 | 0.9 | 0.92 | 0.86 | 0.71 | 0.62 | 0.95 | 0.91 | 0.84 | 0.93 | 0.92 | 0.9 | 0.95 | 0.96 | 0.98 | 0.98 | 0.98 | 0.98 | 0.96 |
| Yield(%) | N/A | 0.0 | N/A | N/A | N/A | N/A | N/A | N/A | 4.4 | 1.9 | 5.0 | 0.7 | 0.5 | 0.7 | 6.6 | 7.1 | 4.1 | 4.4 | 4.9 | 3.3 | 3.0 | 2.1 | 1.5 | 1.3 | 1.7 | 1.9 | 1.9 |
| Dividend Growth(%) | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | 158.4 | -56.2 | 453.8 | 51.2 | -21.8 | -87.2 | -21.1 | 105.7 | -2.8 | -16.8 | 52.3 | 32.3 | 66.7 | 29.1 | 36.0 | 0.0 | -44.5 | 5.3 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/29/2006
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