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PARGX: T. ROWE PRICE RETIREMENT 2005 FUND T. ROWE PRICE RETIREMENT 2005 FUND-ADVISOR CLASS (MUTUAL FUND)
Basic Info 13.03 0.17(1.29%) June 05
| Asset Class: | Target Date 2000-2010 |
| MyPlanIQ Rating: | (11%) |
| Start Date: | 06/04/2007 |
| Last Dividend Date: | 12/19/2025 |
| 12-Mo. Yield | 5.53% |
| Expenses | 0.74% |
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Performance Analytics (As of 05/29/2026)
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(%) | -1.2 | 3.8 | 11.3 | 9.8 | 1.1 | 3.8 | 4.1 | 3.9 | 11.0 | 7.9 | 11.7 | -19.7 | -0.6 | 3.8 | 14.7 | -3.4 | 10.4 | 6.5 | -1.1 | 4.4 | 9.6 | 11.0 | 1.1 | 11.3 | 24.3 | -22.4 | 0.0 |
| Sharpe Ratio | NA | 1.53 | 1.92 | 1.15 | -0.14 | 0.28 | NA | 0.31 | 1.21 | 0.77 | 1.26 | -1.75 | -0.07 | 0.25 | 3.35 | -0.95 | 3.74 | 1.09 | -0.19 | 0.96 | 1.75 | 1.79 | 0.09 | 1.25 | 1.76 | -1.21 | -0.3 |
| Draw Down(%) | NA | 4.7 | 4.7 | 6.4 | 27.1 | 27.1 | NA | 33.5 | 6.4 | 2.8 | 5.9 | 20.1 | 9.8 | 18.1 | 1.6 | 7.4 | 0.9 | 4.0 | 6.6 | 3.7 | 5.5 | 5.3 | 10.7 | 7.2 | 14.3 | 30.8 | 5.1 |
| Standard Deviation(%) | NA | 6.8 | 5.5 | 6.3 | 8.4 | 8.0 | NA | 9.2 | 6.8 | 5.5 | 6.4 | 12.1 | 9.2 | 14.1 | 4.0 | 5.1 | 2.6 | 5.8 | 5.7 | 4.6 | 5.5 | 6.2 | 11.3 | 9.0 | 13.8 | 19.2 | 9.2 |
| Treynor Ratio | NA | 0.1 | 0.1 | 0.07 | -0.01 | 0.02 | NA | 0.02 | 0.07 | 0.04 | 0.08 | -0.19 | -0.01 | 0.03 | 0.11 | -0.04 | 0.09 | 0.05 | -0.01 | 0.03 | 0.07 | 0.07 | 0.01 | 0.07 | 0.16 | -0.14 | -0.02 |
| Alpha | NA | 0.0 | 0.0 | 0.0 | -0.01 | -0.01 | NA | -0.01 | -0.01 | 0.0 | 0.0 | -0.03 | -0.02 | -0.02 | 0.0 | 0.0 | 0.01 | 0.0 | 0.0 | -0.01 | 0.01 | -0.01 | -0.03 | -0.01 | 0.01 | -0.02 | -0.03 |
| Beta | NA | 1.09 | 1.08 | 1.11 | 1.09 | 1.08 | NA | 1.33 | 1.23 | 1.06 | 1.01 | 1.11 | 1.03 | 1.01 | 1.17 | 1.13 | 1.04 | 1.31 | 1.26 | 1.35 | 1.33 | 1.51 | 1.76 | 1.55 | 1.55 | 1.62 | 1.53 |
| RSquared | NA | 0.96 | 0.93 | 0.9 | 0.63 | 0.61 | NA | 0.75 | 0.92 | 0.88 | 0.82 | 0.64 | 0.22 | 0.47 | 0.91 | 0.9 | 0.79 | 0.93 | 0.89 | 0.88 | 0.88 | 0.79 | 0.87 | 0.84 | 0.9 | 0.91 | 0.8 |
| Yield(%) | N/A | 0.0 | N/A | N/A | N/A | N/A | N/A | N/A | 5.7 | 3.9 | 4.3 | 2.3 | 1.8 | 1.5 | 3.7 | 6.0 | 4.3 | 3.0 | 3.4 | 3.9 | 3.0 | 2.5 | 2.5 | 2.6 | 3.3 | 4.3 | 4.7 |
| Dividend Growth(%) | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | 54.9 | -4.8 | 48.2 | 24.9 | 18.6 | -54.3 | -43.9 | 49.1 | 46.7 | -14.8 | -12.0 | 35.1 | 32.1 | -3.4 | 7.4 | -6.9 | -43.1 | -12.1 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/31/2007
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