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PARIX: T. ROWE PRICE RETIREMENT BALANCED FUND T. ROWE PRICE RETIREMENT BALANCED FUND-ADVISOR CLASS (MUTUAL FUND)
Basic Info 14.45 0.19(1.30%) June 05
| Asset Class: | Retirement Income |
| MyPlanIQ Rating: | (44%) |
| Start Date: | 11/28/2003 |
| Last Dividend Date: | 04/30/2026 |
| 12-Mo. Yield | 4.95% |
| Expenses | 0.49% |
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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 | 20 Yr | Inception** | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -1.2 | 3.6 | 10.9 | 9.5 | 0.7 | 3.6 | 3.8 | 4.1 | 4.5 | 10.9 | 7.7 | 11.2 | -18.9 | -1.9 | 3.3 | 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 | 1.45 | 1.84 | 1.14 | -0.17 | 0.25 | NA | NA | 0.4 | 1.22 | 0.75 | 1.24 | -1.74 | -0.18 | 0.2 | 2.98 | -0.88 | 3.44 | 1.02 | -0.16 | 0.81 | 1.71 | 1.6 | 0.11 | 1.24 | 1.89 | -1.23 | 0.43 | 1.23 | 0.51 | 1.2 | 6.74 |
| Draw Down(%) | NA | 4.8 | 4.8 | 6.1 | 28.1 | 28.1 | NA | NA | 28.1 | 6.1 | 3.5 | 5.6 | 19.9 | 12.5 | 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 | 6.9 | 5.5 | 6.2 | 8.6 | 8.4 | NA | NA | 8.2 | 6.6 | 5.4 | 6.1 | 11.7 | 10.9 | 15.4 | 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 | 0.09 | 0.09 | 0.07 | -0.01 | 0.02 | NA | NA | 0.03 | 0.07 | 0.04 | 0.08 | -0.2 | -0.02 | 0.03 | 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 | 0.0 | 0.0 | 0.0 | -0.01 | -0.01 | NA | NA | -0.01 | -0.01 | 0.0 | 0.0 | -0.03 | -0.03 | -0.03 | -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 | 1.1 | 1.07 | 1.08 | 1.04 | 1.11 | NA | NA | 1.21 | 1.19 | 1.03 | 0.96 | 1.03 | 1.0 | 1.21 | 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 |
| RSquared | NA | 0.96 | 0.9 | 0.88 | 0.55 | 0.6 | NA | NA | 0.72 | 0.9 | 0.86 | 0.83 | 0.59 | 0.16 | 0.57 | 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 | 0.5 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 5.1 | 3.8 | 4.1 | 2.5 | 2.0 | 1.4 | 3.5 | 6.1 | 5.1 | 3.3 | 3.1 | 3.3 | 2.9 | 1.6 | 2.4 | 2.2 | 3.1 | 4.2 | 4.5 | 4.2 | 2.9 | 2.4 | 0.0 |
| Dividend Growth(%) | N/A | -88.5 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 38.7 | -2.3 | 31.1 | 20.2 | 41.8 | -54.5 | -48.2 | 26.6 | 60.1 | 2.2 | -5.6 | 19.7 | 90.5 | -33.9 | 19.0 | -16.5 | -42.0 | -6.4 | 13.2 | 45.0 | 30.0 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 11/26/2003
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