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PARJX: T. ROWE PRICE RETIREMENT 2025 FUND T. ROWE PRICE RETIREMENT 2025 FUND-ADVISOR CLASS (MUTUAL FUND)
Basic Info 18.33 0.31(1.66%) June 05
| Asset Class: | Target Date 2021-2025 |
| MyPlanIQ Rating: | (9%) |
| Start Date: | 06/04/2007 |
| Last Dividend Date: | 12/19/2025 |
| 12-Mo. Yield | 5.97% |
| Expenses | 1.05% |
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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(%) | -1.6 | 4.8 | 13.7 | 11.6 | 1.3 | 5.8 | 6.3 | 5.1 | 12.7 | 9.5 | 14.4 | -23.8 | 1.8 | 10.0 | 20.7 | -5.8 | 17.4 | 7.2 | -0.4 | 5.7 | 20.4 | 15.7 | -2.3 | 15.1 | 36.0 | -36.1 | -2.8 |
| Sharpe Ratio | NA | 1.6 | 1.92 | 1.17 | -0.08 | 0.38 | NA | 0.28 | 1.12 | 0.84 | 1.38 | -1.53 | 0.16 | 0.46 | 2.62 | -0.75 | 3.73 | 0.68 | -0.04 | 0.67 | 2.27 | 1.46 | -0.12 | 0.96 | 1.58 | -1.13 | -0.5 |
| Draw Down(%) | NA | 6.0 | 6.0 | 8.8 | 31.9 | 31.9 | NA | 50.3 | 8.8 | 3.9 | 7.3 | 24.3 | 11.5 | 26.5 | 3.6 | 13.1 | 1.4 | 8.6 | 10.5 | 6.6 | 6.7 | 9.3 | 18.3 | 12.9 | 21.5 | 46.3 | 8.8 |
| Standard Deviation(%) | NA | 8.8 | 7.0 | 8.0 | 10.9 | 11.3 | NA | 14.7 | 8.9 | 7.0 | 7.8 | 16.5 | 11.4 | 21.0 | 7.3 | 9.6 | 4.5 | 10.4 | 10.4 | 8.4 | 9.0 | 10.8 | 20.0 | 15.6 | 22.8 | 32.5 | 15.3 |
| Treynor Ratio | NA | 0.14 | 0.13 | 0.09 | -0.01 | 0.11 | NA | 0.06 | 0.09 | 0.06 | 0.11 | -0.26 | 0.02 | 0.11 | 3.07 | -0.29 | 0.16 | 0.06 | 0.0 | 0.05 | 0.18 | 0.14 | -0.02 | 0.13 | 0.34 | -0.36 | -0.07 |
| Alpha | NA | 0.0 | 0.0 | 0.0 | -0.02 | 0.01 | NA | 0.0 | -0.01 | 0.0 | 0.0 | -0.04 | -0.03 | 0.0 | 0.06 | -0.02 | 0.0 | 0.0 | 0.0 | -0.01 | 0.0 | 0.0 | -0.01 | 0.0 | 0.03 | -0.03 | -0.01 |
| Beta | NA | 1.03 | 1.01 | 1.02 | 0.99 | 0.4 | NA | 0.72 | 1.06 | 1.0 | 1.0 | 0.97 | 0.93 | 0.9 | 0.06 | 0.25 | 1.06 | 1.12 | 1.07 | 1.11 | 1.12 | 1.13 | 1.16 | 1.13 | 1.07 | 1.04 | 1.03 |
| RSquared | NA | 0.99 | 0.98 | 0.98 | 0.7 | 0.32 | NA | 0.64 | 0.98 | 0.97 | 0.97 | 0.65 | 0.37 | 0.66 | 0.09 | 0.29 | 0.91 | 0.98 | 0.96 | 0.93 | 0.98 | 0.95 | 0.99 | 0.99 | 0.99 | 0.99 | 0.99 |
| Yield(%) | N/A | 0.0 | N/A | N/A | N/A | N/A | N/A | N/A | 6.2 | 4.2 | 6.8 | 1.6 | 1.1 | 1.2 | 5.4 | 6.4 | 4.0 | 3.6 | 4.4 | 3.5 | 3.2 | 2.6 | 1.5 | 1.6 | 2.3 | 3.8 | 3.8 |
| Dividend Growth(%) | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | 57.5 | -35.2 | 227.0 | 39.4 | 3.8 | -74.7 | -25.9 | 83.6 | 15.1 | -23.7 | 31.1 | 26.2 | 42.4 | 63.9 | 5.9 | -9.6 | -61.6 | -9.3 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/31/2007
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