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PARKX: T. ROWE PRICE RETIREMENT 2035 FUND T. ROWE PRICE RETIREMENT 2035 FUND-ADVISOR CLASS (MUTUAL FUND)
Basic Info 24.69 0.56(2.22%) June 05
| Asset Class: | Target Date 2031-2035 |
| MyPlanIQ Rating: | (8%) |
| Start Date: | 06/04/2007 |
| Last Dividend Date: | 12/19/2025 |
| 12-Mo. Yield | 4.72% |
| Expenses | 0.84% |
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Performance Analytics (As of 06/05/2026)
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(%) | -2.0 | 6.5 | 17.8 | 14.6 | 3.8 | 8.1 | 8.0 | 6.3 | 15.9 | 11.7 | 17.9 | -24.4 | 8.1 | 12.3 | 23.4 | -7.2 | 20.6 | 7.4 | -0.1 | 5.8 | 24.5 | 17.1 | -3.5 | 16.1 | 38.7 | -39.0 | -3.3 |
| Sharpe Ratio | NA | 1.68 | 1.92 | 1.15 | 0.13 | 0.48 | NA | 0.31 | 1.04 | 0.86 | 1.41 | -1.33 | 0.72 | 0.47 | 2.41 | -0.72 | 3.63 | 0.58 | -0.01 | 0.59 | 2.41 | 1.37 | -0.15 | 0.9 | 1.53 | -1.1 | -0.51 |
| Draw Down(%) | NA | 8.1 | 8.1 | 12.6 | 31.0 | 31.0 | NA | 53.7 | 12.6 | 5.9 | 9.4 | 25.1 | 9.5 | 30.2 | 4.7 | 15.8 | 1.7 | 10.6 | 12.0 | 7.7 | 7.1 | 10.7 | 20.8 | 14.7 | 23.2 | 49.7 | 9.6 |
| Standard Deviation(%) | NA | 11.9 | 9.6 | 10.9 | 13.1 | 13.7 | NA | 16.9 | 12.6 | 9.4 | 10.2 | 19.4 | 11.3 | 25.5 | 9.1 | 11.9 | 5.5 | 12.3 | 12.3 | 9.8 | 10.2 | 12.5 | 22.9 | 17.8 | 25.3 | 36.2 | 16.6 |
| Treynor Ratio | NA | 0.19 | 0.17 | 0.12 | 0.02 | 0.07 | NA | 0.05 | 0.12 | 0.07 | 0.13 | -0.24 | 0.08 | 0.13 | 0.2 | -0.09 | 0.19 | 0.07 | 0.0 | 0.06 | 0.23 | 0.16 | -0.03 | 0.15 | 0.38 | -0.4 | -0.09 |
| Alpha | NA | -0.01 | -0.01 | 0.0 | -0.01 | -0.01 | NA | 0.0 | -0.01 | 0.0 | 0.0 | -0.03 | -0.02 | 0.0 | 0.0 | 0.0 | 0.0 | -0.01 | 0.0 | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.03 | -0.03 | -0.01 |
| Beta | NA | 1.08 | 1.06 | 1.08 | 1.07 | 0.99 | NA | 1.01 | 1.13 | 1.09 | 1.09 | 1.06 | 1.04 | 0.93 | 1.08 | 1.0 | 1.05 | 1.07 | 1.02 | 1.05 | 1.05 | 1.05 | 1.07 | 1.06 | 1.01 | 0.99 | 0.97 |
| RSquared | NA | 0.99 | 0.95 | 0.95 | 0.86 | 0.82 | NA | 0.93 | 0.99 | 0.98 | 0.97 | 0.83 | 0.73 | 0.76 | 0.99 | 0.94 | 0.93 | 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 | 4.9 | 2.4 | 5.1 | 0.9 | 0.7 | 0.9 | 6.4 | 7.1 | 4.1 | 4.3 | 5.1 | 3.5 | 2.9 | 2.3 | 1.2 | 1.3 | 2.0 | 3.3 | 3.7 |
| Dividend Growth(%) | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | 127.0 | -47.3 | 300.9 | 50.7 | -16.5 | -83.5 | -23.1 | 100.0 | 0.0 | -20.2 | 47.4 | 42.5 | 50.9 | 76.7 | 7.1 | -11.9 | -63.9 | -18.5 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/31/2007
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