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PARLX: T. ROWE PRICE RETIREMENT 2045 FUND T. ROWE PRICE RETIREMENT 2045 FUND-ADVISOR CLASS (MUTUAL FUND)
Basic Info 27.14 0.74(2.65%) June 05
| Asset Class: | Target Date 2041-2045 |
| MyPlanIQ Rating: | (10%) |
| Start Date: | 06/04/2007 |
| Last Dividend Date: | 12/19/2025 |
| 12-Mo. Yield | 3.91% |
| Expenses | 1.12% |
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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(%) | -2.4 | 8.0 | 21.3 | 16.9 | 5.4 | 9.4 | 8.9 | 7.1 | 18.3 | 13.6 | 20.2 | -24.3 | 9.9 | 14.0 | 25.0 | -7.9 | 22.1 | 7.5 | -0.1 | 5.9 | 25.6 | 17.2 | -3.7 | 16.1 | 38.7 | -38.9 | -3.4 |
| Sharpe Ratio | NA | 1.79 | 1.94 | 1.16 | 0.23 | 0.52 | NA | 0.34 | 1.01 | 0.91 | 1.43 | -1.19 | 0.78 | 0.49 | 2.3 | -0.71 | 3.58 | 0.55 | -0.01 | 0.57 | 2.43 | 1.36 | -0.16 | 0.9 | 1.54 | -1.1 | -0.52 |
| Draw Down(%) | NA | 9.5 | 9.5 | 15.2 | 32.4 | 32.4 | NA | 53.7 | 15.2 | 7.4 | 10.4 | 26.2 | 10.4 | 32.4 | 5.4 | 17.3 | 1.8 | 11.3 | 12.7 | 8.1 | 7.2 | 11.0 | 21.0 | 14.6 | 23.2 | 49.6 | 9.5 |
| Standard Deviation(%) | NA | 14.3 | 11.6 | 13.0 | 15.1 | 15.5 | NA | 17.8 | 15.3 | 11.0 | 11.7 | 21.6 | 12.7 | 28.2 | 10.2 | 13.1 | 6.0 | 13.2 | 13.1 | 10.4 | 10.5 | 12.7 | 23.2 | 17.8 | 25.2 | 36.1 | 16.6 |
| Treynor Ratio | NA | 0.23 | 0.21 | 0.14 | 0.03 | 0.09 | NA | 0.06 | 0.14 | 0.09 | 0.16 | -0.25 | 0.1 | 0.17 | 0.4 | -0.11 | 0.22 | 0.07 | 0.0 | 0.06 | 0.25 | 0.17 | -0.03 | 0.15 | 0.38 | -0.4 | -0.09 |
| Alpha | NA | -0.01 | -0.01 | -0.01 | -0.01 | 0.0 | NA | 0.0 | -0.01 | 0.0 | 0.0 | -0.03 | -0.02 | 0.0 | 0.03 | -0.01 | 0.0 | -0.01 | 0.01 | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.03 | -0.03 | -0.01 |
| Beta | NA | 1.11 | 1.1 | 1.11 | 1.07 | 0.92 | NA | 0.97 | 1.13 | 1.08 | 1.07 | 1.04 | 1.0 | 0.82 | 0.59 | 0.83 | 0.99 | 1.03 | 0.98 | 1.03 | 1.03 | 1.03 | 1.06 | 1.05 | 1.0 | 0.98 | 0.97 |
| RSquared | NA | 0.99 | 0.98 | 0.99 | 0.92 | 0.81 | NA | 0.92 | 0.99 | 0.98 | 0.97 | 0.9 | 0.77 | 0.71 | 0.64 | 0.86 | 0.93 | 0.99 | 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 | 4.1 | 2.0 | 4.9 | 0.7 | 0.5 | 0.7 | 6.8 | 7.4 | 3.9 | 4.5 | 5.1 | 3.4 | 2.9 | 2.1 | 1.2 | 1.3 | 1.9 | 3.1 | 3.4 |
| Dividend Growth(%) | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | 132.9 | -53.7 | 399.4 | 68.7 | -23.8 | -87.6 | -22.5 | 122.1 | -9.0 | -17.8 | 53.8 | 43.2 | 57.4 | 62.1 | 11.5 | -9.1 | -63.3 | -17.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/31/2007
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