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RRTAX: T. ROWE PRICE RETIREMENT 2010 FUND T. ROWE PRICE RETIREMENT 2010 FUND-R CLASS (MUTUAL FUND)
Basic Info 16.36 0.23(1.39%) June 05
| Asset Class: | Target Date 2000-2010 |
| MyPlanIQ Rating: | (66%) |
| Start Date: | 11/28/2003 |
| Last Dividend Date: | 12/19/2025 |
| 12-Mo. Yield | 5.57% |
| Expenses | 0.99% |
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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(%) | -1.3 | 4.1 | 11.7 | 10.0 | 0.2 | 3.3 | 3.9 | 4.1 | 4.7 | 11.2 | 8.0 | 11.9 | -21.4 | -3.2 | 2.8 | 15.6 | -4.1 | 11.1 | 6.6 | -1.2 | 4.5 | 11.4 | 11.9 | 0.0 | 12.2 | 27.4 | -27.1 | 6.1 | 12.2 | 5.8 | 10.7 | 2.7 |
| Sharpe Ratio | NA | 1.53 | 1.86 | 1.13 | -0.21 | 0.2 | NA | NA | 0.33 | 1.15 | 0.75 | 1.27 | -1.69 | -0.27 | 0.16 | 3.13 | -0.95 | 3.59 | 0.97 | -0.19 | 0.86 | 1.85 | 1.63 | 0.0 | 1.11 | 1.68 | -1.21 | 0.31 | 1.02 | 0.52 | 1.23 | 4.98 |
| Draw Down(%) | NA | 5.1 | 5.1 | 7.1 | 30.9 | 30.9 | NA | NA | 39.3 | 7.1 | 3.0 | 6.3 | 21.8 | 12.6 | 19.6 | 2.0 | 8.6 | 1.0 | 4.8 | 7.3 | 4.2 | 5.8 | 6.3 | 12.8 | 8.8 | 16.5 | 35.9 | 6.2 | 6.4 | 4.9 | 5.7 | 1.0 |
| Standard Deviation(%) | NA | 7.4 | 5.9 | 6.7 | 9.6 | 9.1 | NA | NA | 10.3 | 7.3 | 5.9 | 6.5 | 13.5 | 11.9 | 16.1 | 4.5 | 5.8 | 2.9 | 6.5 | 6.6 | 5.2 | 6.1 | 7.3 | 13.5 | 10.8 | 16.2 | 23.0 | 9.5 | 8.7 | 6.8 | 7.8 | 7.1 |
| Treynor Ratio | NA | 0.1 | 0.09 | 0.06 | -0.02 | 0.02 | NA | NA | 0.02 | 0.06 | 0.04 | 0.08 | -0.2 | -0.03 | 0.02 | 0.11 | -0.04 | 0.09 | 0.04 | -0.01 | 0.03 | 0.08 | 0.07 | 0.0 | 0.06 | 0.15 | -0.15 | 0.02 | 0.05 | 0.03 | 0.08 | 0.53 |
| 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 | -0.02 | 0.01 | -0.01 | -0.04 | -0.02 | 0.0 | -0.03 | -0.02 | 0.02 | 0.01 | 0.0 | 0.07 |
| Beta | NA | 1.18 | 1.16 | 1.17 | 1.15 | 1.2 | NA | NA | 1.52 | 1.31 | 1.12 | 1.03 | 1.17 | 1.09 | 1.25 | 1.31 | 1.28 | 1.14 | 1.48 | 1.45 | 1.53 | 1.47 | 1.78 | 2.07 | 1.86 | 1.82 | 1.92 | 1.76 | 1.62 | 1.25 | 1.19 | 0.66 |
| RSquared | NA | 0.96 | 0.93 | 0.9 | 0.55 | 0.59 | NA | NA | 0.71 | 0.91 | 0.87 | 0.83 | 0.58 | 0.16 | 0.57 | 0.88 | 0.9 | 0.77 | 0.92 | 0.88 | 0.86 | 0.86 | 0.78 | 0.85 | 0.83 | 0.88 | 0.9 | 0.76 | 0.54 | 0.41 | 0.39 | 0.13 |
| Yield(%) | N/A | 0.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 5.7 | 3.9 | 4.1 | 1.9 | 1.4 | 1.4 | 4.5 | 7.1 | 5.8 | 3.8 | 3.5 | 5.0 | 3.2 | 2.3 | 2.1 | 2.2 | 2.8 | 3.8 | 4.1 | 3.5 | 2.2 | 2.0 | 0.0 |
| Dividend Growth(%) | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 54.2 | 0.4 | 67.1 | 27.3 | 4.0 | -65.3 | -43.8 | 29.3 | 57.1 | 3.3 | -30.7 | 66.0 | 55.9 | 6.2 | 3.2 | -3.1 | -46.7 | -7.7 | 27.5 | 64.5 | 19.2 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 11/26/2003
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