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RRTBX: T.ROWE PRICE RETIREMENT 2020 FUND T. ROWE PRICE RETIREMENT 2020 FUND-R CLASS (MUTUAL FUND)
Basic Info 20 0.32(1.57%) June 05
| Asset Class: | Target Date 2016-2020 |
| MyPlanIQ Rating: | (60%) |
| Start Date: | 11/28/2003 |
| Last Dividend Date: | 12/19/2025 |
| 12-Mo. Yield | 5.92% |
| Expenses | 0.78% |
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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(%) | -1.5 | 4.4 | 12.7 | 10.8 | 0.3 | 4.2 | 4.9 | 4.8 | 5.5 | 12.0 | 8.6 | 13.0 | -23.3 | -1.6 | 3.8 | 18.8 | -5.5 | 15.2 | 6.9 | -0.9 | 5.1 | 17.5 | 14.4 | -1.7 | 14.4 | 33.4 | -33.8 | 6.3 | 13.9 | 6.7 | 12.4 | 3.5 |
| Sharpe Ratio | NA | 1.57 | 1.89 | 1.14 | -0.18 | 0.25 | NA | NA | 0.33 | 1.12 | 0.78 | 1.31 | -1.6 | -0.13 | 0.18 | 2.74 | -0.82 | 3.64 | 0.73 | -0.1 | 0.69 | 2.15 | 1.48 | -0.1 | 1.0 | 1.6 | -1.16 | 0.26 | 1.09 | 0.56 | 1.24 | 6.4 |
| Draw Down(%) | NA | 5.6 | 5.6 | 8.0 | 32.6 | 32.6 | NA | NA | 47.4 | 8.0 | 3.5 | 6.9 | 23.7 | 12.7 | 23.9 | 3.1 | 11.8 | 1.2 | 7.4 | 9.6 | 5.9 | 6.5 | 8.4 | 16.8 | 11.7 | 20.0 | 43.7 | 8.1 | 7.8 | 5.7 | 6.4 | 0.9 |
| Standard Deviation(%) | NA | 8.1 | 6.5 | 7.4 | 10.5 | 10.7 | NA | NA | 12.9 | 8.2 | 6.4 | 7.2 | 15.6 | 12.2 | 19.8 | 6.3 | 8.4 | 4.0 | 9.1 | 9.2 | 7.4 | 8.1 | 9.8 | 18.1 | 14.3 | 20.8 | 29.8 | 12.0 | 9.6 | 7.9 | 9.2 | 7.6 |
| Treynor Ratio | NA | 0.11 | 0.1 | 0.07 | -0.02 | 0.14 | NA | NA | 0.08 | 0.07 | 0.04 | 0.09 | -0.24 | -0.02 | 0.04 | 6.49 | -0.4 | 0.14 | 0.06 | -0.01 | 0.05 | 0.15 | 0.13 | -0.01 | 0.12 | 0.31 | -0.33 | 0.03 | 0.1 | 0.0 | 0.0 | 0.0 |
| Alpha | NA | 0.0 | 0.0 | 0.0 | -0.02 | 0.01 | NA | NA | 0.01 | -0.01 | 0.0 | 0.0 | -0.04 | -0.03 | -0.02 | 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 | 0.0 | NA | NA | NA |
| Beta | NA | 1.21 | 1.2 | 1.18 | 1.08 | 0.2 | NA | NA | 0.51 | 1.3 | 1.12 | 1.06 | 1.03 | 0.93 | 0.92 | 0.03 | 0.17 | 1.04 | 1.13 | 1.08 | 1.13 | 1.13 | 1.16 | 1.18 | 1.16 | 1.09 | 1.06 | 1.06 | 1.1 | NA | NA | NA |
| RSquared | NA | 0.97 | 0.95 | 0.94 | 0.59 | 0.14 | NA | NA | 0.4 | 0.96 | 0.94 | 0.93 | 0.58 | 0.23 | 0.56 | 0.05 | 0.21 | 0.89 | 0.98 | 0.96 | 0.94 | 0.98 | 0.95 | 0.99 | 0.99 | 0.99 | 0.99 | 0.99 | 0.37 | 0.0 | 0.0 | 0.0 |
| Yield(%) | N/A | 0.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 6.1 | 4.1 | 6.8 | 1.7 | 1.1 | 1.2 | 5.7 | 7.9 | 4.8 | 3.2 | 4.1 | 3.7 | 3.4 | 2.1 | 1.6 | 1.8 | 2.2 | 3.6 | 4.1 | 3.2 | 2.0 | 1.9 | 0.0 |
| Dividend Growth(%) | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 55.3 | -36.1 | 206.0 | 44.4 | -6.7 | -75.5 | -37.1 | 80.4 | 56.5 | -26.6 | 15.8 | 19.7 | 84.8 | 26.9 | -1.9 | 8.2 | -61.1 | -10.0 | 37.3 | 70.0 | 20.0 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 11/26/2003
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