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RRTFX: T. ROWE PRICE RETIREMENT 2050 FUND T. ROWE PRICE RETIREMENT 2050 FUND-R CLASS (MUTUAL FUND)
Basic Info 22.67 0.64(2.75%) June 05
| Asset Class: | Target Date 2046-2050 |
| MyPlanIQ Rating: | (59%) |
| Start Date: | 01/05/2007 |
| Last Dividend Date: | 12/19/2025 |
| 12-Mo. Yield | 4.03% |
| Expenses | 0.63% |
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Performance Analytics (As of 06/05/2026)
| 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(%) | -2.5 | 8.1 | 21.5 | 17.0 | 5.2 | 9.2 | 8.7 | 7.1 | 18.3 | 13.6 | 20.2 | -24.6 | 9.7 | 13.8 | 24.7 | -8.0 | 21.7 | 7.2 | -0.3 | 5.7 | 25.2 | 17.0 | -3.9 | 15.8 | 38.4 | -39.2 | 7.0 |
| Sharpe Ratio | NA | 1.16 | 1.54 | 1.03 | 0.17 | 0.48 | NA | 0.34 | 0.99 | 0.89 | 1.39 | -1.19 | 0.75 | 0.48 | 2.28 | -0.72 | 3.51 | 0.53 | -0.02 | 0.54 | 2.38 | 1.33 | -0.17 | 0.88 | 1.51 | -1.11 | 0.28 |
| Draw Down(%) | NA | 9.7 | 9.7 | 15.5 | 32.8 | 32.8 | NA | 53.9 | 15.5 | 7.6 | 10.5 | 26.5 | 10.5 | 32.6 | 5.4 | 17.4 | 1.8 | 11.3 | 12.7 | 8.1 | 7.2 | 11.0 | 21.1 | 14.7 | 23.2 | 49.8 | 9.6 |
| Standard Deviation(%) | NA | 15.0 | 12.2 | 13.3 | 15.4 | 15.7 | NA | 17.8 | 15.7 | 11.2 | 12.0 | 21.9 | 12.9 | 28.3 | 10.2 | 13.1 | 6.0 | 13.3 | 13.1 | 10.4 | 10.6 | 12.8 | 23.2 | 17.9 | 25.3 | 36.2 | 14.2 |
| Treynor Ratio | NA | 0.17 | 0.2 | 0.16 | 0.03 | 0.1 | NA | 0.07 | 0.19 | 0.12 | 0.19 | -0.31 | 0.12 | 0.21 | 0.29 | -0.13 | 0.26 | 0.07 | 0.0 | 0.06 | 0.27 | 0.17 | -0.04 | 0.16 | 0.42 | -0.46 | 0.05 |
| Alpha | NA | 0.0 | -0.01 | -0.01 | -0.02 | -0.01 | NA | -0.01 | 0.01 | -0.03 | -0.01 | -0.05 | -0.05 | 0.01 | 0.0 | -0.02 | 0.01 | -0.02 | -0.01 | -0.02 | -0.01 | 0.01 | -0.02 | 0.0 | 0.04 | -0.04 | 0.0 |
| Beta | NA | 1.02 | 0.94 | 0.86 | 0.85 | 0.76 | NA | 0.84 | 0.81 | 0.84 | 0.88 | 0.84 | 0.84 | 0.64 | 0.8 | 0.73 | 0.83 | 0.98 | 0.81 | 0.87 | 0.93 | 0.98 | 0.99 | 0.98 | 0.92 | 0.87 | 0.87 |
| RSquared | NA | 0.91 | 0.87 | 0.91 | 0.87 | 0.78 | NA | 0.89 | 0.93 | 0.91 | 0.93 | 0.86 | 0.71 | 0.62 | 0.95 | 0.91 | 0.84 | 0.93 | 0.92 | 0.9 | 0.95 | 0.96 | 0.98 | 0.98 | 0.98 | 0.98 | 0.96 |
| Yield(%) | N/A | 0.0 | N/A | N/A | N/A | N/A | N/A | N/A | 4.2 | 1.7 | 4.8 | 0.5 | 0.2 | 0.6 | 6.3 | 6.9 | 3.8 | 4.2 | 4.7 | 3.1 | 2.8 | 1.8 | 1.3 | 1.1 | 1.6 | 1.9 | 1.8 |
| Dividend Growth(%) | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | 185.2 | -60.2 | 581.0 | 138.1 | -53.3 | -89.0 | -21.9 | 114.3 | -4.9 | -17.6 | 56.2 | 31.1 | 84.8 | 26.0 | 44.0 | -9.9 | -49.5 | 11.1 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/29/2006
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