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RRTVX: T. ROWE PRICE RETIREMENT 2055 FUND T. ROWE PRICE RETIREMENT 2055 FUND-R CLASS (MUTUAL FUND)
Basic Info 24.02 0.69(2.79%) June 05
| Asset Class: | Target Date 2051+ |
| MyPlanIQ Rating: | (39%) |
| Start Date: | 06/04/2007 |
| Last Dividend Date: | 12/19/2025 |
| 12-Mo. Yield | 4.05% |
| Expenses | 1.14% |
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Performance Analytics (As of 05/29/2026)
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(%) | -2.5 | 8.2 | 21.7 | 17.0 | 5.6 | 9.5 | 8.9 | 7.0 | 18.4 | 13.7 | 20.2 | -24.1 | 10.8 | 14.8 | 24.7 | -8.1 | 21.8 | 7.2 | -0.3 | 5.6 | 25.2 | 17.0 | -3.8 | 16.0 | 38.5 | -39.2 | -3.4 |
| Sharpe Ratio | NA | 1.8 | 1.93 | 1.14 | 0.24 | 0.52 | NA | 0.34 | 0.98 | 0.9 | 1.39 | -1.18 | 0.86 | 0.51 | 2.26 | -0.72 | 3.52 | 0.53 | -0.02 | 0.53 | 2.39 | 1.33 | -0.16 | 0.89 | 1.52 | -1.11 | -0.52 |
| Draw Down(%) | NA | 9.8 | 9.8 | 15.7 | 32.1 | 32.6 | NA | 53.9 | 15.7 | 7.6 | 10.6 | 26.5 | 9.6 | 32.6 | 5.4 | 17.4 | 1.9 | 11.4 | 12.7 | 8.1 | 7.3 | 11.0 | 21.0 | 14.4 | 23.2 | 49.9 | 9.6 |
| Standard Deviation(%) | NA | 14.7 | 12.0 | 13.4 | 15.3 | 15.6 | NA | 17.9 | 15.8 | 11.3 | 12.0 | 21.8 | 12.6 | 28.2 | 10.3 | 13.1 | 6.0 | 13.2 | 13.1 | 10.4 | 10.5 | 12.9 | 23.3 | 17.8 | 25.3 | 36.2 | 16.6 |
| Treynor Ratio | NA | 0.26 | 0.25 | 0.18 | 0.04 | 0.11 | NA | 0.07 | 0.19 | 0.12 | 0.19 | -0.3 | 0.13 | 0.22 | 0.29 | -0.13 | 0.26 | 0.07 | 0.0 | 0.06 | 0.27 | 0.17 | -0.04 | 0.16 | 0.42 | -0.46 | -0.1 |
| Alpha | NA | 0.0 | -0.01 | -0.01 | -0.02 | -0.01 | NA | -0.01 | 0.01 | -0.03 | -0.01 | -0.04 | -0.04 | 0.01 | 0.0 | -0.02 | 0.01 | -0.02 | -0.01 | -0.02 | -0.01 | 0.01 | -0.02 | 0.01 | 0.04 | -0.04 | 0.0 |
| Beta | NA | 1.03 | 0.94 | 0.86 | 0.85 | 0.77 | NA | 0.85 | 0.82 | 0.85 | 0.88 | 0.84 | 0.85 | 0.64 | 0.81 | 0.73 | 0.83 | 0.97 | 0.81 | 0.87 | 0.93 | 0.99 | 0.99 | 0.98 | 0.92 | 0.87 | 0.86 |
| RSquared | NA | 0.9 | 0.87 | 0.91 | 0.88 | 0.79 | NA | 0.89 | 0.93 | 0.9 | 0.93 | 0.88 | 0.77 | 0.63 | 0.95 | 0.9 | 0.83 | 0.93 | 0.92 | 0.9 | 0.95 | 0.95 | 0.98 | 0.98 | 0.98 | 0.98 | 0.97 |
| Yield(%) | N/A | 0.0 | N/A | N/A | N/A | N/A | N/A | N/A | 4.2 | 1.5 | 4.0 | 0.5 | 0.2 | 0.6 | 5.9 | 6.1 | 3.5 | 3.8 | 4.3 | 2.8 | 2.6 | 1.8 | 1.4 | 1.4 | 1.7 | 2.2 | 1.6 |
| Dividend Growth(%) | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | 214.1 | -56.6 | 503.0 | 127.3 | -51.1 | -88.5 | -17.0 | 104.3 | -1.1 | -17.7 | 56.9 | 28.6 | 64.7 | 25.0 | 15.3 | 10.3 | -53.5 | 27.8 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/31/2007
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