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TRPCX: T. ROWE PRICE RETIREMENT I 2030 FUND-I CLASS T. ROWE PRICE RETIREMENT I 2030 FUND-I CLASS (MUTUAL FUND)
Basic Info
| Asset Class: | Target Date 2026-2030 |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 10/02/2015 |
| Last Dividend Date: | 02/14/2024 |
| 12-Mo. Yield | 3.25% |
| Expenses | 0.41% |
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Performance Analytics (As of 02/20/2024)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | Since 10/02/2015 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 1.4 | 10.8 | 1.7 | 7.5 | 8.3 | 1.8 | 14.5 | -17.0 | 13.8 | 15.9 | 22.7 | -6.2 | 19.5 | 7.8 | 2.7 |
| Sharpe Ratio | NA | 0.78 | -0.01 | 0.42 | 0.56 | 1.21 | 1.19 | -1.15 | 1.48 | 0.67 | 2.56 | -0.69 | 3.79 | 0.66 | 1.06 |
| Draw Down(%) | NA | 8.3 | 24.0 | 28.5 | 28.5 | 1.8 | 8.3 | 22.7 | 4.8 | 28.5 | 4.2 | 14.2 | 1.5 | 9.5 | 4.0 |
| Standard Deviation(%) | NA | 8.9 | 11.9 | 14.4 | 12.7 | 8.2 | 9.2 | 16.1 | 9.3 | 23.3 | 8.3 | 10.9 | 5.0 | 11.4 | 10.5 |
| Treynor Ratio | NA | 0.11 | 0.0 | 0.1 | 0.12 | 0.15 | 0.17 | -0.29 | 0.2 | 0.29 | 0.33 | -0.12 | 0.28 | 0.09 | 0.17 |
| Alpha | NA | -0.02 | -0.02 | -0.01 | 0.0 | -0.04 | -0.01 | -0.03 | -0.02 | 0.02 | 0.01 | -0.02 | 0.02 | -0.01 | -0.01 |
| Beta | NA | 0.66 | 0.65 | 0.6 | 0.62 | 0.65 | 0.65 | 0.64 | 0.69 | 0.55 | 0.65 | 0.61 | 0.68 | 0.83 | 0.67 |
| RSquared | NA | 0.84 | 0.91 | 0.78 | 0.8 | 0.8 | 0.85 | 0.93 | 0.91 | 0.66 | 0.94 | 0.91 | 0.81 | 0.92 | 0.9 |
| Yield(%) | N/A | 3.2 | 4.1 | 4.8 | N/A | 1.0 | 2.2 | 5.4 | 4.0 | 3.8 | 4.9 | 4.2 | 3.5 | 1.7 | 1.1 |
| Dividend Growth(%) | N/A | -51.8 | 20.1 | N/A | N/A | -49.0 | -68.1 | 49.1 | 17.3 | -8.8 | 5.6 | 38.5 | 122.9 | 59.1 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 10/02/2015
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