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TRPNX: T. ROWE PRICE RETIREMENT I 2055 FUND-I CLASS T. ROWE PRICE RETIREMENT I 2055 FUND-I CLASS (MUTUAL FUND)
Basic Info
| Asset Class: | Target Date 2051-2055 |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 10/02/2015 |
| Last Dividend Date: | 02/14/2024 |
| 12-Mo. Yield | 3.17% |
| Expenses | 0.46% |
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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(%) | 1.8 | 15.0 | 3.1 | 9.4 | 9.9 | 3.2 | 18.9 | -19.2 | 17.6 | 18.7 | 25.5 | -7.5 | 22.6 | 8.2 | 3.4 |
| Sharpe Ratio | NA | 0.96 | 0.08 | 0.44 | 0.55 | 2.07 | 1.27 | -0.97 | 1.44 | 0.65 | 2.33 | -0.68 | 3.62 | 0.6 | 1.16 |
| Draw Down(%) | NA | 10.4 | 28.0 | 32.5 | 32.5 | 2.2 | 10.4 | 26.2 | 6.5 | 32.5 | 5.4 | 17.0 | 1.9 | 11.4 | 4.5 |
| Standard Deviation(%) | NA | 11.7 | 15.8 | 18.2 | 15.8 | 10.5 | 12.1 | 21.4 | 12.2 | 28.3 | 10.3 | 13.2 | 6.1 | 13.2 | 12.3 |
| Treynor Ratio | NA | 0.13 | 0.01 | 0.11 | 0.11 | 0.25 | 0.17 | -0.24 | 0.2 | 0.27 | 0.3 | -0.12 | 0.26 | 0.08 | 0.18 |
| Alpha | NA | -0.02 | -0.02 | -0.01 | 0.0 | -0.02 | -0.01 | -0.02 | -0.03 | 0.02 | 0.0 | -0.02 | 0.02 | -0.01 | -0.01 |
| Beta | NA | 0.89 | 0.87 | 0.76 | 0.77 | 0.86 | 0.88 | 0.86 | 0.9 | 0.67 | 0.81 | 0.74 | 0.83 | 0.97 | 0.79 |
| RSquared | NA | 0.9 | 0.93 | 0.79 | 0.82 | 0.87 | 0.91 | 0.94 | 0.91 | 0.68 | 0.96 | 0.91 | 0.84 | 0.92 | 0.9 |
| Yield(%) | N/A | 3.2 | 3.8 | 4.6 | N/A | 1.3 | 1.8 | 4.4 | 4.2 | 3.0 | 5.0 | 3.9 | 3.3 | 1.7 | 1.2 |
| Dividend Growth(%) | N/A | -42.1 | 29.0 | N/A | N/A | -18.5 | -68.1 | 19.0 | 60.5 | -27.1 | 13.5 | 40.5 | 117.6 | 41.7 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 10/02/2015
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