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TRPPX: Target 2055 Fund I Class (MUTUAL FUND)
Basic Info 22.51 0.04(0.18%) June 09
| Asset Class: | EQUITY |
| MyPlanIQ Rating: | (43%) |
| Start Date: | 03/01/2016 |
| Last Dividend Date: | 12/22/2025 |
| 12-Mo. Yield | 5.32% |
| Expenses | 0.45% |
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Performance Analytics (As of 06/05/2026)
Not up-to-date? Try| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Inception** | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -2.6 | 8.8 | 21.8 | 17.7 | 8.6 | 11.6 | 11.9 | 18.9 | 14.3 | 20.8 | -19.1 | 17.3 | 18.6 | 24.9 | -7.3 | 22.2 | 12.2 |
| Sharpe Ratio | NA | 1.22 | 1.61 | 1.09 | 0.4 | 0.65 | 0.68 | 1.04 | 0.96 | 1.45 | -0.97 | 1.43 | 0.66 | 2.36 | -0.68 | 3.58 | 1.28 |
| Draw Down(%) | NA | 9.7 | 9.7 | 15.3 | 27.9 | 31.8 | 31.8 | 15.3 | 7.4 | 10.3 | 26.1 | 6.5 | 31.8 | 5.1 | 16.6 | 1.8 | 6.8 |
| Standard Deviation(%) | NA | 14.8 | 12.1 | 13.2 | 15.0 | 15.3 | 15.2 | 15.5 | 11.1 | 11.9 | 21.3 | 12.0 | 27.4 | 9.9 | 12.8 | 6.0 | 11.3 |
| Treynor Ratio | NA | 0.18 | 0.21 | 0.17 | 0.07 | 0.13 | 0.13 | 0.2 | 0.13 | 0.2 | -0.25 | 0.2 | 0.27 | 0.31 | -0.12 | 0.27 | 0.15 |
| Alpha | NA | 0.0 | -0.01 | 0.0 | -0.01 | 0.0 | 0.0 | 0.02 | -0.02 | -0.01 | -0.01 | -0.02 | 0.01 | 0.01 | -0.02 | 0.02 | -0.02 |
| Beta | NA | 1.0 | 0.92 | 0.84 | 0.84 | 0.77 | 0.78 | 0.8 | 0.83 | 0.85 | 0.83 | 0.86 | 0.69 | 0.77 | 0.72 | 0.79 | 0.97 |
| RSquared | NA | 0.92 | 0.92 | 0.94 | 0.94 | 0.88 | 0.88 | 0.95 | 0.93 | 0.95 | 0.95 | 0.95 | 0.77 | 0.96 | 0.91 | 0.84 | 0.92 |
| Yield(%) | N/A | 0.0 | N/A | N/A | N/A | N/A | N/A | 5.6 | 3.2 | 3.4 | 4.4 | 4.2 | 3.0 | 5.2 | 5.5 | 4.2 | 4.4 |
| Dividend Growth(%) | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | 95.0 | 10.1 | -40.5 | 17.6 | 58.6 | -29.5 | -17.0 | 53.1 | 2.1 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 02/29/2016
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