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TRRAX: T. ROWE PRICE RETIREMENT 2010 FUND T. ROWE PRICE RETIREMENT 2010 FUND (MUTUAL FUND)
Basic Info 16.68 0.24(1.42%) June 05
| Asset Class: | Target Date 2000-2010 |
| MyPlanIQ Rating: | (97%) |
| Start Date: | 11/05/2002 |
| Last Dividend Date: | 12/19/2025 |
| 12-Mo. Yield | 6.00% |
| Expenses | 0.99% |
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Performance Analytics (As of 06/03/2026)
Not up-to-date? Try| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception** | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -1.3 | 4.3 | 12.2 | 10.5 | 4.7 | 6.8 | 6.4 | 6.1 | 7.0 | 11.8 | 8.5 | 12.5 | -13.9 | 8.9 | 11.9 | 16.2 | -3.7 | 11.7 | 7.1 | -0.8 | 5.3 | 11.9 | 12.4 | 0.5 | 12.7 | 27.9 | -26.8 | 6.7 | 12.8 | 6.3 | 11.1 | 23.8 | -0.5 |
| Sharpe Ratio | NA | 1.6 | 1.97 | 1.21 | 0.33 | 0.68 | NA | NA | 0.58 | 1.23 | 0.83 | 1.36 | -1.39 | 1.49 | 0.84 | 3.25 | -0.88 | 3.83 | 1.07 | -0.12 | 0.57 | 1.93 | 1.71 | 0.04 | 1.17 | 1.72 | -1.2 | 0.37 | 1.06 | 0.6 | 1.3 | 2.23 | -0.3 |
| Draw Down(%) | NA | 5.1 | 5.1 | 7.0 | 19.4 | 19.6 | NA | NA | 38.9 | 7.0 | 3.0 | 6.2 | 18.6 | 3.2 | 19.6 | 1.9 | 8.2 | 0.9 | 4.7 | 7.1 | 6.3 | 5.8 | 6.2 | 12.6 | 8.7 | 16.3 | 35.7 | 6.2 | 6.4 | 4.8 | 5.7 | 9.1 | 3.5 |
| Standard Deviation(%) | NA | 7.4 | 5.9 | 6.7 | 7.7 | 7.7 | NA | NA | 10.0 | 7.3 | 5.9 | 6.6 | 11.1 | 5.9 | 13.9 | 4.5 | 5.8 | 2.9 | 6.5 | 6.6 | 9.3 | 6.2 | 7.3 | 13.4 | 10.8 | 16.2 | 23.1 | 9.6 | 9.0 | 6.7 | 7.8 | 10.3 | 13.0 |
| Treynor Ratio | NA | 0.1 | 0.1 | 0.07 | 0.02 | 0.04 | NA | NA | 0.04 | 0.07 | 0.04 | 0.09 | -0.13 | 0.07 | 0.09 | 0.11 | -0.04 | 0.1 | 0.05 | -0.01 | 0.04 | 0.08 | 0.07 | 0.0 | 0.07 | 0.15 | -0.14 | 0.02 | 0.06 | 0.03 | 0.09 | 0.24 | 0.0 |
| Alpha | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | NA | NA | 0.0 | -0.01 | 0.01 | 0.01 | 0.01 | 0.01 | 0.0 | 0.0 | 0.0 | 0.01 | 0.0 | 0.0 | -0.01 | 0.01 | -0.01 | -0.04 | -0.02 | 0.0 | -0.03 | -0.02 | 0.02 | 0.01 | 0.01 | 0.08 | NA |
| Beta | NA | 1.18 | 1.16 | 1.17 | 1.19 | 1.22 | NA | NA | 1.52 | 1.31 | 1.12 | 1.04 | 1.22 | 1.32 | 1.25 | 1.32 | 1.28 | 1.13 | 1.38 | 1.45 | 1.49 | 1.48 | 1.77 | 2.08 | 1.85 | 1.81 | 1.93 | 1.78 | 1.62 | 1.22 | 1.19 | 0.97 | NA |
| RSquared | NA | 0.96 | 0.93 | 0.9 | 0.89 | 0.83 | NA | NA | 0.72 | 0.91 | 0.87 | 0.83 | 0.92 | 0.85 | 0.74 | 0.88 | 0.9 | 0.77 | 0.81 | 0.88 | 0.25 | 0.86 | 0.78 | 0.86 | 0.82 | 0.88 | 0.9 | 0.76 | 0.51 | 0.4 | 0.4 | 0.02 | 0.0 |
| Yield(%) | N/A | 0.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 6.2 | 4.3 | 4.7 | 9.1 | 13.1 | 10.0 | 5.0 | 7.5 | 6.3 | 4.4 | 4.0 | 5.5 | 3.7 | 2.8 | 2.6 | 2.7 | 3.4 | 4.1 | 4.5 | 3.9 | 2.5 | 2.2 | 1.3 | 0.7 |
| Dividend Growth(%) | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 51.2 | -1.4 | -60.6 | -33.1 | 31.9 | 120.7 | -40.6 | 26.6 | 49.3 | 2.8 | -27.6 | 60.7 | 45.2 | 5.0 | 5.3 | -2.6 | -40.9 | -7.0 | 24.6 | 62.9 | 20.7 | 107.1 | 100.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 11/04/2002
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