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TRRBX: T.ROWE PRICE RETIREMENT 2020 FUND T. ROWE PRICE RETIREMENT 2020 FUND (MUTUAL FUND)
Basic Info 20.67 0.33(1.57%) June 05
| Asset Class: | Target Date 2016-2020 |
| MyPlanIQ Rating: | (100%) |
| Start Date: | 11/05/2002 |
| Last Dividend Date: | 12/19/2025 |
| 12-Mo. Yield | 6.23% |
| Expenses | 0.78% |
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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(%) | -1.4 | 4.7 | 13.3 | 11.3 | 5.2 | 7.9 | 7.6 | 6.9 | 7.9 | 12.6 | 9.2 | 13.5 | -14.6 | 10.6 | 13.2 | 19.4 | -5.0 | 15.7 | 7.4 | -0.4 | 5.8 | 18.1 | 15.0 | -1.2 | 14.7 | 34.2 | -33.5 | 6.7 | 14.5 | 7.2 | 12.8 | 27.4 | -1.5 |
| Sharpe Ratio | NA | 1.63 | 1.96 | 1.21 | 0.36 | 0.68 | NA | NA | 0.54 | 1.19 | 0.86 | 1.39 | -1.3 | 1.52 | 0.72 | 2.84 | -0.77 | 3.75 | 0.79 | -0.04 | 0.62 | 2.22 | 1.54 | -0.07 | 1.03 | 1.64 | -1.15 | 0.3 | 1.13 | 0.62 | 1.28 | 2.15 | -0.64 |
| Draw Down(%) | NA | 5.6 | 5.6 | 8.0 | 20.5 | 23.9 | NA | NA | 47.1 | 8.0 | 3.5 | 6.7 | 19.6 | 3.6 | 23.9 | 3.0 | 11.4 | 1.2 | 7.4 | 9.4 | 5.8 | 6.5 | 8.4 | 16.6 | 11.6 | 19.9 | 43.4 | 8.1 | 7.8 | 5.7 | 6.3 | 11.3 | 5.1 |
| Standard Deviation(%) | NA | 8.2 | 6.6 | 7.4 | 8.5 | 9.4 | NA | NA | 12.5 | 8.2 | 6.5 | 7.2 | 12.4 | 7.0 | 17.9 | 6.3 | 8.4 | 4.0 | 9.0 | 9.2 | 9.3 | 8.1 | 9.8 | 18.1 | 14.2 | 20.8 | 29.8 | 12.0 | 9.9 | 7.9 | 9.2 | 12.4 | 16.1 |
| Treynor Ratio | NA | 0.11 | 0.11 | 0.08 | 0.03 | 0.31 | NA | NA | 0.13 | 0.08 | 0.05 | 0.09 | -0.15 | 0.09 | 0.14 | 6.8 | -0.37 | 0.14 | 0.07 | 0.0 | 0.05 | 0.16 | 0.13 | -0.01 | 0.13 | 0.31 | -0.32 | 0.03 | 0.1 | 0.0 | 0.0 | 0.0 | 0.0 |
| Alpha | NA | 0.01 | 0.0 | 0.0 | 0.0 | 0.02 | NA | NA | 0.02 | -0.01 | 0.0 | 0.0 | 0.0 | 0.01 | 0.01 | 0.06 | -0.02 | 0.01 | 0.0 | 0.0 | -0.01 | 0.0 | 0.0 | -0.01 | 0.0 | 0.03 | -0.03 | 0.0 | 0.0 | NA | NA | NA | NA |
| Beta | NA | 1.22 | 1.21 | 1.18 | 1.12 | 0.2 | NA | NA | 0.51 | 1.3 | 1.12 | 1.05 | 1.08 | 1.12 | 0.92 | 0.03 | 0.17 | 1.06 | 1.06 | 1.08 | 1.13 | 1.13 | 1.15 | 1.19 | 1.16 | 1.09 | 1.06 | 1.06 | 1.11 | NA | NA | NA | NA |
| RSquared | NA | 0.97 | 0.95 | 0.94 | 0.95 | 0.18 | NA | NA | 0.4 | 0.96 | 0.93 | 0.93 | 0.97 | 0.96 | 0.67 | 0.05 | 0.2 | 0.9 | 0.89 | 0.96 | 0.6 | 0.98 | 0.95 | 0.99 | 0.99 | 0.99 | 0.99 | 0.99 | 0.36 | 0.0 | 0.0 | 0.0 | 0.0 |
| Yield(%) | N/A | 0.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 6.5 | 4.5 | 7.2 | 10.0 | 12.7 | 10.0 | 6.2 | 8.3 | 5.3 | 3.8 | 4.6 | 4.1 | 3.9 | 2.6 | 2.0 | 2.1 | 2.7 | 3.9 | 4.4 | 3.6 | 2.2 | 2.1 | 1.3 | 0.0 |
| Dividend Growth(%) | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 50.6 | -33.9 | -46.0 | -22.6 | 29.3 | 82.8 | -35.1 | 74.1 | 45.9 | -21.7 | 13.9 | 16.9 | 69.0 | 27.3 | 6.5 | 1.6 | -55.1 | -11.7 | 35.1 | 72.7 | 17.9 | 100.0 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 11/04/2002
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