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TRRCX: T. Rowe Price Retirement 2030 Fund (MUTUAL FUND)
Basic Info 29.32 0.57(1.91%) June 05
| Asset Class: | Target Date 2026-2030 |
| MyPlanIQ Rating: | (100%) |
| Start Date: | 11/05/2002 |
| Last Dividend Date: | 12/19/2025 |
| 12-Mo. Yield | 5.91% |
| Expenses | 1.08% |
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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(%) | -1.7 | 5.7 | 15.7 | 13.2 | 6.2 | 9.4 | 8.9 | 7.7 | 8.9 | 14.4 | 10.7 | 16.4 | -16.9 | 13.7 | 15.9 | 22.5 | -6.4 | 19.5 | 7.7 | -0.1 | 6.2 | 23.1 | 16.8 | -2.7 | 16.0 | 38.0 | -37.8 | 6.8 | 16.0 | 8.1 | 14.2 | 30.0 | -1.8 |
| Sharpe Ratio | NA | 1.66 | 1.94 | 1.19 | 0.37 | 0.66 | NA | NA | 0.51 | 1.1 | 0.88 | 1.42 | -1.14 | 1.46 | 0.67 | 2.53 | -0.72 | 3.71 | 0.66 | -0.01 | 0.57 | 2.39 | 1.45 | -0.13 | 0.95 | 1.56 | -1.11 | 0.27 | 1.15 | 0.64 | 1.25 | 2.07 | -0.68 |
| Draw Down(%) | NA | 6.9 | 6.9 | 10.5 | 24.1 | 28.6 | NA | NA | 52.3 | 10.5 | 4.8 | 8.4 | 22.8 | 4.8 | 28.6 | 4.2 | 14.5 | 1.5 | 9.6 | 11.2 | 7.2 | 7.0 | 10.0 | 19.7 | 13.8 | 22.4 | 48.3 | 9.3 | 9.3 | 6.4 | 7.3 | 13.2 | 5.8 |
| Standard Deviation(%) | NA | 10.1 | 8.2 | 9.3 | 11.0 | 12.1 | NA | NA | 15.0 | 10.5 | 8.1 | 9.0 | 16.2 | 9.4 | 23.2 | 8.3 | 10.8 | 5.1 | 11.3 | 11.4 | 10.9 | 9.7 | 11.7 | 21.7 | 16.8 | 24.3 | 34.7 | 13.8 | 11.0 | 9.1 | 10.5 | 14.2 | 18.3 |
| Treynor Ratio | NA | 0.17 | 0.16 | 0.11 | 0.04 | 0.08 | NA | NA | 0.07 | 0.11 | 0.07 | 0.12 | -0.17 | 0.12 | 0.16 | 0.19 | -0.08 | 0.18 | 0.07 | 0.0 | 0.06 | 0.21 | 0.16 | -0.02 | 0.15 | 0.36 | -0.39 | 0.04 | 0.12 | 0.0 | 0.0 | 0.0 | 0.0 |
| Alpha | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | NA | NA | 0.01 | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.03 | -0.03 | 0.0 | 0.01 | NA | NA | NA | NA |
| Beta | NA | 1.01 | 1.0 | 1.03 | 1.05 | 1.01 | NA | NA | 1.03 | 1.06 | 1.02 | 1.04 | 1.05 | 1.11 | 0.95 | 1.11 | 1.02 | 1.08 | 1.04 | 1.05 | 1.1 | 1.09 | 1.09 | 1.12 | 1.09 | 1.04 | 1.0 | 0.99 | 1.08 | NA | NA | NA | NA |
| RSquared | NA | 0.99 | 0.98 | 0.98 | 0.98 | 0.89 | NA | NA | 0.86 | 0.99 | 0.98 | 0.97 | 0.98 | 0.98 | 0.78 | 0.99 | 0.94 | 0.93 | 0.9 | 0.97 | 0.67 | 0.99 | 0.95 | 0.99 | 0.99 | 0.99 | 0.99 | 0.99 | 0.49 | 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 | 6.1 | 3.6 | 6.7 | 8.9 | 9.8 | 5.9 | 6.3 | 7.6 | 4.4 | 4.5 | 5.2 | 4.2 | 3.5 | 2.4 | 1.5 | 1.7 | 2.4 | 3.6 | 4.3 | 3.3 | 1.7 | 1.9 | 1.1 | 0.0 |
| Dividend Growth(%) | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 81.5 | -41.2 | -44.0 | -5.3 | 79.4 | 9.9 | -28.4 | 99.0 | 3.1 | -19.3 | 25.3 | 39.7 | 67.9 | 50.0 | 3.8 | -5.8 | -59.4 | -15.0 | 42.9 | 107.4 | 3.8 | 116.7 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 11/04/2002
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