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TRRLX: T. ROWE PRICE RETIREMENT 2060 FUND T. ROWE PRICE RETIREMENT 2060 FUND (MUTUAL FUND)
Basic Info 20.58 0.59(2.79%) June 05
| Asset Class: | EQUITY |
| MyPlanIQ Rating: | (43%) |
| Start Date: | 06/25/2014 |
| Last Dividend Date: | 12/19/2025 |
| 12-Mo. Yield | 4.19% |
| Expenses | 0.89% |
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Performance Analytics (As of 06/05/2026)
| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Inception** | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -2.5 | 8.4 | 22.3 | 17.7 | 8.5 | 11.5 | 10.0 | 19.0 | 14.2 | 20.9 | -19.2 | 17.5 | 18.5 | 25.4 | -7.6 | 22.3 | 7.6 | 0.2 | 2.1 |
| Sharpe Ratio | NA | 1.2 | 1.58 | 1.08 | 0.39 | 0.64 | 0.57 | 1.02 | 0.94 | 1.45 | -0.97 | 1.43 | 0.65 | 2.34 | -0.68 | 3.54 | 0.56 | 0.02 | 0.38 |
| Draw Down(%) | NA | 9.8 | 9.8 | 15.6 | 28.1 | 32.5 | 32.5 | 15.6 | 7.6 | 10.4 | 26.3 | 6.5 | 32.5 | 5.4 | 17.1 | 1.9 | 11.4 | 12.6 | 8.1 |
| Standard Deviation(%) | NA | 15.2 | 12.4 | 13.5 | 15.2 | 15.5 | 15.1 | 15.8 | 11.3 | 12.0 | 21.4 | 12.2 | 28.0 | 10.2 | 13.3 | 6.1 | 13.3 | 13.0 | 10.9 |
| Treynor Ratio | NA | 0.18 | 0.21 | 0.17 | 0.07 | 0.13 | 0.11 | 0.2 | 0.13 | 0.2 | -0.25 | 0.2 | 0.27 | 0.3 | -0.12 | 0.27 | 0.08 | 0.0 | 0.05 |
| Alpha | NA | 0.0 | -0.01 | 0.0 | -0.01 | 0.0 | 0.0 | 0.02 | -0.02 | -0.01 | -0.01 | -0.02 | 0.02 | 0.0 | -0.02 | 0.02 | -0.01 | 0.0 | -0.02 |
| Beta | NA | 1.02 | 0.95 | 0.85 | 0.85 | 0.78 | 0.79 | 0.81 | 0.81 | 0.86 | 0.84 | 0.88 | 0.67 | 0.79 | 0.76 | 0.8 | 0.94 | 0.82 | 0.86 |
| RSquared | NA | 0.92 | 0.92 | 0.92 | 0.94 | 0.85 | 0.86 | 0.95 | 0.88 | 0.95 | 0.95 | 0.95 | 0.71 | 0.96 | 0.94 | 0.84 | 0.92 | 0.93 | 0.93 |
| Yield(%) | N/A | 0.0 | N/A | N/A | N/A | N/A | N/A | 4.4 | 2.0 | 3.8 | 4.4 | 4.8 | 2.7 | 5.2 | 4.7 | 3.4 | 2.9 | 2.1 | 3.2 |
| Dividend Growth(%) | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | 153.3 | -40.5 | -33.1 | 4.8 | 98.0 | -36.4 | -3.5 | 67.6 | 21.4 | 33.3 | -34.4 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/24/2014
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