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TRRMX: T. ROWE PRICE RETIREMENT 2050 FUND T. ROWE PRICE RETIREMENT 2050 FUND (MUTUAL FUND)
Basic Info 23.44 0.66(2.74%) June 05
| Asset Class: | Target Date 2046-2050 |
| MyPlanIQ Rating: | (77%) |
| Start Date: | 01/11/2007 |
| Last Dividend Date: | 12/19/2025 |
| 12-Mo. Yield | 4.34% |
| Expenses | 0.63% |
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Performance Analytics (As of 06/05/2026)
| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Inception** | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -2.4 | 8.3 | 22.1 | 17.6 | 8.5 | 11.6 | 10.5 | 8.5 | 18.8 | 14.2 | 20.8 | -19.1 | 17.5 | 18.7 | 25.3 | -7.6 | 22.4 | 7.7 | 0.2 | 6.2 | 25.9 | 17.6 | -3.4 | 16.4 | 38.9 | -38.8 | 6.2 |
| Sharpe Ratio | NA | 1.2 | 1.59 | 1.08 | 0.4 | 0.64 | NA | 0.42 | 1.02 | 0.96 | 1.44 | -0.96 | 1.43 | 0.65 | 2.34 | -0.69 | 3.61 | 0.57 | 0.01 | 0.59 | 2.45 | 1.39 | -0.15 | 0.92 | 1.54 | -1.1 | 0.23 |
| Draw Down(%) | NA | 9.7 | 9.7 | 15.5 | 28.0 | 32.5 | NA | 53.6 | 15.5 | 7.1 | 10.4 | 26.2 | 6.6 | 32.5 | 5.4 | 17.0 | 1.8 | 11.3 | 12.5 | 8.1 | 7.2 | 10.9 | 20.9 | 14.5 | 23.2 | 49.5 | 9.6 |
| Standard Deviation(%) | NA | 15.0 | 12.2 | 13.3 | 15.1 | 15.5 | NA | 17.7 | 15.7 | 11.0 | 12.0 | 21.4 | 12.3 | 28.0 | 10.2 | 13.1 | 6.0 | 13.2 | 13.1 | 10.4 | 10.6 | 12.7 | 23.3 | 17.8 | 25.2 | 36.2 | 14.4 |
| Treynor Ratio | NA | 0.18 | 0.21 | 0.17 | 0.07 | 0.13 | NA | 0.09 | 0.2 | 0.14 | 0.2 | -0.24 | 0.19 | 0.29 | 0.3 | -0.12 | 0.26 | 0.08 | 0.0 | 0.07 | 0.28 | 0.18 | -0.03 | 0.17 | 0.42 | -0.45 | 0.04 |
| Alpha | NA | 0.0 | -0.01 | 0.0 | -0.01 | 0.0 | NA | 0.0 | 0.01 | -0.02 | -0.01 | -0.02 | -0.03 | 0.02 | 0.0 | -0.02 | 0.02 | -0.01 | 0.0 | -0.02 | -0.01 | 0.01 | -0.02 | 0.01 | 0.04 | -0.04 | 0.01 |
| Beta | NA | 1.03 | 0.94 | 0.84 | 0.85 | 0.77 | NA | 0.85 | 0.81 | 0.78 | 0.88 | 0.86 | 0.9 | 0.64 | 0.8 | 0.73 | 0.83 | 0.97 | 0.81 | 0.87 | 0.93 | 0.96 | 0.99 | 0.98 | 0.92 | 0.87 | 0.87 |
| RSquared | NA | 0.91 | 0.87 | 0.89 | 0.91 | 0.81 | NA | 0.9 | 0.93 | 0.8 | 0.93 | 0.94 | 0.91 | 0.63 | 0.96 | 0.91 | 0.84 | 0.93 | 0.92 | 0.9 | 0.95 | 0.93 | 0.98 | 0.98 | 0.98 | 0.98 | 0.96 |
| Yield(%) | N/A | 0.0 | N/A | N/A | N/A | N/A | N/A | N/A | 4.5 | 2.1 | 5.1 | 5.9 | 7.6 | 4.9 | 6.8 | 7.3 | 4.3 | 4.7 | 5.1 | 3.6 | 3.3 | 2.3 | 1.6 | 1.5 | 2.1 | 2.0 | 2.0 |
| Dividend Growth(%) | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | 141.3 | -52.7 | -34.2 | -15.2 | 74.9 | -14.4 | -20.4 | 101.8 | -4.3 | -14.6 | 48.9 | 29.6 | 65.1 | 33.5 | 22.9 | 0.0 | -37.6 | 5.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/09/2007
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