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TRROX: T. ROWE PRICE TARGET 2010 FUND T. ROWE PRICE TARGET 2010 FUND (MUTUAL FUND)
Basic Info 11.94 0.01(0.08%) June 08
| Asset Class: | EQUITY |
| MyPlanIQ Rating: | (43%) |
| Start Date: | 08/23/2013 |
| Last Dividend Date: | 12/22/2025 |
| 12-Mo. Yield | 5.25% |
| Expenses | 0.30% |
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Performance Analytics (As of 06/05/2026)
Not up-to-date? Try| 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 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -1.0 | 3.6 | 10.5 | 9.2 | 4.0 | 6.0 | 5.8 | 10.5 | 7.4 | 10.7 | -12.8 | 7.4 | 11.0 | 14.9 | -3.1 | 10.3 | 6.6 | -0.7 | 6.5 | 5.2 |
| Sharpe Ratio | NA | 0.92 | 1.54 | 1.07 | 0.23 | 0.65 | 0.73 | 1.33 | 0.79 | 1.27 | -1.59 | 1.51 | 0.87 | 3.42 | -0.93 | 3.69 | 1.14 | -0.14 | 1.39 | 3.43 |
| Draw Down(%) | NA | 4.2 | 4.2 | 5.3 | 17.3 | 18.1 | 18.1 | 5.3 | 2.6 | 5.1 | 16.6 | 2.5 | 18.1 | 1.6 | 7.0 | 1.0 | 3.8 | 6.0 | 3.5 | 1.4 |
| Standard Deviation(%) | NA | 6.3 | 5.0 | 5.5 | 6.3 | 6.5 | 6.2 | 5.7 | 4.8 | 5.6 | 8.9 | 4.9 | 12.2 | 3.9 | 4.9 | 2.6 | 5.6 | 5.3 | 4.7 | 4.5 |
| Treynor Ratio | NA | 0.14 | 0.21 | 0.19 | 0.04 | 0.14 | 0.15 | 0.27 | 0.12 | 0.21 | -0.43 | 0.22 | 0.37 | 0.48 | -0.17 | 0.37 | 0.17 | -0.02 | 0.2 | 0.4 |
| Alpha | NA | -0.01 | 0.0 | 0.0 | -0.01 | 0.0 | 0.0 | 0.01 | -0.01 | 0.0 | -0.03 | 0.0 | 0.01 | 0.02 | -0.01 | 0.02 | 0.01 | 0.0 | 0.01 | 0.01 |
| Beta | NA | 0.41 | 0.36 | 0.32 | 0.32 | 0.31 | 0.31 | 0.28 | 0.32 | 0.34 | 0.33 | 0.33 | 0.29 | 0.28 | 0.26 | 0.26 | 0.37 | 0.32 | 0.32 | 0.39 |
| RSquared | NA | 0.87 | 0.83 | 0.78 | 0.8 | 0.75 | 0.76 | 0.85 | 0.75 | 0.67 | 0.86 | 0.84 | 0.69 | 0.82 | 0.83 | 0.5 | 0.82 | 0.83 | 0.65 | 0.8 |
| Yield(%) | N/A | 0.0 | N/A | N/A | N/A | N/A | N/A | 5.4 | 4.4 | 3.9 | 6.8 | 7.6 | 5.7 | 3.6 | 4.8 | 3.5 | 2.6 | 2.5 | 4.0 | 0.7 |
| Dividend Growth(%) | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | 26.8 | 21.7 | -53.8 | -11.4 | 41.0 | 76.3 | -31.5 | 48.0 | 38.9 | 0.0 | -35.7 | 460.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 08/21/2013
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