It is the internal testing website that you are visiting. Please go to our official customer website (www.myplaniq.com).
Find A Portfolio/Ticker
Comparison Box
TRRUX: T. ROWE PRICE TARGET 2020 FUND T. ROWE PRICE TARGET 2020 FUND (MUTUAL FUND)
Basic Info 12.76 0.16(1.24%) June 05
| Asset Class: | EQUITY |
| MyPlanIQ Rating: | (43%) |
| Start Date: | 08/23/2013 |
| Last Dividend Date: | 12/22/2025 |
| 12-Mo. Yield | 7.13% |
| Expenses | 0.34% |
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 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -1.2 | 3.7 | 11.1 | 9.7 | 4.3 | 6.6 | 6.5 | 11.0 | 7.8 | 11.4 | -13.2 | 8.6 | 12.0 | 16.5 | -3.9 | 12.6 | 6.5 | -0.3 | 6.6 | 6.9 |
| Sharpe Ratio | NA | 0.96 | 1.56 | 1.08 | 0.25 | 0.66 | 0.7 | 1.3 | 0.8 | 1.31 | -1.47 | 1.52 | 0.81 | 3.09 | -0.82 | 3.71 | 0.87 | -0.05 | 1.06 | 3.64 |
| Draw Down(%) | NA | 4.5 | 4.5 | 5.9 | 18.3 | 20.2 | 20.2 | 5.9 | 2.7 | 5.5 | 17.4 | 3.0 | 20.2 | 2.2 | 8.9 | 1.0 | 5.6 | 7.6 | 4.7 | 1.7 |
| Standard Deviation(%) | NA | 6.7 | 5.4 | 6.0 | 6.9 | 7.5 | 7.4 | 6.3 | 5.2 | 5.9 | 10.0 | 5.6 | 14.4 | 4.9 | 6.4 | 3.2 | 7.2 | 7.2 | 6.2 | 5.7 |
| Treynor Ratio | NA | 0.15 | 0.21 | 0.18 | 0.05 | 0.14 | 0.14 | 0.27 | 0.12 | 0.21 | -0.39 | 0.22 | 0.33 | 0.42 | -0.15 | 0.31 | 0.13 | -0.01 | 0.14 | 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 | 0.0 | 0.0 | 0.0 | 0.01 |
| Beta | NA | 0.44 | 0.4 | 0.35 | 0.36 | 0.36 | 0.38 | 0.31 | 0.36 | 0.38 | 0.38 | 0.39 | 0.35 | 0.36 | 0.35 | 0.38 | 0.5 | 0.45 | 0.47 | 0.52 |
| RSquared | NA | 0.88 | 0.85 | 0.81 | 0.84 | 0.79 | 0.8 | 0.87 | 0.79 | 0.74 | 0.89 | 0.87 | 0.72 | 0.88 | 0.88 | 0.7 | 0.88 | 0.89 | 0.8 | 0.89 |
| Yield(%) | N/A | 0.0 | N/A | N/A | N/A | N/A | N/A | 7.4 | 6.0 | 4.5 | 7.0 | 5.3 | 5.1 | 4.0 | 4.7 | 3.5 | 2.9 | 2.6 | 3.8 | 0.8 |
| Dividend Growth(%) | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | 27.1 | 41.0 | -48.5 | 36.3 | 10.8 | 43.2 | -21.4 | 47.4 | 24.6 | 5.2 | -27.5 | 370.6 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 08/21/2013
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
|
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See EQUITY Asset Class Trend Rankings |
Latest Articles Related to TRRUX
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>
