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TRRWX: T. ROWE PRICE TARGET 2030 FUND T. ROWE PRICE TARGET 2030 FUND (MUTUAL FUND)
Basic Info 15.52 0.24(1.52%) June 05
| Asset Class: | EQUITY |
| MyPlanIQ Rating: | (43%) |
| Start Date: | 08/23/2013 |
| Last Dividend Date: | 12/22/2025 |
| 12-Mo. Yield | 7.47% |
| Expenses | 0.38% |
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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 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -1.4 | 4.9 | 13.6 | 11.7 | 5.3 | 8.1 | 7.9 | 12.8 | 9.5 | 14.1 | -15.2 | 11.4 | 14.2 | 19.4 | -5.2 | 16.2 | 7.1 | -0.1 | 7.5 | 8.9 |
| Sharpe Ratio | NA | 1.07 | 1.58 | 1.09 | 0.3 | 0.65 | 0.68 | 1.17 | 0.86 | 1.39 | -1.24 | 1.49 | 0.73 | 2.74 | -0.76 | 3.71 | 0.73 | -0.01 | 0.95 | 3.74 |
| Draw Down(%) | NA | 5.7 | 5.7 | 8.4 | 21.5 | 24.6 | 24.6 | 8.4 | 3.7 | 7.0 | 20.3 | 4.0 | 24.6 | 3.2 | 11.8 | 1.2 | 7.7 | 9.6 | 6.0 | 2.2 |
| Standard Deviation(%) | NA | 8.6 | 6.9 | 7.7 | 9.1 | 9.9 | 9.7 | 8.5 | 6.8 | 7.6 | 13.5 | 7.6 | 19.0 | 6.6 | 8.7 | 4.2 | 9.4 | 9.4 | 7.9 | 7.3 |
| Treynor Ratio | NA | 0.16 | 0.21 | 0.18 | 0.06 | 0.13 | 0.13 | 0.23 | 0.12 | 0.2 | -0.32 | 0.21 | 0.29 | 0.36 | -0.14 | 0.29 | 0.1 | 0.0 | 0.12 | 0.41 |
| Alpha | NA | -0.01 | 0.0 | 0.0 | -0.01 | 0.0 | 0.0 | 0.01 | -0.01 | 0.0 | -0.03 | -0.01 | 0.01 | 0.01 | -0.01 | 0.02 | 0.0 | 0.0 | 0.0 | 0.01 |
| Beta | NA | 0.57 | 0.52 | 0.48 | 0.5 | 0.49 | 0.51 | 0.43 | 0.49 | 0.52 | 0.52 | 0.54 | 0.47 | 0.5 | 0.48 | 0.53 | 0.66 | 0.59 | 0.62 | 0.67 |
| RSquared | NA | 0.9 | 0.89 | 0.88 | 0.91 | 0.84 | 0.85 | 0.93 | 0.86 | 0.87 | 0.93 | 0.94 | 0.75 | 0.93 | 0.9 | 0.78 | 0.91 | 0.92 | 0.85 | 0.92 |
| Yield(%) | N/A | 0.0 | N/A | N/A | N/A | N/A | N/A | 7.8 | 5.1 | 4.2 | 5.3 | 4.1 | 3.4 | 4.5 | 5.0 | 3.7 | 3.5 | 3.2 | 4.1 | 1.0 |
| Dividend Growth(%) | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | 60.9 | 31.7 | -36.7 | 37.7 | 32.0 | -11.8 | -19.7 | 51.2 | 10.5 | 5.6 | -18.2 | 340.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 08/21/2013
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