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TRSJX: T. Rowe Price Retirement 2065 Fund (MUTUAL FUND)
Basic Info 16.03 0.46(2.79%) June 05
| Asset Class: | EQUITY |
| MyPlanIQ Rating: | (8%) |
| Start Date: | 10/16/2020 |
| Last Dividend Date: | 12/19/2025 |
| 12-Mo. Yield | 3.76% |
| 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 | Inception** | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -2.5 | 8.5 | 22.3 | 17.7 | 8.5 | 12.1 | 18.9 | 14.2 | 20.9 | -19.2 | 18.3 | 11.8 |
| Sharpe Ratio | NA | 1.21 | 1.59 | 1.07 | 0.39 | 0.66 | 1.02 | 0.94 | 1.44 | -0.97 | 1.49 | 4.67 |
| Draw Down(%) | NA | 9.9 | 9.9 | 15.6 | 28.1 | 28.1 | 15.6 | 7.6 | 10.4 | 26.3 | 6.7 | 5.4 |
| Standard Deviation(%) | NA | 15.2 | 12.4 | 13.5 | 15.2 | 15.1 | 15.8 | 11.3 | 12.1 | 21.4 | 12.2 | 15.3 |
| Treynor Ratio | NA | 0.18 | 0.21 | 0.17 | 0.07 | 0.12 | 0.2 | 0.13 | 0.2 | -0.25 | 0.22 | 0.77 |
| Alpha | NA | 0.0 | -0.01 | 0.0 | -0.01 | 0.0 | 0.02 | -0.02 | -0.01 | -0.01 | -0.01 | 0.04 |
| Beta | NA | 1.03 | 0.95 | 0.86 | 0.85 | 0.85 | 0.81 | 0.84 | 0.86 | 0.84 | 0.83 | 0.94 |
| RSquared | NA | 0.92 | 0.92 | 0.94 | 0.94 | 0.93 | 0.95 | 0.93 | 0.95 | 0.95 | 0.88 | 0.95 |
| Yield(%) | N/A | 0.0 | N/A | N/A | N/A | N/A | 4.0 | 2.1 | 3.3 | 2.9 | 3.8 | 1.3 |
| Dividend Growth(%) | N/A | -100.0 | N/A | N/A | N/A | N/A | 109.9 | -24.1 | -12.6 | -12.0 | 220.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 10/14/2020
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