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RRTCX: T. ROWE PRICE RETIREMENT 2030 FUND T. ROWE PRICE RETIREMENT 2030 FUND- R CLASS (MUTUAL FUND)
Basic Info 28.36 0.54(1.87%) June 05
| Asset Class: | Target Date 2026-2030 |
| MyPlanIQ Rating: | (63%) |
| Start Date: | 11/28/2003 |
| Last Dividend Date: | 12/19/2025 |
| 12-Mo. Yield | 5.58% |
| Expenses | 1.08% |
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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 | 20 Yr | Inception** | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -1.7 | 5.5 | 15.2 | 12.7 | 1.8 | 6.4 | 6.7 | 6.0 | 6.6 | 13.8 | 10.2 | 15.8 | -25.1 | 4.0 | 10.3 | 21.9 | -6.8 | 18.8 | 7.1 | -0.5 | 5.5 | 22.4 | 16.3 | -3.2 | 15.4 | 37.4 | -38.1 | 6.3 | 15.5 | 7.6 | 13.7 | 4.1 |
| Sharpe Ratio | NA | 1.03 | 1.49 | 1.01 | -0.06 | 0.37 | NA | NA | 0.36 | 1.05 | 0.82 | 1.36 | -1.45 | 0.34 | 0.43 | 2.46 | -0.76 | 3.58 | 0.61 | -0.05 | 0.6 | 2.31 | 1.4 | -0.15 | 0.91 | 1.54 | -1.12 | 0.23 | 1.13 | 0.59 | 1.21 | 6.96 |
| Draw Down(%) | NA | 6.9 | 6.9 | 10.5 | 32.9 | 32.9 | NA | NA | 52.7 | 10.5 | 4.8 | 8.5 | 25.7 | 11.1 | 28.5 | 4.2 | 14.8 | 1.6 | 9.6 | 11.4 | 7.2 | 7.0 | 10.1 | 19.8 | 13.8 | 22.5 | 48.6 | 9.3 | 9.4 | 6.5 | 7.5 | 0.8 |
| Standard Deviation(%) | NA | 10.4 | 8.4 | 9.4 | 12.1 | 12.7 | NA | NA | 15.2 | 10.5 | 8.1 | 9.0 | 18.3 | 11.6 | 23.6 | 8.3 | 10.8 | 5.1 | 11.4 | 11.4 | 9.2 | 9.7 | 11.7 | 21.8 | 16.8 | 24.2 | 34.7 | 13.8 | 10.8 | 9.1 | 10.5 | 8.4 |
| Treynor Ratio | NA | 0.11 | 0.13 | 0.09 | -0.01 | 0.05 | NA | NA | 0.05 | 0.1 | 0.06 | 0.12 | -0.26 | 0.04 | 0.11 | 0.19 | -0.08 | 0.17 | 0.06 | -0.01 | 0.05 | 0.2 | 0.15 | -0.03 | 0.14 | 0.36 | -0.39 | 0.03 | 0.11 | 0.0 | 0.0 | 0.0 |
| Alpha | NA | 0.0 | -0.01 | 0.0 | -0.02 | -0.01 | NA | NA | 0.0 | -0.01 | 0.0 | 0.0 | -0.04 | -0.03 | -0.01 | 0.0 | 0.0 | 0.0 | -0.01 | 0.0 | -0.01 | 0.0 | 0.0 | -0.01 | 0.0 | 0.03 | -0.03 | 0.0 | 0.0 | NA | NA | NA |
| Beta | NA | 1.0 | 1.0 | 1.03 | 1.01 | 1.0 | NA | NA | 1.03 | 1.05 | 1.02 | 1.04 | 1.01 | 0.99 | 0.95 | 1.1 | 1.02 | 1.08 | 1.1 | 1.05 | 1.1 | 1.1 | 1.09 | 1.11 | 1.1 | 1.04 | 1.0 | 0.99 | 1.07 | NA | NA | NA |
| RSquared | NA | 0.99 | 0.98 | 0.98 | 0.77 | 0.8 | NA | NA | 0.88 | 0.99 | 0.98 | 0.97 | 0.71 | 0.51 | 0.75 | 0.99 | 0.94 | 0.93 | 0.99 | 0.97 | 0.94 | 0.99 | 0.95 | 0.96 | 0.99 | 0.99 | 0.99 | 0.99 | 0.5 | 0.0 | 0.0 | 0.0 |
| Yield(%) | N/A | 0.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 5.8 | 3.3 | 6.4 | 1.1 | 0.6 | 0.9 | 5.8 | 7.2 | 3.9 | 4.0 | 4.7 | 3.8 | 3.0 | 1.9 | 1.2 | 1.2 | 1.9 | 3.3 | 3.9 | 3.1 | 1.5 | 1.7 | 0.0 |
| Dividend Growth(%) | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 91.9 | -44.5 | 344.8 | 77.9 | -25.2 | -82.0 | -30.1 | 112.8 | 1.2 | -20.6 | 27.4 | 44.8 | 84.1 | 57.5 | 5.3 | -12.0 | -65.2 | -13.9 | 41.2 | 121.7 | 0.0 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 11/26/2003
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