NasdaqGM - Delayed Quote USD

T. Rowe Price Retirement I 2025 (0P00016DV4)

13.82 -0.02 (-0.14%)
At close: February 16 at 3:00 PM EST

Performance Overview

Morningstar Return Rating --
YTD Return 1.39%
5y Average Return 7.26%
Number of Years Up 6
Number of Years Down 2
Best 1Y Total Return (Feb 16, 2024) 21.15%
Worst 1Y Total Return (Feb 16, 2024) --
Best 3Y Total Return 21.15%
Worst 3Y Total Return 2.78%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
0P00016DV4
Category
YTD
0.00%
6.61%
1-Month
0.00%
0.92%
3-Month
10.72%
4.66%
1-Year
9.03%
21.54%
3-Year
2.85%
10.23%
5-Year
7.28%
9.75%
10-Year
0.00%
7.82%
Last Bull Market
24.79%
16.61%
Last Bear Market
-11.10%
-14.25%

Annual Total Return (%) History

Year
0P00016DV4
Category
2023
14.71%
--
2022
-15.46%
--
2021
12.04%
--
2020
14.62%
11.84%
2019
21.15%
18.25%
2018
-5.54%
-5.34%
2017
17.82%
14.67%
2016
7.56%
6.73%

2015
--
-1.59%

Past Quarterly Returns

YearQ1Q2Q3Q4
2023 4.89% 3.36% -2.51% 8.54%
2022 -5.38% -11.10% -5.20% 6.01%
2021 3.64% 4.94% -0.25% 3.27%
2020 -15.86% 16.09% 5.67% 11.05%
2019 9.78% 3.58% 0.61% 5.89%
2018 0.08% 0.55% 2.44% -8.36%
2017 5.61% 3.85% 3.79% 3.50%
2016 1.05% 1.80% 4.56% -0.01%
2015 3.85% -- -- --

Rank in Category (By Total Return)

YTD 45
1-Month 45
3-Month 66
1-Year 3
3-Year 5
5-Year 1

Load Adjusted Returns

1-Year 9.03%
3-Year 2.85%
5-Year 7.28%
10-Year --

Performance & Risk

YTD Return 1.39%
5y Average Return 7.26%
Rank in Category (ytd) 45
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.92
Morningstar Risk Rating

Fund Overview

Category Target-Date 2025
Fund Family T. Rowe Price
Net Assets 8.29B
YTD Return 0.00%
Yield 2.24%
Morningstar Rating
Inception Date Sep 29, 2015

Fund Summary

The fund pursues its objective by investing in a diversified portfolio of other T. Rowe Price stock and bond mutual funds that represent various asset classes and sectors. The fund's allocation among T. Rowe Price mutual funds will change over time in relation to its target retirement date. It is primarily designed for an investor who anticipates retiring at or about the target date and who plans to withdraw the value of the account in the fund gradually after retirement.

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