NasdaqGM - Delayed Quote • USD
T. Rowe Price Retirement I 2025 (0P00016DV4)
At close: February 16 at 3:00 PM EST
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.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 21.15% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 6 |
| Number of Years Down | 2 |
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 |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| 0P00016DV4 | Category Average | 0P00016DV4 | Category Average | 0P00016DV4 | Category Average | |
| Alpha | 0.53 | -0 | 0.98 | -0 | -- | -0 |
| BETA | 0.92 | 0.01 | 1.01 | 0.01 | -- | 0.01 |
| Mean Annual Return | 0.29 | 0.01 | 0.65 | 0.01 | -- | 0.01 |
| R-squared | 98.34 | 0.97 | 97.27 | 0.97 | -- | 0.96 |
| Standard Deviation | 11.48 | 0.11 | 12.69 | 0.09 | -- | 0.09 |
| Sharpe Ratio | 0.07 | 0.01 | 0.46 | 0.01 | -- | 0.01 |
| Treynor Ratio | 0.21 | 0.1 | 5.15 | 0.09 | -- | 0.07 |
Related Tickers
ENPSX ProFunds UltraSector Energy Fund
38.90
+2.34%
ENPIX ProFunds UltraSector Energy Fund
45.88
+2.32%
FSHCX Fidelity Select Health Care Svcs Port
133.62
+1.83%
FSPCX Fidelity Select Insurance Port
91.63
+1.73%
HWAIX Hotchkis & Wiley Value Opps Instl
40.43
+1.69%
HWAZX Hotchkis & Wiley Value Opps Z
40.45
+1.68%
HWACX Hotchkis & Wiley Value Opps C
35.92
+1.67%
HWAAX Hotchkis & Wiley Value Opps A
40.36
+1.66%
HWSZX Hotchkis & Wiley Small Cap Value Z
82.32
+1.57%
HWSIX Hotchkis & Wiley Small Cap Value I
82.28
+1.56%
HWSAX Hotchkis & Wiley Small Cap Value A
81.63
+1.56%
HWSCX Hotchkis & Wiley Small Cap Value C
61.78
+1.55%
BIVRX Invenomic Investor
17.49
+1.51%
BIVSX Invenomic Super Institutional
18.17
+1.51%
DFDSX DF Dent Small Cap Growth Investor
24.59
+1.49%
DFSGX DF Dent Small Cap Growth Institutional
24.75
+1.48%
BIVIX Invenomic Institutional
17.90
+1.47%
HWLAX Hotchkis & Wiley Large Cap Value A
45.74
+1.44%
HWLZX Hotchkis & Wiley Large Cap Value Z
46.06
+1.43%
HWLIX Hotchkis & Wiley Large Cap Value I
46.06
+1.43%
BGRIX Baron Growth Fund
104.52
+1.41%
BGRUX Baron Growth Fund
104.52
+1.41%
BGRFX Baron Growth Fund
98.77
+1.41%
CILGX Clarkston Institutional
15.40
+1.32%
HWGIX Hotchkis & Wiley Global Value I
16.23
+1.25%
CIMDX Clarkston Founders Institutional
15.72
+1.22%
CFMDX Clarkston Founders Founders
15.75
+1.22%
HWGAX Hotchkis & Wiley Global Value A
16.24
+1.18%
TFIFX T. Rowe Price Financial Services I
41.66
+1.17%
PRISX T. Rowe Price Financial Services
41.75
+1.16%
BARAX Baron Asset Retail
102.97
+1.15%
BARUX Baron Asset R6
109.35
+1.15%
BARIX Baron Asset Instl
109.39
+1.15%
RMLPX Recurrent MLP & Infrastructure Class I
23.93
+1.14%
FSENX Fidelity Select Energy Portfolio
62.99
+1.14%
FANAX Fidelity Advisor Energy A
48.34
+1.13%
FNRCX Fidelity Advisor Energy C
44.01
+1.13%
FIKAX Fidelity Advisor Energy Z
51.29
+1.12%
FANIX Fidelity Advisor Energy I
51.35
+1.12%
FAGNX Fidelity Advisor Energy M
49.70
+1.12%
FIKBX Fidelity Advisor Financials Z
34.06
+1.07%
FFSIX Fidelity Advisor Financials I
34.09
+1.07%
FAFCX Fidelity Advisor Financials C
30.43
+1.06%
FAFSX Fidelity Advisor Financials M
32.42
+1.06%
PZIMX Pzena Mid Cap Value Instl
15.27
+1.06%
NEFOX Natixis Oakmark A
30.57
+1.06%
FAFDX Fidelity Advisor Financials A
32.87
+1.05%
PZVMX Pzena Mid Cap Value Investor
15.48
+1.04%
BTSMX Boston Trust SMID Cap
25.16
+1.04%
CLIFX Clifford Capital Partners Institutional
19.41
+1.04%
NECOX Natixis Oakmark C
23.33
+1.04%
NEOYX Natixis Oakmark Y
33.20
+1.03%
CLIQX Clifford Capital Partners Super Instl
19.55
+1.03%
NOANX Natixis Oakmark N
33.32
+1.03%
GTSCX Glenmede Small Cap Equity Instl
37.56
+1.02%
GTCSX Glenmede Small Cap Equity Adv
34.86
+1.01%
TORIX Tortoise Energy Infrastructure TR Ins
16.94
+1.01%
FRESX Fidelity Real Estate Investment Port
40.33
+1.00%
CLFFX Clifford Capital Partners Investor
19.18
+1.00%
TORCX Tortoise Energy Infrastructure TR C
16.19
+1.00%
RYLDX Rydex Dow 2x Strategy A
163.15
+0.97%
TORTX Tortoise Energy Infrastructure TR A
16.65
+0.97%
RYCVX Rydex Dow 2x Strategy H
162.48
+0.97%
RYCYX Rydex Dow 2x Strategy C
136.00
+0.97%
BOSOX Boston Trust Walden Small Cap
18.84
+0.96%
UBVCX Undiscovered Managers Behavioral Value Fund Class C
79.67
+0.96%
UBVSX Undiscovered Managers Behavioral Value Fund Class I
89.12
+0.96%
UBVVX Undiscovered Managers Behavioral Value Fund
89.48
+0.96%
UBVLX Undiscovered Managers Behavioral Value Fund
89.58
+0.96%
UBVAX Undiscovered Managers Behavioral Value Fund
86.44
+0.96%
UBVUX Undiscovered Managers Behavioral Value Fund
88.74
+0.96%
UBVFX Undiscovered Managers Behavioral Value Fund Class R6
89.81
+0.96%
UBVRX Undiscovered Managers Behavioral Value Fund Class R2
85.08
+0.95%
UBVTX Undiscovered Managers Behavioral Value Fund
85.30
+0.95%
FCVCX Fidelity Advisor Small Cap Value C
17.49
+0.92%
FTVNX FullerThaler Behav Md-Cp Val Investor
34.32
+0.91%
FCVAX Fidelity Advisor Small Cap Value A
21.12
+0.91%
FTVZX FullerThaler Behav Md-Cp Val R6
34.53
+0.91%
MMECX Victory Integrity Discovery C
26.78
+0.90%
MMEYX Victory Integrity Discovery Y
50.26
+0.90%
FCVTX Fidelity Advisor Small Cap Value M
20.16
+0.90%
LFVCX Lord Abbett Focused Small Cap Value C
30.31
+0.90%
NWAPX Nationwide BNY Mellon Dyn US Eq Inc Egl
37.11
+0.90%
NWAOX Nationwide BNY Mellon Dyn US Eq Inc I.S
37.12
+0.90%
NWANX Nationwide BNY Mellon Dyn US Eq Inc R6
37.12
+0.90%
NWALX Nationwide BNY Mellon Dyn US Eq Inc A
37.14
+0.90%
NWAMX Nationwide BNY Mellon Dyn US Eq Inc K
37.14
+0.90%
LMVYX Lord Abbett Focused Small Cap Value I
31.53
+0.90%
LMVVX Lord Abbett Focused Small Cap Value R5
31.53
+0.90%
LFSFX Lord Abbett Focused Small Cap Value F
31.71
+0.89%
FTVCX FullerThaler Behav Md-Cp Val C
34.05
+0.89%
MMMMX Victory Integrity Discovery Member
44.37
+0.89%
FTVAX FullerThaler Behav Md-Cp Val A
34.30
+0.88%
FSCRX Fidelity Small Cap Discovery
26.42
+0.88%
FTVSX FullerThaler Behav Md-Cp Val Instl
34.48
+0.88%
FCVIX Fidelity Advisor Small Cap Value I
21.88
+0.88%
FCPVX Fidelity Small Cap Value Fund
21.88
+0.88%
FIKNX Fidelity Advisor Small Cap Value Z
21.91
+0.87%
LFVAX Lord Abbett Focused Small Cap Value A
28.83
+0.87%
MMEAX Victory Integrity Discovery A
44.23
+0.87%