NasdaqGM - Delayed Quote USD

T. Rowe Price Target 2065 Fund (0P0001JUS4)

12.37 +0.10 (+0.81%)
At close: April 5 at 4:00 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 6.97%
5y Average Return 0.00%
Number of Years Up 2
Number of Years Down 1
Best 1Y Total Return (Apr 4, 2024) 21.04%
Worst 1Y Total Return (Apr 4, 2024) --
Best 3Y Total Return 21.04%
Worst 3Y Total Return 5.03%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
0P0001JUS4
Category
YTD
8.54%
0.00%
1-Month
3.75%
0.00%
3-Month
8.54%
0.00%
1-Year
23.41%
0.00%
3-Year
5.71%
0.00%
5-Year
0.00%
0.00%
10-Year
0.00%
0.00%
Last Bull Market
38.21%
0.00%
Last Bear Market
-14.96%
0.00%

Annual Total Return (%) History

Year
0P0001JUS4
Category
2024
--
--
2023
21.04%
--
2022
-19.19%
--
2021
18.47%
--

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 8.54% -- -- --
2023 6.46% 5.97% -3.09% 10.71%
2022 -6.70% -14.96% -6.43% 8.84%
2021 6.48% 6.68% -0.72% 5.05%

Rank in Category (By Total Return)

YTD 7
1-Month 3
3-Month 7
1-Year 8
3-Year 47
5-Year --

Load Adjusted Returns

1-Year 23.41%
3-Year 5.71%
5-Year --
10-Year --

Performance & Risk

YTD Return 6.97%
5y Average Return 0.00%
Rank in Category (ytd) 7
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.27
Morningstar Risk Rating

Fund Overview

Category Target-Date 2065+
Fund Family T. Rowe Price
Net Assets 27.61M
YTD Return 8.54%
Yield 1.37%
Morningstar Rating
Inception Date Oct 13, 2020

Fund Summary

The fund pursues its objective(s) by investing in a diversified portfolio of other T. Rowe Price stock and bond mutual funds that represent various asset classes and sectors. Its allocation among T. Rowe Price mutual funds will change over time in relation to its target retirement date. The fund is managed based on the specific retirement year (target date 2065) included in its name and assumes a retirement age of 65.

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