Nasdaq - Delayed Quote USD

T. Rowe Price Retirement 2030 Advisor (PARCX)

25.93 +0.13 (+0.50%)
At close: 8:06 AM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 9.78%
5y Average Return 7.85%
Number of Years Up 15
Number of Years Down 5
Best 1Y Total Return (Sep 11, 2024) 37.74%
Worst 1Y Total Return (Sep 11, 2024) --
Best 3Y Total Return 37.74%
Worst 3Y Total Return 2.72%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
PARCX
Category
YTD
11.05%
7.97%
1-Month
1.90%
0.98%
3-Month
4.88%
5.18%
1-Year
17.12%
25.53%
3-Year
2.37%
11.28%
5-Year
8.40%
10.98%
10-Year
7.26%
8.54%
Last Bull Market
18.16%
17.21%
Last Bear Market
-12.41%
-15.52%

Annual Total Return (%) History

Year
PARCX
Category
2024
--
--
2023
16.02%
--
2022
-17.22%
--
2021
13.26%
--
2020
15.61%
12.99%
2019
22.22%
20.07%
2018
-6.53%
-6.25%
2017
19.15%
16.57%

2016
7.42%
7.33%
2015
-0.29%
-1.79%
2014
5.83%
5.04%
2013
22.69%
16.65%
2012
16.56%
13.59%
2011
-2.96%
-2.26%
2010
15.77%
13.47%
2009
37.74%
28.87%
2008
-38.01%
-36.04%
2007
6.58%
6.50%
2006
15.88%
13.60%
2005
7.87%
6.81%
2004
13.93%
10.95%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 5.72% 1.04% -- --
2023 5.28% 3.96% -2.92% 9.19%
2022 -6.04% -12.41% -5.71% 6.68%
2021 4.15% 5.42% -0.55% 3.72%
2020 -17.41% 17.44% 6.14% 12.29%
2019 10.58% 3.52% 0.47% 6.27%
2018 0.12% 0.66% 2.43% -9.46%
2017 6.04% 4.14% 4.01% 3.74%
2016 0.74% 1.51% 4.88% 0.16%
2015 3.02% 0.21% -7.20% 4.08%

2014 1.47% 4.35% -1.77% 1.75%
2013 6.43% 0.40% 7.16% 7.14%
2012 12.17% -4.12% 6.17% 2.09%
2011 5.06% 0.11% -15.16% 8.76%
2010 4.79% -9.77% 12.03% 9.30%
2009 -6.31% 19.90% 16.52% 5.23%
2008 -8.91% -0.46% -11.98% -22.32%
2007 1.57% 6.70% 1.05% -2.67%
2006 5.60% -2.02% 4.41% 7.27%
2005 -2.20% 1.78% 4.81% 3.40%
2004 2.39% 1.41% -1.19% 11.04%

Rank in Category (By Total Return)

YTD 9
1-Month 48
3-Month 84
1-Year 13
3-Year 42
5-Year 9

Load Adjusted Returns

1-Year 17.12%
3-Year 2.37%
5-Year 8.40%
10-Year 7.26%

Performance & Risk

YTD Return 9.78%
5y Average Return 7.85%
Rank in Category (ytd) 9
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.02
Morningstar Risk Rating

Fund Overview

Category Target-Date 2030
Fund Family T. Rowe Price
Net Assets 30.49B
YTD Return 11.05%
Yield 1.52%
Morningstar Rating
Inception Date Oct 31, 2003

Fund Summary

The fund invests 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 2030) included in its name and assumes a retirement age of 65.

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