Nasdaq - Delayed Quote USD

T. Rowe Price Retirement Balanced R (RRTIX)

13.60
+0.01
+(0.07%)
At close: 8:09:27 AM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 3.23%
5y Average Return 6.27%
Number of Years Up 17
Number of Years Down 4
Best 1Y Total Return (May 16, 2025) 14.74%
Worst 1Y Total Return (May 16, 2025) --
Best 3Y Total Return 14.74%
Worst 3Y Total Return 0.95%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
RRTIX
Category
YTD
1.41%
0.00%
1-Month
0.05%
0.00%
3-Month
-0.45%
0.00%
1-Year
7.51%
0.00%
3-Year
4.61%
0.00%
5-Year
5.74%
0.00%
10-Year
4.46%
0.00%
Last Bull Market
8.36%
0.00%
Last Bear Market
-8.87%
0.00%

Annual Total Return (%) History

Year
RRTIX
Category
2025
--
--
2024
7.31%
--
2023
10.86%
--
2022
-13.52%
--
2021
7.95%
--
2020
10.88%
--
2019
14.74%
--
2018
-3.77%
--

2017
9.81%
--
2016
5.95%
--
2015
-1.24%
--
2014
3.39%
--
2013
8.69%
--
2012
9.52%
--
2011
0.85%
--
2010
9.55%
--
2009
21.58%
--
2008
-18.80%
--
2007
5.57%
--
2006
9.45%
--
2005
4.54%
--
2004
7.13%
--

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 1.35% -- -- --
2024 3.40% 0.85% 4.60% -1.62%
2023 3.93% 1.83% -2.20% 7.11%
2022 -4.51% -8.87% -4.72% 4.31%
2021 2.07% 3.61% -0.07% 2.15%
2020 -11.05% 11.52% 4.03% 7.44%
2019 6.62% 2.87% 0.54% 4.05%
2018 -0.41% 0.29% 1.63% -5.20%
2017 3.27% 1.87% 2.30% 2.04%
2016 2.05% 1.86% 2.51% -0.58%

2015 1.35% -0.12% -3.91% 1.53%
2014 1.24% 3.10% -1.36% 0.43%
2013 3.30% -1.33% 3.18% 3.35%
2012 6.13% -1.55% 3.82% 0.95%
2011 2.87% 0.88% -7.36% 4.91%
2010 3.00% -4.18% 6.61% 4.12%
2009 -3.09% 11.39% 9.61% 2.75%
2008 -3.18% -0.90% -5.76% -10.20%
2007 1.46% 2.64% 1.68% -0.31%
2006 2.55% -0.70% 3.36% 3.99%
2005 -0.99% 1.41% 2.51% 1.57%
2004 1.82% -0.31% 0.30% 5.22%

Rank in Category (By Total Return)

YTD 39
1-Month 65
3-Month 42
1-Year 71
3-Year 46
5-Year 36

Load Adjusted Returns

1-Year 7.51%
3-Year 4.61%
5-Year 5.74%
10-Year 4.46%

Performance & Risk

YTD Return 3.23%
5y Average Return 6.27%
Rank in Category (ytd) 39
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.71
Morningstar Risk Rating

Fund Overview

Category --
Fund Family T. Rowe Price
Net Assets 2.13B
YTD Return 1.41%
Yield 2.69%
Morningstar Rating
Inception Date Oct 31, 2003

Fund Summary

The fund invests in a diversified portfolio of other T. Rowe Price stock and bond funds that represent various asset classes and sectors. It is intended for retired investors who seek income and relative stability from bonds along with some capital appreciation potential from stocks. The fund's "neutral allocations," which are what T. Rowe Price considers broadly appropriate for investors during their retirement years, are 40% stock funds and 60% bond funds.

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