Nasdaq - Delayed Quote USD

T. Rowe Price Retirement 2020 (TRRBX)

19.33 +0.08 (+0.42%)
At close: 8:06 AM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 8.72%
5y Average Return 6.66%
Number of Years Up 16
Number of Years Down 5
Best 1Y Total Return (Sep 11, 2024) 34.19%
Worst 1Y Total Return (Sep 11, 2024) --
Best 3Y Total Return 34.19%
Worst 3Y Total Return 2.19%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
TRRBX
Category
YTD
9.45%
5.78%
1-Month
1.73%
0.81%
3-Month
4.57%
4.21%
1-Year
14.97%
18.91%
3-Year
2.12%
9.48%
5-Year
7.02%
8.82%
10-Year
6.31%
7.36%
Last Bull Market
14.99%
14.92%
Last Bear Market
-10.29%
-12.14%

Annual Total Return (%) History

Year
TRRBX
Category
2024
--
--
2023
13.45%
--
2022
-14.66%
--
2021
10.47%
--
2020
13.19%
10.79%
2019
19.37%
16.14%
2018
-4.94%
-4.49%
2017
15.74%
12.46%

2016
7.41%
6.23%
2015
-0.31%
-1.57%
2014
5.63%
4.72%
2013
18.05%
11.57%
2012
15.01%
11.68%
2011
-1.20%
-0.22%
2010
14.74%
12.27%
2009
34.19%
24.25%
2008
-33.48%
-29.46%
2007
6.73%
6.02%
2006
14.66%
11.95%
2005
7.17%
5.80%
2004
12.82%
9.61%
2003
27.41%
21.84%
2002
--
-13.42%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 4.44% 1.08% -- --
2023 4.60% 2.86% -2.44% 8.10%
2022 -5.04% -10.29% -5.02% 5.48%
2021 2.95% 4.53% -0.20% 2.87%
2020 -14.21% 14.51% 5.07% 9.66%
2019 8.91% 3.39% 0.73% 5.25%
2018 -0.09% 0.44% 2.25% -7.36%
2017 5.00% 3.36% 3.43% 3.11%
2016 1.47% 1.95% 4.03% -0.20%
2015 2.51% 0.05% -5.84% 3.23%

2014 1.62% 4.05% -1.53% 1.45%
2013 5.48% -0.21% 5.84% 5.96%
2012 10.37% -3.08% 5.64% 1.77%
2011 4.50% 0.47% -12.69% 7.78%
2010 4.45% -8.07% 10.77% 7.87%
2009 -5.58% 18.02% 15.02% 4.70%
2008 -7.55% -0.55% -10.36% -19.28%
2007 1.61% 5.79% 1.34% -2.02%
2006 4.73% -1.65% 4.35% 6.67%
2005 -1.88% 1.85% 4.23% 2.89%
2004 2.45% 1.02% -0.50% 9.56%
2003 -3.09% 14.70% 3.20% 11.06%
2002 7.50% -- -- --

Rank in Category (By Total Return)

YTD 5
1-Month 34
3-Month 78
1-Year 7
3-Year 14
5-Year 5

Load Adjusted Returns

1-Year 14.97%
3-Year 2.12%
5-Year 7.02%
10-Year 6.31%

Performance & Risk

YTD Return 8.72%
5y Average Return 6.66%
Rank in Category (ytd) 5
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.84
Morningstar Risk Rating

Fund Overview

Category Target-Date 2020
Fund Family T. Rowe Price
Net Assets 15.06B
YTD Return 9.45%
Yield 2.23%
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. 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 2020) included in its name and assumes a retirement age of 65.

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