Nasdaq - Delayed Quote USD

T. Rowe Price Retirement 2040 (TRRDX)

30.85 +0.20 (+0.65%)
At close: 8:06 AM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 11.65%
5y Average Return 9.63%
Number of Years Up 17
Number of Years Down 4
Best 1Y Total Return (Sep 11, 2024) 39.07%
Worst 1Y Total Return (Sep 11, 2024) --
Best 3Y Total Return 39.07%
Worst 3Y Total Return 3.70%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
TRRDX
Category
YTD
13.79%
10.80%
1-Month
2.18%
1.06%
3-Month
5.36%
6.14%
1-Year
20.60%
33.59%
3-Year
3.58%
12.99%
5-Year
10.43%
12.87%
10-Year
8.60%
9.72%
Last Bull Market
22.05%
19.05%
Last Bear Market
-14.36%
-17.54%

Annual Total Return (%) History

Year
TRRDX
Category
2024
--
--
2023
19.53%
--
2022
-18.86%
--
2021
16.35%
--
2020
18.11%
14.56%
2019
24.68%
23.19%
2018
-7.32%
-7.74%
2017
22.02%
19.52%

2016
7.63%
7.95%
2015
0.17%
-1.99%
2014
6.18%
5.25%
2013
25.93%
19.97%
2012
17.55%
14.64%
2011
-3.49%
-3.49%
2010
16.51%
14.37%
2009
39.07%
30.90%
2008
-38.85%
-37.94%
2007
6.77%
6.21%
2006
16.24%
14.67%
2005
8.14%
7.41%
2004
14.11%
11.71%
2003
29.99%
26.65%
2002
--
-16.99%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 7.67% 1.28% -- --
2023 6.06% 5.44% -3.11% 10.31%
2022 -6.68% -14.36% -6.26% 8.33%
2021 5.49% 6.39% -0.79% 4.50%
2020 -19.48% 19.50% 7.14% 14.56%
2019 11.90% 3.69% 0.30% 7.15%
2018 0.37% 0.88% 2.68% -10.85%
2017 6.89% 4.72% 4.50% 4.31%
2016 0.13% 1.24% 5.59% 0.55%
2015 3.47% 0.44% -8.13% 4.90%

2014 1.41% 4.59% -1.81% 1.96%
2013 7.12% 0.83% 7.95% 7.99%
2012 13.10% -4.54% 6.48% 2.24%
2011 5.34% 0.05% -16.18% 9.24%
2010 4.95% -10.38% 12.56% 10.04%
2009 -6.59% 20.58% 17.07% 5.47%
2008 -9.11% -0.40% -12.31% -22.96%
2007 1.65% 6.87% 1.08% -2.77%
2006 5.67% -1.94% 4.43% 7.42%
2005 -2.12% 1.84% 4.90% 3.43%
2004 2.45% 1.48% -1.04% 10.90%
2003 -4.28% 16.42% 3.59% 12.60%
2002 8.30% -- -- --

Rank in Category (By Total Return)

YTD 11
1-Month 34
3-Month 71
1-Year 19
3-Year 58
5-Year 18

Load Adjusted Returns

1-Year 20.60%
3-Year 3.58%
5-Year 10.43%
10-Year 8.60%

Performance & Risk

YTD Return 11.65%
5y Average Return 9.63%
Rank in Category (ytd) 11
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.20
Morningstar Risk Rating

Fund Overview

Category Target-Date 2040
Fund Family T. Rowe Price
Net Assets 25.22B
YTD Return 13.79%
Yield 1.27%
Morningstar Rating
Inception Date Oct 30, 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 2040) included in its name and assumes a retirement age of 65.

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