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Nasdaq - Delayed Quote USD

T. Rowe Price Retirement 2005 (TRRFX)

11.86
+0.02
+(0.17%)
At close: April 17 at 8:04:26 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return -0.92%
5y Average Return 5.73%
Number of Years Up 16
Number of Years Down 4
Best 1Y Total Return (Apr 17, 2025) 15.08%
Worst 1Y Total Return (Apr 17, 2025) --
Best 3Y Total Return 15.08%
Worst 3Y Total Return 1.24%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
TRRFX
Category
YTD
1.42%
4.29%
1-Month
-1.22%
0.67%
3-Month
1.42%
3.52%
1-Year
5.70%
14.76%
3-Year
3.54%
8.56%
5-Year
7.26%
7.48%
10-Year
5.04%
6.12%
Last Bull Market
8.91%
11.57%
Last Bear Market
-9.26%
-8.70%

Annual Total Return (%) History

Year
TRRFX
Category
2025
--
--
2024
8.02%
--
2023
11.94%
--
2022
-13.66%
--
2021
8.05%
--
2020
11.24%
10.48%
2019
15.08%
13.86%
2018
-3.26%
-3.25%

2017
10.67%
10.15%
2016
6.72%
5.86%
2015
-0.75%
-1.18%
2014
4.72%
4.10%
2013
9.74%
8.30%
2012
11.35%
9.61%
2011
1.43%
0.91%
2010
11.51%
10.68%
2009
24.55%
22.42%
2008
-22.24%
-22.46%
2007
6.67%
5.22%
2006
11.50%
8.58%
2005
5.57%
3.68%
2004
--
6.82%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 1.42% -- -- --
2024 3.65% 1.01% 4.73% -1.48%
2023 4.20% 2.15% -2.19% 7.53%
2022 -4.60% -9.26% -4.72% 4.68%
2021 1.92% 3.71% 0.00% 2.23%
2020 -10.36% 11.24% 3.88% 7.40%
2019 6.56% 3.12% 0.96% 3.74%
2018 -0.44% 0.15% 1.69% -4.59%
2017 3.42% 2.26% 2.43% 2.17%
2016 2.41% 2.28% 2.76% -0.86%

2015 1.62% -0.23% -3.79% 1.76%
2014 1.70% 3.42% -1.25% 0.82%
2013 3.46% -1.19% 3.55% 3.68%
2012 6.80% -1.42% 4.42% 1.30%
2011 3.35% 1.02% -8.11% 5.72%
2010 3.64% -4.81% 7.86% 4.78%
2009 -4.05% 13.03% 11.21% 3.28%
2008 -4.41% -0.89% -6.71% -12.02%
2007 1.64% 3.47% 1.97% -0.53%
2006 3.40% -1.16% 3.96% 4.94%
2005 -1.42% 1.73% 3.21% 2.00%
2004 0.30% 0.10% 7.21% --

Rank in Category (By Total Return)

YTD 59
1-Month 62
3-Month 59
1-Year 46
3-Year 21
5-Year 14

Load Adjusted Returns

1-Year 5.70%
3-Year 3.54%
5-Year 7.26%
10-Year 5.04%

Performance & Risk

YTD Return -0.92%
5y Average Return 5.73%
Rank in Category (ytd) 59
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.75
Morningstar Risk Rating

Fund Overview

Category Target-Date 2000-2010
Fund Family T. Rowe Price
Net Assets 1.18B
YTD Return 1.42%
Yield 2.94%
Morningstar Rating
Inception Date Feb 27, 2004

Fund Summary

The fund pursues its objective by investing in a diversified portfolio of other T. Rowe Price stock and bond mutual funds that represent various asset classes and sectors. It is managed based on the specific retirement year (target date 2005) included in its name and assumes a retirement age of 65.

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