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T. Rowe Price Retirement 2005 (TRRFX)

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

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.

Risk Overview

Morningstar Risk Rating
Best 1Y Total Return 15.08%
Worst 1Y Total Return --
Number of Years Up 16
Number of Years Down 4

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

Risk Statistics

3 Years 5 Years 10 Years
TRRFXCategory AverageTRRFXCategory AverageTRRFXCategory Average
Alpha -0.64 0.01 -0.13 0 -0.09 0
BETA 0.75 0.01 0.75 0.01 0.75 0.01
Mean Annual Return 0.33 0.01 0.62 0.01 0.44 0.01
R-squared 98.99 0.95 98.59 0.94 97.45 0.93
Standard Deviation 9.47 0.08 8.76 0.06 7.65 0.06
Sharpe Ratio -0.06 0.01 0.53 0.01 0.43 0.01
Treynor Ratio -1.44 0.12 5.96 0.1 4.09 0.08

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