Nasdaq - Delayed Quote USD

T. Rowe Price Retirement 2060 (TRRLX)

17.51
+0.07
+(0.40%)
As of 8:06:38 AM EST. Market Open.

Performance Overview

Morningstar Return Rating --
YTD Return 5.19%
5y Average Return 9.56%
Number of Years Up 8
Number of Years Down 2
Best 1Y Total Return (Feb 14, 2025) 25.37%
Worst 1Y Total Return (Feb 14, 2025) --
Best 3Y Total Return 25.37%
Worst 3Y Total Return 3.66%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
TRRLX
Category
YTD
3.56%
6.10%
1-Month
3.56%
0.90%
3-Month
3.61%
6.10%
1-Year
18.27%
14.41%
3-Year
6.85%
4.94%
5-Year
10.07%
9.53%
10-Year
9.49%
0.00%
Last Bull Market
13.66%
5.12%
Last Bear Market
-14.93%
0.00%

Annual Total Return (%) History

Year
TRRLX
Category
2024
14.20%
--
2023
20.82%
--
2022
-19.28%
--
2021
17.41%
--
2020
18.47%
15.52%
2019
25.37%
25.15%
2018
-7.57%
-8.52%
2017
22.29%
21.27%

2016
7.63%
7.81%
2015
0.24%
-1.17%
2014
--
5.53%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 8.40% 1.44% 6.03% -2.05%
2023 6.33% 6.03% -3.16% 10.66%
2022 -6.83% -14.93% -6.41% 8.81%
2021 5.99% 6.62% -0.84% 4.78%
2020 -20.39% 20.18% 7.41% 15.29%
2019 12.20% 3.71% 0.16% 7.56%
2018 0.41% 0.99% 2.70% -11.25%
2017 6.90% 4.80% 4.58% 4.38%
2016 0.00% 1.24% 5.61% 0.66%
2015 3.44% 0.39% -8.10% 5.02%

2014 -1.80% 2.03% -- --

Rank in Category (By Total Return)

YTD 18
1-Month 18
3-Month 74
1-Year 45
3-Year 46
5-Year 38

Load Adjusted Returns

1-Year 18.27%
3-Year 6.85%
5-Year 10.07%
10-Year 9.49%

Performance & Risk

YTD Return 5.19%
5y Average Return 9.56%
Rank in Category (ytd) 18
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.23
Morningstar Risk Rating

Fund Overview

Category Target-Date 2060+
Fund Family T. Rowe Price
Net Assets 5.56B
YTD Return 3.56%
Yield 1.30%
Morningstar Rating
Inception Date Nov 13, 2023

Fund Summary

The fund pursues its objective by investing in a diversified portfolio of other T. Rowe Price stock and bond mutual funds. 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 2060) included in its name and assumes a retirement age of 65.

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