Nasdaq - Delayed Quote USD

T. Rowe Price Retirement 2055 (TRRNX)

21.01
+0.09
+(0.43%)
As of 8:07:18 AM EST. Market Open.

Performance Overview

Morningstar Return Rating --
YTD Return 5.18%
5y Average Return 9.57%
Number of Years Up 14
Number of Years Down 4
Best 1Y Total Return (Feb 14, 2025) 25.86%
Worst 1Y Total Return (Feb 14, 2025) --
Best 3Y Total Return 25.86%
Worst 3Y Total Return 3.68%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
TRRNX
Category
YTD
3.52%
12.13%
1-Month
3.52%
1.09%
3-Month
3.62%
6.61%
1-Year
18.24%
37.63%
3-Year
6.84%
13.82%
5-Year
10.08%
13.76%
10-Year
9.49%
10.29%
Last Bull Market
13.65%
19.35%
Last Bear Market
-14.89%
-17.99%

Annual Total Return (%) History

Year
TRRNX
Category
2024
14.22%
--
2023
20.82%
--
2022
-19.24%
--
2021
17.29%
--
2020
18.55%
15.47%
2019
25.38%
24.91%
2018
-7.62%
-8.44%
2017
22.33%
21.08%

2016
7.73%
8.00%
2015
0.18%
-1.71%
2014
6.18%
5.49%
2013
25.86%
23.14%
2012
17.60%
15.52%
2011
-3.35%
-4.13%
2010
16.41%
14.45%
2009
38.97%
32.20%
2008
-38.89%
-38.86%
2007
6.82%
5.94%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 8.41% 1.41% 6.06% -2.03%
2023 6.30% 5.99% -3.09% 10.65%
2022 -6.79% -14.89% -6.44% 8.82%
2021 5.93% 6.63% -0.87% 4.76%
2020 -20.38% 20.14% 7.43% 15.36%
2019 12.27% 3.66% 0.19% 7.52%
2018 0.39% 0.96% 2.72% -11.26%
2017 6.99% 4.76% 4.54% 4.41%
2016 0.08% 1.26% 5.59% 0.68%
2015 3.46% 0.44% -8.10% 4.91%

2014 1.39% 4.58% -1.82% 2.00%
2013 7.02% 0.80% 8.00% 8.02%
2012 13.13% -4.55% 6.48% 2.27%
2011 5.40% 0.00% -15.96% 9.12%
2010 4.89% -10.24% 12.42% 9.98%
2009 -6.69% 20.63% 17.10% 5.43%
2008 -9.06% -0.42% -12.33% -23.02%
2007 1.70% 6.88% 1.10% -2.80%

Rank in Category (By Total Return)

YTD 19
1-Month 19
3-Month 71
1-Year 46
3-Year 46
5-Year 32

Load Adjusted Returns

1-Year 18.24%
3-Year 6.84%
5-Year 10.08%
10-Year 9.49%

Performance & Risk

YTD Return 5.18%
5y Average Return 9.57%
Rank in Category (ytd) 19
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.23
Morningstar Risk Rating

Fund Overview

Category Target-Date 2055
Fund Family T. Rowe Price
Net Assets 10.51B
YTD Return 3.52%
Yield 1.25%
Morningstar Rating
Inception Date Nov 13, 2023

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 2055) included in its name and assumes a retirement age of 65.

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