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Nasdaq - Delayed Quote USD

T. Rowe Price Target 2030 (TRRWX)

13.87
+0.03
+(0.22%)
At close: April 17 at 8:02:18 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return -1.63%
5y Average Return 7.84%
Number of Years Up 8
Number of Years Down 3
Best 1Y Total Return (Apr 17, 2025) 19.43%
Worst 1Y Total Return (Apr 17, 2025) --
Best 3Y Total Return 19.43%
Worst 3Y Total Return 1.95%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
TRRWX
Category
YTD
1.13%
7.97%
1-Month
-1.52%
0.98%
3-Month
1.13%
5.18%
1-Year
5.63%
25.53%
3-Year
4.16%
11.28%
5-Year
9.81%
10.98%
10-Year
6.44%
8.54%
Last Bull Market
9.93%
17.21%
Last Bear Market
-10.85%
-15.52%

Annual Total Return (%) History

Year
TRRWX
Category
2025
--
--
2024
9.47%
--
2023
14.08%
--
2022
-15.16%
--
2021
11.37%
--
2020
14.17%
12.99%
2019
19.43%
20.07%
2018
-5.22%
-6.25%

2017
16.21%
16.57%
2016
7.09%
7.33%
2015
-0.06%
-1.79%
2014
5.44%
5.04%
2013
--
16.65%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 1.13% -- -- --
2024 4.81% 1.06% 5.03% -1.60%
2023 4.72% 3.11% -2.41% 8.27%
2022 -5.18% -10.85% -5.13% 5.79%
2021 3.40% 4.77% -0.26% 3.08%
2020 -14.67% 14.94% 5.40% 10.44%
2019 9.09% 3.40% 0.55% 5.30%
2018 0.00% 0.48% 2.05% -7.56%
2017 5.16% 3.56% 3.43% 3.17%
2016 1.20% 1.73% 4.21% -0.18%

2015 2.77% 0.09% -5.98% 3.36%
2014 1.57% 4.00% -1.57% 1.41%
2013 6.12% -- -- --

Rank in Category (By Total Return)

YTD 19
1-Month 10
3-Month 19
1-Year 48
3-Year 40
5-Year 47

Load Adjusted Returns

1-Year 5.63%
3-Year 4.16%
5-Year 9.81%
10-Year 6.44%

Performance & Risk

YTD Return -1.63%
5y Average Return 7.84%
Rank in Category (ytd) 19
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.87
Morningstar Risk Rating

Fund Overview

Category Target-Date 2030
Fund Family T. Rowe Price
Net Assets 585.3M
YTD Return 1.13%
Yield 2.84%
Morningstar Rating
Inception Date Feb 26, 2016

Fund Summary

The fund pursues its objective by investing in a diversified portfolio of other T. Rowe Price stock and bond funds mutual that represent various asset classes and sectors. It is managed based on the specific retirement year (target date 2030) included in its name and assumes a retirement age of 65. The target date refers to the approximate year an investor in the fund would plan to retire and likely stop making new investments in the fund.

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