Nasdaq - Delayed Quote USD

T. Rowe Price Retirement 2060 R (TRRZX)

16.24 +0.12 (+0.74%)
At close: 8:05 AM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 11.92%
5y Average Return 9.65%
Number of Years Up 6
Number of Years Down 3
Best 1Y Total Return (Sep 11, 2024) 24.73%
Worst 1Y Total Return (Sep 11, 2024) --
Best 3Y Total Return 24.73%
Worst 3Y Total Return 3.42%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
TRRZX
Category
YTD
14.47%
6.10%
1-Month
2.22%
0.90%
3-Month
5.39%
6.10%
1-Year
21.32%
14.41%
3-Year
3.60%
4.94%
5-Year
10.55%
9.53%
10-Year
8.42%
0.00%
Last Bull Market
23.20%
5.12%
Last Bear Market
-15.03%
0.00%

Annual Total Return (%) History

Year
TRRZX
Category
2024
--
--
2023
20.22%
--
2022
-19.69%
--
2021
16.77%
--
2020
17.94%
15.52%
2019
24.73%
25.15%
2018
-8.05%
-8.52%
2017
21.75%
21.27%

2016
7.15%
7.81%
2015
-0.28%
-1.17%
2014
--
5.53%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 8.34% 1.27% -- --
2023 6.19% 5.91% -3.29% 10.52%
2022 -6.93% -15.03% -6.52% 8.64%
2021 5.79% 6.51% -0.98% 4.66%
2020 -20.45% 20.00% 7.25% 15.19%
2019 12.12% 3.57% 0.00% 7.41%
2018 0.33% 0.83% 2.56% -11.38%
2017 6.85% 4.65% 4.44% 4.25%
2016 0.00% 1.14% 5.44% 0.47%
2015 3.35% 0.29% -8.14% 4.72%

2014 -2.00% 1.83% -- --

Rank in Category (By Total Return)

YTD 48
1-Month 51
3-Month 84
1-Year 58
3-Year 85
5-Year 68

Load Adjusted Returns

1-Year 21.32%
3-Year 3.60%
5-Year 10.55%
10-Year 8.42%

Performance & Risk

YTD Return 11.92%
5y Average Return 9.65%
Rank in Category (ytd) 48
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.25
Morningstar Risk Rating

Fund Overview

Category Target-Date 2060+
Fund Family T. Rowe Price
Net Assets 5.33B
YTD Return 14.47%
Yield 0.80%
Morningstar Rating
Inception Date Jun 23, 2014

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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