Nasdaq - Delayed Quote USD

T. Rowe Price Target 2060 (TRTFX)

16.11 +0.12 (+0.75%)
At close: 8:05 AM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 12.34%
5y Average Return 10.19%
Number of Years Up 7
Number of Years Down 2
Best 1Y Total Return (Sep 11, 2024) 25.29%
Worst 1Y Total Return (Sep 11, 2024) --
Best 3Y Total Return 25.29%
Worst 3Y Total Return 3.92%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
TRTFX
Category
YTD
14.92%
6.10%
1-Month
2.30%
0.90%
3-Month
5.57%
6.10%
1-Year
21.96%
14.41%
3-Year
4.11%
4.94%
5-Year
11.11%
9.53%
10-Year
8.94%
0.00%
Last Bull Market
23.41%
5.12%
Last Bear Market
-14.94%
0.00%

Annual Total Return (%) History

Year
TRTFX
Category
2024
--
--
2023
20.78%
--
2022
-19.31%
--
2021
17.28%
--
2020
18.59%
15.52%
2019
25.29%
25.15%
2018
-7.60%
-8.52%
2017
22.23%
21.27%

2016
7.67%
7.81%
2015
0.16%
-1.17%
2014
--
5.53%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 8.44% 1.41% -- --
2023 6.30% 6.00% -3.12% 10.65%
2022 -6.78% -14.94% -6.49% 8.82%
2021 5.90% 6.64% -0.88% 4.77%
2020 -20.36% 20.19% 7.41% 15.35%
2019 12.19% 3.71% 0.17% 7.50%
2018 0.43% 0.95% 2.65% -11.22%
2017 6.92% 4.76% 4.54% 4.39%
2016 0.21% 1.16% 5.61% 0.57%
2015 3.55% 0.39% -8.10% 4.84%

2014 -1.80% 1.93% -- --

Rank in Category (By Total Return)

YTD 21
1-Month 32
3-Month 65
1-Year 29
3-Year 66
5-Year 37

Load Adjusted Returns

1-Year 21.96%
3-Year 4.11%
5-Year 11.11%
10-Year 8.94%

Performance & Risk

YTD Return 12.34%
5y Average Return 10.19%
Rank in Category (ytd) 21
% 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 163.39M
YTD Return 14.92%
Yield 1.20%
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 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 2060) included in its name and assumes a retirement age of 65.

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