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Nasdaq - Delayed Quote USD

T. Rowe Price Target 2060 Advisor (TRTGX)

15.80
+0.04
+(0.25%)
At close: 8:02:17 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return -1.38%
5y Average Return 12.03%
Number of Years Up 7
Number of Years Down 3
Best 1Y Total Return (Apr 24, 2025) 25.04%
Worst 1Y Total Return (Apr 24, 2025) --
Best 3Y Total Return 25.04%
Worst 3Y Total Return 3.39%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
TRTGX
Category
YTD
0.00%
6.10%
1-Month
-3.03%
0.90%
3-Month
0.00%
6.10%
1-Year
5.16%
14.41%
3-Year
5.86%
4.94%
5-Year
13.95%
9.53%
10-Year
8.34%
0.00%
Last Bull Market
13.48%
5.12%
Last Bear Market
-15.03%
0.00%

Annual Total Return (%) History

Year
TRTGX
Category
2025
--
--
2024
13.97%
--
2023
20.48%
--
2022
-19.51%
--
2021
17.01%
--
2020
18.23%
15.52%
2019
25.04%
25.15%
2018
-7.80%
-8.52%

2017
21.88%
21.27%
2016
7.35%
7.81%
2015
-0.05%
-1.17%
2014
--
5.53%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 0.00% -- -- --
2024 8.37% 1.35% 5.97% -2.09%
2023 6.22% 5.93% -3.20% 10.61%
2022 -6.84% -15.03% -6.50% 8.75%
2021 5.90% 6.58% -1.01% 4.72%
2020 -20.41% 20.06% 7.32% 15.29%
2019 12.17% 3.62% 0.17% 7.41%
2018 0.35% 0.86% 2.65% -11.25%
2017 6.80% 4.75% 4.45% 4.30%
2016 0.00% 1.26% 5.41% 0.57%

2015 3.44% 0.29% -8.20% 4.95%
2014 -1.90% 1.93% -- --

Rank in Category (By Total Return)

YTD 8
1-Month 16
3-Month 8
1-Year 66
3-Year 56
5-Year 50

Load Adjusted Returns

1-Year 5.16%
3-Year 5.86%
5-Year 13.95%
10-Year 8.34%

Performance & Risk

YTD Return -1.38%
5y Average Return 12.03%
Rank in Category (ytd) 8
% 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 177.94M
YTD Return 0.00%
Yield 1.00%
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 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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