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T. Rowe Price Retirement Balanced Fund - Advisor Class: (MF: PARIX)

(NASDAQ Mutual Funds) As of May 23, 2025 08:00 PM ET

$13.49 USD

-0.01 (-0.07%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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4-Sell of 5       4  

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Apr 30, 2025

Total Return %* Percentile Rank Objective
YTD 1.48 23
3 months -0.61 24
6 months 1.54 22
1 Year 7.86 66
3 Year 4.92 70
5 Year 6.03 71
10 Year 4.74 62

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) NA
Bear Market (10/07 - 2/09) -27.26
Bull Market (2/09 - 3/21) 194.75

Load Adjusted Returns as of Apr 30, 2025

1 Year 5.46
5 Year 7.28
10 Year 4.84
Since Inception 4.97

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 1.33 NA NA NA
2024 3.46 0.99 4.58 -1.47
2023 3.98 1.89 -2.13 7.17
2022 -4.39 -8.87 -4.65 4.44
2021 2.12 3.73 -0.01 2.17
2020 -10.98 11.53 4.09 7.53

Annual Return

20252024202320222021202020192018201720162015
% Total Return 1.487.6711.12-13.238.2211.1215.09-3.5410.086.22-0.92
% Total Return Rel to Index 6.40-17.35-15.114.96-20.45-7.27-16.390.84-11.70-5.71-2.31
% Total Return Rel to Peer 1.31-2.24-2.03-0.26-3.280.44-2.102.95-3.37-0.051.43
% Perf Quintile vs Peer* 0.000.004.002.004.004.004.001.004.004.002.00
% Dividends 0.070.380.340.360.280.180.250.230.190.190.20
% Yield 0.552.782.932.771.651.041.571.531.151.241.34
Capital Gains ($) 0.000.100.150.851.591.230.230.710.550.270.25
Expense Ratio 0.000.740.740.740.750.320.210.250.250.250.25

* 1 = Top 20%, 5 = Bottom 20%