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

(NASDAQ Mutual Funds) As of Apr 1, 2026 05:48 PM ET

$13.96 USD

+0.06 (0.43%)

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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2-Buy of 5   2      

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Feb 28, 2026

Total Return %* Percentile Rank Objective
YTD 3.12 69
3 months 3.44 70
6 months 6.20 78
1 Year 11.51 78
3 Year 10.22 76
5 Year 4.91 77
10 Year 6.55 73

* 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) 225.34

Load Adjusted Returns as of Feb 28, 2026

1 Year 10.89
5 Year 4.49
10 Year 6.03
Since Inception 5.23

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 1.33 3.98 3.70 1.47
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

Annual Return

20262025202420232022202120202019201820172016
% Total Return 3.1210.897.6711.12-13.238.2211.1215.09-3.5410.086.22
% Total Return Rel to Index 0.18-7.32-17.35-15.114.96-20.45-7.27-16.390.84-11.70-5.71
% Total Return Rel to Peer -0.61-3.60-2.24-2.03-0.26-3.280.44-2.102.95-3.37-0.05
% Perf Quintile vs Peer* 4.004.000.004.002.004.004.004.001.004.004.00
% Dividends 0.030.440.380.340.360.280.180.250.230.190.19
% Yield 0.122.912.723.192.721.621.021.541.491.131.21
Capital Gains ($) 0.000.230.100.150.851.591.230.230.710.550.27
Expense Ratio 0.000.740.740.740.740.750.320.210.250.250.25

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