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T. Rowe Price Retirement 2020 Fd R Cl: (MF: RRTBX)
(NASDAQ Mutual Funds) As of Jun 27, 2025 08:00 PM ET
$19.09 USD
+0.05 (0.26%)
Zacks MF Rank
NA
Latest Performance as of May 31, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 3.26 | 63 |
| 3 months | 0.59 | 71 |
| 6 months | 0.69 | 60 |
| 1 Year | 7.38 | 72 |
| 3 Year | 6.23 | 61 |
| 5 Year | 6.80 | 61 |
| 10 Year | 5.78 | 49 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | -44.01 |
| Bull Market (2/09 - 3/21) | 333.64 |
Load Adjusted Returns as of May 31, 2025
| 1 Year | 5.19 |
| 5 Year | 8.72 |
| 10 Year | 5.72 |
| Since Inception | 6.50 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | 1.05 | NA | NA | NA |
| 2024 | 4.33 | 0.94 | 4.93 | -1.72 |
| 2023 | 4.47 | 2.69 | -2.51 | 7.92 |
| 2022 | -5.15 | -10.39 | -5.14 | 5.29 |
| 2021 | 2.82 | 4.36 | -0.29 | 2.75 |
| 2020 | -14.27 | 14.33 | 4.93 | 9.54 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 3.26 | 8.61 | 12.88 | -15.12 | 9.94 | 12.66 | 18.74 | -5.43 | 15.17 | 6.90 | -0.83 |
| % Total Return Rel to Index | 2.19 | -16.41 | -13.35 | 3.08 | -18.73 | -5.73 | -12.74 | -1.03 | -6.62 | -5.03 | -2.22 |
| % Total Return Rel to Peer | -0.11 | -1.30 | -0.27 | -2.15 | -1.56 | 1.98 | 1.54 | 1.06 | 1.71 | 0.62 | 1.51 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 3.00 | 3.00 | 4.00 | 3.00 | 3.00 | 2.00 | 3.00 | 3.00 | 2.00 |
| % Dividends | 0.00 | 0.41 | 0.35 | 0.36 | 0.25 | 0.27 | 0.36 | 0.32 | 0.30 | 0.26 | 0.27 |
| % Yield | 0.00 | 2.15 | 2.25 | 1.94 | 1.00 | 1.07 | 1.54 | 1.49 | 1.26 | 1.22 | 1.30 |
| Capital Gains ($) | 0.00 | 0.30 | 0.75 | 1.76 | 2.51 | 1.89 | 0.74 | 1.43 | 0.67 | 0.36 | 0.58 |
| Expense Ratio | 0.00 | 1.02 | 1.03 | 1.03 | 1.07 | 0.57 | 0.50 | 0.50 | 0.50 | 0.50 | 0.50 |
* 1 = Top 20%, 5 = Bottom 20%