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T. Rowe Price Retirement 2040 Fund - I Class: (MF: TRHDX)

(NASDAQ Mutual Funds) As of Apr 10, 2026 05:47 PM ET

$35.57 USD

-0.03 (-0.08%)

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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NA

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Feb 28, 2026

Total Return %* Percentile Rank Objective
YTD 5.75 13
3 months 6.44 16
6 months 11.56 16
1 Year 20.59 26
3 Year NA NA
5 Year NA NA
10 Year NA NA

* Annual for three years and beyond.

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

Load Adjusted Returns as of Feb 28, 2026

1 Year 17.64
5 Year NA
10 Year NA
Since Inception 13.77

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 0.42 7.52 6.12 2.66
2024 NA 1.30 5.93 -1.94

Annual Return

20262025
% Total Return 5.7517.64
% Total Return Rel to Index 1.77-0.58
% Total Return Rel to Peer 0.983.13
% Perf Quintile vs Peer* 1.002.00
% Dividends 0.000.61
% Yield 0.001.64
Capital Gains ($) 0.000.96
Expense Ratio 0.000.42

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