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T. Rowe Price Retirement 2020 Fund: (MF: TRRBX)

(NASDAQ Mutual Funds) As of Jun 4, 2025 08:00 PM ET

$19.37 USD

+0.04 (0.21%)

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 Apr 30, 2025

Total Return %* Percentile Rank Objective
YTD 1.18 30
3 months -0.94 29
6 months 1.26 30
1 Year 8.30 56
3 Year 5.98 53
5 Year 7.63 54
10 Year 6.11 40

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) 111.07
Bear Market (10/07 - 2/09) -43.67
Bull Market (2/09 - 3/21) 369.56

Load Adjusted Returns as of Apr 30, 2025

1 Year 5.73
5 Year 9.27
10 Year 6.25
Since Inception 7.90

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 1.18 NA NA NA
2024 4.44 1.07 5.06 -1.59
2023 4.60 2.85 -2.44 8.06
2022 -5.04 -10.28 -5.02 5.45
2021 2.94 4.52 -0.20 2.88
2020 -14.21 14.51 5.06 9.66

Annual Return

20252024202320222021202020192018201720162015
% Total Return 1.189.1413.42-14.6710.4813.1819.37-4.9415.737.40-0.28
% Total Return Rel to Index 6.10-15.88-12.823.53-18.19-5.21-12.11-0.54-6.05-4.52-1.67
% Total Return Rel to Peer 1.00-0.770.26-1.70-1.022.502.171.552.271.132.06
% Perf Quintile vs Peer* 0.000.003.003.004.003.003.002.003.002.002.00
% Dividends 0.000.490.450.460.370.340.480.450.410.380.37
% Yield 0.002.492.602.401.461.311.992.041.671.731.73
Capital Gains ($) 0.000.300.751.762.511.890.741.430.670.360.58
Expense Ratio 0.000.520.530.530.570.070.590.610.660.660.67

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