T. Rowe Price Retirement 2020 Fund: (MF: TRRBX)
(NASDAQ Mutual Funds) As of Jun 4, 2025 08:00 PM ET
$19.37 USD
+0.04 (0.21%)
Latest Performance as of Apr 30, 2025
Total Return %* | Percentile Rank Objective | |
---|---|---|
YTD | 1.18 | 30 |
3 months | -0.94 | 29 |
6 months | 1.26 | 30 |
1 Year | 8.30 | 56 |
3 Year | 5.98 | 53 |
5 Year | 7.63 | 54 |
10 Year | 6.11 | 40 |
* Annual for three years and beyond.
Bull Market (9/02 - 10/07) | 111.07 |
Bear Market (10/07 - 2/09) | -43.67 |
Bull Market (2/09 - 3/21) | 369.56 |
Load Adjusted Returns as of Apr 30, 2025
1 Year | 5.73 |
5 Year | 9.27 |
10 Year | 6.25 |
Since Inception | 7.90 |
Quarterly Return
1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
---|---|---|---|---|
2025 | 1.18 | NA | NA | NA |
2024 | 4.44 | 1.07 | 5.06 | -1.59 |
2023 | 4.60 | 2.85 | -2.44 | 8.06 |
2022 | -5.04 | -10.28 | -5.02 | 5.45 |
2021 | 2.94 | 4.52 | -0.20 | 2.88 |
2020 | -14.21 | 14.51 | 5.06 | 9.66 |
Annual Return
2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
---|---|---|---|---|---|---|---|---|---|---|---|
% Total Return | 1.18 | 9.14 | 13.42 | -14.67 | 10.48 | 13.18 | 19.37 | -4.94 | 15.73 | 7.40 | -0.28 |
% Total Return Rel to Index | 6.10 | -15.88 | -12.82 | 3.53 | -18.19 | -5.21 | -12.11 | -0.54 | -6.05 | -4.52 | -1.67 |
% Total Return Rel to Peer | 1.00 | -0.77 | 0.26 | -1.70 | -1.02 | 2.50 | 2.17 | 1.55 | 2.27 | 1.13 | 2.06 |
% Perf Quintile vs Peer* | 0.00 | 0.00 | 3.00 | 3.00 | 4.00 | 3.00 | 3.00 | 2.00 | 3.00 | 2.00 | 2.00 |
% Dividends | 0.00 | 0.49 | 0.45 | 0.46 | 0.37 | 0.34 | 0.48 | 0.45 | 0.41 | 0.38 | 0.37 |
% Yield | 0.00 | 2.49 | 2.60 | 2.40 | 1.46 | 1.31 | 1.99 | 2.04 | 1.67 | 1.73 | 1.73 |
Capital Gains ($) | 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 | 0.52 | 0.53 | 0.53 | 0.57 | 0.07 | 0.59 | 0.61 | 0.66 | 0.66 | 0.67 |
* 1 = Top 20%, 5 = Bottom 20%