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T. Rowe Price Retirement 2030 Fund: (MF: TRRCX)
(NASDAQ Mutual Funds) As of May 1, 2025 08:00 PM ET
$25.83 USD
0.00 (NA)
Zacks MF Rank
NA
Latest Performance as of Mar 31, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 0.81 | 33 |
| 3 months | 0.81 | 33 |
| 6 months | -1.03 | 32 |
| 1 Year | 5.53 | 36 |
| 3 Year | 4.65 | 40 |
| 5 Year | 11.40 | 36 |
| 10 Year | 7.34 | 24 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 125.74 |
| Bear Market (10/07 - 2/09) | -48.68 |
| Bull Market (2/09 - 3/21) | 484.02 |
Load Adjusted Returns as of Mar 31, 2025
| 1 Year | 5.53 |
| 5 Year | 11.40 |
| 10 Year | 7.34 |
| Since Inception | 8.78 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | 0.81 | NA | NA | NA |
| 2024 | 5.76 | 1.10 | 5.46 | -1.83 |
| 2023 | 5.30 | 4.04 | -2.88 | 9.32 |
| 2022 | -5.97 | -12.37 | -5.64 | 6.76 |
| 2021 | 4.21 | 5.49 | -0.51 | 3.80 |
| 2020 | -17.33 | 17.46 | 6.24 | 12.34 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 0.81 | 10.70 | 16.32 | -16.98 | 13.55 | 15.90 | 22.48 | -6.28 | 19.44 | 7.68 | -0.01 |
| % Total Return Rel to Index | 5.08 | -14.31 | -9.92 | 1.21 | -15.13 | -2.49 | -9.00 | -1.89 | -2.34 | -4.25 | -1.40 |
| % Total Return Rel to Peer | 0.62 | 0.79 | 3.16 | -4.02 | 2.04 | 5.21 | 5.28 | 0.21 | 5.98 | 1.41 | 2.33 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 2.00 | 4.00 | 3.00 | 2.00 | 2.00 | 3.00 | 2.00 | 2.00 | 1.00 |
| % Dividends | 0.00 | 0.54 | 0.46 | 0.43 | 0.32 | 0.31 | 0.49 | 0.44 | 0.40 | 0.36 | 0.37 |
| % Yield | 0.00 | 1.99 | 2.13 | 1.70 | 0.95 | 0.99 | 1.73 | 1.75 | 1.43 | 1.47 | 1.55 |
| Capital Gains ($) | 0.00 | 0.32 | 1.01 | 2.20 | 2.46 | 1.24 | 0.92 | 1.53 | 0.59 | 0.60 | 0.82 |
| Expense Ratio | 0.00 | 0.56 | 0.58 | 0.59 | 0.64 | 0.09 | 0.66 | 0.67 | 0.72 | 0.72 | 0.73 |
* 1 = Top 20%, 5 = Bottom 20%