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T. Rowe Price Retirement 2025 Fund: (MF: TRRHX)
(NASDAQ Mutual Funds) As of May 2, 2025 08:00 PM ET
$16.84 USD
+0.12 (0.72%)
Zacks MF Rank
NA
Latest Performance as of Mar 31, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 1.02 | 29 |
| 3 months | 1.02 | 29 |
| 6 months | -0.63 | 23 |
| 1 Year | 5.64 | 33 |
| 3 Year | 4.25 | 47 |
| 5 Year | 10.31 | 44 |
| 10 Year | 6.78 | 32 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | -46.52 |
| Bull Market (2/09 - 3/21) | 425.57 |
Load Adjusted Returns as of Mar 31, 2025
| 1 Year | 5.64 |
| 5 Year | 10.31 |
| 10 Year | 6.78 |
| Since Inception | 7.15 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | 1.02 | NA | NA | NA |
| 2024 | 4.90 | 1.09 | 5.16 | -1.64 |
| 2023 | 4.85 | 3.32 | -2.58 | 8.53 |
| 2022 | -5.48 | -11.16 | -5.24 | 6.04 |
| 2021 | 3.51 | 4.98 | -0.33 | 3.30 |
| 2020 | -15.86 | 16.17 | 5.69 | 11.00 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 1.02 | 9.68 | 14.54 | -15.63 | 11.89 | 14.68 | 20.95 | -5.62 | 17.68 | 7.54 | -0.13 |
| % Total Return Rel to Index | 5.29 | -15.33 | -11.70 | 2.57 | -16.78 | -3.71 | -10.54 | -1.22 | -4.11 | -4.39 | -1.52 |
| % Total Return Rel to Peer | 0.83 | -0.23 | 1.38 | -2.66 | 0.38 | 4.00 | 3.75 | 0.87 | 4.22 | 1.27 | 2.22 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 3.00 | 3.00 | 3.00 | 2.00 | 3.00 | 2.00 | 2.00 | 2.00 | 1.00 |
| % Dividends | 0.00 | 0.41 | 0.36 | 0.35 | 0.27 | 0.25 | 0.36 | 0.32 | 0.29 | 0.27 | 0.26 |
| % Yield | 0.00 | 2.32 | 2.45 | 2.07 | 1.21 | 1.17 | 1.86 | 1.86 | 1.52 | 1.61 | 1.59 |
| Capital Gains ($) | 0.00 | 0.26 | 0.67 | 1.51 | 1.85 | 0.76 | 0.52 | 0.84 | 0.36 | 0.31 | 0.47 |
| Expense Ratio | 0.00 | 0.54 | 0.55 | 0.55 | 0.61 | 0.08 | 0.63 | 0.64 | 0.69 | 0.69 | 0.70 |
* 1 = Top 20%, 5 = Bottom 20%