Back to top
T. Rowe Price Retirement 2060 Fund: (MF: TRRLX)
(NASDAQ Mutual Funds) As of Sep 3, 2025 08:00 PM ET
$18.58 USD
+0.06 (0.32%)
Zacks MF Rank
NA
Latest Performance as of Jul 31, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 9.10 | 27 |
| 3 months | 9.24 | 30 |
| 6 months | 5.35 | 36 |
| 1 Year | 11.03 | 32 |
| 3 Year | 12.90 | 16 |
| 5 Year | 10.98 | 16 |
| 10 Year | 9.60 | 4 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | NA |
| Bull Market (2/09 - 3/21) | NA |
Load Adjusted Returns as of Jul 31, 2025
| 1 Year | 12.73 |
| 5 Year | 11.94 |
| 10 Year | 9.66 |
| Since Inception | 9.13 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | 0.12 | 8.37 | NA | NA |
| 2024 | 8.39 | 1.43 | 6.03 | -2.01 |
| 2023 | 6.33 | 6.03 | -3.16 | 10.62 |
| 2022 | -6.83 | -14.92 | -6.40 | 8.84 |
| 2021 | 5.99 | 6.61 | -0.84 | 4.81 |
| 2020 | -20.39 | 20.17 | 7.40 | 15.28 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 9.10 | 14.23 | 20.78 | -19.25 | 17.44 | 18.46 | 25.37 | -7.56 | 22.29 | 9.32 | 0.23 |
| % Total Return Rel to Index | 0.52 | -10.78 | -5.46 | -1.05 | -11.23 | 0.06 | -6.11 | -3.17 | 0.49 | -2.60 | -1.15 |
| % Total Return Rel to Peer | 1.90 | 4.31 | 7.62 | -6.28 | 5.93 | 7.77 | 8.17 | -1.07 | 8.82 | 3.05 | 2.59 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 1.00 | 5.00 | 1.00 | 1.00 | 1.00 | 4.00 | 1.00 | 1.00 | 1.00 |
| % Dividends | 0.00 | 0.22 | 0.19 | 0.16 | 0.10 | 0.11 | 0.19 | 0.14 | 0.15 | 0.00 | 0.00 |
| % Yield | 0.00 | 1.30 | 1.46 | 1.18 | 0.61 | 0.71 | 1.41 | 1.24 | 1.19 | 0.00 | 0.00 |
| Capital Gains ($) | 0.00 | 0.07 | 0.29 | 0.57 | 0.59 | 0.24 | 0.36 | 0.43 | 0.19 | 0.44 | 0.21 |
| Expense Ratio | 0.64 | 0.64 | 0.64 | 0.65 | 0.71 | 0.11 | 0.72 | 0.72 | 0.76 | 0.76 | 0.00 |
* 1 = Top 20%, 5 = Bottom 20%