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T. Rowe Price 2050 Retirement Fund: (MF: TRRMX)
(NASDAQ Mutual Funds) As of May 12, 2025 08:00 PM ET
$19.64 USD
+0.44 (2.29%)
Zacks MF Rank
NA
Latest Performance as of Apr 30, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | -0.15 | 61 |
| 3 months | -3.52 | 67 |
| 6 months | -0.05 | 71 |
| 1 Year | 8.94 | 38 |
| 3 Year | 9.11 | 10 |
| 5 Year | 11.90 | 8 |
| 10 Year | 8.49 | 3 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | -49.90 |
| Bull Market (2/09 - 3/21) | 601.79 |
Load Adjusted Returns as of Apr 30, 2025
| 1 Year | 5.52 |
| 5 Year | 14.29 |
| 10 Year | 8.69 |
| Since Inception | 7.57 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | 0.15 | NA | NA | NA |
| 2024 | 8.34 | 1.42 | 5.97 | -1.97 |
| 2023 | 6.36 | 5.91 | -3.09 | 10.64 |
| 2022 | -6.82 | -14.86 | -6.33 | 8.82 |
| 2021 | 5.90 | 6.63 | -0.84 | 4.81 |
| 2020 | -20.26 | 20.20 | 7.40 | 15.28 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | -0.15 | 14.14 | 20.78 | -19.15 | 17.36 | 18.68 | 25.32 | -7.57 | 22.37 | 7.74 | 0.22 |
| % Total Return Rel to Index | 4.75 | -10.87 | -5.46 | -0.94 | -11.31 | 0.27 | -6.16 | -3.18 | 0.58 | -4.19 | -1.16 |
| % Total Return Rel to Peer | -0.33 | 4.22 | 7.62 | -6.18 | 5.86 | 7.99 | 8.12 | -1.08 | 8.91 | 1.47 | 2.58 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 1.00 | 5.00 | 1.00 | 1.00 | 1.00 | 4.00 | 1.00 | 2.00 | 1.00 |
| % Dividends | 0.00 | 0.25 | 0.22 | 0.17 | 0.13 | 0.13 | 0.24 | 0.20 | 0.20 | 0.18 | 0.18 |
| % Yield | 0.00 | 1.25 | 1.40 | 1.06 | 0.59 | 0.66 | 1.39 | 1.34 | 1.19 | 1.25 | 1.28 |
| Capital Gains ($) | 0.00 | 0.10 | 0.53 | 0.97 | 1.22 | 0.64 | 0.66 | 0.93 | 0.36 | 0.41 | 0.51 |
| Expense Ratio | 0.00 | 0.63 | 0.63 | 0.64 | 0.71 | 0.10 | 0.71 | 0.72 | 0.76 | 0.76 | 0.76 |
* 1 = Top 20%, 5 = Bottom 20%