Back to top
T. Rowe Price Target Retirement 2030 Fund: (MF: TRRWX)
(NASDAQ Mutual Funds) As of May 2, 2025 08:00 PM ET
$14.36 USD
+0.10 (0.70%)
Zacks MF Rank
NA
Latest Performance as of Mar 31, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 1.13 | 26 |
| 3 months | 1.13 | 26 |
| 6 months | -0.48 | 21 |
| 1 Year | 5.63 | 33 |
| 3 Year | 4.14 | 49 |
| 5 Year | 9.82 | 47 |
| 10 Year | 6.44 | 37 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | NA |
| Bull Market (2/09 - 3/21) | NA |
Load Adjusted Returns as of Mar 31, 2025
| 1 Year | 5.63 |
| 5 Year | 9.81 |
| 10 Year | 6.44 |
| Since Inception | 7.16 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | 1.13 | NA | NA | NA |
| 2024 | 4.81 | 1.06 | 5.03 | -1.60 |
| 2023 | 4.71 | 3.10 | -2.41 | 8.29 |
| 2022 | -5.17 | -10.85 | -5.13 | 5.71 |
| 2021 | 3.40 | 4.76 | -0.25 | 3.07 |
| 2020 | -14.66 | 14.94 | 5.40 | 10.51 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 1.13 | 9.47 | 14.11 | -15.22 | 11.37 | 14.24 | 19.43 | -5.26 | 16.21 | 7.09 | -0.05 |
| % Total Return Rel to Index | 5.40 | -15.54 | -12.13 | 2.98 | -17.30 | -4.15 | -12.05 | -0.86 | -5.58 | -4.84 | -1.44 |
| % Total Return Rel to Peer | 0.94 | -0.44 | 0.95 | -2.25 | -0.13 | 3.56 | 2.23 | 1.23 | 2.75 | 0.82 | 2.30 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 3.00 | 3.00 | 3.00 | 2.00 | 3.00 | 2.00 | 3.00 | 3.00 | 1.00 |
| % Dividends | 0.00 | 0.41 | 0.30 | 0.29 | 0.20 | 0.17 | 0.23 | 0.20 | 0.18 | 0.18 | 0.00 |
| % Yield | 0.00 | 2.73 | 2.85 | 2.22 | 1.22 | 1.09 | 1.64 | 1.61 | 1.32 | 1.49 | 0.00 |
| Capital Gains ($) | 0.00 | 0.26 | 0.22 | 0.51 | 0.39 | 0.29 | 0.28 | 0.43 | 0.24 | 0.20 | 0.36 |
| Expense Ratio | 0.00 | 0.53 | 0.55 | 0.56 | 0.62 | 0.20 | 0.18 | 0.20 | 0.18 | 0.06 | 0.00 |
* 1 = Top 20%, 5 = Bottom 20%