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T. Rowe Price Retirement 2065 Fund: (MF: TRSJX)
(NASDAQ Mutual Funds) As of May 5, 2025 08:00 PM ET
$13.01 USD
-0.04 (-0.31%)
Zacks MF Rank
NA
Latest Performance as of Mar 31, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 0.15 | 48 |
| 3 months | 0.15 | 48 |
| 6 months | -1.85 | 52 |
| 1 Year | 5.48 | 38 |
| 3 Year | 6.15 | 12 |
| 5 Year | NA | NA |
| 10 Year | NA | NA |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | NA |
| Bull Market (2/09 - 3/21) | NA |
Load Adjusted Returns as of Mar 31, 2025
| 1 Year | 5.48 |
| 5 Year | NA |
| 10 Year | NA |
| Since Inception | 10.48 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | 0.15 | NA | NA | NA |
| 2024 | 8.45 | 1.36 | 6.02 | -2.00 |
| 2023 | 6.35 | 5.97 | -3.09 | 10.63 |
| 2022 | -6.69 | -14.95 | -6.43 | 8.74 |
| 2021 | 6.38 | 6.68 | -0.80 | 4.97 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|
| % Total Return | 0.15 | 14.22 | 20.84 | -19.26 | 18.18 |
| % Total Return Rel to Index | 4.42 | -10.79 | -5.40 | -1.06 | -10.49 |
| % Total Return Rel to Peer | -0.03 | 4.30 | 7.68 | -6.30 | 6.67 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 1.00 | 5.00 | 1.00 |
| % Dividends | 0.00 | 0.18 | 0.15 | 0.12 | 0.11 |
| % Yield | 0.00 | 1.38 | 1.55 | 1.15 | 0.86 |
| Capital Gains ($) | 0.00 | 0.05 | 0.17 | 0.24 | 0.29 |
| Expense Ratio | 0.00 | 0.64 | 0.64 | 0.64 | 0.68 |
* 1 = Top 20%, 5 = Bottom 20%