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T. Rowe Price Target Retirement 2060 Fund: (MF: TRTFX)
(NASDAQ Mutual Funds) As of Aug 22, 2025 08:00 PM ET
$18.02 USD
+0.29 (1.64%)
Zacks MF Rank
NA
Latest Performance as of Jul 31, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 9.01 | 29 |
| 3 months | 9.28 | 29 |
| 6 months | 5.32 | 37 |
| 1 Year | 10.88 | 33 |
| 3 Year | 12.86 | 16 |
| 5 Year | 10.94 | 17 |
| 10 Year | 9.40 | 6 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | NA |
| Bull Market (2/09 - 3/21) | NA |
Load Adjusted Returns as of Jul 31, 2025
| 1 Year | 12.62 |
| 5 Year | 11.89 |
| 10 Year | 9.44 |
| Since Inception | 8.94 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | 0.06 | 8.31 | NA | NA |
| 2024 | 8.43 | 1.41 | 6.02 | -1.99 |
| 2023 | 6.29 | 6.00 | -3.12 | 10.65 |
| 2022 | -6.77 | -14.94 | -6.48 | 8.80 |
| 2021 | 5.89 | 6.64 | -0.88 | 4.78 |
| 2020 | -20.36 | 20.18 | 7.40 | 15.35 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 9.01 | 14.27 | 20.79 | -19.32 | 17.29 | 18.58 | 25.28 | -7.55 | 22.23 | 7.66 | 0.15 |
| % Total Return Rel to Index | 0.42 | -10.74 | -5.45 | -1.11 | -11.39 | 0.18 | -6.20 | -3.16 | 0.43 | -4.26 | -1.23 |
| % Total Return Rel to Peer | 1.80 | 4.35 | 7.63 | -6.35 | 5.78 | 7.90 | 8.09 | -1.06 | 8.77 | 1.39 | 2.51 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 1.00 | 5.00 | 1.00 | 1.00 | 1.00 | 4.00 | 1.00 | 2.00 | 1.00 |
| % Dividends | 0.00 | 0.22 | 0.20 | 0.14 | 0.11 | 0.10 | 0.18 | 0.14 | 0.13 | 0.14 | 0.13 |
| % Yield | 0.00 | 1.33 | 1.48 | 1.13 | 0.69 | 0.68 | 1.40 | 1.29 | 1.06 | 1.35 | 1.30 |
| Capital Gains ($) | 0.00 | 0.19 | 0.23 | 0.48 | 0.44 | 0.21 | 0.33 | 0.44 | 0.33 | 0.25 | 0.25 |
| Expense Ratio | 0.64 | 0.64 | 0.64 | 0.65 | 0.72 | 0.23 | 0.17 | 0.17 | 0.16 | 0.05 | 0.00 |
* 1 = Top 20%, 5 = Bottom 20%