Nasdaq - Delayed Quote • USD
T. Rowe Price Retirement 2040 (TRRDX)
As of 8:06 AM EDT. Market Open.
Fund Summary
The fund invests in a diversified portfolio of other T. Rowe Price stock and bond mutual funds that represent various asset classes and sectors. Its allocation among T. Rowe Price mutual funds will change over time in relation to its target retirement date. The fund is managed based on the specific retirement year (target date 2040) included in its name and assumes a retirement age of 65.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 39.07% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 17 |
| Number of Years Down | 4 |
Performance & Risk
| YTD Return | 4.38% |
| 5y Average Return | 8.71% |
| Rank in Category (ytd) | 10 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.20 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| TRRDX | Category Average | TRRDX | Category Average | TRRDX | Category Average | |
| Alpha | 2.4 | -0.01 | 2.32 | -0.01 | 1.37 | -0.01 |
| BETA | 1.2 | 0.01 | 1.29 | 0.01 | 1.33 | 0.01 |
| Mean Annual Return | 0.49 | 0.01 | 0.9 | 0.01 | 0.77 | 0.01 |
| R-squared | 96.51 | 0.98 | 96.84 | 0.98 | 96.34 | 0.97 |
| Standard Deviation | 15.23 | 0.15 | 16.28 | 0.13 | 13.42 | 0.12 |
| Sharpe Ratio | 0.19 | 0.01 | 0.53 | 0.01 | 0.58 | 0.01 |
| Treynor Ratio | 1.54 | 0.09 | 5.94 | 0.09 | 5.36 | 0.07 |
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