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T. Rowe Price Retirement Balanced (TRRIX)


Nasdaq - Nasdaq Delayed Price. Currency in USD
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15.540.00 (0.00%)
As of 8:00PM EDT. Market open.
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Performance Overview

Morningstar Return Rating★★★
Year-to-Date Return5.46%
5-Year Average Return5.86%
Number of Years Up12
Number of Years Down2
Best 1 Yr Total Return (Jun 29, 2017)22.07%
Worst 1 Yr Total Return (Jun 29, 2017)-18.39%
Best 3-Yr Total Return22.07%
Worst 3-Yr Total Return-1.62%

Trailing Returns (%) Vs. Benchmarks

ReturnTRRIXCategory
YTD5.46%4.90%
1-Month0.18%0.19%
3-Month2.00%1.84%
1-Year7.69%7.22%
3-Year3.44%2.85%
5-Year5.86%5.73%
10-Year4.64%4.26%
Last Bull Market11.71%11.46%
Last Bear Market-8.39%-8.35%

Annual Total Return (%) History

Year
TRRIXCategory
2017
N/AN/A
2016
6.48%6.62%
2015
-0.74%-2.32%
2014
3.91%4.02%
2013
9.15%7.23%
2012
10.05%9.40%
2011
1.43%1.70%
2010
10.10%10.03%
2009
22.07%20.77%
2008
-18.39%-18.61%
2007
6.09%4.53%
2006
9.98%8.16%
2005
4.87%2.97%
2004
7.66%5.46%
2003
16.26%12.34%
2002
N/A-3.11%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20173.39%2.00%N/AN/A
20162.24%1.99%2.58%-0.45%
20151.47%0.00%-3.79%1.66%
20141.43%3.16%-1.23%0.55%
20133.35%-1.13%3.31%3.41%
20126.18%-1.42%3.95%1.15%
20112.99%1.08%-7.31%5.11%
20103.21%-4.14%6.82%4.17%
2009-3.06%11.53%9.74%2.89%
2008-3.14%-0.78%-5.64%-10.00%
20071.51%2.76%1.82%-0.11%
20062.68%-0.57%3.40%4.19%
2005-0.91%1.48%2.58%1.66%
20042.03%-0.16%0.37%5.29%
2003-0.30%8.26%1.56%6.05%
20024.56%N/AN/AN/A

Rank In Category (By Total Return)

YTD33
1-Month51
3-Month49
1-Year43
3-Year36
5-Year44

Load Adjusted Returns

1-Year7.69%
3-Year3.44%
5-Year5.86%
10-Year4.64%