Nasdaq - Delayed Quote • USD
T. Rowe Price Retirement Balanced (TRRIX)
At close: 8:01 PM EDT
Fund Summary
The fund invests in a diversified portfolio of other T. Rowe Price stock and bond funds that represent various asset classes and sectors. It is intended for retired investors who seek income and relative stability from bonds along with some capital appreciation potential from stocks. The fund's "neutral allocations," which are what T. Rowe Price considers broadly appropriate for investors during their retirement years, are 40% stock funds and 60% bond funds.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 22.07% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 17 |
| Number of Years Down | 4 |
Performance & Risk
| YTD Return | 1.67% |
| 5y Average Return | 4.90% |
| Rank in Category (ytd) | 26 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.72 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| TRRIX | Category Average | TRRIX | Category Average | TRRIX | Category Average | |
| Alpha | -0.79 | -0.01 | 0.04 | -0.01 | 0.05 | -0 |
| BETA | 0.72 | 0.01 | 0.75 | 0.01 | 0.74 | 0.01 |
| Mean Annual Return | 0.2 | 0.01 | 0.49 | 0.01 | 0.42 | 0.01 |
| R-squared | 98.88 | 0.92 | 97.72 | 0.91 | 97.65 | 0.91 |
| Standard Deviation | 9.02 | 0.1 | 9.43 | 0.08 | 7.47 | 0.07 |
| Sharpe Ratio | -0.05 | 0.01 | 0.39 | 0.01 | 0.48 | 0.01 |
| Treynor Ratio | -1.25 | 0.09 | 4.48 | 0.08 | 4.6 | 0.07 |
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