Nasdaq - Delayed Quote USD

T. Rowe Price Retirement 2050 (TRRMX)

17.80 +0.21 (+1.19%)
At close: 8:01 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 4.08%
5y Average Return 9.20%
Number of Years Up 13
Number of Years Down 4
Best 1Y Total Return (Apr 22, 2024) 38.92%
Worst 1Y Total Return (Apr 22, 2024) --
Best 3Y Total Return 38.92%
Worst 3Y Total Return 4.03%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
TRRMX
Category
YTD
8.34%
11.99%
1-Month
3.62%
1.08%
3-Month
8.34%
6.55%
1-Year
23.03%
37.09%
3-Year
5.43%
13.69%
5-Year
10.47%
13.58%
10-Year
8.97%
10.11%
Last Bull Market
35.65%
19.71%
Last Bear Market
-14.87%
-18.27%

Annual Total Return (%) History

Year
TRRMX
Category
2024
--
--
2023
20.78%
--
2022
-19.17%
--
2021
17.35%
--
2020
18.68%
15.25%
2019
25.32%
24.54%
2018
-7.58%
-8.41%
2017
22.38%
20.67%

2016
7.71%
8.22%
2015
0.19%
-2.01%
2014
6.19%
5.42%
2013
25.90%
21.02%
2012
17.55%
15.07%
2011
-3.36%
-3.82%
2010
16.41%
14.53%
2009
38.92%
32.02%
2008
-38.80%
-38.67%
2007
6.82%
5.91%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 8.34% -- -- --
2023 6.36% 5.92% -3.10% 10.64%
2022 -6.82% -14.87% -6.34% 8.80%
2021 5.91% 6.64% -0.85% 4.80%
2020 -20.27% 20.21% 7.40% 15.29%
2019 12.20% 3.71% 0.20% 7.49%
2018 0.45% 0.90% 2.73% -11.24%
2017 6.93% 4.84% 4.55% 4.42%
2016 0.08% 1.25% 5.58% 0.67%
2015 3.43% 0.43% -8.11% 4.96%

2014 1.38% 4.61% -1.81% 1.98%
2013 7.04% 0.88% 7.99% 7.97%
2012 13.08% -4.59% 6.51% 2.29%
2011 5.34% 0.10% -16.07% 9.19%
2010 4.95% -10.34% 12.53% 9.93%
2009 -6.61% 20.55% 17.05% 5.42%
2008 -9.06% -0.42% -12.33% -22.92%
2007 1.70% 6.88% 1.10% -2.80%

Rank in Category (By Total Return)

YTD 15
1-Month 6
3-Month 15
1-Year 10
3-Year 55
5-Year 17

Load Adjusted Returns

1-Year 23.03%
3-Year 5.43%
5-Year 10.47%
10-Year 8.97%

Performance & Risk

YTD Return 4.08%
5y Average Return 9.20%
Rank in Category (ytd) 15
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.26
Morningstar Risk Rating

Fund Overview

Category Target-Date 2050
Fund Family T. Rowe Price
Net Assets 15.52B
YTD Return 8.34%
Yield 1.18%
Morningstar Rating
Inception Date Dec 29, 2006

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 2050) included in its name and assumes a retirement age of 65.

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