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T. Rowe Price Target 2025 (TRRVX)

12.82 -0.02 (-0.16%)
At close: 8:05 AM EDT

Fund Summary

The advisor pursues the fund's objective by investing in a diversified portfolio of other T. Rowe Price stock and bond mutual funds that represent various asset classes and sectors. It is managed based on the specific retirement year (target date 2025) included in its name and assumes a retirement age of 65. The target date refers to the approximate year an investor in the fund would plan to retire and likely stop making new investments in the fund.

Risk Overview

Morningstar Risk Rating
Best 1Y Total Return 17.81%
Worst 1Y Total Return --
Number of Years Up 7
Number of Years Down 3

Performance & Risk

YTD Return 1.18%
5y Average Return 5.64%
Rank in Category (ytd) 35
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.79
Morningstar Risk Rating

Risk Statistics

3 Years5 Years10 Years
TRRVXCategory AverageTRRVXCategory AverageTRRVXCategory Average
Alpha -0.35 -0 0.51 -0 0.47 -0
BETA 0.79 0.01 0.86 0.01 0.88 0.01
Mean Annual Return 0.24 0.01 0.57 0.01 0.51 0.01
R-squared 98.73 0.97 97.2 0.97 97.14 0.96
Standard Deviation 9.92 0.11 10.82 0.09 8.89 0.09
Sharpe Ratio 0 0.01 0.43 0.01 0.53 0.01
Treynor Ratio -0.63 0.1 4.96 0.09 5.02 0.07

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