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T.rowe Price 2035 Retirement Fund R Class: (MF: RRTPX)
(NASDAQ Mutual Funds) As of Jul 16, 2024 08:00 PM ET
$20.97 USD
+0.16 (0.77%)
Zacks MF Rank
NA
Latest Performance as of Jun 30, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 7.71 | 33 |
| 3 months | 1.04 | 49 |
| 6 months | 7.71 | 33 |
| 1 Year | 14.50 | 31 |
| 3 Year | 2.18 | 48 |
| 5 Year | 8.06 | 32 |
| 10 Year | 7.24 | 21 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | -50.25 |
| Bull Market (2/09 - 3/21) | 453.12 |
Load Adjusted Returns as of Jun 30, 2024
| 1 Year | 14.50 |
| 5 Year | 8.05 |
| 10 Year | 7.24 |
| Since Inception | 6.25 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 6.60 | 1.04 | NA | NA |
| 2023 | 5.63 | 4.71 | -3.19 | 9.81 |
| 2022 | -6.48 | -13.58 | -6.09 | 7.48 |
| 2021 | 4.75 | 5.82 | -0.78 | 4.08 |
| 2020 | -18.64 | 18.45 | 6.59 | 13.38 |
| 2019 | 11.18 | 3.54 | 0.27 | 6.67 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 7.71 | 17.57 | -18.43 | 14.48 | 16.46 | 23.14 | -7.41 | 20.30 | 7.10 | -0.35 | 5.58 |
| % Total Return Rel to Index | -7.58 | -8.66 | -0.23 | -14.20 | -1.93 | -8.34 | -3.01 | -1.49 | -4.83 | -1.74 | -8.06 |
| % Total Return Rel to Peer | 1.53 | 4.41 | -5.47 | 2.97 | 5.78 | 5.94 | -0.91 | 6.84 | 0.83 | 1.99 | 1.50 |
| % Perf Quintile vs Peer* | 0.00 | 2.00 | 5.00 | 2.00 | 1.00 | 2.00 | 4.00 | 1.00 | 3.00 | 2.00 | 2.00 |
| % Dividends | 0.00 | 0.23 | 0.17 | 0.09 | 0.14 | 0.24 | 0.19 | 0.19 | 0.16 | 0.16 | 0.17 |
| % Yield | 0.00 | 1.14 | 0.89 | 0.35 | 0.61 | 1.16 | 1.05 | 0.93 | 0.91 | 0.93 | 0.95 |
| Capital Gains ($) | 0.00 | 0.58 | 1.39 | 1.38 | 0.82 | 0.74 | 1.10 | 0.44 | 0.47 | 0.64 | 0.37 |
| Expense Ratio | 0.00 | 1.09 | 1.10 | 1.17 | 0.59 | 0.50 | 0.50 | 0.50 | 0.50 | 0.50 | 0.50 |
* 1 = Top 20%, 5 = Bottom 20%