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T. Rowe Price Retirement 2060 (TRRLX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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16.28+0.03 (+0.18%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return10.02%
5-year average return10.02%
Number of years up7
Number of years down2
Best 1-yr total return (23 June 2024)25.37%
Worst 1-yr total return (23 June 2024)N/A
Best 3-yr total return25.37%
Worst 3-yr total return3.93%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnTRRLXCategory
YTD8.87%6.10%
1-month4.08%0.90%
3-month4.08%6.10%
1-year23.34%14.41%
3-year3.70%4.94%
5-year11.03%9.53%
10-year0.00%0.00%
Last bull market23.44%5.12%
Last bear market-14.93%0.00%

Annual total return (%) history

Year
TRRLXCategory
2024
N/AN/A
2023
20.82%N/A
2022
-19.28%N/A
2021
17.41%N/A
2020
18.47%15.52%
2019
25.37%25.15%
2018
-7.57%-8.52%
2017
22.29%21.27%
2016
7.63%7.81%
2015
0.24%-1.17%
2014
N/A5.53%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20248.40%N/AN/AN/A
20236.33%6.03%-3.16%10.66%
2022-6.83%-14.93%-6.41%8.81%
20215.99%6.62%-0.84%4.78%
2020-20.39%20.18%7.41%15.29%
201912.20%3.71%0.16%7.56%
20180.41%0.99%2.70%-11.25%
20176.90%4.80%4.58%4.38%
20160.00%1.24%5.61%0.66%
20153.44%0.39%-8.10%5.02%
2014-1.80%2.03%N/AN/A

Rank in category (by total return)

YTD18
1-month71
3-month15
1-year15
3-year53
5-year28

Load adjusted returns

1-year23.34%
3-year3.70%
5-year11.03%
10-yearN/A