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T. Rowe Price Target 2060 Advisor (TRTGX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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16.63+0.12 (+0.73%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return16.05%
5-year average return11.00%
Number of years up6
Number of years down3
Best 1-yr total return (3 Oct 2024)25.04%
Worst 1-yr total return (3 Oct 2024)N/A
Best 3-yr total return25.04%
Worst 3-yr total return3.65%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnTRTGXCategory
YTD16.40%6.10%
1-month1.52%0.90%
3-month5.97%6.10%
1-year28.75%14.41%
3-year5.73%4.94%
5-year10.89%9.53%
10-year9.15%0.00%
Last bull market23.30%5.12%
Last bear market-15.03%0.00%

Annual total return (%) history

Year
TRTGXCategory
2024
N/AN/A
2023
20.48%N/A
2022
-19.51%N/A
2021
17.01%N/A
2020
18.23%15.52%
2019
25.04%25.15%
2018
-7.80%-8.52%
2017
21.88%21.27%
2016
7.35%7.81%
2015
-0.05%-1.17%
2014
N/A5.53%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20248.37%1.35%5.97%N/A
20236.22%5.93%-3.20%10.61%
2022-6.84%-15.03%-6.50%8.75%
20215.90%6.58%-1.01%4.72%
2020-20.41%20.06%7.32%15.29%
201912.17%3.62%0.17%7.41%
20180.35%0.86%2.65%-11.25%
20176.80%4.75%4.45%4.30%
20160.00%1.26%5.41%0.57%
20153.44%0.29%-8.20%4.95%
2014-1.90%1.93%N/AN/A

Rank in category (by total return)

YTD51
1-month90
3-month81
1-year69
3-year81
5-year52

Load adjusted returns

1-year28.75%
3-year5.73%
5-year10.89%
10-year9.15%