Canada markets closed

T. Rowe Price Retirement Balanced R (RRTIX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
Add to watchlist
13.06-0.02 (-0.15%)
At close: 08:06AM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return2.83%
5-Year Average Return4.78%
Number of Years Up16
Number of Years Down4
Best 1 Yr Total Return (May 7, 2024)21.58%
Worst 1 Yr Total Return (May 7, 2024)N/A
Best 3-Yr Total Return21.58%
Worst 3-Yr Total Return1.15%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnRRTIXCategory
YTD1.22%5.91%
1-Month-2.10%0.61%
3-Month1.28%4.02%
1-Year7.19%18.59%
3-Year0.13%8.56%
5-Year4.26%7.44%
10-Year4.10%6.20%
Last Bull Market12.48%11.89%
Last Bear Market-8.87%-8.23%

Annual Total Return (%) History

Year
RRTIXCategory
2024
N/AN/A
2023
10.86%N/A
2022
-13.52%N/A
2021
7.95%N/A
2020
10.88%8.86%
2019
14.74%14.81%
2018
-3.77%-5.04%
2017
9.81%9.86%
2016
5.95%6.62%
2015
-1.24%-2.32%
2014
3.39%4.02%
2013
8.69%7.23%
2012
9.52%9.40%
2011
0.85%1.70%
2010
9.55%10.03%
2009
21.58%20.77%
2008
-18.80%-18.61%
2007
5.57%4.53%
2006
9.45%8.16%
2005
4.54%2.97%
2004
7.13%5.46%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20243.40%N/AN/AN/A
20233.93%1.83%-2.20%7.11%
2022-4.51%-8.87%-4.72%4.31%
20212.07%3.61%-0.07%2.15%
2020-11.05%11.52%4.03%7.44%
20196.62%2.87%0.54%4.05%
2018-0.41%0.29%1.63%-5.20%
20173.27%1.87%2.30%2.04%
20162.05%1.86%2.51%-0.58%
20151.35%-0.12%-3.91%1.53%
20141.24%3.10%-1.36%0.43%
20133.30%-1.33%3.18%3.35%
20126.13%-1.55%3.82%0.95%
20112.87%0.88%-7.36%4.91%
20103.00%-4.18%6.61%4.12%
2009-3.09%11.39%9.61%2.75%
2008-3.18%-0.90%-5.76%-10.20%
20071.46%2.64%1.68%-0.31%
20062.55%-0.70%3.36%3.99%
2005-0.99%1.41%2.51%1.57%
20041.82%-0.31%0.30%5.22%

Rank In Category (By Total Return)

YTD21
1-Month16
3-Month13
1-Year25
3-Year37
5-Year31

Load Adjusted Returns

1-Year7.19%
3-Year0.13%
5-Year4.26%
10-Year4.10%