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T Rowe Price Retirement Funds Inc - T. Rowe Price Retirement I 2040 Fund (TRPDX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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16.27-0.03 (-0.18%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return0.06%
5-Year Average Return9.75%
Number of Years Up6
Number of Years Down2
Best 1 Yr Total Return (Jan 23, 2024)24.89%
Worst 1 Yr Total Return (Jan 23, 2024)N/A
Best 3-Yr Total Return24.89%
Worst 3-Yr Total Return3.84%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnTRPDXCategory
YTD19.80%10.80%
1-Month5.08%1.06%
3-Month10.35%6.14%
1-Year19.80%33.59%
3-Year4.32%12.99%
5-Year10.87%12.87%
10-Year0.00%9.72%
Last Bull Market34.02%19.05%
Last Bear Market-14.36%-17.54%

Annual Total Return (%) History

Year
TRPDXCategory
2023
19.80%N/A
2022
-18.72%N/A
2021
16.58%N/A
2020
18.16%14.56%
2019
24.89%23.19%
2018
-7.21%-7.74%
2017
22.11%19.52%
2016
7.75%7.95%
2015
N/A-1.99%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20236.17%5.47%-3.05%10.35%
2022-6.60%-14.36%-6.17%8.30%
20215.54%6.43%-0.78%4.60%
2020-19.53%19.49%7.19%14.64%
201911.93%3.73%0.29%7.26%
20180.38%0.97%2.60%-10.77%
20176.86%4.75%4.54%4.34%
20160.09%1.32%5.60%0.61%
20154.92%N/AN/AN/A

Rank In Category (By Total Return)

YTD10
1-Month55
3-Month56
1-Year10
3-Year37
5-Year13

Load Adjusted Returns

1-Year19.80%
3-Year4.32%
5-Year10.87%
10-YearN/A