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T. Rowe Price Retirement 2040 (TRRDX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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30.13-0.07 (-0.23%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return9.05%
5-year average return9.33%
Number of years up17
Number of years down4
Best 1-yr total return (27 Jun 2024)39.07%
Worst 1-yr total return (27 Jun 2024)N/A
Best 3-yr total return39.07%
Worst 3-yr total return3.70%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnTRRDXCategory
YTD8.00%10.80%
1-month3.79%1.06%
3-month3.72%6.14%
1-year21.43%33.59%
3-year3.16%12.99%
5-year10.36%12.87%
10-year8.38%9.72%
Last bull market22.05%19.05%
Last bear market-14.36%-17.54%

Annual total return (%) history

Year
TRRDXCategory
2024
N/AN/A
2023
19.53%N/A
2022
-18.86%N/A
2021
16.35%N/A
2020
18.11%14.56%
2019
24.68%23.19%
2018
-7.32%-7.74%
2017
22.02%19.52%
2016
7.63%7.95%
2015
0.17%-1.99%
2014
6.18%5.25%
2013
25.93%19.97%
2012
17.55%14.64%
2011
-3.49%-3.49%
2010
16.51%14.37%
2009
39.07%30.90%
2008
-38.85%-37.94%
2007
6.77%6.21%
2006
16.24%14.67%
2005
8.14%7.41%
2004
14.11%11.71%
2003
29.99%26.65%
2002
N/A-16.99%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20247.67%N/AN/AN/A
20236.06%5.44%-3.11%10.31%
2022-6.68%-14.36%-6.26%8.33%
20215.49%6.39%-0.79%4.50%
2020-19.48%19.50%7.14%14.56%
201911.90%3.69%0.30%7.15%
20180.37%0.88%2.68%-10.85%
20176.89%4.72%4.50%4.31%
20160.13%1.24%5.59%0.55%
20153.47%0.44%-8.13%4.90%
20141.41%4.59%-1.81%1.96%
20137.12%0.83%7.95%7.99%
201213.10%-4.54%6.48%2.24%
20115.34%0.05%-16.18%9.24%
20104.95%-10.38%12.56%10.04%
2009-6.59%20.58%17.07%5.47%
2008-9.11%-0.40%-12.31%-22.96%
20071.65%6.87%1.08%-2.77%
20065.67%-1.94%4.43%7.42%
2005-2.12%1.84%4.90%3.43%
20042.45%1.48%-1.04%10.90%
2003-4.28%16.42%3.59%12.60%
20028.30%N/AN/AN/A

Rank in category (by total return)

YTD11
1-month58
3-month10
1-year6
3-year45
5-year13

Load adjusted returns

1-year21.43%
3-year3.16%
5-year10.36%
10-year8.38%