T. Rowe Price Retirement 2030 Fund (TRRCX)

$26.85
B Fund
Sector
Fund TypeMutual Fund
Fund CategoryU.S. Equities - Blend
Fund BenchmarkU.S. All Cap
Fund Snapshot Risk (%) Beta * YTD Return Alpha Expenses
T. Rowe Price Retirement 2030 Fund 10 0.60 20.40% 3.53% 0.74%
U.S. All Cap 15 1.00 28.16% - -

* Beta values calculated against the Russell 3000 Index; Alpha against the fund's benchmark.

Performance & Return

Period Investment Benchmark Alpha
1 Day 0.00% 0.00% 0.00%
3 Months 3.79% 5.72% -1.93%
Year-to-Date 20.40% 28.16% -7.75%
1 Year 16.85% 21.42% -4.56%

Risk, Fees & Styles

(as of 11/30/2019)
RISK PROFILE Help

Fund's Risk

10%

(moderate)

Compare to:
Cash (1%)
Bonds(3%)
Bonds & Stocks(8%)
US Stocks (16%)
Inti. (->)

POTENTIAL GAIN & LOSS Help

The fund's risk of 10% means its value in a year is likely to fluctuate within the following ranges:

fund gain loss
FEES Help
  • 0.74%

Typical fees paid for an investment of $10,000 over 10 years:

Total fees paid

$943

Real cost (fees + lost compounding)

$1,166

FUND STYLE ANALYSIS Help

Style weight explainability
(of prior year return)
96%

Return in excess of styles
(over past year)
0.20%