T. Rowe Price Retirement 2040 Fund (TRRDX)
Performance & Return
Period | Investment | Benchmark | Alpha |
1 Day | 0.00% | 0.00% | 0.00% |
3 Months | 6.39% | 7.33% | -0.94% |
Year-to-Date | 6.66% | 7.92% | -1.27% |
1 Year | 17.08% | 0.00% | 17.08% |
Risk, Fees & Styles
(as of 9/30/2020)RISK PROFILE Help
Fund's Risk
26%
(very high)
POTENTIAL GAIN & LOSS Help
The fund's risk of 26% means its value in a year is likely to fluctuate within the following ranges:
FEES Help
- 0.76%
Typical fees paid for an investment of $10,000 over 10 years:
Total fees paid
$967
Real cost (fees + lost compounding)
$1,196
FUND STYLE ANALYSIS Help
Style weight explainability
(of prior year return)
74%
Return in excess of styles
(over past year)
-0.44%