T. Rowe Price Retirement 2055 Fund (TRRNX)

$19.19
A Fund
-- Sector
Fund TypeMutual Fund
Fund CategoryU.S. Equities - Blend
Fund BenchmarkU.S. Mid Cap
Fund Snapshot Risk (%) Beta * YTD Return Alpha Expenses
T. Rowe Price Retirement 2055 Fund 27 0.67 8.30% 6.66% 0.76%
U.S. Mid Cap 37 1.05 7.92% - -

* 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 8.05% 7.33% 0.72%
Year-to-Date 8.30% 7.92% 0.37%
1 Year 22.15% 0.00% 22.15%

Risk, Fees & Styles

(as of 9/30/2020)
RISK PROFILE Help

Fund's Risk

27%

(very high)

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

POTENTIAL GAIN & LOSS Help

The fund's risk of 27% means its value in a year is likely to fluctuate within the following ranges:

fund gain loss
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)
75%

Return in excess of styles
(over past year)
-0.67%