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T. Rowe Price Target 2040 (TRHRX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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16.01+0.14 (+0.88%)
At close: 08:05AM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return7.59%
5-year average return8.80%
Number of years up8
Number of years down2
Best 1-yr total return (4 Jun 2024)22.25%
Worst 1-yr total return (4 Jun 2024)N/A
Best 3-yr total return22.25%
Worst 3-yr total return2.94%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnTRHRXCategory
YTD6.79%10.80%
1-month3.38%1.06%
3-month3.25%6.14%
1-year18.78%33.59%
3-year2.44%12.99%
5-year8.96%12.87%
10-year7.44%9.72%
Last bull market19.79%19.05%
Last bear market-13.24%-17.54%

Annual total return (%) history

Year
TRHRXCategory
2024
N/AN/A
2023
17.55%N/A
2022
-17.85%N/A
2021
14.00%N/A
2020
16.49%14.56%
2019
22.25%23.19%
2018
-6.42%-7.74%
2017
19.42%19.52%
2016
7.38%7.95%
2015
0.14%-1.99%
2014
5.91%5.25%
2013
N/A19.97%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20246.52%N/AN/AN/A
20235.61%4.58%-2.99%9.72%
2022-6.29%-13.24%-5.92%7.40%
20214.38%5.82%-0.71%3.95%
2020-17.29%17.34%6.32%12.90%
201910.55%3.60%0.45%6.25%
20180.15%0.61%2.28%-9.20%
20176.09%4.24%4.07%3.76%
20160.64%1.54%5.00%0.07%
20153.25%0.17%-7.04%4.16%
20141.46%4.40%-1.72%1.74%
20137.11%N/AN/AN/A

Rank in category (by total return)

YTD44
1-month85
3-month34
1-year58
3-year79
5-year76

Load adjusted returns

1-year18.78%
3-year2.44%
5-year8.96%
10-year7.44%