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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1097 | 984 | 1097 | 1060 | 1360 | 1961 |
Fund Return | 9.69% | -1.64% | 9.69% | 1.96% | 6.34% | 6.97% |
Place in category | 8 | 31 | 8 | 22 | 2 | 1 |
% in Category | 7 | 21 | 7 | 11 | 1 | 1 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
T. Rowe Price Retirement 2030 | 10.37B | 10.71 | 2.25 | 7.58 | ||
T. Rowe Price Retirement 2040 | 8.62B | 13.13 | 3.14 | 8.65 | ||
T. Rowe Price Retirement 2035 | 7.81B | 11.97 | 2.71 | 8.16 | ||
T. Rowe Price Retirement 2045 | 5.78B | 13.93 | 3.54 | 8.98 | ||
T. Rowe Price Retirement 2020 | 5.14B | 9.14 | 1.86 | 6.39 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Target Retirement 2025 Fun | 77.71B | 9.44 | 1.92 | 6.32 | ||
The Vanguard Target Retire 2025 Tr1 | 74.75B | 9.48 | 1.98 | 6.42 | ||
The Vanguard Target Retire 2025 Tr2 | 74.75B | 9.46 | 1.97 | 6.40 | ||
Vanguard Target Retire Trust Plus25 | 74.75B | 9.50 | 1.99 | 6.43 | ||
American Funds 2025 Trgt Date RetR6 | 22.38B | 9.34 | 2.22 | 6.68 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
T. Rowe Price New Income Z | - | 13.26 | - | - | |
T. Rowe Price Ltd Dur Infl Focus Bd Z | - | 9.29 | - | - | |
T. Rowe Price Value Z | - | 8.51 | - | - | |
T. Rowe Price Growth Stock Z | - | 7.85 | - | - | |
T. Rowe Price Equity Index 500 Z | - | 5.57 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Sell | Strong Sell | Sell |
Technical Indicators | Strong Sell | Strong Sell | Neutral |
Summary | Strong Sell | Strong Sell | Neutral |
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