All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)

Total Real Returns

TRRLX: Total Return Chart (with Dividends Reinvested)

TRRLX total return snapshot: TRRLX returned +18.68% over the past year and +11.64% YTD, with dividends reinvested. Since Jun. 24, 2014, TRRLX is up +314.87% in nominal total return, or +12.26%/yr, and is currently −3.15% below its total-return high on Aug. 13, 2026.

Data ending Wed Oct. 14, 2026

Growth of $10,000

Tue 2014-06-24💬 to Wed 2026-10-14 Overall
Return
Exponential
Trendline
TRRLX
×
+314.87%
+12.26%/yr
+12.70%/yr
R2=0.964
T. Rowe Price Retirement 2060 Fund Mutual Fund

Growth of $10,000 Summary

Tue 2014-06-24💬 to Wed 2026-10-14 Start
Value
End
Value
TRRLX
×
$10,000.00
2014-06-24
$41,487.28
2026-10-14

This Year’s Performance

through 2026-10-14

  YTD YoY
TRRLX
×
+11.64% +18.68%

Drawdowns

  Current
Drawdown
Worst
Drawdown
TRRLX
×
−3.15%
on 2026-10-14
from 2026-08-13 peak
−32.52%
on 2020-03-23
from 2020-02-12 peak

Rolling Returns

Period ending Wed 2026-10-14 1 yr 2 yr 3 yr 5 yr 10 yr
TRRLX
×
+18.68% +33.26%
+15.44%/yr
+76.67%
+20.89%/yr
+73.16%
+11.61%/yr
+286.07%
+14.46%/yr

Annual Returns

Year TRRLX
2026 (YTD) +11.64%
2025 +22.21%
2024 +14.67%
2023 +23.39%
2022 −15.41%
2021 +22.00%
2020 +20.45%
2019 +29.08%
2018 −3.70%
2017 +24.26%
2016 +9.34%
2015 +1.05%
2014 +1.32%