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 +15.15% over the past year and +10.53% YTD, with dividends reinvested. Since Jun. 24, 2014, TRRLX is up +310.76% in nominal total return, or +12.11%/yr, and is currently −4.11% below its total-return high on Aug. 13, 2026.

Data ending Tue Nov. 3, 2026

Growth of $10,000

Tue 2014-06-24💬 to Tue 2026-11-03 Overall
Return
Exponential
Trendline
TRRLX
×
+310.76%
+12.11%/yr
+12.72%/yr
R2=0.964
T. Rowe Price Retirement 2060 Fund Mutual Fund

Growth of $10,000 Summary

Tue 2014-06-24💬 to Tue 2026-11-03 Start
Value
End
Value
TRRLX
×
$10,000.00
2014-06-24
$41,076.32
2026-11-03

This Year’s Performance

through 2026-11-03

  YTD YoY
TRRLX
×
+10.53% +15.15%

Drawdowns

  Current
Drawdown
Worst
Drawdown
TRRLX
×
−4.11%
on 2026-11-03
from 2026-08-13 peak
−32.52%
on 2020-03-23
from 2020-02-12 peak

Rolling Returns

Period ending Tue 2026-11-03 1 yr 2 yr 3 yr 5 yr 10 yr
TRRLX
×
+15.15% +35.21%
+16.28%/yr
+73.41%
+20.14%/yr
+66.23%
+10.70%/yr
+287.59%
+14.51%/yr

Annual Returns

Year TRRLX
2026 (YTD) +10.53%
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%