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 +23.98% over the past year and +14.48% YTD, with dividends reinvested. Since Jun. 24, 2014, TRRLX is up +325.44% in nominal total return, or +12.60%/yr, and is currently −0.69% below its total-return high on Aug. 13, 2026.

Data ending Fri Sep. 4, 2026

Growth of $10,000

Tue 2014-06-24💬 to Fri 2026-09-04 Overall
Return
Exponential
Trendline
TRRLX
×
+325.44%
+12.60%/yr
+12.66%/yr
R2=0.963
T. Rowe Price Retirement 2060 Fund Mutual Fund

Growth of $10,000 Summary

Tue 2014-06-24💬 to Fri 2026-09-04 Start
Value
End
Value
TRRLX
×
$10,000.00
2014-06-24
$42,544.03
2026-09-04

This Year’s Performance

through 2026-09-04

  YTD YoY
TRRLX
×
+14.48% +23.98%

Drawdowns

  Current
Drawdown
Worst
Drawdown
TRRLX
×
−0.69%
on 2026-09-04
from 2026-08-13 peak
−32.52%
on 2020-03-23
from 2020-02-12 peak

Rolling Returns

Period ending Fri 2026-09-04 1 yr 2 yr 3 yr 5 yr 10 yr
TRRLX
×
+23.98% +42.83%
+19.51%/yr
+73.26%
+20.11%/yr
+73.86%
+11.70%/yr
+288.64%
+14.54%/yr

Annual Returns

Year TRRLX
2026 (YTD) +14.48%
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%