All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
TRRLX real return snapshot: after CPI-U inflation, TRRLX returned +10.49% over the past year and +5.95% YTD, with dividends reinvested. Since Jun. 24, 2014, TRRLX is up +189.47% in real purchasing-power return, or +8.98%/yr, and is currently −5.17% below its real total-return high on Aug. 13, 2026.
Data ending Tue Nov. 3, 2026
| Tue 2014-06-24💬 to Tue 2026-11-03 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| TRRLX × |
+189.47%
+8.98%/yr |
+9.17%/yr
R2=0.930 |
||||
| T. Rowe Price Retirement 2060 Fund Mutual Fund | ||||||
| Tue 2014-06-24💬 to Tue 2026-11-03 |
Start
Value |
End
Value |
|---|---|---|
| TRRLX × |
$10,000.00
2014-06-24 |
$28,947.44
2026-11-03 |
| YTD | YoY | |
|---|---|---|
| TRRLX × | +5.95% | +10.49% |
|
Current
Drawdown |
Worst
Drawdown |
|
|---|---|---|
| TRRLX × |
−5.17%
on 2026-11-03 from 2026-08-13 peak |
−32.52%
on 2020-03-23 from 2020-02-12 peak |
| Period ending Tue 2026-11-03 | 1 yr | 2 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|
| TRRLX × | +10.49% |
+26.24% +12.36%/yr |
+57.78% +16.42%/yr |
+36.06% +6.35%/yr |
+177.09% +10.73%/yr |
| Year | TRRLX |
|---|---|
| 2026 (YTD) | +5.95% |
| 2025 | +19.02% |
| 2024 | +11.46% |
| 2023 | +19.39% |
| 2022 | −20.55% |
| 2021 | +13.98% |
| 2020 | +18.84% |
| 2019 | +26.19% |
| 2018 | −5.50% |
| 2017 | +21.69% |
| 2016 | +7.12% |
| 2015 | +0.31% |
| 2014 | +2.81% |
