All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)

Total Real Returns

TRRLX: Total Real Return Chart (Dividends Reinvested, Inflation Adjusted)

TRRLX real return snapshot: after CPI-U inflation, TRRLX returned +19.34% over the past year and +6.91% YTD, with dividends reinvested. Since Jun. 24, 2014, TRRLX is up +192.11% in real purchasing-power return, or +9.33%/yr, and is currently āˆ’1.13% below its real total-return high on Jun. 2, 2026.

Data ending Thu Jul. 2, 2026

Tue 2014-06-24šŸ’¬ to Thu 2026-07-02 YTD
Return 		1 Year
Return
TRRLX × 		+6.91%
2026-07-02 		+19.34%
2026-07-02
T. Rowe Price Retirement 2060 Fund Mutual Fund

Returns

Tue 2014-06-24šŸ’¬ to Thu 2026-07-02 Overall
Return 		Exponential
Trendline
TRRLX × 		+192.11%
+9.33%/yr 		+9.03%/yr
(R2=0.925)
T. Rowe Price Retirement 2060 Fund Mutual Fund

Growth of $10,000

Tue 2014-06-24šŸ’¬ to Thu 2026-07-02 Start
Value 		End
Value
TRRLX × 		$10,000.00
2014-06-24 		$29,210.97
2026-07-02
T. Rowe Price Retirement 2060 Fund Mutual Fund

Annual Returns

Year TRRLX
2026 (YTD) +6.91%
2025 +19.02%
2024 +11.46%
2023 +19.39%
2022 āˆ’20.55%
2021 +13.98%
2020 +18.84%
2019 +26.19%
2018 āˆ’5.50%
2017 +21.69%
2016 +7.12%
2015 +0.31%
2014 +2.81%

Drawdowns

Tue 2014-06-24šŸ’¬ to Thu 2026-07-02 Current
Drawdown 		Worst
Drawdown
TRRLX × 		āˆ’1.13%
from 2026-06-02 peak 		āˆ’32.52%
2020-03-23
from 2020-02-12 peak
T. Rowe Price Retirement 2060 Fund Mutual Fund

Rolling Returns

Period ending Thu 2026-07-02 1
Year 		2
Years 		3
Years 		5
Years 		10
Years
TRRLX × 		+19.34% +31.47%
+14.66%/yr 		+54.37%
+15.57%/yr 		+40.49%
+7.04%/yr 		+185.08%
+11.04%/yr
T. Rowe Price Retirement 2060 Fund Mutual Fund