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 +19.96% over the past year and +10.76% YTD, with dividends reinvested. Since Jun. 24, 2014, TRRLX is up +202.63% in real purchasing-power return, or +9.50%/yr, and is currently −0.88% below its real 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 × 		+202.63%
+9.50%/yr 		+9.12%/yr
R2=0.927
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 		$30,262.65
2026-09-04

This Year’s Performance

through 2026-09-04

  YTD YoY
TRRLX × 		+10.76% +19.96%

Drawdowns

  Current
Drawdown 		Worst
Drawdown
TRRLX × 		−0.88%
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 × 		+19.96% +34.27%
+15.87%/yr 		+58.83%
+16.68%/yr 		+42.04%
+7.27%/yr 		+179.51%
+10.83%/yr

Annual Returns

Year TRRLX
2026 (YTD) +10.76%
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%