T. Rowe Price Target Retirement 2040 Fund
TRHRX
Price:
$18.55
Market Cap:
$441.19M
The fund pursues its objective by investing in a diversified portfolio of other T. Rowe Price stock and bond mutual funds that represent various asset classes and sectors. It is managed based on the specific retirement year (target date 2040) included in its name and assumes a retirement age of 65. The target date refers to the approximate year an investor in the fund would plan to retire and likely stop making new investments in the fund.
Industry
Asset Management
IPO Date
2013-08-22
Stock Exchange
NASDAQ
Ticker
TRHRX
The ROE as of December 2025 (TTM) for T. Rowe Price Target Retirement 2040 Fund (TRHRX) is 14.14%
According to T. Rowe Price Target Retirement 2040 Fund’s latest financial reports and current stock price. The company's current ROE is 14.14%. This represents a change of 335.29% compared to the average of 3.25% of the last 4 quarters.
T. Rowe Price Target Retirement 2040 Fund (TRHRX) Historical ROE (quarterly & annually)
How has TRHRX ROE performed in the past?
The mean historical ROE of T. Rowe Price Target Retirement 2040 Fund over the last ten years is 8.47%. The current 14.14% ROE has changed 66.98% with respect to the historical average. Over the past ten years (40 quarters), TRHRX's ROE was at its highest in in the December 2017 quarter at 13.51%. The ROE was at its lowest in in the December 2022 quarter at -23.46%.
Average
8.47%
Median
10.53%
Minimum
-8.09%
Maximum
20.91%
T. Rowe Price Target Retirement 2040 Fund (TRHRX) ROE by Quarter and Year
Discovering the peaks and valleys of T. Rowe Price Target Retirement 2040 Fund ROE, unveiling quarterly and yearly fluctuations to gain insights into the company’s financial performance and market dynamics, offering valuable data for investors and analysts alike.
Maximum Annual Increase = 98.40%
Maximum Annual ROE = 20.91%
Minimum Annual Increase = -801.95%
Minimum Annual ROE = -8.09%
| Year | ROE | Change |
|---|---|---|
| 2023 | 13.74% | -269.93% |
| 2022 | -8.09% | -160.66% |
| 2021 | 13.33% | -801.95% |
| 2020 | -1.90% | -125.17% |
| 2019 | 7.55% | -28.29% |
| 2018 | 10.52% | -49.67% |
| 2017 | 20.91% | 98.40% |
| 2016 | 10.54% | -3.13% |
| 2015 | 10.88% | 51.50% |
| 2014 | 7.18% | -64.53% |
T. Rowe Price Target Retirement 2040 Fund (TRHRX) Average ROE
How has TRHRX ROE performed in the past?
The current ROE of T. Rowe Price Target Retirement 2040 Fund (TRHRX) is less than than its 3-year, less than than its 5-year, and less than than its 10-year historical averages
3-year avg
6.33%
5-year avg
4.93%
10-year avg
8.47%
T. Rowe Price Target Retirement 2040 Fund (TRHRX) ROE vs. Peers
How is TRHRX’s ROE compared to its peers?
T. Rowe Price Target Retirement 2040 Fund’s ROE is greater than T. Rowe Price Target Retirement 2025 Fund (0%), greater than T. Rowe Price Target Retirement 2045 Fund (0%), less than T. Rowe Price Target Retirement 2050 Fund (14.14%), greater than T. Rowe Price Target Retirement 2035 Fund (0%), greater than T. Rowe Price Target Retirement 2030 Fund (0%), greater than T. Rowe Price Target Retirement 2055 Fund (0%), greater than T. Rowe Price Target Retirement 2020 Fund (0%), greater than Schwab Target 2025 Fund (0%), greater than White Oak Select Growth Fund (0%), less than BlackRock Floating Rate Income Strategies Fund, Inc. (9.01%),
| Company | ROE | Market cap |
|---|---|---|
| 0% | $427.10M | |
| 0% | $459.47M | |
| 14.14% | $385.39M | |
| 0% | $499.16M | |
| 0% | $556.62M | |
| 0% | $299.10M | |
| 0% | $255.56M | |
| 0% | $427.18M | |
| 0% | $448.32M | |
| 9.01% | $420.31M |
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