Financial Services
Live Price
Offline$19.09
+0.90% today
1Y Change
+12.90%
Window
Jun 23, 2025 → Jun 16, 2026
Coverage: 247 bars · Jun 23, 2025 → Jun 16, 2026
Research Briefing
A compact read on the setup, peer context, quarterly changes, and recent earnings reaction.
Research Snapshot
T. Rowe Price Target Retirement 2040 Fund (TRHRX) is a fund with a market cap of $440.00M and listed on NASDAQ. The fund last traded around $19.09 and up 12.9% across the available one-year price window (Jun 23, 2025 → Jun 16, 2026). Baseline metrics include a dividend yield of 5.8%. Valuation is more restrained than many high-expectation growth names at price/sales 0.0. Stock Foundry combines TRHRX price history, analyst forecasts, news, related Financial Services peers on this page.
Benchmark Comparison
Compare this ticker against a broad index, growth benchmark, or sector ETF using a shared 1Y normalization window.
TRHRX
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Normalized return
SPY
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S&P 500
Excess Return
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Relative to SPY
TRHRX Max Drawdown
-8.57%
Trailing 1Y
SPY Max Drawdown
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Trailing 1Y
Uses the longest available daily history for TRHRX and SPY.
Next Step
After the overview, the strongest next step is usually chart context or a tighter compare set.