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Financial Services

T. Rowe Price Retirement Balanced ClassI(TRJWX)

Fund

Live Price

Offline

$14.62

+0.55% today

1Y Change

+7.02%

Window

Jun 23, 2025 โ†’ Jun 1, 2026

Market Cap
$2.12B
Dividend Yield
0.0%
50-Day Avg
โ€”
Exchange
NASDAQ

Coverage: 237 bars ยท Jun 23, 2025 โ†’ Jun 1, 2026

Research Briefing

A compact read on the setup, peer context, quarterly changes, and recent earnings reaction.

Decision context

Research Snapshot

T. Rowe Price Retirement Balanced ClassI (TRJWX) is a fund with a market cap of $2.12B and listed on NASDAQ. The fund last traded around $14.62 and up 7.0% across the available one-year price window (Jun 23, 2025 โ†’ Jun 1, 2026). Stock Foundry combines TRJWX price history, analyst forecasts, news, related Financial Services peers on this page.

Benchmark Comparison

Normalized Performance vs SPY

Compare this ticker against a broad index, growth benchmark, or sector ETF using a shared 1Y normalization window.

1Y shared range

TRJWX

โ€”

Normalized return

SPY

โ€”

S&P 500

Excess Return

โ€”

Relative to SPY

TRJWX Max Drawdown

-4.92%

Trailing 1Y

SPY Max Drawdown

โ€”

Trailing 1Y

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Calendar-Year Returns

Uses the longest available daily history for TRJWX and SPY.

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TRJWX Dividend History

Powered by FMP stock_dividend. Includes historical ex-dates, pay dates, and payout amounts.

Monthly

Dividend Yield

No active yield

Trailing 12M Payout

$0.68

Last Payout

$0.02
Ex: Mar 31, 2026 ยท Pay: Mar 31, 2026
Ex-DateRecordPayDividendAdjFrequency
Mar 31, 2026Mar 31, 2026Mar 31, 2026$0.02$0.02Monthly
Feb 27, 2026Feb 25, 2026Feb 27, 2026$0.02$0.02Monthly
Jan 30, 2026Jan 28, 2026Jan 30, 2026$0.02$0.02Monthly
Dec 31, 2025Dec 29, 2025Dec 31, 2025$0.14$0.14Monthly
Dec 19, 2025Dec 18, 2025Dec 22, 2025$0.23$0.23Monthly
Nov 28, 2025Nov 28, 2025Nov 28, 2025$0.11$0.11Monthly
Oct 31, 2025Oct 31, 2025Oct 31, 2025$0.03$0.03Monthly
Sep 30, 2025Sep 30, 2025Sep 30, 2025$0.02$0.02Monthly
Aug 29, 2025โ€”โ€”$0.03$0.03Monthly
Jul 31, 2025โ€”โ€”$0.03$0.03Monthly
Jun 30, 2025โ€”โ€”$0.03$0.03Monthly
May 30, 2025โ€”โ€”$0.03$0.03Monthly
Apr 30, 2025โ€”โ€”$0.02$0.02Monthly
Mar 31, 2025โ€”โ€”$0.02$0.02Monthly
Feb 28, 2025โ€”โ€”$0.02$0.02Monthly
Jan 31, 2025โ€”โ€”$0.03$0.03Monthly
Dec 31, 2024โ€”โ€”$0.11$0.11Monthly
Nov 29, 2024โ€”โ€”$0.11$0.11Monthly
Oct 31, 2024โ€”โ€”$0.02$0.02Monthly
Sep 30, 2024โ€”โ€”$0.02$0.02Monthly
Aug 30, 2024โ€”โ€”$0.03$0.03Monthly
Jul 31, 2024โ€”โ€”$0.02$0.02Monthly
Jun 28, 2024โ€”โ€”$0.02$0.02Monthly
May 31, 2024โ€”โ€”$0.02$0.02Monthly
Apr 30, 2024โ€”โ€”$0.02$0.02Monthly
Mar 28, 2024โ€”โ€”$0.02$0.02Monthly
No upcoming dividends in the next 90 days

Next Step

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