Target 2060 Fund Key Fundamental Indicators
| TTOIX Fund | USD 19.21 0.09 0.47% |
As of the 19th of February, Target 2060 has the Coefficient Of Variation of 591.02, semi deviation of 0.5514, and Risk Adjusted Performance of 0.1344. In relation to fundamental indicators, the technical analysis model makes it possible for you to check existing technical drivers of Target 2060 Fund, as well as the relationship between them.
Target 2060's financial statements offer valuable quarterly and annual insights to potential investors, highlighting the company's current and historical financial position, overall management performance, and changes in financial standing over time. Key fundamentals influencing Target 2060's valuation are provided below:Target 2060 Fund does not presently have any fundamental trend indicators for analysis. This module does not cover all equities due to inconsistencies in global equity categorizations. Continue to Equity Screeners to view more equity screening tools. Target |
Target 2060 'What if' Analysis
In the world of financial modeling, what-if analysis is part of sensitivity analysis performed to test how changes in assumptions impact individual outputs in a model. When applied to Target 2060's mutual fund what-if analysis refers to the analyzing how the change in your past investing horizon will affect the profitability against the current market value of Target 2060.
| 11/21/2025 |
| 02/19/2026 |
If you would invest 0.00 in Target 2060 on November 21, 2025 and sell it all today you would earn a total of 0.00 from holding Target 2060 Fund or generate 0.0% return on investment in Target 2060 over 90 days. Target 2060 is related to or competes with T Rowe, Mfs Moderate, T Rowe, T Rowe, T Rowe, The Hartford, and T Rowe. The fund pursues its objective by investing in a diversified portfolio of other T More
Target 2060 Upside/Downside Indicators
Understanding different market momentum indicators often help investors to time their next move. Potential upside and downside technical ratios enable traders to measure Target 2060's mutual fund current market value against overall market sentiment and can be a good tool during both bulling and bearish trends. Here we outline some of the essential indicators to assess Target 2060 Fund upside and downside potential and time the market with a certain degree of confidence.
| Downside Deviation | 0.7572 | |||
| Information Ratio | 0.113 | |||
| Maximum Drawdown | 5.18 | |||
| Value At Risk | (1.37) | |||
| Potential Upside | 1.19 |
Target 2060 Market Risk Indicators
Today, many novice investors tend to focus exclusively on investment returns with little concern for Target 2060's investment risk. Other traders do consider volatility but use just one or two very conventional indicators such as Target 2060's standard deviation. In reality, there are many statistical measures that can use Target 2060 historical prices to predict the future Target 2060's volatility.| Risk Adjusted Performance | 0.1344 | |||
| Jensen Alpha | 0.1017 | |||
| Total Risk Alpha | 0.092 | |||
| Sortino Ratio | 0.1238 | |||
| Treynor Ratio | 0.1665 |
Target 2060 February 19, 2026 Technical Indicators
| Cycle Indicators | ||
| Math Operators | ||
| Math Transform | ||
| Momentum Indicators | ||
| Overlap Studies | ||
| Pattern Recognition | ||
| Price Transform | ||
| Statistic Functions | ||
| Volatility Indicators | ||
| Volume Indicators |
| Risk Adjusted Performance | 0.1344 | |||
| Market Risk Adjusted Performance | 0.1765 | |||
| Mean Deviation | 0.585 | |||
| Semi Deviation | 0.5514 | |||
| Downside Deviation | 0.7572 | |||
| Coefficient Of Variation | 591.02 | |||
| Standard Deviation | 0.8298 | |||
| Variance | 0.6885 | |||
| Information Ratio | 0.113 | |||
| Jensen Alpha | 0.1017 | |||
| Total Risk Alpha | 0.092 | |||
| Sortino Ratio | 0.1238 | |||
| Treynor Ratio | 0.1665 | |||
| Maximum Drawdown | 5.18 | |||
| Value At Risk | (1.37) | |||
| Potential Upside | 1.19 | |||
| Downside Variance | 0.5733 | |||
| Semi Variance | 0.3041 | |||
| Expected Short fall | (0.66) | |||
| Skewness | 0.9954 | |||
| Kurtosis | 4.38 |
Target 2060 Fund Backtested Returns
Target 2060 appears to be very steady, given 3 months investment horizon. Target 2060 Fund owns Efficiency Ratio (i.e., Sharpe Ratio) of 0.27, which indicates the fund had a 0.27 % return per unit of risk over the last 3 months. We have found twenty-eight technical indicators for Target 2060 Fund, which you can use to evaluate the volatility of the fund. Please review Target 2060's Semi Deviation of 0.5514, coefficient of variation of 591.02, and Risk Adjusted Performance of 0.1344 to confirm if our risk estimates are consistent with your expectations. The entity has a beta of 0.78, which indicates possible diversification benefits within a given portfolio. As returns on the market increase, Target 2060's returns are expected to increase less than the market. However, during the bear market, the loss of holding Target 2060 is expected to be smaller as well.
Auto-correlation | 0.61 |
Good predictability
Target 2060 Fund has good predictability. Overlapping area represents the amount of predictability between Target 2060 time series from 21st of November 2025 to 5th of January 2026 and 5th of January 2026 to 19th of February 2026. The more autocorrelation exist between current time interval and its lagged values, the more accurately you can make projection about the future pattern of Target 2060 Fund price movement. The serial correlation of 0.61 indicates that roughly 61.0% of current Target 2060 price fluctuation can be explain by its past prices.
| Correlation Coefficient | 0.61 | |
| Spearman Rank Test | 0.67 | |
| Residual Average | 0.0 | |
| Price Variance | 0.04 |
Small firms, start-ups, or companies with high growth potential typically do not pay out dividends or distribute a lot of their profits. These companies will have small yield. Alternatively, more established companies, ETFs, and funds that invest in bonds will have higher yields.
| Competition |
In accordance with the recently published financial statements, Target 2060 Fund has an Annual Yield of 0.0149%. This is much higher than that of the T. Rowe Price family and significantly higher than that of the Target-Date 2060+ category. The annual yield for all United States funds is notably lower than that of the firm.
Target 2060 Fund Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Target 2060's current stock value. Our valuation model uses many indicators to compare Target 2060 value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Target 2060 competition to find correlations between indicators driving Target 2060's intrinsic value. More Info.Target 2060 Fund is rated top fund in annual yield among similar funds. It also is rated top fund in year to date return among similar funds creating about 324.15 of Year To Date Return per Annual Yield. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Target 2060's earnings, one of the primary drivers of an investment's value.Target Annual Yield Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Target 2060's direct or indirect competition against its Annual Yield to detect undervalued stocks with similar characteristics or determine the mutual funds which would be a good addition to a portfolio. Peer analysis of Target 2060 could also be used in its relative valuation, which is a method of valuing Target 2060 by comparing valuation metrics of similar companies.Target 2060 is currently under evaluation in annual yield among similar funds.
Target Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Target 2060's current stock value. Our valuation model uses many indicators to compare Target 2060 value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Target 2060 competition to find correlations between indicators driving Target 2060's intrinsic value. More Info.Target 2060 Fund is rated top fund in annual yield among similar funds. It also is rated top fund in year to date return among similar funds creating about 324.15 of Year To Date Return per Annual Yield. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Target 2060's earnings, one of the primary drivers of an investment's value.Fund Asset Allocation for Target 2060
The fund consists of 90.67% investments in stocks, with the rest of investments allocated between bonds, cashand various exotic instruments.Asset allocation divides Target 2060's investment portfolio among different asset categories to balance risk and reward by investing in a diversified mix of instruments that align with the investor's goals, risk tolerance, and time horizon. Mutual funds, which pool money from multiple investors for a diversified portfolio of securities, use asset allocation strategies to manage the risk and return of their portfolios.
Mutual funds allocate their assets by investing in a diversified portfolio of securities, such as stocks, bonds, cryptocurrencies and cash. The specific mix of these securities is determined by the fund's investment objective and strategy. For example, a stock mutual fund may invest primarily in equities, while a bond mutual fund may invest mainly in fixed-income securities. The fund's manager, responsible for making investment decisions, will manage securities in the fund's portfolio as market conditions and the fund's objectives change.
Target Fundamentals
| Total Asset | 89.37 M | ||||
| Annual Yield | 0.01 % | ||||
| Year To Date Return | 4.83 % | ||||
| One Year Return | 18.74 % | ||||
| Three Year Return | 17.08 % | ||||
| Five Year Return | 9.02 % | ||||
| Net Asset | 17.83 M | ||||
| Minimum Initial Investment | 500 K | ||||
| Last Dividend Paid | 0.03 | ||||
| Cash Position Weight | 3.16 % | ||||
| Equity Positions Weight | 90.67 % | ||||
| Bond Positions Weight | 3.96 % |
About Target 2060 Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Target 2060 Fund's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Target 2060 using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Target 2060 Fund based on its fundamental data. In general, a quantitative approach, as applied to this mutual fund, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.The fund pursues its objective by investing in a diversified portfolio of other T. Rowe Price equity and fixed income mutual funds that represent various asset classes and sectors.
Also Currently Popular
Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.Other Information on Investing in Target Mutual Fund
Target 2060 financial ratios help investors to determine whether Target Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Target with respect to the benefits of owning Target 2060 security.
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