Performance of the T. Rowe Price ActivePlus Portfolios^® program

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PERFORMANCE BY MODEL PORTFOLIO

Month to Date and Year to Date performance are as of 2/28/2025.
One-Year, Three-Year, Five-Year, and Since Inception performance are as of 12/31/2024.

All Portfolio and Benchmark Performances
Portfolios and Benchmarks	Month to Date	Year to Date	One-Year	Three-Year	Five-Year	Since Inception
T. Rowe Price ActivePlus Portfolio - Retirement 10	1.18%	2.28%	4.86%	0.69%	2.39%	3.19%
Retirement 10 Blend Benchmark	1.54%	2.50%	3.89%	-0.04%	1.91%	2.84%
T. Rowe Price ActivePlus Portfolio - Retirement 20	1.09%	2.53%	6.04%	0.50%	3.08%	4.11%
Retirement 20 Blend Benchmark	1.45%	2.75%	5.10%	0.24%	2.83%	3.89%
T. Rowe Price ActivePlus Portfolio - Retirement 30	1.00%	2.67%	7.12%	0.81%	3.98%	5.02%
Retirement 30 Blend Benchmark	1.13%	2.75%	6.61%	1.07%	3.97%	4.96%
T. Rowe Price ActivePlus Portfolio - Retirement 40	0.89%	2.82%	7.85%	1.02%	4.78%	5.88%
Retirement 40 Blend Benchmark	0.86%	2.79%	8.12%	1.82%	5.03%	6.02%
T. Rowe Price ActivePlus Portfolio - Retirement 50	0.53%	2.63%	8.30%	0.83%	5.05%	6.44%
Retirement 50 Blend Benchmark	0.53%	2.57%	9.84%	2.35%	5.91%	6.98%
T. Rowe Price ActivePlus Portfolio - Retirement 60	0.35%	2.70%	9.30%	0.91%	5.66%	7.21%
Retirement 60 Blend Benchmark	0.26%	2.56%	11.37%	2.97%	6.85%	7.97%
T. Rowe Price ActivePlus Portfolio - Retirement 70	0.16%	2.76%	10.27%	1.30%	6.40%	8.00%
Retirement 70 Blend Benchmark	-0.02%	2.55%	12.94%	3.62%	7.80%	8.96%
T. Rowe Price ActivePlus Portfolio - Retirement 80	-0.04%	2.78%	11.20%	1.55%	7.25%	8.92%
Retirement 80 Blend Benchmark	-0.30%	2.53%	14.57%	4.30%	8.78%	9.96%
T. Rowe Price ActivePlus Portfolio - Retirement 90	-0.21%	2.86%	12.17%	1.74%	7.76%	9.57%
Retirement 90 Blend Benchmark	-0.61%	2.50%	16.32%	5.10%	9.86%	10.99%
T. Rowe Price ActivePlus Portfolio - Retirement 100	-0.48%	2.87%	13.67%	2.55%	8.69%	10.44%
Retirement 100 Blend Benchmark	-0.93%	2.46%	18.09%	5.90%	10.93%	12.01%

Past performance cannot guarantee future results. All portfolios are subject to market risks, including possible loss of principal, and there is no assurance that they will achieve their objective. This material is not intended to be a recommendation or investment advice and does not constitute a solicitation to buy or sell securities. The information provided does not take into account the specific objectives or circumstances of any particular investor, or suggest any specific course of action.

* On 11/18/2016, T Rowe Price funded 10 seed accounts (one per model) to initiate the tracking of performance from the inception of the program.

Download Performance Data PDF

The results achieved by individual clients will vary and will depend on various factors including the date of the client’s initial investment and any restrictions placed on an account. The returns listed above assume that an investment was made on the first day of the stated time period and sold on the last day of the stated time period and that no money was added or subtracted during this period.

All model portfolio return data is calculated using the net asset value (NAV) of the underlying mutual funds in the portfolio, which accounts for the fees and expenses of the funds. The returns also include reinvestment of dividends and capital gains, if any.

Investment Details by Model Portfolio

Model 10

Seeks to reduce short‐term price fluctuations while investing for some growth potential. Invests in T. Rowe Price mutual funds and is allocated approximately 10% to equity funds and 90% to fixed income funds.

Month to Date and Year to Date performance are as of 2/28/2025.
One-Year, Three-Year, Five-Year, and Since Inception performance are as of 12/31/2024.

Model 10 Portfolio and Benchmark Performance
Portfolios and Benchmarks	Month to Date	Year to Date	One-Year	Three-Year	Five-Year	Since Inception
T. Rowe Price ActivePlus Portfolio - Retirement 10	1.18%	2.28%	4.86%	0.69%	2.39%	3.19%
Retirement 10 Blend Benchmark	1.54%	2.50%	3.89%	-0.04%	1.91%	2.84%

Past Performance cannot guarantee future results. All model portfolio return data is calculated using the net asset value (NAV) of the underlying mutual funds in the portfolio, which accounts for the fees and expenses of the funds. The returns also include reinvestment of dividends and capital gains, if any.
* On 11/18/2016, T Rowe Price funded 10 seed accounts (one per model) to initiate the tracking of performance from the inception of the program.

OVERVIEW
Model 10 is recommended to investors whose risk tolerance questionnaire responses align with a portfolio seeking lower risk of loss in exchange for lower return potential when compared with portfolios with a higher allocation to equity.

BENCHMARK
Retirement10Blend

7%	Russell 1000 Index²
3%	MSCI EAFE Index Net³
60%	Bloomberg U.S. Aggregate Bond Index⁵
20%	Bloomberg U.S. 1-5 Year Treasury TIPS Index⁶
10%	FTSE 3-Month T-Bill Index⁷

Model 20

Seeks to reduce short‐term price fluctuations while investing for some growth potential. Invests in T. Rowe Price mutual funds and is allocated approximately 20% to equity funds and 80% to fixed income funds.

Month to Date and Year to Date performance are as of 2/28/2025.
One-Year, Three-Year, Five-Year, and Since Inception performance are as of 12/31/2024.

Model 20 Portfolio and Benchmark Performance
Portfolios and Benchmarks	Month to Date	Year to Date	One-Year	Three-Year	Five-Year	Since Inception
T. Rowe Price ActivePlus Portfolio - Retirement 20	1.09%	2.53%	6.04%	0.50%	3.08%	4.11%
Retirement 20 Blend Benchmark	1.45%	2.75%	5.10%	0.24%	2.83%	3.89%

OVERVIEW
Model 20 is recommended to investors whose risk tolerance questionnaire responses align with a portfolio seeking lower risk of loss in exchange for lower return potential when compared with portfolios with a higher allocation to equity.

BENCHMARK
Retirement20Blend

14%	Russell 1000 Index²
6%	MSCI EAFE Index Net³
60%	Bloomberg U.S. Aggregate Bond Index⁵
20%	Bloomberg U.S. 1-5 Year Treasury TIPS Index⁶

Model 30

Seeks to reduce short‐term price fluctuations while investing for some growth potential. Invests in T. Rowe Price mutual funds and is allocated approximately 30% to equity funds and 70% to fixed income funds.

Month to Date and Year to Date performance are as of 2/28/2025.
One-Year, Three-Year, Five-Year, and Since Inception performance are as of 12/31/2024.

Model 30 Portfolio and Benchmark Performance
Portfolios and Benchmarks	Month to Date	Year to Date	One-Year	Three-Year	Five-Year	Since Inception
T. Rowe Price ActivePlus Portfolio - Retirement 30	1.00%	2.67%	7.12%	0.81%	3.98%	5.02%
Retirement 30 Blend Benchmark	1.13%	2.75%	6.61%	1.07%	3.97%	4.96%

OVERVIEW
Model 30 is recommended to investors whose risk tolerance questionnaire responses align with a portfolio seeking lower risk of loss in exchange for lower return potential when compared with portfolios with a higher allocation to equity.

BENCHMARK
Retirement30Blend

21%	Russell 3000 Index¹
9%	MSCI EAFE Index Net³
50%	Bloomberg U.S. Aggregate Bond Index⁵
20%	Bloomberg U.S. 1-5 Year Treasury TIPS Index⁶

Model 40

Seeks to provide moderate growth potential with the possibility for moderate short‐term price fluctuations. Invests in T. Rowe Price mutual funds and is allocated approximately 40% to equity funds and 60% to fixed income funds.

Month to Date and Year to Date performance are as of 2/28/2025.
One-Year, Three-Year, Five-Year, and Since Inception performance are as of 12/31/2024.

Model 40 Portfolio and Benchmark Performance
Portfolios and Benchmarks	Month to Date	Year to Date	One-Year	Three-Year	Five-Year	Since Inception
T. Rowe Price ActivePlus Portfolio - Retirement 40	0.89%	2.82%	7.85%	1.02%	4.78%	5.88%
Retirement 40 Blend Benchmark	0.86%	2.79%	8.12%	1.82%	5.03%	6.02%

OVERVIEW
Model 40 is recommended to investors whose risk tolerance questionnaire responses align with a portfolio seeking to balance potential return against risk of loss.

BENCHMARK
Retirement40Blend

28%	Russell 3000 Index¹
12%	MSCI EAFE Index Net³
43%	Bloomberg U.S. Aggregate Bond Index⁵
17%	Bloomberg U.S. 1-5 Year Treasury TIPS Index Index⁶

Model 50

Month to Date and Year to Date performance are as of 2/28/2025.
One-Year, Three-Year, Five-Year, and Since Inception performance are as of 12/31/2024.

Model 50 Portfolio and Benchmark Performance
Portfolios and Benchmarks	Month to Date	Year to Date	One-Year	Three-Year	Five-Year	Since Inception
T. Rowe Price ActivePlus Portfolio - Retirement 50	0.53%	2.63%	8.30%	0.83%	5.05%	6.44%
Retirement 50 Blend Benchmark	0.53%	2.57%	9.84%	2.35%	5.91%	6.98%

OVERVIEW
Model 50 is recommended to investors whose risk tolerance questionnaire responses align with a portfolio seeking to balance potential return against risk of loss.

BENCHMARK
Retirement50Blend

35%	Russell 3000 Index¹
15%	MSCI All Country World Index ex USA Net⁴
38%	Bloomberg U.S. Aggregate Bond Index⁵
12%	Bloomberg U.S. 1-5 Year Treasury TIPS Index⁶

Model 60

Month to Date and Year to Date performance are as of 2/28/2025.
One-Year, Three-Year, Five-Year, and Since Inception performance are as of 12/31/2024.

Model 60 Portfolio and Benchmark Performance
Portfolios and Benchmarks	Month to Date	Year to Date	One-Year	Three-Year	Five-Year	Since Inception
T. Rowe Price ActivePlus Portfolio - Retirement 60	0.35%	2.70%	9.30%	0.91%	5.66%	7.21%
Retirement 60 Blend Benchmark	0.26%	2.56%	11.37%	2.97%	6.85%	7.97%

OVERVIEW
Model 60 is recommended to investors whose risk tolerance questionnaire responses align with a portfolio seeking to balance potential return against risk of loss.

BENCHMARK
Retirement60Blend

42%	Russell 3000 Index¹
18%	MSCI All Country World Index ex USA Net⁴
33%	Bloomberg U.S. Aggregate Bond Index⁵
7%	Bloomberg U.S. 1-5 Year Treasury TIPS Index⁶

Model 70

Seeks to provide growth potential with the possibility for high short‐term price fluctuations. Invests in T. Rowe Price mutual funds and is allocated approximately 70% to equity funds and 30% to fixed income funds.

Month to Date and Year to Date performance are as of 2/28/2025.
One-Year, Three-Year, Five-Year, and Since Inception performance are as of 12/31/2024.

Model 70 Portfolio and Benchmark Performance
Portfolios and Benchmarks	Month to Date	Year to Date	One-Year	Three-Year	Five-Year	Since Inception
T. Rowe Price ActivePlus Portfolio - Retirement 70	0.16%	2.76%	10.27%	1.30%	6.40%	8.00%
Retirement 70 Blend Benchmark	-0.02%	2.55%	12.94%	3.62%	7.80%	8.96%

OVERVIEW
Model 70 is recommended to investors whose risk tolerance questionnaire responses align with a portfolio seeking higher return potential in exchange for higher risk of loss when compared with portfolios with a lower allocation to equity.

BENCHMARK
Retirement70Blend

49%	Russell 3000 Index¹
21%	MSCI All Country World Index ex USA Net⁴
27%	Bloomberg U.S. Aggregate Bond Index⁵
3%	Bloomberg U.S. 1-5 Year Treasury TIPS Index⁶

Model 80

Seeks to provide growth potential with the possibility for high short‐term price fluctuations. Invests in T. Rowe Price mutual funds and is allocated approximately 80% to equity funds and 20% to fixed income funds.

Month to Date and Year to Date performance are as of 2/28/2025.
One-Year, Three-Year, Five-Year, and Since Inception performance are as of 12/31/2024.

Model 80 Portfolio and Benchmark Performance
Portfolios and Benchmarks	Month to Date	Year to Date	One-Year	Three-Year	Five-Year	Since Inception
T. Rowe Price ActivePlus Portfolio - Retirement 80	-0.04%	2.78%	11.20%	1.55%	7.25%	8.92%
Retirement 80 Blend Benchmark	-0.30%	2.53%	14.57%	4.30%	8.78%	9.96%

OVERVIEW
Model 80 is recommended to investors whose risk tolerance questionnaire responses align with a portfolio seeking higher return potential in exchange for higher risk of loss when compared with portfolios with a lower allocation to equity.

BENCHMARK
Retirement80Blend

56%	Russell 3000 Index¹
24%	MSCI All Country World Index ex USA Net⁴
20%	Bloomberg U.S. Aggregate Bond Index⁵

Model 90

Seeks to provide growth potential with the possibility for high short‐term price fluctuations. Invests in T. Rowe Price mutual funds and is allocated approximately 90% to equity funds and 10% to fixed income funds.

Month to Date and Year to Date performance are as of 2/28/2025.
One-Year, Three-Year, Five-Year, and Since Inception performance are as of 12/31/2024.

Model 90 Portfolio and Benchmark Performance
Portfolios and Benchmarks	Month to Date	Year to Date	One-Year	Three-Year	Five-Year	Since Inception
T. Rowe Price ActivePlus Portfolio - Retirement 90	-0.21%	2.86%	12.17%	1.74%	7.76%	9.57%
Retirement 90 Blend Benchmark	-0.61%	2.50%	16.32%	5.10%	9.86%	10.99%

OVERVIEW
Model 90 is recommended to investors whose risk tolerance questionnaire responses align with a portfolio seeking higher return potential in exchange for higher risk of loss when compared with portfolios with a lower allocation to equity.

BENCHMARK
Retirement90Blend

63%	Russell 3000 Index¹
27%	MSCI All Country World Index ex USA Net⁴
10%	Bloomberg U.S. Aggregate Bond Index⁵

Model 100

Seeks to provide growth potential with the possibility for high short‐term price fluctuations. Invests in T. Rowe Price mutual funds and is allocated approximately 100% to equity funds.

Month to Date and Year to Date performance are as of 2/28/2025.
One-Year, Three-Year, Five-Year, and Since Inception performance are as of 12/31/2024.

Model 100 Portfolio and Benchmark Performance
Portfolios and Benchmarks	Month to Date	Year to Date	One-Year	Three-Year	Five-Year	Since Inception
T. Rowe Price ActivePlus Portfolio - Retirement 100	-0.48%	2.87%	13.67%	2.55%	8.69%	10.44%
Retirement 100 Blend Benchmark	-0.93%	2.46%	18.09%	5.90%	10.93%	12.01%

OVERVIEW
Model 100 is recommended to investors whose risk tolerance questionnaire responses align with a portfolio seeking higher return potential in exchange for higher risk of loss when compared with portfolios with a lower allocation to equity.

BENCHMARK
Retirement100Blend

70%	Russell 3000 Index¹
30%	MSCI All Country World Index ex USA Net⁴

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Investments in T. Rowe Price ActivePlus Portfolios are subject to the risks associated with investing in mutual funds, which may result in loss of principal. T. Rowe Price does not guarantee the results of our investment management, or that the objectives of the funds or the portfolios will be met. This material is not intended to be a recommendation or investment advice and does not constitute a solicitation to buy or sell securities. The information provided does not take into account the specific objectives or circumstances of any particular investor, or suggest any specific course of action.

The T. Rowe Price ActivePlus Portfolios^® program is a discretionary investment management program provided by T. Rowe Price Advisory Services, Inc., a registered investment adviser under the Investment Advisers Act of 1940. Brokerage services are provided by T. Rowe Price Investment Services, Inc., member FINRA/SIPC. Brokerage accounts are carried by Pershing LLC, a BNY Mellon Company, member NYSE/FINRA/SIPC. T. Rowe Price Advisory Services, Inc., and T. Rowe Price Investment Services, Inc. are affiliated companies.

Index Definitions
¹Russell 3000 Index: An unmanaged index that tracks the performance of the 3,000 largest U.S. companies, representing approximately 98% of the investable U.S. equity market.

²Russell 1000 Index: An unmanaged index that tracks the performance of the large-cap segment of the U.S. equity universe, representing approximately 92% of the U.S. equity market.

³MSCI EAFE Index Net: A free-float-adjusted market-capitalization index that is designed to measure developed market equity performance, excluding the United States and Canada. Effective June 27, 2019, the "net" version of the benchmark replaced the "gross" version of the benchmark. The "net" version of the benchmark assumes the reinvestment of dividends after the deduction of withholding taxes.

⁴MSCI All Country World Index ex USA Net: A free-float-adjusted market capitalization weighted index that is designed to measure the equity market performance of developed and emerging markets. This version of the index excludes the United States. Effective June 27, 2019, the "net" version of the benchmark replaced the "gross" version of the benchmark. The "net" version of the benchmark assumes the reinvestment of dividends after the deduction of withholding taxes.

⁵Bloomberg U.S. Aggregate Bond Index: An unmanaged index that tracks domestic investment-grade bonds, including corporate, government, and mortgage backed securities.

⁶Bloomberg U.S. 1-5 Year Treasury Inflation Protected Securities (TIPS) Index: An unmanaged index composed of U.S. Treasury inflation protected securities with maturities between one year and five years.

⁷FTSE 3-Month T-Bill Index: An unmanaged index representing monthly return equivalents of yield averages of the last 3 month Treasury Bill issues.

Note: Russell Investment Group is the source and owner of the trademarks, service marks, and copyrights related to the Russell indexes. Russell® is a trademark of Russell Investment Group.

Note: MSCI makes no express or implied warranties or representations and shall have no liability whatsoever with respect to any MSCI data contained herein. The MSCI data may not be further redistributed or used as a basis for other indices or any securities or financial products. This report is not approved, reviewed, or produced by MSCI.

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Performance of the T. Rowe Price ActivePlus Portfolios^® program

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Current Selection

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Performance of the T. Rowe Price ActivePlus Portfolios® program

Investment Details by Model Portfolio

Model 10

Model 20

Model 30

Model 40

Model 50

Model 60

Model 70

Model 80

Model 90

Model 100

Performance of the T. Rowe Price ActivePlus Portfolios^® program