Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PARGX (T. ROWE PRICE RETIREMENT 2005 FUND T. ROWE PRICE RETIREMENT 2005 FUND-ADVISOR CLASS) | 3.82% | 11.25% | 9.80% | 1.02% | 3.67% | 4.16% | NA | … | … |
Data as of 06/05/2026, Common starting date is 06/04/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PARGX (T. ROWE PRICE RETIREMENT 2005 FUND T. ROWE PRICE RETIREMENT 2005 FUND-ADVISOR CLASS) | 06/04/2007 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.21 | 11.25 | 9.80 | 1.02 | 3.67 | 4.16 | NA | … | … | 3.82 | 11.02 | 7.86 | 11.67 | -19.70 | -0.62 | 3.79 | 14.71 | -3.42 | 10.39 | 6.50 | -1.06 | 4.42 | 9.60 | 11.01 | 1.08 | 11.34 | 24.26 | -22.43 | 0.03 |
| Sharpe Ratio | NA | 1.53 | 1.03 | -0.18 | 0.25 | NA | NA | … | … | 0.95 | 1.21 | 0.77 | 1.26 | -1.75 | -0.07 | 0.25 | 3.35 | -0.95 | 3.74 | 1.09 | -0.19 | 0.96 | 1.75 | 1.79 | 0.09 | 1.25 | 1.76 | -1.21 | -0.30 |
| Standard Deviation(%) | NA | 5.64 | 6.36 | 8.45 | 7.99 | NA | NA | … | … | 7.00 | 6.76 | 5.52 | 6.41 | 12.15 | 9.23 | 14.15 | 3.95 | 5.08 | 2.61 | 5.77 | 5.70 | 4.56 | 5.46 | 6.17 | 11.30 | 8.97 | 13.75 | 19.24 | 9.18 |
| Draw Down(%) | NA | 4.71 | 6.44 | 27.08 | 27.08 | NA | NA | … | … | 4.71 | 6.44 | 2.76 | 5.89 | 20.07 | 9.84 | 18.10 | 1.62 | 7.39 | 0.91 | 4.04 | 6.56 | 3.74 | 5.51 | 5.26 | 10.69 | 7.16 | 14.30 | 30.82 | 5.07 |
| Yield(%) | 0.00 | 5.51 | 4.70 | 2.91 | 3.52 | 3.67 | 3.27 | … | … | 0.00 | 5.71 | 3.85 | 4.30 | 2.28 | 1.79 | 1.53 | 3.74 | 6.03 | 4.29 | 3.04 | 3.39 | 3.89 | 3.02 | 2.51 | 2.55 | 2.56 | 3.32 | 4.35 | 4.69 |
Data as of 06/05/2026, Common starting date is 06/04/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PARGX (T. ROWE PRICE RETIREMENT 2005 FUND T. ROWE PRICE RETIREMENT 2005 FUND-ADVISOR CLASS) |
-6.28%
Nov 2020 – Nov 2023 |
-1.70%
Dec 2017 – Dec 2022 |
1.46%
Oct 2013 – Oct 2023 |
2.61%
Dec 2007 – Dec 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PARGX (T. ROWE PRICE RETIREMENT 2005 FUND T. ROWE PRICE RETIREMENT 2005 FUND-ADVISOR CLASS) |
17.53%
Feb 2009 – Feb 2012 |
13.57%
Feb 2009 – Feb 2014 |
8.67%
Feb 2009 – Feb 2019 |
5.88%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart