Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TBLJX (T. Rowe Price Retirement Blend 2040 Fund-I Class) | 8.31% | 21.31% | 17.08% | NA | NA | NA | NA | … | … |
Data as of 06/09/2026, Common starting date is 07/26/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TBLJX (T. Rowe Price Retirement Blend 2040 Fund-I Class) | 07/26/2021 | 06/09/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.47 | 21.31 | 17.08 | NA | NA | NA | NA | … | … | 8.31 | 18.80 | 13.88 | 20.13 | -17.93 | 3.69 |
| Sharpe Ratio | NA | 1.69 | 1.12 | NA | NA | NA | NA | … | … | 1.23 | 1.10 | 0.96 | 1.44 | -0.95 | 0.77 |
| Standard Deviation(%) | NA | 11.27 | 12.50 | NA | NA | NA | NA | … | … | 13.75 | 14.50 | 10.68 | 11.52 | 20.51 | 11.06 |
| Draw Down(%) | NA | 8.63 | 14.55 | NA | NA | NA | NA | … | … | 8.63 | 14.55 | 6.82 | 10.35 | 25.00 | 5.52 |
| Yield(%) | 0.00 | 2.81 | 2.79 | 2.26 | 1.13 | 0.75 | 0.56 | … | … | 0.00 | 2.98 | 2.31 | 2.56 | 1.58 | 2.20 |
Data as of 06/09/2026, Common starting date is 07/26/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TBLJX (T. Rowe Price Retirement Blend 2040 Fund-I Class) |
3.93%
Dec 2021 – Dec 2024 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TBLJX (T. Rowe Price Retirement Blend 2040 Fund-I Class) |
19.82%
Sep 2022 – Sep 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart