Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TBLVX (T. Rowe Price Retirement Blend 2025 Fund) | 4.47% | 13.42% | 11.81% | NA | NA | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 07/26/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TBLVX (T. Rowe Price Retirement Blend 2025 Fund) | 07/26/2021 | 06/10/2026 |
| 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 (%) | -2.05 | 13.42 | 11.81 | NA | NA | NA | NA | … | … | 4.47 | 13.70 | 10.10 | 14.90 | -15.35 | 2.33 |
| Sharpe Ratio | NA | 1.66 | 1.12 | NA | NA | NA | NA | … | … | 1.09 | 1.20 | 0.91 | 1.41 | -1.19 | 0.73 |
| Standard Deviation(%) | NA | 7.29 | 8.20 | NA | NA | NA | NA | … | … | 9.00 | 9.03 | 7.15 | 8.06 | 14.14 | 7.37 |
| Draw Down(%) | NA | 5.80 | 9.02 | NA | NA | NA | NA | … | … | 5.80 | 9.02 | 3.96 | 7.63 | 20.74 | 3.78 |
| Yield(%) | 0.00 | 3.27 | 3.02 | 2.48 | 1.24 | 0.83 | 0.62 | … | … | 0.00 | 3.43 | 2.77 | 2.51 | 2.39 | 1.98 |
Data as of 06/10/2026, 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 |
|---|---|---|---|---|
| TBLVX (T. Rowe Price Retirement Blend 2025 Fund) |
2.31%
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 |
|---|---|---|---|---|
| TBLVX (T. Rowe Price Retirement Blend 2025 Fund) |
14.43%
Sep 2022 – Sep 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart
