Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TRAJX (T. Rowe Price Retirement 2005 I) | 4.05% | 11.69% | NA | NA | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 11/15/2023
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TRAJX (T. Rowe Price Retirement 2005 I) | 11/15/2023 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.21 | 11.69 | NA | NA | NA | NA | NA | … | … | 4.05 | 11.47 | 8.24 | 5.31 |
| Sharpe Ratio | NA | 1.61 | NA | NA | NA | NA | NA | … | … | 1.03 | 1.29 | 0.82 | 9.73 |
| Standard Deviation(%) | NA | 5.61 | NA | NA | NA | NA | NA | … | … | 6.96 | 6.67 | 5.61 | 5.19 |
| Draw Down(%) | NA | 4.76 | NA | NA | NA | NA | NA | … | … | 4.76 | 6.41 | 2.82 | 0.50 |
| Yield(%) | 0.00 | 5.86 | 5.01 | 3.01 | 1.50 | 1.00 | 0.75 | … | … | 0.00 | 6.09 | 4.34 | 4.30 |
Data as of 06/05/2026, Common starting date is 11/15/2023
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TRAJX (T. Rowe Price Retirement 2005 I) |
0.00%
NA |
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 |
|---|---|---|---|---|
| TRAJX (T. Rowe Price Retirement 2005 I) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart