Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TRBOX (T. Rowe Price Retirement Blend 2055 Fund) | 9.22% | 23.35% | 18.36% | 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 |
|---|---|---|
| TRBOX (T. Rowe Price Retirement Blend 2055 Fund) | 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 (%) | -2.76 | 23.35 | 18.36 | NA | NA | NA | NA | … | … | 9.22 | 20.24 | 14.87 | 21.09 | -18.36 | 3.76 |
| Sharpe Ratio | NA | 1.69 | 1.10 | NA | NA | NA | NA | … | … | 1.26 | 1.07 | 0.97 | 1.43 | -0.92 | 0.75 |
| Standard Deviation(%) | NA | 12.55 | 13.81 | NA | NA | NA | NA | … | … | 15.22 | 16.28 | 11.65 | 12.32 | 21.66 | 11.69 |
| Draw Down(%) | NA | 9.56 | 16.27 | NA | NA | NA | NA | … | … | 9.56 | 16.27 | 7.74 | 10.90 | 25.81 | 5.79 |
| Yield(%) | 0.00 | 2.56 | 2.34 | 1.96 | 0.98 | 0.65 | 0.49 | … | … | 0.00 | 2.73 | 1.92 | 1.79 | 1.41 | 2.08 |
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 |
|---|---|---|---|---|
| TRBOX (T. Rowe Price Retirement Blend 2055 Fund) |
4.33%
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 |
|---|---|---|---|---|
| TRBOX (T. Rowe Price Retirement Blend 2055 Fund) |
21.08%
Sep 2022 – Sep 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart