Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TRBSX (T. Rowe Price Retirement Blend 2050 Fund) | 7.37% | 20.80% | 17.37% | 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 |
|---|---|---|
| TRBSX (T. Rowe Price Retirement Blend 2050 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 (%) | -3.55 | 20.80 | 17.37 | NA | NA | NA | NA | … | … | 7.37 | 20.20 | 14.83 | 21.00 | -18.29 | 3.87 |
| Sharpe Ratio | NA | 1.69 | 1.10 | NA | NA | NA | NA | … | … | 1.24 | 1.08 | 0.97 | 1.42 | -0.92 | 0.76 |
| Standard Deviation(%) | NA | 12.43 | 13.71 | NA | NA | NA | NA | … | … | 15.13 | 16.12 | 11.55 | 12.33 | 21.62 | 11.82 |
| Draw Down(%) | NA | 9.43 | 16.11 | NA | NA | NA | NA | … | … | 9.43 | 16.11 | 7.66 | 10.89 | 25.71 | 5.88 |
| Yield(%) | 0.00 | 2.50 | 2.34 | 1.99 | 0.99 | 0.66 | 0.50 | … | … | 0.00 | 2.67 | 1.98 | 1.84 | 1.38 | 2.18 |
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 |
|---|---|---|---|---|
| TRBSX (T. Rowe Price Retirement Blend 2050 Fund) |
4.32%
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 |
|---|---|---|---|---|
| TRBSX (T. Rowe Price Retirement Blend 2050 Fund) |
20.98%
Sep 2022 – Sep 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart