Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TREHX (T. Rowe Price Retirement 2025 I) | 5.28% | 14.03% | NA | NA | NA | NA | NA | … | … |
Data as of 06/09/2026, Common starting date is 11/14/2023
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TREHX (T. Rowe Price Retirement 2025 I) | 11/14/2023 | 06/09/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.59 | 14.03 | NA | NA | NA | NA | NA | … | … | 5.28 | 13.16 | 9.94 | 5.95 |
| Sharpe Ratio | NA | 1.58 | NA | NA | NA | NA | NA | … | … | 1.07 | 1.17 | 0.90 | 9.34 |
| Standard Deviation(%) | NA | 7.24 | NA | NA | NA | NA | NA | … | … | 9.01 | 8.81 | 7.04 | 6.01 |
| Draw Down(%) | NA | 5.89 | NA | NA | NA | NA | NA | … | … | 5.89 | 8.69 | 3.84 | 0.72 |
| Yield(%) | 0.00 | 6.31 | 6.02 | 3.61 | 1.81 | 1.20 | 0.90 | … | … | 0.00 | 6.60 | 4.67 | 6.56 |
Data as of 06/09/2026, Common starting date is 11/14/2023
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TREHX (T. Rowe Price Retirement 2025 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 |
|---|---|---|---|---|
| TREHX (T. Rowe Price Retirement 2025 I) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart