Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TRFHX (T. Rowe Price Retirement 2030 I) | 5.74% | 15.93% | NA | NA | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 11/14/2023
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TRFHX (T. Rowe Price Retirement 2030 I) | 11/14/2023 | 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 (%) | -1.71 | 15.93 | NA | NA | NA | NA | NA | … | … | 5.74 | 14.60 | -3.95 | 22.81 |
| Sharpe Ratio | NA | 1.58 | NA | NA | NA | NA | NA | … | … | 1.10 | 1.12 | -0.13 | 2.75 |
| Standard Deviation(%) | NA | 8.39 | NA | NA | NA | NA | NA | … | … | 10.38 | 10.48 | 58.89 | 155.65 |
| Draw Down(%) | NA | 6.86 | NA | NA | NA | NA | NA | … | … | 6.86 | 10.47 | 15.12 | 13.43 |
| Yield(%) | 0.00 | 6.07 | 5.63 | 3.38 | 1.69 | 1.13 | 0.84 | … | … | 0.00 | 6.35 | 3.41 | 6.18 |
Data as of 06/05/2026, 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 |
|---|---|---|---|---|
| TRFHX (T. Rowe Price Retirement 2030 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 |
|---|---|---|---|---|
| TRFHX (T. Rowe Price Retirement 2030 I) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart