Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TRHRX (T. ROWE PRICE TARGET 2040 FUND T. ROWE PRICE TARGET 2040 FUND) | 5.64% | 15.81% | 13.84% | 6.43% | 9.65% | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 08/23/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TRHRX (T. ROWE PRICE TARGET 2040 FUND T. ROWE PRICE TARGET 2040 FUND) | 08/23/2013 | 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 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.63 | 15.81 | 13.84 | 6.43 | 9.65 | NA | NA | … | … | 5.64 | 15.76 | 11.68 | 17.56 | -17.90 | 14.03 | 16.48 | 22.25 | -6.42 | 19.42 | 7.38 | 0.14 | 8.04 | 10.30 |
| Sharpe Ratio | NA | 1.56 | 1.07 | 0.34 | 0.63 | NA | NA | … | … | 1.13 | 1.07 | 0.89 | 1.42 | -1.10 | 1.41 | 0.70 | 2.53 | -0.73 | 3.67 | 0.63 | 0.01 | 0.85 | 3.75 |
| Standard Deviation(%) | NA | 9.58 | 10.58 | 12.21 | 12.67 | NA | NA | … | … | 11.81 | 12.05 | 9.07 | 9.89 | 17.67 | 9.94 | 23.22 | 8.22 | 10.71 | 5.14 | 11.32 | 11.24 | 9.44 | 8.53 |
| Draw Down(%) | NA | 7.73 | 11.96 | 25.58 | 28.53 | NA | NA | … | … | 7.73 | 11.96 | 5.60 | 8.99 | 24.04 | 5.33 | 28.53 | 4.16 | 14.33 | 1.48 | 9.58 | 11.13 | 7.13 | 2.66 |
| Yield(%) | 0.00 | 6.30 | 4.76 | 4.08 | 5.40 | 4.69 | 3.52 | … | … | 0.00 | 6.66 | 3.58 | 3.25 | 4.82 | 3.93 | 3.34 | 5.19 | 5.02 | 4.15 | 4.07 | 3.95 | 4.22 | 1.14 |
Data as of 06/10/2026, Common starting date is 08/23/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TRHRX (T. ROWE PRICE TARGET 2040 FUND T. ROWE PRICE TARGET 2040 FUND) |
1.69%
Apr 2021 – Apr 2024 |
3.31%
Mar 2015 – Mar 2020 |
6.47%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TRHRX (T. ROWE PRICE TARGET 2040 FUND T. ROWE PRICE TARGET 2040 FUND) |
17.54%
Dec 2018 – Dec 2021 |
13.06%
Feb 2016 – Feb 2021 |
10.40%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart