Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TRPDX (T. ROWE PRICE RETIREMENT I 2040 FUND-I CLASS T. ROWE PRICE RETIREMENT I 2040 FUND-I CLASS) | NA | 15.71% | 2.61% | 8.74% | NA | NA | NA | … | … |
Data as of 02/20/2024, Common starting date is 10/02/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TRPDX (T. ROWE PRICE RETIREMENT I 2040 FUND-I CLASS T. ROWE PRICE RETIREMENT I 2040 FUND-I CLASS) | 10/02/2015 | 02/20/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.66 | 15.71 | 2.61 | 8.74 | NA | NA | NA | … | … | 2.68 | 17.92 | -18.77 | 15.54 | 18.15 | 24.89 | -7.21 | 22.11 | 8.29 | 3.36 |
| Sharpe Ratio | NA | 0.93 | 0.03 | 0.43 | NA | NA | NA | … | … | 1.76 | 1.27 | -1.01 | 1.35 | 0.66 | 2.40 | -0.68 | 3.66 | 0.61 | 1.18 |
| Standard Deviation(%) | NA | 10.92 | 14.83 | 17.21 | NA | NA | NA | … | … | 9.99 | 11.30 | 20.14 | 11.50 | 26.93 | 9.76 | 12.71 | 5.89 | 13.19 | 12.10 |
| Draw Down(%) | NA | 9.84 | 27.86 | 31.40 | NA | NA | NA | … | … | 2.06 | 9.84 | 25.47 | 6.10 | 31.40 | 5.04 | 16.37 | 1.78 | 11.26 | 4.36 |
| Yield(%) | 0.96 | 2.83 | 3.55 | 4.54 | 4.19 | 2.79 | 2.09 | … | … | 0.98 | 1.83 | 4.88 | 3.21 | 3.60 | 5.37 | 4.40 | 3.65 | 1.66 | 1.19 |
Data as of 02/20/2024, Common starting date is 10/02/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TRPDX (T. ROWE PRICE RETIREMENT I 2040 FUND-I CLASS T. ROWE PRICE RETIREMENT I 2040 FUND-I CLASS) |
2.14%
Mar 2017 – Mar 2020 |
4.38%
Sep 2017 – Sep 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TRPDX (T. ROWE PRICE RETIREMENT I 2040 FUND-I CLASS T. ROWE PRICE RETIREMENT I 2040 FUND-I CLASS) |
19.46%
Dec 2018 – Dec 2021 |
14.93%
Jun 2016 – Jun 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart