Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TRPTX (T. ROWE PRICE RETIREMENT BALANCED I FUND-I CLASS T. ROWE PRICE RETIREMENT BALANCED I FUND-I CLASS) | NA | 9.85% | 1.39% | 5.57% | NA | NA | NA | … | … |
Data as of 02/20/2024, Common starting date is 09/29/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TRPTX (T. ROWE PRICE RETIREMENT BALANCED I FUND-I CLASS T. ROWE PRICE RETIREMENT BALANCED I FUND-I CLASS) | 09/29/2015 | 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 (%) | 0.82 | 9.85 | 1.39 | 5.57 | NA | NA | NA | … | … | 0.71 | 11.59 | -12.92 | 8.65 | 12.42 | 15.46 | -3.34 | 11.06 | 7.67 | 3.41 |
| Sharpe Ratio | NA | 0.75 | -0.10 | 0.47 | NA | NA | NA | … | … | 0.30 | 1.21 | -1.45 | 1.54 | 0.91 | 3.15 | -0.83 | 3.78 | 1.25 | 2.35 |
| Standard Deviation(%) | NA | 5.98 | 7.48 | 8.58 | NA | NA | NA | … | … | 5.65 | 6.11 | 9.91 | 5.59 | 13.40 | 4.46 | 5.62 | 2.77 | 5.95 | 5.86 |
| Draw Down(%) | NA | 5.59 | 17.82 | 18.60 | NA | NA | NA | … | … | 1.33 | 5.59 | 17.15 | 3.95 | 18.60 | 1.94 | 8.04 | 1.00 | 4.18 | 2.81 |
| Yield(%) | 0.28 | 4.64 | 5.22 | 5.37 | 4.24 | 2.83 | 2.12 | … | … | 0.44 | 4.38 | 6.21 | 5.61 | 5.04 | 3.49 | 3.90 | 3.60 | 2.26 | 0.76 |
Data as of 02/20/2024, Common starting date is 09/29/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TRPTX (T. ROWE PRICE RETIREMENT BALANCED I FUND-I CLASS T. ROWE PRICE RETIREMENT BALANCED I FUND-I CLASS) |
1.70%
Nov 2020 – Nov 2023 |
3.05%
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 |
|---|---|---|---|---|
| TRPTX (T. ROWE PRICE RETIREMENT BALANCED I FUND-I CLASS T. ROWE PRICE RETIREMENT BALANCED I FUND-I CLASS) |
12.14%
Dec 2018 – Dec 2021 |
9.08%
Feb 2016 – Feb 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart