Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TRRJX (T. ROWE PRICE RETIREMENT 2035 FUND T. ROWE PRICE RETIREMENT 2035 FUND) | 6.67% | 18.16% | 14.95% | 6.98% | 10.16% | 9.62% | 8.20% | … | … |
Data as of 06/05/2026, Common starting date is 03/17/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TRRJX (T. ROWE PRICE RETIREMENT 2035 FUND T. ROWE PRICE RETIREMENT 2035 FUND) | 03/17/2004 | 06/05/2026 |
| 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 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.97 | 18.16 | 14.95 | 6.98 | 10.16 | 9.62 | 8.20 | … | … | 6.67 | 16.13 | 11.99 | 18.14 | -17.95 | 15.21 | 17.12 | 23.72 | -6.95 | 20.88 | 7.64 | 0.13 | 6.07 | 24.86 | 17.35 | -3.26 | 16.34 | 39.05 | -38.88 | 6.81 | 16.11 | 8.05 | 12.11 |
| Sharpe Ratio | NA | 1.95 | 1.18 | 0.39 | 0.66 | NA | NA | … | … | 1.72 | 1.06 | 0.90 | 1.43 | -1.06 | 1.44 | 0.67 | 2.43 | -0.70 | 3.68 | 0.61 | 0.01 | 0.61 | 2.44 | 1.40 | -0.14 | 0.91 | 1.54 | -1.10 | 0.26 | 1.18 | 0.63 | 1.38 |
| Standard Deviation(%) | NA | 9.63 | 10.90 | 12.62 | 13.46 | NA | NA | … | … | 11.92 | 12.55 | 9.35 | 10.21 | 18.27 | 10.53 | 25.18 | 9.15 | 11.87 | 5.51 | 12.22 | 12.33 | 9.85 | 10.17 | 12.44 | 23.00 | 17.86 | 25.21 | 36.24 | 14.19 | 10.83 | 9.12 | 10.45 |
| Draw Down(%) | NA | 8.06 | 12.52 | 25.85 | 30.10 | NA | NA | … | … | 8.06 | 12.52 | 5.84 | 9.33 | 24.30 | 5.52 | 30.10 | 4.71 | 15.69 | 1.66 | 10.51 | 12.02 | 7.66 | 7.08 | 10.63 | 20.71 | 14.57 | 23.15 | 49.59 | 9.57 | 9.47 | 6.43 | 7.13 |
| Yield(%) | 0.00 | 4.88 | 4.48 | 4.86 | 6.52 | 6.87 | 6.10 | … | … | 0.00 | 5.13 | 2.60 | 5.28 | 7.24 | 7.47 | 5.32 | 6.65 | 7.33 | 4.42 | 4.56 | 5.28 | 3.78 | 3.08 | 2.62 | 1.38 | 1.48 | 2.23 | 3.44 | 4.17 | 2.80 | 1.65 | 1.12 |
Data as of 06/05/2026, Common starting date is 03/17/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TRRJX (T. ROWE PRICE RETIREMENT 2035 FUND T. ROWE PRICE RETIREMENT 2035 FUND) |
-14.31%
Feb 2006 – Feb 2009 |
-0.61%
Apr 2004 – Apr 2009 |
5.32%
Feb 2006 – Feb 2016 |
5.48%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TRRJX (T. ROWE PRICE RETIREMENT 2035 FUND T. ROWE PRICE RETIREMENT 2035 FUND) |
26.27%
Feb 2009 – Feb 2012 |
22.09%
Feb 2009 – Feb 2014 |
14.17%
Feb 2009 – Feb 2019 |
12.35%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart