Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TRSJX (T. Rowe Price Retirement 2065 Fund) | 8.46% | 22.34% | 17.75% | 8.52% | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 10/16/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TRSJX (T. Rowe Price Retirement 2065 Fund) | 10/16/2020 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.49 | 22.34 | 17.75 | 8.52 | NA | NA | NA | … | … | 8.46 | 18.94 | 14.24 | 20.87 | -19.23 | 18.26 | 11.80 |
| Sharpe Ratio | NA | 1.98 | 1.19 | 0.44 | NA | NA | NA | … | … | 1.84 | 1.02 | 0.94 | 1.44 | -0.97 | 1.49 | 4.67 |
| Standard Deviation(%) | NA | 12.02 | 13.42 | 15.15 | NA | NA | NA | … | … | 14.80 | 15.79 | 11.34 | 12.07 | 21.39 | 12.22 | 15.35 |
| Draw Down(%) | NA | 9.88 | 15.61 | 28.08 | NA | NA | NA | … | … | 9.88 | 15.61 | 7.62 | 10.44 | 26.27 | 6.68 | 5.42 |
| Yield(%) | 0.00 | 3.76 | 3.36 | 2.99 | 2.00 | 1.33 | 1.00 | … | … | 0.00 | 3.97 | 2.13 | 3.28 | 2.91 | 3.83 | 1.31 |
Data as of 06/05/2026, Common starting date is 10/16/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TRSJX (T. Rowe Price Retirement 2065 Fund) |
2.87%
Apr 2021 – Apr 2024 |
7.87%
Mar 2021 – Mar 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TRSJX (T. Rowe Price Retirement 2065 Fund) |
20.23%
Sep 2022 – Sep 2025 |
10.31%
Nov 2020 – Nov 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart