Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PAHHX (T. ROWE PRICE TARGET 2040 FUND T. ROWE PRICE TARGET 2040 FUND-ADVISOR CLASS) | 8.72% | 19.87% | 15.12% | 6.85% | 9.58% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 08/23/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PAHHX (T. ROWE PRICE TARGET 2040 FUND T. ROWE PRICE TARGET 2040 FUND-ADVISOR CLASS) | 08/23/2013 | 06/04/2026 |
| 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 (%) | 0.21 | 19.87 | 15.12 | 6.85 | 9.58 | NA | NA | … | … | 8.72 | 9.76 | 11.37 | 17.26 | -18.08 | 13.74 | 16.17 | 21.98 | -6.67 | 19.12 | 7.12 | -0.13 | 7.67 | 10.20 |
| Sharpe Ratio | NA | 1.93 | 1.16 | 0.36 | 0.63 | NA | NA | … | … | 1.71 | 0.53 | 0.86 | 1.39 | -1.11 | 1.38 | 0.68 | 2.50 | -0.75 | 3.65 | 0.61 | -0.01 | 0.82 | 3.75 |
| Standard Deviation(%) | NA | 9.25 | 10.52 | 12.17 | 12.65 | NA | NA | … | … | 11.45 | 13.26 | 9.04 | 9.86 | 17.69 | 9.93 | 23.23 | 8.20 | 10.71 | 5.08 | 11.25 | 11.18 | 9.33 | 8.44 |
| Draw Down(%) | NA | 7.73 | 12.03 | 25.80 | 28.58 | NA | NA | … | … | 7.73 | 12.03 | 5.64 | 9.04 | 24.18 | 5.37 | 28.58 | 4.10 | 14.58 | 1.48 | 9.61 | 11.16 | 7.14 | 2.66 |
| Yield(%) | 0.00 | 6.17 | 4.60 | 3.89 | 5.07 | 4.44 | 3.33 | … | … | 0.00 | 6.47 | 3.37 | 3.04 | 4.53 | 3.72 | 3.20 | 4.95 | 4.80 | 3.89 | 3.80 | 3.78 | 4.04 | 1.04 |
Data as of 06/04/2026, 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 |
|---|---|---|---|---|
| PAHHX (T. ROWE PRICE TARGET 2040 FUND T. ROWE PRICE TARGET 2040 FUND-ADVISOR CLASS) |
1.41%
Apr 2021 – Apr 2024 |
3.05%
Mar 2015 – Mar 2020 |
6.19%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PAHHX (T. ROWE PRICE TARGET 2040 FUND T. ROWE PRICE TARGET 2040 FUND-ADVISOR CLASS) |
17.25%
Dec 2018 – Dec 2021 |
12.78%
Feb 2016 – Feb 2021 |
10.13%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart