Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PAKRX (T. ROWE PRICE TARGET 2030 FUND T. ROWE PRICE TARGET 2030 FUND-ADVISOR CLASS) | 5.80% | 13.47% | 11.49% | 5.14% | 8.02% | NA | NA | … | … |
Data as of 06/12/2026, Common starting date is 08/23/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PAKRX (T. ROWE PRICE TARGET 2030 FUND T. ROWE PRICE TARGET 2030 FUND-ADVISOR CLASS) | 08/23/2013 | 06/12/2026 |
| 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 (%) | 0.97 | 13.47 | 11.49 | 5.14 | 8.02 | NA | NA | … | … | 5.80 | 12.49 | 9.18 | 13.85 | -15.44 | 11.09 | 13.88 | 19.11 | -5.47 | 15.99 | 6.84 | -0.33 | 7.13 | 8.77 |
| Sharpe Ratio | NA | 1.53 | 1.06 | 0.29 | 0.63 | NA | NA | … | … | 1.26 | 1.13 | 0.82 | 1.36 | -1.27 | 1.45 | 0.71 | 2.66 | -0.79 | 3.67 | 0.71 | -0.04 | 0.90 | 3.70 |
| Standard Deviation(%) | NA | 7.08 | 7.78 | 9.11 | 9.93 | NA | NA | … | … | 8.67 | 8.53 | 6.75 | 7.57 | 13.36 | 7.61 | 19.03 | 6.62 | 8.67 | 4.20 | 9.37 | 9.42 | 7.87 | 7.25 |
| Draw Down(%) | NA | 5.65 | 8.41 | 21.65 | 24.66 | NA | NA | … | … | 5.65 | 8.41 | 3.75 | 7.09 | 20.44 | 4.01 | 24.66 | 3.18 | 12.07 | 1.20 | 7.77 | 9.66 | 6.06 | 2.20 |
| Yield(%) | 0.00 | 7.17 | 5.47 | 4.44 | 5.16 | 4.34 | 3.25 | … | … | 0.00 | 7.52 | 4.54 | 3.89 | 4.91 | 3.82 | 3.29 | 4.16 | 4.72 | 3.48 | 3.27 | 3.04 | 3.90 | 0.90 |
Data as of 06/12/2026, 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 |
|---|---|---|---|---|
| PAKRX (T. ROWE PRICE TARGET 2030 FUND T. ROWE PRICE TARGET 2030 FUND-ADVISOR CLASS) |
0.88%
Apr 2021 – Apr 2024 |
2.91%
Mar 2015 – Mar 2020 |
5.38%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PAKRX (T. ROWE PRICE TARGET 2030 FUND T. ROWE PRICE TARGET 2030 FUND-ADVISOR CLASS) |
14.64%
Dec 2018 – Dec 2021 |
11.00%
Feb 2016 – Feb 2021 |
8.47%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart