Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| PARAX (T. ROWE PRICE RETIREMENT 2010 FUND T. ROWE PRICE RETIREMENT 2010 FUND-ADVISOR CLASS) | 5.64% | 7.85% | 4.40% | -0.17% | 2.44% | 4.59% | 4.16% | 4.61% |
Data as of 07/01/2025, AR inception is 11/28/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PARAX (T. ROWE PRICE RETIREMENT 2010 FUND T. ROWE PRICE RETIREMENT 2010 FUND-ADVISOR CLASS) | 11/28/2003 | 07/01/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.89 | 7.85 | 4.40 | -0.17 | 2.44 | 4.59 | 4.16 | 4.61 | 5.64 | 7.03 | 10.27 | -21.04 | -2.89 | 3.07 | 15.85 | -3.85 | 11.36 | 6.84 | -0.99 | 4.79 | 11.61 | 12.16 | 0.28 | 12.46 | 27.60 | -26.88 | 6.42 | 12.39 | 6.05 | 10.80 | 2.79 |
| Sharpe Ratio | NA | 0.51 | 0.09 | -0.20 | 0.10 | NA | NA | 0.32 | 0.89 | 0.07 | 0.92 | -1.67 | -0.24 | 0.18 | 3.21 | -0.89 | 3.74 | 1.02 | -0.15 | 0.93 | 1.88 | 1.67 | 0.02 | 1.15 | 1.69 | -1.20 | 0.36 | 1.04 | 0.58 | 1.27 | 5.10 |
| Standard Deviation(%) | NA | 7.86 | 9.03 | 10.35 | 9.14 | NA | NA | 10.43 | 9.35 | 5.87 | 6.63 | 13.50 | 11.89 | 16.00 | 4.50 | 5.80 | 2.88 | 6.52 | 6.59 | 5.15 | 6.15 | 7.29 | 13.47 | 10.77 | 16.26 | 23.11 | 9.54 | 8.78 | 6.74 | 7.74 | 7.14 |
| Draw Down(%) | NA | 7.84 | 13.68 | 30.50 | 30.50 | NA | NA | 39.01 | 7.09 | 3.75 | 6.17 | 21.45 | 12.53 | 19.60 | 1.94 | 8.32 | 0.89 | 4.76 | 7.21 | 4.26 | 5.79 | 6.23 | 12.63 | 8.76 | 16.39 | 35.79 | 6.25 | 6.42 | 4.87 | 5.75 | 1.10 |
| Yield(%) | 0.00 | 2.77 | 2.52 | 1.93 | 3.46 | 4.32 | 4.03 | 4.40 | 0.00 | 2.92 | 2.61 | 2.13 | 1.71 | 1.50 | 4.76 | 7.31 | 6.02 | 4.07 | 3.79 | 5.21 | 3.49 | 2.47 | 2.34 | 2.49 | 3.08 | 3.92 | 4.29 | 3.67 | 2.35 | 2.09 | 0.00 |
Data as of 07/01/2025, AR inception is 11/28/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PARAX (T. ROWE PRICE RETIREMENT 2010 FUND T. ROWE PRICE RETIREMENT 2010 FUND-ADVISOR CLASS) |
-8.45%
Feb 2006 - Feb 2009 |
-2.52%
Dec 2017 - Dec 2022 |
1.24%
Oct 2013 - Oct 2023 |
2.42%
Dec 2007 - Dec 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PARAX (T. ROWE PRICE RETIREMENT 2010 FUND T. ROWE PRICE RETIREMENT 2010 FUND-ADVISOR CLASS) |
19.49%
Feb 2009 - Feb 2012 |
15.17%
Feb 2009 - Feb 2014 |
9.62%
Feb 2009 - Feb 2019 |
6.12%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart