Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| PARDX (T. ROWE PRICE RETIREMENT 2040 FUND T. ROWE PRICE RETIREMENT 2040 FUND-ADVISOR CLASS) | 8.22% | 11.70% | 9.56% | 5.79% | 6.36% | 8.93% | 6.87% | 7.42% |
Data as of 07/02/2025, AR inception is 11/28/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PARDX (T. ROWE PRICE RETIREMENT 2040 FUND T. ROWE PRICE RETIREMENT 2040 FUND-ADVISOR CLASS) | 11/28/2003 | 07/02/2025 |
| 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 (%) | 1.94 | 11.70 | 9.56 | 5.79 | 6.36 | 8.93 | 6.87 | 7.42 | 8.22 | 10.56 | 14.50 | -24.66 | 8.08 | 12.99 | 24.39 | -7.59 | 21.68 | 7.41 | -0.11 | 5.88 | 25.61 | 17.29 | -3.69 | 16.13 | 38.79 | -39.02 | 6.53 | 15.91 | 7.83 | 13.82 | 4.14 |
| Sharpe Ratio | NA | 0.53 | 0.37 | 0.28 | 0.31 | NA | NA | 0.36 | 0.71 | 0.38 | 0.90 | -1.25 | 0.64 | 0.47 | 2.35 | -0.71 | 3.61 | 0.55 | -0.01 | 0.56 | 2.43 | 1.36 | -0.16 | 0.90 | 1.53 | -1.10 | 0.25 | 1.17 | 0.62 | 1.22 | 6.97 |
| Standard Deviation(%) | NA | 15.00 | 14.41 | 14.94 | 15.21 | NA | NA | 16.78 | 18.14 | 10.43 | 11.55 | 20.93 | 12.61 | 27.00 | 9.80 | 12.65 | 5.86 | 13.08 | 13.09 | 10.40 | 10.51 | 12.75 | 23.40 | 17.84 | 25.25 | 36.06 | 14.06 | 10.88 | 9.13 | 10.57 | 8.39 |
| Draw Down(%) | NA | 14.04 | 15.06 | 32.51 | 32.51 | NA | NA | 53.72 | 14.04 | 6.74 | 9.98 | 25.74 | 10.99 | 31.47 | 5.08 | 16.78 | 1.81 | 11.23 | 12.62 | 8.13 | 7.22 | 10.97 | 21.13 | 14.67 | 23.22 | 49.63 | 9.54 | 9.49 | 6.48 | 7.45 | 0.89 |
| Yield(%) | 0.00 | 2.10 | 1.64 | 1.25 | 3.51 | 5.14 | 4.23 | 4.81 | 0.00 | 2.31 | 1.47 | 0.90 | 0.53 | 0.74 | 6.92 | 7.81 | 4.39 | 4.72 | 5.52 | 3.78 | 2.94 | 2.13 | 1.14 | 1.24 | 2.07 | 3.28 | 4.12 | 2.86 | 1.61 | 1.51 | 0.00 |
Data as of 07/02/2025, 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 |
|---|---|---|---|---|
| PARDX (T. ROWE PRICE RETIREMENT 2040 FUND T. ROWE PRICE RETIREMENT 2040 FUND-ADVISOR CLASS) |
-14.47%
Feb 2006 - Feb 2009 |
-5.06%
Feb 2004 - Feb 2009 |
4.81%
Oct 2013 - Oct 2023 |
4.61%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PARDX (T. ROWE PRICE RETIREMENT 2040 FUND T. ROWE PRICE RETIREMENT 2040 FUND-ADVISOR CLASS) |
25.96%
Feb 2009 - Feb 2012 |
22.00%
Feb 2009 - Feb 2014 |
14.11%
Feb 2009 - Feb 2019 |
10.74%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart