Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| PARFX (T. ROWE PRICE RETIREMENT 2050 FUND T. ROWE PRICE RETIREMENT 2050 FUND-ADVISOR CLASS) | 10.61% | 14.95% | 10.79% | 6.78% | 7.41% | 8.96% | NA | 6.91% |
Data as of 07/25/2025, AR inception is 01/08/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PARFX (T. ROWE PRICE RETIREMENT 2050 FUND T. ROWE PRICE RETIREMENT 2050 FUND-ADVISOR CLASS) | 01/08/2007 | 07/25/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.52 | 14.95 | 10.79 | 6.78 | 7.41 | 8.96 | NA | 6.91 | 10.61 | 12.00 | 16.76 | -24.40 | 9.98 | 14.11 | 25.10 | -7.84 | 22.09 | 7.45 | -0.04 | 5.92 | 25.59 | 17.21 | -3.68 | 16.09 | 38.72 | -39.03 | 6.94 |
| Sharpe Ratio | NA | 0.72 | 0.49 | 0.31 | 0.37 | NA | NA | 0.32 | 0.89 | 0.48 | 1.04 | -1.18 | 0.78 | 0.49 | 2.33 | -0.70 | 3.58 | 0.55 | -0.01 | 0.57 | 2.42 | 1.35 | -0.16 | 0.90 | 1.53 | -1.10 | 0.29 |
| Standard Deviation(%) | NA | 16.37 | 15.13 | 15.65 | 15.86 | NA | NA | 17.95 | 18.86 | 11.24 | 12.08 | 21.85 | 12.84 | 28.32 | 10.19 | 13.06 | 6.02 | 13.26 | 13.07 | 10.37 | 10.54 | 12.80 | 23.16 | 17.81 | 25.32 | 36.21 | 14.23 |
| Draw Down(%) | NA | 15.48 | 15.48 | 32.52 | 32.52 | NA | NA | 53.68 | 15.48 | 7.57 | 10.46 | 26.30 | 10.44 | 32.52 | 5.41 | 17.23 | 1.86 | 11.31 | 12.62 | 8.11 | 7.17 | 10.96 | 20.99 | 14.69 | 23.14 | 49.67 | 9.58 |
| Yield(%) | 0.00 | 1.73 | 1.34 | 1.07 | 3.28 | 4.44 | 3.12 | 3.47 | 0.00 | 1.90 | 1.32 | 0.67 | 0.49 | 0.70 | 6.58 | 7.08 | 4.06 | 4.38 | 4.92 | 3.34 | 3.01 | 2.08 | 1.54 | 1.29 | 1.75 | 1.93 | 1.91 |
Data as of 07/25/2025, AR inception is 01/08/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PARFX (T. ROWE PRICE RETIREMENT 2050 FUND T. ROWE PRICE RETIREMENT 2050 FUND-ADVISOR CLASS) |
-7.95%
Jun 2007 - Jun 2010 |
-0.84%
May 2007 - May 2012 |
5.28%
Oct 2013 - Oct 2023 |
4.78%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PARFX (T. ROWE PRICE RETIREMENT 2050 FUND T. ROWE PRICE RETIREMENT 2050 FUND-ADVISOR CLASS) |
25.94%
Feb 2009 - Feb 2012 |
22.01%
Feb 2009 - Feb 2014 |
14.17%
Feb 2009 - Feb 2019 |
11.21%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart