Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| PARGX (T. ROWE PRICE RETIREMENT 2005 FUND T. ROWE PRICE RETIREMENT 2005 FUND-ADVISOR CLASS) | 6.38% | 8.26% | 4.49% | 0.27% | 2.86% | 4.20% | NA | 3.45% |
Data as of 07/25/2025, AR inception is 06/04/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PARGX (T. ROWE PRICE RETIREMENT 2005 FUND T. ROWE PRICE RETIREMENT 2005 FUND-ADVISOR CLASS) | 06/04/2007 | 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 (%) | 0.71 | 8.26 | 4.49 | 0.27 | 2.86 | 4.20 | NA | 3.45 | 6.38 | 6.92 | 10.08 | -19.70 | -0.62 | 3.79 | 14.71 | -3.42 | 10.39 | 6.50 | -1.06 | 4.42 | 9.60 | 11.01 | 1.08 | 11.34 | 24.26 | -22.43 | 0.03 |
| Sharpe Ratio | NA | 0.71 | 0.14 | -0.19 | 0.17 | NA | NA | 0.27 | 1.06 | 0.06 | 0.91 | -1.74 | -0.07 | 0.25 | 3.37 | -0.93 | 3.75 | 1.09 | -0.19 | 0.96 | 1.75 | 1.79 | 0.09 | 1.25 | 1.76 | -1.21 | -0.29 |
| Standard Deviation(%) | NA | 7.15 | 8.20 | 9.02 | 8.04 | NA | NA | 9.29 | 8.12 | 5.54 | 6.46 | 12.15 | 9.23 | 14.15 | 3.95 | 5.08 | 2.61 | 5.77 | 5.70 | 4.56 | 5.46 | 6.17 | 11.30 | 8.97 | 13.75 | 19.24 | 9.18 |
| Draw Down(%) | NA | 6.94 | 12.30 | 27.08 | 27.08 | NA | NA | 33.55 | 6.44 | 3.29 | 5.89 | 20.07 | 9.84 | 18.10 | 1.62 | 7.39 | 0.91 | 4.04 | 6.56 | 3.74 | 5.51 | 5.26 | 10.69 | 7.16 | 14.30 | 30.82 | 5.07 |
| Yield(%) | 0.00 | 2.78 | 2.61 | 2.01 | 3.09 | 3.57 | 2.89 | 3.21 | 0.00 | 2.94 | 2.78 | 2.28 | 1.79 | 1.53 | 3.74 | 6.03 | 4.29 | 3.04 | 3.39 | 3.89 | 3.02 | 2.51 | 2.55 | 2.56 | 3.32 | 4.35 | 4.69 |
Data as of 07/25/2025, AR inception is 06/04/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PARGX (T. ROWE PRICE RETIREMENT 2005 FUND T. ROWE PRICE RETIREMENT 2005 FUND-ADVISOR CLASS) |
-6.28%
Nov 2020 - Nov 2023 |
-1.70%
Dec 2017 - Dec 2022 |
1.46%
Oct 2013 - Oct 2023 |
2.61%
Dec 2007 - Dec 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PARGX (T. ROWE PRICE RETIREMENT 2005 FUND T. ROWE PRICE RETIREMENT 2005 FUND-ADVISOR CLASS) |
17.53%
Feb 2009 - Feb 2012 |
13.57%
Feb 2009 - Feb 2014 |
8.67%
Feb 2009 - Feb 2019 |
5.78%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart