Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PARIX (T. ROWE PRICE RETIREMENT BALANCED FUND T. ROWE PRICE RETIREMENT BALANCED FUND-ADVISOR CLASS) | 4.99% | 12.31% | 10.06% | 0.96% | 3.64% | 3.94% | 4.21% | … | … |
Data as of 06/04/2026, Common starting date is 11/28/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PARIX (T. ROWE PRICE RETIREMENT BALANCED FUND T. ROWE PRICE RETIREMENT BALANCED FUND-ADVISOR CLASS) | 11/28/2003 | 06/04/2026 |
| 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 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.07 | 12.31 | 10.06 | 0.96 | 3.64 | 3.94 | 4.21 | … | … | 4.99 | 10.93 | 7.67 | 11.16 | -18.87 | -1.95 | 3.29 | 15.10 | -3.55 | 10.10 | 6.23 | -0.91 | 3.60 | 8.96 | 9.39 | 1.11 | 9.68 | 21.87 | -18.56 | 5.86 | 9.72 | 4.64 | 7.25 | 2.27 |
| Sharpe Ratio | NA | 1.84 | 1.14 | -0.17 | 0.25 | NA | NA | … | … | 1.45 | 1.22 | 0.75 | 1.24 | -1.74 | -0.18 | 0.20 | 2.98 | -0.88 | 3.44 | 1.02 | -0.16 | 0.81 | 1.71 | 1.60 | 0.11 | 1.24 | 1.89 | -1.23 | 0.43 | 1.23 | 0.51 | 1.20 | 6.74 |
| Standard Deviation(%) | NA | 5.52 | 6.19 | 8.63 | 8.38 | NA | NA | … | … | 6.88 | 6.62 | 5.42 | 6.09 | 11.73 | 10.91 | 15.42 | 4.57 | 5.60 | 2.76 | 5.93 | 5.82 | 4.42 | 5.23 | 5.87 | 10.19 | 7.72 | 11.52 | 15.79 | 6.32 | 5.14 | 4.71 | 5.22 | 4.26 |
| Draw Down(%) | NA | 4.79 | 6.14 | 28.11 | 28.11 | NA | NA | … | … | 4.79 | 6.14 | 3.48 | 5.65 | 19.86 | 12.52 | 18.64 | 1.95 | 8.21 | 0.88 | 4.23 | 6.49 | 3.67 | 5.11 | 4.94 | 9.59 | 6.21 | 11.82 | 26.50 | 3.89 | 4.07 | 3.33 | 4.29 | 0.43 |
| Yield(%) | 0.00 | 4.77 | 4.47 | 2.87 | 3.54 | 3.50 | 3.69 | … | … | 0.55 | 5.07 | 3.81 | 4.14 | 2.49 | 2.00 | 1.43 | 3.50 | 6.11 | 5.06 | 3.28 | 3.06 | 3.26 | 2.85 | 1.63 | 2.42 | 2.18 | 3.07 | 4.17 | 4.50 | 4.16 | 2.94 | 2.37 | 0.00 |
Data as of 06/04/2026, Common starting date is 11/28/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PARIX (T. ROWE PRICE RETIREMENT BALANCED FUND T. ROWE PRICE RETIREMENT BALANCED FUND-ADVISOR CLASS) |
-6.74%
Nov 2020 – Nov 2023 |
-1.82%
Dec 2017 – Dec 2022 |
1.25%
Oct 2013 – Oct 2023 |
2.45%
Dec 2007 – Dec 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PARIX (T. ROWE PRICE RETIREMENT BALANCED FUND T. ROWE PRICE RETIREMENT BALANCED FUND-ADVISOR CLASS) |
15.30%
Feb 2009 – Feb 2012 |
11.88%
Feb 2009 – Feb 2014 |
7.77%
Feb 2009 – Feb 2019 |
5.47%
Nov 2005 – Nov 2020 |
Annualized Rolling Returns Comparison Chart