Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| PARIX (T. ROWE PRICE RETIREMENT BALANCED FUND T. ROWE PRICE RETIREMENT BALANCED FUND-ADVISOR CLASS) | 5.35% | 7.20% | 4.61% | 0.18% | 2.59% | 4.05% | 3.88% | 4.19% |
Data as of 07/03/2025, AR inception 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 | 07/03/2025 |
| 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 (%) | 0.65 | 7.20 | 4.61 | 0.18 | 2.59 | 4.05 | 3.88 | 4.19 | 5.35 | 6.88 | 9.85 | -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 | 0.53 | 0.12 | -0.16 | 0.12 | NA | NA | 0.35 | 0.86 | 0.05 | 0.92 | -1.73 | -0.18 | 0.20 | 2.99 | -0.87 | 3.45 | 1.02 | -0.16 | 0.81 | 1.71 | 1.60 | 0.11 | 1.24 | 1.89 | -1.23 | 0.46 | 1.26 | 0.52 | 1.21 | 6.74 |
| Standard Deviation(%) | NA | 7.21 | 8.07 | 9.40 | 8.46 | NA | NA | 8.26 | 8.35 | 5.58 | 6.12 | 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 | 6.61 | 12.64 | 28.11 | 28.11 | NA | NA | 28.11 | 6.14 | 3.84 | 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 | 2.72 | 2.86 | 2.10 | 3.17 | 3.56 | 3.56 | 3.80 | 0.58 | 3.03 | 2.88 | 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 07/03/2025, 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 |
|---|---|---|---|---|
| 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