Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PASUX (T. Rowe Price Retirement 2065 Fund Advisor Class) | 10.97% | 25.19% | 18.41% | 8.94% | NA | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 10/16/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PASUX (T. Rowe Price Retirement 2065 Fund Advisor Class) | 10/16/2020 | 06/03/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.31 | 25.19 | 18.41 | 8.94 | NA | NA | NA | … | … | 10.97 | 18.64 | 14.04 | 20.49 | -19.40 | 17.93 | 11.70 |
| Sharpe Ratio | NA | 1.95 | 1.16 | 0.42 | NA | NA | NA | … | … | 1.80 | 1.00 | 0.92 | 1.42 | -0.98 | 1.46 | 4.63 |
| Standard Deviation(%) | NA | 12.05 | 13.45 | 15.18 | NA | NA | NA | … | … | 14.80 | 15.86 | 11.38 | 12.00 | 21.44 | 12.25 | 15.30 |
| Draw Down(%) | NA | 9.89 | 15.70 | 28.23 | NA | NA | NA | … | … | 9.89 | 15.70 | 7.66 | 10.48 | 26.40 | 6.70 | 5.42 |
| Yield(%) | 0.00 | 3.63 | 3.19 | 2.89 | 1.91 | 1.27 | 0.95 | … | … | 0.00 | 3.82 | 1.95 | 3.16 | 2.86 | 3.69 | 1.21 |
Data as of 06/03/2026, Common starting date is 10/16/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PASUX (T. Rowe Price Retirement 2065 Fund Advisor Class) |
2.61%
Apr 2021 – Apr 2024 |
7.59%
Mar 2021 – Mar 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PASUX (T. Rowe Price Retirement 2065 Fund Advisor Class) |
19.91%
Sep 2022 – Sep 2025 |
10.00%
Nov 2020 – Nov 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart