Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PAZLX (T. Rowe Price Target 2065 Fund Advisor Class) | 9.48% | 22.10% | 17.30% | 8.34% | NA | NA | NA | … | … |
Data as of 06/11/2026, Common starting date is 10/16/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PAZLX (T. Rowe Price Target 2065 Fund Advisor Class) | 10/16/2020 | 06/11/2026 |
| 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 (%) | -1.76 | 22.10 | 17.30 | 8.34 | NA | NA | NA | … | … | 9.48 | 18.52 | 14.04 | 20.53 | -19.48 | 17.87 | 11.75 |
| Sharpe Ratio | NA | 1.56 | 1.05 | 0.37 | NA | NA | NA | … | … | 1.18 | 0.99 | 0.92 | 1.42 | -0.98 | 1.45 | 4.63 |
| Standard Deviation(%) | NA | 12.42 | 13.46 | 15.18 | NA | NA | NA | … | … | 15.22 | 15.81 | 11.28 | 11.98 | 21.37 | 12.27 | 15.38 |
| Draw Down(%) | NA | 9.89 | 15.69 | 28.23 | NA | NA | NA | … | … | 9.89 | 15.69 | 7.59 | 10.51 | 26.45 | 6.56 | 5.42 |
| Yield(%) | 0.00 | 3.94 | 3.20 | 2.76 | 1.86 | 1.24 | 0.93 | … | … | 0.00 | 4.19 | 2.01 | 2.74 | 2.59 | 3.24 | 1.36 |
Data as of 06/11/2026, 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 |
|---|---|---|---|---|
| PAZLX (T. Rowe Price Target 2065 Fund Advisor Class) |
2.58%
Apr 2021 – Apr 2024 |
7.56%
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 |
|---|---|---|---|---|
| PAZLX (T. Rowe Price Target 2065 Fund Advisor Class) |
19.93%
Sep 2022 – Sep 2025 |
9.99%
Nov 2020 – Nov 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart