Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| RPFDX (T. Rowe Price Target 2065 Fund I Class) | 9.14% | 10.79% | 15.33% | NA | NA | NA | NA | 12.81% |
Data as of 07/11/2025, AR inception is 10/16/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RPFDX (T. Rowe Price Target 2065 Fund I Class) | 10/16/2020 | 07/11/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.43 | 10.79 | 15.33 | NA | NA | NA | NA | 12.81 | 9.14 | 14.52 | 21.04 | -19.29 | 18.59 | 11.86 |
| Sharpe Ratio | NA | 0.45 | 0.80 | NA | NA | NA | NA | 0.56 | 0.78 | 0.96 | 1.47 | -0.97 | 1.51 | 4.73 |
| Standard Deviation(%) | NA | 16.76 | 15.05 | NA | NA | NA | NA | 15.46 | 19.69 | 11.34 | 11.97 | 21.37 | 12.31 | 15.22 |
| Draw Down(%) | NA | 15.68 | 15.68 | NA | NA | NA | NA | 27.98 | 15.68 | 7.60 | 10.35 | 26.19 | 6.60 | 5.42 |
| Yield(%) | 0.00 | 2.60 | 3.50 | 3.28 | 1.64 | 1.09 | 0.82 | 4.11 | 0.00 | 2.96 | 3.37 | 3.04 | 4.04 | 1.46 |
Data as of 07/11/2025, AR inception is 10/16/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RPFDX (T. Rowe Price Target 2065 Fund I Class) |
3.02%
Apr 2021 - Apr 2024 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RPFDX (T. Rowe Price Target 2065 Fund I Class) |
15.26%
Jun 2022 - Jun 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart