Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| RRTCX (T. ROWE PRICE RETIREMENT 2030 FUND T. ROWE PRICE RETIREMENT 2030 FUND- R CLASS) | 5.22% | 6.95% | 4.40% | 2.47% | 4.11% | 6.79% | 5.62% | 6.16% |
Data as of 06/25/2025, AR inception is 11/28/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RRTCX (T. ROWE PRICE RETIREMENT 2030 FUND T. ROWE PRICE RETIREMENT 2030 FUND- R CLASS) | 11/28/2003 | 06/25/2025 |
| 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 (%) | 0.96 | 6.95 | 4.40 | 2.47 | 4.11 | 6.79 | 5.62 | 6.16 | 5.22 | 8.81 | 10.92 | -25.09 | 3.99 | 10.34 | 21.91 | -6.82 | 18.84 | 7.15 | -0.51 | 5.55 | 22.40 | 16.29 | -3.20 | 15.43 | 37.42 | -38.15 | 6.27 | 15.51 | 7.62 | 13.71 | 4.15 |
| Sharpe Ratio | NA | 0.23 | 0.15 | 0.01 | 0.20 | NA | NA | 0.31 | 0.42 | 0.27 | 0.70 | -1.45 | 0.34 | 0.43 | 2.47 | -0.75 | 3.58 | 0.61 | -0.05 | 0.60 | 2.31 | 1.40 | -0.15 | 0.91 | 1.54 | -1.12 | 0.24 | 1.14 | 0.60 | 1.21 | 6.97 |
| Standard Deviation(%) | NA | 11.20 | 12.29 | 12.77 | 13.09 | NA | NA | 15.43 | 13.67 | 8.11 | 9.63 | 18.33 | 11.59 | 23.65 | 8.31 | 10.83 | 5.10 | 11.42 | 11.42 | 9.21 | 9.68 | 11.70 | 21.76 | 16.82 | 24.23 | 34.72 | 13.82 | 10.79 | 9.07 | 10.52 | 8.42 |
| Draw Down(%) | NA | 11.32 | 16.31 | 32.87 | 32.87 | NA | NA | 52.65 | 10.54 | 4.80 | 8.46 | 25.69 | 11.10 | 28.54 | 4.19 | 14.81 | 1.55 | 9.63 | 11.41 | 7.25 | 6.97 | 10.12 | 19.85 | 13.84 | 22.50 | 48.57 | 9.34 | 9.35 | 6.45 | 7.48 | 0.82 |
| Yield(%) | 0.00 | 1.74 | 1.52 | 1.22 | 3.10 | 4.30 | 3.85 | 4.32 | 0.00 | 1.88 | 1.67 | 1.06 | 0.62 | 0.90 | 5.84 | 7.17 | 3.88 | 4.01 | 4.71 | 3.80 | 3.04 | 1.93 | 1.16 | 1.25 | 1.90 | 3.31 | 3.90 | 3.06 | 1.49 | 1.66 | 0.00 |
Data as of 06/25/2025, 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 |
|---|---|---|---|---|
| RRTCX (T. ROWE PRICE RETIREMENT 2030 FUND T. ROWE PRICE RETIREMENT 2030 FUND- R CLASS) |
-14.07%
Feb 2006 - Feb 2009 |
-4.86%
Feb 2004 - Feb 2009 |
3.41%
Oct 2013 - Oct 2023 |
3.86%
Dec 2007 - Dec 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RRTCX (T. ROWE PRICE RETIREMENT 2030 FUND T. ROWE PRICE RETIREMENT 2030 FUND- R CLASS) |
25.03%
Feb 2009 - Feb 2012 |
20.77%
Feb 2009 - Feb 2014 |
13.12%
Feb 2009 - Feb 2019 |
9.23%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart