Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| RRTDX (T. ROWE PRICE RETIREMENT 2040 FUND T. ROWE PRICE RETIREMENT 2040 FUND-R CLASS) | 6.88% | 10.50% | 8.17% | 5.90% | 5.81% | 8.22% | 6.60% | 7.09% |
Data as of 06/26/2025, AR inception is 11/28/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RRTDX (T. ROWE PRICE RETIREMENT 2040 FUND T. ROWE PRICE RETIREMENT 2040 FUND-R CLASS) | 11/28/2003 | 06/26/2025 |
| 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 (%) | 2.28 | 10.50 | 8.17 | 5.90 | 5.81 | 8.22 | 6.60 | 7.09 | 6.88 | 10.53 | 14.14 | -24.89 | 7.72 | 12.71 | 24.06 | -7.82 | 21.37 | 7.18 | -0.41 | 5.65 | 25.31 | 17.00 | -3.99 | 15.92 | 38.44 | -39.18 | 6.27 | 15.54 | 7.64 | 13.66 | 4.21 |
| Sharpe Ratio | NA | 0.32 | 0.39 | 0.20 | 0.27 | NA | NA | 0.34 | 0.37 | 0.38 | 0.86 | -1.26 | 0.61 | 0.46 | 2.32 | -0.72 | 3.55 | 0.53 | -0.03 | 0.54 | 2.39 | 1.34 | -0.17 | 0.89 | 1.52 | -1.11 | 0.23 | 1.15 | 0.60 | 1.20 | 7.05 |
| Standard Deviation(%) | NA | 14.97 | 14.52 | 15.01 | 15.21 | NA | NA | 16.78 | 18.44 | 10.42 | 11.54 | 20.95 | 12.62 | 26.99 | 9.78 | 12.65 | 5.86 | 13.10 | 13.07 | 10.42 | 10.56 | 12.76 | 23.33 | 17.83 | 25.23 | 36.09 | 14.16 | 10.76 | 9.09 | 10.56 | 8.48 |
| Draw Down(%) | NA | 14.08 | 15.12 | 32.71 | 32.71 | NA | NA | 53.87 | 14.08 | 6.77 | 10.00 | 25.87 | 11.07 | 31.48 | 5.12 | 16.98 | 1.79 | 11.21 | 12.70 | 8.15 | 7.21 | 11.07 | 21.18 | 14.67 | 23.19 | 49.76 | 9.57 | 9.51 | 6.48 | 7.52 | 0.82 |
| Yield(%) | 0.00 | 1.89 | 1.38 | 1.06 | 3.23 | 4.55 | 3.97 | 4.45 | 0.00 | 2.07 | 1.22 | 0.75 | 0.30 | 0.60 | 6.66 | 7.60 | 4.15 | 4.47 | 5.29 | 3.53 | 2.70 | 1.89 | 0.92 | 1.05 | 1.81 | 3.13 | 3.96 | 2.74 | 1.41 | 1.37 | 0.00 |
Data as of 06/26/2025, 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 |
|---|---|---|---|---|
| RRTDX (T. ROWE PRICE RETIREMENT 2040 FUND T. ROWE PRICE RETIREMENT 2040 FUND-R CLASS) |
-14.68%
Feb 2006 - Feb 2009 |
-5.28%
Feb 2004 - Feb 2009 |
4.53%
Oct 2013 - Oct 2023 |
4.34%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RRTDX (T. ROWE PRICE RETIREMENT 2040 FUND T. ROWE PRICE RETIREMENT 2040 FUND-R CLASS) |
25.63%
Feb 2009 - Feb 2012 |
21.70%
Feb 2009 - Feb 2014 |
13.82%
Feb 2009 - Feb 2019 |
10.45%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart