Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RRTLX (T. ROWE PRICE RETIREMENT 2005 FUND T. ROWE PRICE RETIREMENT 2005 FUND-R CLASS) | 3.79% | 11.00% | 9.54% | 0.80% | 3.42% | 3.91% | NA | … | … |
Data as of 06/05/2026, Common starting date is 06/04/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RRTLX (T. ROWE PRICE RETIREMENT 2005 FUND T. ROWE PRICE RETIREMENT 2005 FUND-R CLASS) | 06/04/2007 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.20 | 11.00 | 9.54 | 0.80 | 3.42 | 3.91 | NA | … | … | 3.79 | 10.67 | 7.64 | 11.24 | -19.70 | -0.90 | 3.55 | 14.45 | -3.62 | 10.01 | 6.24 | -1.21 | 4.10 | 9.25 | 10.82 | 0.90 | 11.42 | 23.91 | -22.59 | -0.14 |
| Sharpe Ratio | NA | 1.84 | 1.12 | -0.17 | 0.25 | NA | NA | … | … | 1.51 | 1.16 | 0.73 | 1.23 | -1.75 | -0.10 | 0.23 | 3.26 | -0.99 | 3.58 | 1.06 | -0.21 | 0.90 | 1.71 | 1.76 | 0.08 | 1.26 | 1.74 | -1.22 | -0.33 |
| Standard Deviation(%) | NA | 5.50 | 6.27 | 8.39 | 7.96 | NA | NA | … | … | 6.85 | 6.76 | 5.51 | 6.24 | 12.12 | 9.16 | 14.20 | 3.98 | 5.07 | 2.62 | 5.71 | 5.82 | 4.53 | 5.38 | 6.18 | 11.35 | 8.98 | 13.66 | 19.24 | 9.22 |
| Draw Down(%) | NA | 4.74 | 6.47 | 27.11 | 27.11 | NA | NA | … | … | 4.74 | 6.47 | 2.82 | 5.93 | 20.07 | 9.73 | 18.18 | 1.61 | 7.62 | 0.90 | 4.11 | 6.63 | 3.82 | 5.50 | 5.26 | 10.77 | 7.24 | 14.42 | 30.91 | 4.99 |
| Yield(%) | 0.00 | 5.23 | 4.41 | 2.68 | 3.23 | 3.36 | 3.03 | … | … | 0.00 | 5.42 | 3.58 | 3.96 | 2.04 | 1.54 | 1.37 | 3.39 | 5.70 | 3.95 | 2.39 | 3.15 | 3.57 | 2.77 | 2.24 | 2.28 | 2.74 | 2.75 | 4.26 | 4.45 |
Data as of 06/05/2026, Common starting date is 06/04/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RRTLX (T. ROWE PRICE RETIREMENT 2005 FUND T. ROWE PRICE RETIREMENT 2005 FUND-R CLASS) |
-6.49%
Nov 2020 – Nov 2023 |
-1.89%
Dec 2017 – Dec 2022 |
1.21%
Oct 2013 – Oct 2023 |
2.40%
Dec 2007 – Dec 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RRTLX (T. ROWE PRICE RETIREMENT 2005 FUND T. ROWE PRICE RETIREMENT 2005 FUND-R CLASS) |
17.35%
Feb 2009 – Feb 2012 |
13.35%
Feb 2009 – Feb 2014 |
8.43%
Feb 2009 – Feb 2019 |
5.65%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart
