Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| RRTMX (T. ROWE PRICE RETIREMENT 2015 FUND T. ROWE PRICE RETIREMENT 2015 FUND-R CLASS) | 5.51% | 4.74% | 3.93% | -0.28% | 2.50% | 4.84% | NA | 3.37% |
Data as of 07/16/2025, AR inception is 06/01/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RRTMX (T. ROWE PRICE RETIREMENT 2015 FUND T. ROWE PRICE RETIREMENT 2015 FUND-R CLASS) | 06/01/2007 | 07/16/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.31 | 4.74 | 3.93 | -0.28 | 2.50 | 4.84 | NA | 3.37 | 5.51 | 7.01 | 9.13 | -22.11 | -0.63 | 4.18 | 16.82 | -4.70 | 12.86 | 6.80 | -1.08 | 4.86 | 14.52 | 13.22 | -0.75 | 14.20 | 30.74 | -30.56 | -1.53 |
| Sharpe Ratio | NA | 0.34 | 0.06 | -0.21 | 0.12 | NA | NA | 0.20 | 0.87 | 0.07 | 0.67 | -1.64 | -0.06 | 0.23 | 2.96 | -0.88 | 3.64 | 0.86 | -0.14 | 0.77 | 2.01 | 1.54 | -0.05 | 1.11 | 1.64 | -1.18 | -0.42 |
| Standard Deviation(%) | NA | 8.28 | 9.64 | 10.43 | 9.70 | NA | NA | 12.20 | 9.55 | 6.20 | 7.31 | 14.38 | 10.61 | 17.21 | 5.22 | 6.87 | 3.37 | 7.70 | 7.92 | 6.32 | 7.21 | 8.63 | 15.85 | 12.69 | 18.67 | 26.52 | 12.62 |
| Draw Down(%) | NA | 8.42 | 14.57 | 30.26 | 30.26 | NA | NA | 43.55 | 7.55 | 3.90 | 6.49 | 22.54 | 11.09 | 21.38 | 2.42 | 9.89 | 1.03 | 5.99 | 8.38 | 5.05 | 6.26 | 7.53 | 14.84 | 10.26 | 18.29 | 39.95 | 7.18 |
| Yield(%) | 0.00 | 2.28 | 2.16 | 1.63 | 3.51 | 4.34 | 3.06 | 3.40 | 0.00 | 2.47 | 2.28 | 1.80 | 1.23 | 1.32 | 5.37 | 8.47 | 7.20 | 3.21 | 4.33 | 3.90 | 3.47 | 2.09 | 1.85 | 2.97 | 2.25 | 3.98 | 3.96 |
Data as of 07/16/2025, AR inception is 06/01/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RRTMX (T. ROWE PRICE RETIREMENT 2015 FUND T. ROWE PRICE RETIREMENT 2015 FUND-R CLASS) |
-7.18%
Nov 2020 - Nov 2023 |
-2.14%
Dec 2017 - Dec 2022 |
1.61%
Oct 2013 - Oct 2023 |
2.73%
Dec 2007 - Dec 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RRTMX (T. ROWE PRICE RETIREMENT 2015 FUND T. ROWE PRICE RETIREMENT 2015 FUND-R CLASS) |
21.49%
Feb 2009 - Feb 2012 |
16.97%
Feb 2009 - Feb 2014 |
10.57%
Feb 2009 - Feb 2019 |
6.82%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart