Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 05/12/2025.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| RRTNX (T. ROWE PRICE RETIREMENT 2025 FUND T. ROWE PRICE RETIREMENT 2025 FUND-R CLASS) | 2.67% | 5.52% | 2.23% | 2.33% | 3.20% | 5.50% | NA | 4.07% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RRTNX (T. ROWE PRICE RETIREMENT 2025 FUND T. ROWE PRICE RETIREMENT 2025 FUND-R CLASS) | 06/01/2007 | 05/12/2025 |
The return data shown below all have the same latest date: 05/12/2025.
AR inception is since 06/01/2007.
AR inception is since 06/01/2007.
| 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 (%) | 1.35 | 5.52 | 2.23 | 2.33 | 3.20 | 5.50 | NA | 4.07 | 2.67 | 7.41 | 9.16 | -24.01 | 1.37 | 9.68 | 20.42 | -6.17 | 17.07 | 7.04 | -0.63 | 5.32 | 20.13 | 15.45 | -2.58 | 15.09 | 35.70 | -36.22 | -2.80 |
| Sharpe Ratio | NA | -0.23 | -0.24 | -0.07 | 0.11 | NA | NA | 0.18 | 0.08 | 0.12 | 0.58 | -1.54 | 0.12 | 0.45 | 2.59 | -0.78 | 3.61 | 0.66 | -0.06 | 0.63 | 2.24 | 1.43 | -0.13 | 0.96 | 1.56 | -1.14 | -0.49 |
| Standard Deviation(%) | NA | 9.41 | 11.44 | 11.85 | 11.78 | NA | NA | 15.04 | 12.57 | 7.05 | 8.58 | 16.60 | 11.50 | 21.04 | 7.34 | 9.64 | 4.57 | 10.30 | 10.37 | 8.43 | 8.95 | 10.84 | 20.03 | 15.66 | 22.87 | 32.51 | 15.26 |
| Draw Down(%) | NA | 10.00 | 15.92 | 32.31 | 32.31 | NA | NA | 50.37 | 8.76 | 4.67 | 7.36 | 24.55 | 11.56 | 26.47 | 3.66 | 13.29 | 1.40 | 8.60 | 10.55 | 6.65 | 6.79 | 9.40 | 18.41 | 12.70 | 21.44 | 46.39 | 8.84 |
| Yield(%) | 0.00 | 2.12 | 1.82 | 1.58 | 2.99 | 3.81 | 2.67 | 3.14 | 0.00 | 2.23 | 2.00 | 1.39 | 0.91 | 1.08 | 5.20 | 6.17 | 3.73 | 3.43 | 4.22 | 3.31 | 2.95 | 2.31 | 1.33 | 1.66 | 2.19 | 3.68 | 3.76 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RRTNX (T. ROWE PRICE RETIREMENT 2025 FUND T. ROWE PRICE RETIREMENT 2025 FUND-R CLASS) |
-6.93%
Apr 2021 - Apr 2024 |
-0.93%
Dec 2017 - Dec 2022 |
2.89%
Oct 2013 - Oct 2023 |
3.54%
Dec 2007 - Dec 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RRTNX (T. ROWE PRICE RETIREMENT 2025 FUND T. ROWE PRICE RETIREMENT 2025 FUND-R CLASS) |
24.11%
Feb 2009 - Feb 2012 |
19.73%
Feb 2009 - Feb 2014 |
12.42%
Feb 2009 - Feb 2019 |
8.47%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart