Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 05/19/2025.
| Name | Inception | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR |
|---|---|---|---|---|---|---|---|---|
| RRTVX (T. ROWE PRICE RETIREMENT 2055 FUND T. ROWE PRICE RETIREMENT 2055 FUND-R CLASS) | 6.27% | 5.04% | 8.17% | 8.85% | 8.62% | 6.49% | 8.65% | NA |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RRTVX (T. ROWE PRICE RETIREMENT 2055 FUND T. ROWE PRICE RETIREMENT 2055 FUND-R CLASS) | 06/04/2007 | 05/19/2025 |
The return data shown below all have the same latest date: 05/19/2025.
AR inception is since 06/04/2007.
AR inception is since 06/04/2007.
| 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 (%) | 1.49 | 8.17 | 8.85 | 8.62 | 6.49 | 8.65 | NA | 6.27 | 5.04 | 13.20 | 17.09 | -24.10 | 10.79 | 14.78 | 24.70 | -8.10 | 21.80 | 7.17 | -0.28 | 5.60 | 25.23 | 17.02 | -3.78 | 15.99 | 38.48 | -39.22 | -3.43 |
| Sharpe Ratio | NA | 0.12 | 0.25 | 0.40 | 0.30 | NA | NA | 0.27 | 0.46 | 0.59 | 1.08 | -1.17 | 0.86 | 0.51 | 2.26 | -0.72 | 3.52 | 0.53 | -0.02 | 0.53 | 2.39 | 1.33 | -0.16 | 0.89 | 1.52 | -1.11 | -0.52 |
| Standard Deviation(%) | NA | 16.58 | 16.01 | 16.04 | 15.84 | NA | NA | 18.15 | 22.58 | 11.27 | 12.04 | 21.79 | 12.56 | 28.20 | 10.29 | 13.15 | 6.04 | 13.23 | 13.07 | 10.44 | 10.53 | 12.86 | 23.27 | 17.78 | 25.29 | 36.19 | 16.56 |
| Draw Down(%) | NA | 15.68 | 15.68 | 32.07 | 32.55 | NA | NA | 53.90 | 15.68 | 7.63 | 10.57 | 26.51 | 9.57 | 32.55 | 5.43 | 17.44 | 1.87 | 11.36 | 12.74 | 8.14 | 7.26 | 10.99 | 21.04 | 14.41 | 23.16 | 49.86 | 9.58 |
| Yield(%) | 0.00 | 0.89 | 0.87 | 0.80 | 2.67 | 3.84 | 2.42 | 2.85 | 0.00 | 0.98 | 1.03 | 0.50 | 0.25 | 0.57 | 5.91 | 6.10 | 3.53 | 3.75 | 4.28 | 2.83 | 2.62 | 1.83 | 1.40 | 1.38 | 1.70 | 2.22 | 1.63 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RRTVX (T. ROWE PRICE RETIREMENT 2055 FUND T. ROWE PRICE RETIREMENT 2055 FUND-R CLASS) |
-6.51%
Aug 2007 - Aug 2010 |
0.23%
Oct 2007 - Oct 2012 |
5.25%
Oct 2013 - Oct 2023 |
4.66%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RRTVX (T. ROWE PRICE RETIREMENT 2055 FUND T. ROWE PRICE RETIREMENT 2055 FUND-R CLASS) |
25.77%
Feb 2009 - Feb 2012 |
21.78%
Feb 2009 - Feb 2014 |
13.91%
Feb 2009 - Feb 2019 |
11.17%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart