Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| TBLAX (T. Rowe Price Retirement Blend 2005 Fund-I Class) | 6.06% | 8.21% | 8.96% | NA | NA | NA | NA | 4.63% |
Data as of 07/11/2025, AR inception is 07/26/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TBLAX (T. Rowe Price Retirement Blend 2005 Fund-I Class) | 07/26/2021 | 07/11/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.19 | 8.21 | 8.96 | NA | NA | NA | NA | 4.63 | 6.06 | 8.71 | 12.41 | -13.11 | 1.70 |
| Sharpe Ratio | NA | 0.67 | 0.75 | NA | NA | NA | NA | 0.12 | 1.05 | 0.89 | 1.38 | -1.38 | 0.74 |
| Standard Deviation(%) | NA | 7.43 | 7.49 | NA | NA | NA | NA | 7.72 | 8.49 | 5.71 | 6.41 | 10.59 | 5.24 |
| Draw Down(%) | NA | 6.58 | 10.38 | NA | NA | NA | NA | 18.31 | 6.58 | 2.74 | 5.95 | 17.67 | 2.83 |
| Yield(%) | 0.00 | 2.33 | 2.91 | 1.92 | 0.96 | 0.64 | 0.48 | 3.21 | 0.00 | 2.49 | 2.68 | 3.07 | 2.06 |
Data as of 07/11/2025, AR inception is 07/26/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TBLAX (T. Rowe Price Retirement Blend 2005 Fund-I Class) |
2.02%
Dec 2021 - Dec 2024 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TBLAX (T. Rowe Price Retirement Blend 2005 Fund-I Class) |
8.98%
Jun 2022 - Jun 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart