Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| TBLCX (T. Rowe Price Retirement Blend 2015 Fund-I Class) | 6.35% | 8.64% | 9.69% | NA | NA | NA | NA | 5.04% |
Data as of 07/11/2025, AR inception is 07/26/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TBLCX (T. Rowe Price Retirement Blend 2015 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 (%) | 0.29 | 8.64 | 9.69 | NA | NA | NA | NA | 5.04 | 6.35 | 9.35 | 13.37 | -13.72 | 1.89 |
| Sharpe Ratio | NA | 0.64 | 0.75 | NA | NA | NA | NA | 0.14 | 0.97 | 0.91 | 1.38 | -1.28 | 0.72 |
| Standard Deviation(%) | NA | 8.49 | 8.40 | NA | NA | NA | NA | 8.68 | 9.85 | 6.32 | 7.09 | 11.90 | 5.96 |
| Draw Down(%) | NA | 7.74 | 11.06 | NA | NA | NA | NA | 19.36 | 7.74 | 3.21 | 6.68 | 18.72 | 3.12 |
| Yield(%) | 0.00 | 3.25 | 3.22 | 2.05 | 1.03 | 0.68 | 0.51 | 3.42 | 0.00 | 3.50 | 2.65 | 2.89 | 1.95 |
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 |
|---|---|---|---|---|
| TBLCX (T. Rowe Price Retirement Blend 2015 Fund-I Class) |
2.27%
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 |
|---|---|---|---|---|
| TBLCX (T. Rowe Price Retirement Blend 2015 Fund-I Class) |
9.70%
Jun 2022 - Jun 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart