Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| TBLEX (T. Rowe Price Retirement Blend 2025 Fund-I Class) | 6.75% | 8.46% | 11.22% | NA | NA | NA | NA | 5.50% |
Data as of 07/14/2025, AR inception is 07/26/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TBLEX (T. Rowe Price Retirement Blend 2025 Fund-I Class) | 07/26/2021 | 07/14/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.28 | 8.46 | 11.22 | NA | NA | NA | NA | 5.50 | 6.75 | 10.29 | 15.00 | -15.23 | 2.32 |
| Sharpe Ratio | NA | 0.60 | 0.78 | NA | NA | NA | NA | 0.15 | 0.93 | 0.92 | 1.42 | -1.18 | 0.71 |
| Standard Deviation(%) | NA | 9.66 | 9.63 | NA | NA | NA | NA | 10.14 | 11.15 | 7.21 | 8.07 | 14.14 | 7.46 |
| Draw Down(%) | NA | 8.94 | 12.27 | NA | NA | NA | NA | 21.51 | 8.94 | 3.96 | 7.64 | 20.76 | 3.78 |
| Yield(%) | 0.00 | 2.70 | 2.98 | 1.91 | 0.95 | 0.64 | 0.48 | 3.18 | 0.00 | 2.94 | 2.70 | 2.54 | 2.07 |
Data as of 07/14/2025, 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 |
|---|---|---|---|---|
| TBLEX (T. Rowe Price Retirement Blend 2025 Fund-I Class) |
2.45%
Oct 2021 - Oct 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 |
|---|---|---|---|---|
| TBLEX (T. Rowe Price Retirement Blend 2025 Fund-I Class) |
10.80%
Jun 2022 - Jun 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart