Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TBLEX (T. Rowe Price Retirement Blend 2025 Fund-I Class) | 5.48% | 14.79% | 12.52% | NA | NA | NA | NA | … | … |
Data as of 06/09/2026, Common starting date 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 | 06/09/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.62 | 14.79 | 12.52 | NA | NA | NA | NA | … | … | 5.48 | 13.87 | 10.29 | 15.00 | -15.23 | 2.32 |
| Sharpe Ratio | NA | 1.68 | 1.14 | NA | NA | NA | NA | … | … | 1.12 | 1.23 | 0.92 | 1.42 | -1.18 | 0.71 |
| Standard Deviation(%) | NA | 7.31 | 8.21 | NA | NA | NA | NA | … | … | 9.02 | 8.99 | 7.21 | 8.07 | 14.14 | 7.46 |
| Draw Down(%) | NA | 5.80 | 8.94 | NA | NA | NA | NA | … | … | 5.80 | 8.94 | 3.96 | 7.64 | 20.76 | 3.78 |
| Yield(%) | 0.00 | 3.42 | 3.21 | 2.62 | 1.31 | 0.87 | 0.65 | … | … | 0.00 | 3.58 | 2.93 | 2.70 | 2.54 | 2.07 |
Data as of 06/09/2026, Common starting date 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) |
14.59%
Sep 2022 – Sep 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart