Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| TBLGX (T. Rowe Price Retirement Blend 2030 Fund-I Class) | 6.95% | 8.55% | 11.94% | NA | NA | NA | NA | 6.17% |
Data as of 07/15/2025, AR inception is 07/26/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TBLGX (T. Rowe Price Retirement Blend 2030 Fund-I Class) | 07/26/2021 | 07/15/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.27 | 8.55 | 11.94 | NA | NA | NA | NA | 6.17 | 6.95 | 11.32 | 16.91 | -16.41 | 2.86 |
| Sharpe Ratio | NA | 0.55 | 0.78 | NA | NA | NA | NA | 0.18 | 0.88 | 0.92 | 1.44 | -1.09 | 0.75 |
| Standard Deviation(%) | NA | 11.52 | 11.19 | NA | NA | NA | NA | 11.81 | 13.39 | 8.37 | 9.29 | 16.39 | 8.74 |
| Draw Down(%) | NA | 10.81 | 13.38 | NA | NA | NA | NA | 23.25 | 10.81 | 4.82 | 8.73 | 22.48 | 4.42 |
| Yield(%) | 0.00 | 2.45 | 2.68 | 1.73 | 0.86 | 0.58 | 0.43 | 2.88 | 0.00 | 2.71 | 2.52 | 2.12 | 1.90 |
Data as of 07/15/2025, 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 |
|---|---|---|---|---|
| TBLGX (T. Rowe Price Retirement Blend 2030 Fund-I Class) |
2.85%
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 |
|---|---|---|---|---|
| TBLGX (T. Rowe Price Retirement Blend 2030 Fund-I Class) |
12.14%
Jun 2022 - Jun 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart