Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| TBLHX (T. Rowe Price Retirement Blend 2035 Fund-I Class) | 8.29% | 10.46% | 13.57% | NA | NA | NA | NA | 7.66% |
Data as of 07/11/2025, AR inception is 07/26/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TBLHX (T. Rowe Price Retirement Blend 2035 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 (%) | 0.35 | 10.46 | 13.57 | NA | NA | NA | NA | 7.66 | 8.29 | 12.59 | 18.78 | -17.12 | 3.98 |
| Sharpe Ratio | NA | 0.53 | 0.79 | NA | NA | NA | NA | 0.23 | 0.84 | 0.93 | 1.47 | -1.00 | 0.92 |
| Standard Deviation(%) | NA | 13.80 | 12.90 | NA | NA | NA | NA | 13.59 | 16.15 | 9.68 | 10.39 | 18.68 | 10.07 |
| Draw Down(%) | NA | 12.94 | 14.44 | NA | NA | NA | NA | 24.45 | 12.94 | 5.94 | 9.67 | 23.78 | 5.04 |
| Yield(%) | 0.00 | 2.19 | 2.51 | 1.57 | 0.79 | 0.52 | 0.39 | 2.62 | 0.00 | 2.43 | 2.45 | 1.92 | 1.52 |
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 |
|---|---|---|---|---|
| TBLHX (T. Rowe Price Retirement Blend 2035 Fund-I Class) |
3.49%
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 |
|---|---|---|---|---|
| TBLHX (T. Rowe Price Retirement Blend 2035 Fund-I Class) |
13.59%
Jun 2022 - Jun 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart