Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| TBLJX (T. Rowe Price Retirement Blend 2040 Fund-I Class) | 9.72% | 12.19% | 14.14% | NA | NA | NA | NA | 8.50% |
Data as of 07/22/2025, AR inception is 07/26/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TBLJX (T. Rowe Price Retirement Blend 2040 Fund-I Class) | 07/26/2021 | 07/22/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.21 | 12.19 | 14.14 | NA | NA | NA | NA | 8.50 | 9.72 | 13.88 | 20.13 | -17.93 | 3.69 |
| Sharpe Ratio | NA | 0.56 | 0.82 | NA | NA | NA | NA | 0.24 | 0.81 | 0.96 | 1.44 | -0.95 | 0.77 |
| Standard Deviation(%) | NA | 15.39 | 14.21 | NA | NA | NA | NA | 14.97 | 17.81 | 10.68 | 11.52 | 20.51 | 11.06 |
| Draw Down(%) | NA | 14.55 | 15.14 | NA | NA | NA | NA | 25.86 | 14.55 | 6.82 | 10.35 | 25.00 | 5.52 |
| Yield(%) | 0.00 | 2.06 | 2.34 | 1.62 | 0.81 | 0.54 | 0.41 | 2.70 | 0.00 | 2.31 | 2.56 | 1.58 | 2.20 |
Data as of 07/22/2025, 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 |
|---|---|---|---|---|
| TBLJX (T. Rowe Price Retirement Blend 2040 Fund-I Class) |
3.93%
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 |
|---|---|---|---|---|
| TBLJX (T. Rowe Price Retirement Blend 2040 Fund-I Class) |
14.84%
Jun 2022 - Jun 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart