Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| TBLKX (T. Rowe Price Retirement Blend 2045 Fund-I Class) | 9.48% | 11.88% | 15.66% | NA | NA | NA | NA | 8.90% |
Data as of 07/11/2025, AR inception is 07/26/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TBLKX (T. Rowe Price Retirement Blend 2045 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 (%) | 0.42 | 11.88 | 15.66 | NA | NA | NA | NA | 8.90 | 9.48 | 14.79 | 20.88 | -18.12 | 3.83 |
| Sharpe Ratio | NA | 0.52 | 0.81 | NA | NA | NA | NA | 0.26 | 0.81 | 0.98 | 1.43 | -0.92 | 0.77 |
| Standard Deviation(%) | NA | 16.82 | 15.16 | NA | NA | NA | NA | 15.83 | 19.75 | 11.38 | 12.18 | 21.32 | 11.50 |
| Draw Down(%) | NA | 15.75 | 15.75 | NA | NA | NA | NA | 26.34 | 15.75 | 7.52 | 10.71 | 25.44 | 5.69 |
| Yield(%) | 0.00 | 2.01 | 2.31 | 1.58 | 0.79 | 0.53 | 0.40 | 2.63 | 0.00 | 2.27 | 2.31 | 1.57 | 2.24 |
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 |
|---|---|---|---|---|
| TBLKX (T. Rowe Price Retirement Blend 2045 Fund-I Class) |
4.35%
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 |
|---|---|---|---|---|
| TBLKX (T. Rowe Price Retirement Blend 2045 Fund-I Class) |
15.62%
Jun 2022 - Jun 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart