Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| TBLNX (T. Rowe Price Retirement Blend 2060 Fund-I Class) | 9.87% | 11.39% | 16.73% | NA | NA | NA | NA | 9.21% |
Data as of 07/14/2025, AR inception is 07/26/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TBLNX (T. Rowe Price Retirement Blend 2060 Fund-I Class) | 07/26/2021 | 07/14/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.59 | 11.39 | 16.73 | NA | NA | NA | NA | 9.21 | 9.87 | 15.09 | 21.23 | -18.13 | 3.80 |
| Sharpe Ratio | NA | 0.52 | 0.82 | NA | NA | NA | NA | 0.27 | 0.82 | 0.98 | 1.43 | -0.91 | 0.76 |
| Standard Deviation(%) | NA | 17.20 | 15.45 | NA | NA | NA | NA | 16.11 | 20.18 | 11.66 | 12.38 | 21.64 | 11.59 |
| Draw Down(%) | NA | 16.22 | 16.22 | NA | NA | NA | NA | 26.65 | 16.22 | 7.75 | 10.91 | 25.74 | 5.78 |
| Yield(%) | 0.00 | 1.92 | 2.27 | 1.55 | 0.78 | 0.52 | 0.39 | 2.59 | 0.00 | 2.20 | 2.01 | 1.67 | 2.31 |
Data as of 07/14/2025, 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 |
|---|---|---|---|---|
| TBLNX (T. Rowe Price Retirement Blend 2060 Fund-I Class) |
4.53%
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 |
|---|---|---|---|---|
| TBLNX (T. Rowe Price Retirement Blend 2060 Fund-I Class) |
15.96%
Jun 2022 - Jun 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart