Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| TBLOX (T. Rowe Price Retirement Blend 2065 Fund-I Class) | 10.01% | 11.97% | 16.23% | NA | NA | NA | NA | 9.24% |
Data as of 07/17/2025, AR inception is 07/26/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TBLOX (T. Rowe Price Retirement Blend 2065 Fund-I Class) | 07/26/2021 | 07/17/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.17 | 11.97 | 16.23 | NA | NA | NA | NA | 9.24 | 10.01 | 15.06 | 21.31 | -18.28 | 3.89 |
| Sharpe Ratio | NA | 0.52 | 0.82 | NA | NA | NA | NA | 0.27 | 0.81 | 0.98 | 1.45 | -0.91 | 0.77 |
| Standard Deviation(%) | NA | 17.23 | 15.46 | NA | NA | NA | NA | 16.11 | 20.27 | 11.64 | 12.33 | 21.62 | 11.63 |
| Draw Down(%) | NA | 16.24 | 16.24 | NA | NA | NA | NA | 26.63 | 16.24 | 7.72 | 10.97 | 25.71 | 5.78 |
| Yield(%) | 0.00 | 1.96 | 2.11 | 1.47 | 0.73 | 0.49 | 0.37 | 2.45 | 0.00 | 2.23 | 1.91 | 1.39 | 2.20 |
Data as of 07/17/2025, 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 |
|---|---|---|---|---|
| TBLOX (T. Rowe Price Retirement Blend 2065 Fund-I Class) |
4.48%
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 |
|---|---|---|---|---|
| TBLOX (T. Rowe Price Retirement Blend 2065 Fund-I Class) |
15.92%
Jun 2022 - Jun 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart