Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| TBLPX (T. Rowe Price Retirement Blend 2005 Fund) | 6.07% | 8.18% | 8.87% | NA | NA | NA | NA | 4.44% |
Data as of 07/18/2025, AR inception is 07/26/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TBLPX (T. Rowe Price Retirement Blend 2005 Fund) | 07/26/2021 | 07/18/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.10 | 8.18 | 8.87 | NA | NA | NA | NA | 4.44 | 6.07 | 8.44 | 12.20 | -13.09 | 1.57 |
| Sharpe Ratio | NA | 0.69 | 0.74 | NA | NA | NA | NA | 0.10 | 1.03 | 0.85 | 1.35 | -1.37 | 0.68 |
| Standard Deviation(%) | NA | 7.28 | 7.41 | NA | NA | NA | NA | 7.68 | 8.21 | 5.69 | 6.37 | 10.60 | 5.27 |
| Draw Down(%) | NA | 6.49 | 10.39 | NA | NA | NA | NA | 18.36 | 6.49 | 2.75 | 5.96 | 17.69 | 2.83 |
| Yield(%) | 0.00 | 2.19 | 2.77 | 1.84 | 0.92 | 0.61 | 0.46 | 3.07 | 0.00 | 2.34 | 2.48 | 2.99 | 2.03 |
Data as of 07/18/2025, 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 |
|---|---|---|---|---|
| TBLPX (T. Rowe Price Retirement Blend 2005 Fund) |
1.88%
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 |
|---|---|---|---|---|
| TBLPX (T. Rowe Price Retirement Blend 2005 Fund) |
8.80%
Jun 2022 - Jun 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart