Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| TBLVX (T. Rowe Price Retirement Blend 2025 Fund) | 6.73% | 9.15% | 10.75% | NA | NA | NA | NA | 5.36% |
Data as of 07/18/2025, AR inception is 07/26/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TBLVX (T. Rowe Price Retirement Blend 2025 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 (%) | 0.09 | 9.15 | 10.75 | NA | NA | NA | NA | 5.36 | 6.73 | 10.10 | 14.90 | -15.35 | 2.33 |
| Sharpe Ratio | NA | 0.62 | 0.77 | NA | NA | NA | NA | 0.14 | 0.88 | 0.91 | 1.41 | -1.19 | 0.73 |
| Standard Deviation(%) | NA | 9.65 | 9.59 | NA | NA | NA | NA | 10.11 | 11.05 | 7.15 | 8.06 | 14.14 | 7.37 |
| Draw Down(%) | NA | 9.02 | 12.25 | NA | NA | NA | NA | 21.48 | 9.02 | 3.96 | 7.63 | 20.74 | 3.78 |
| Yield(%) | 0.00 | 2.56 | 2.77 | 1.80 | 0.90 | 0.60 | 0.45 | 3.00 | 0.00 | 2.77 | 2.51 | 2.39 | 1.98 |
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 |
|---|---|---|---|---|
| TBLVX (T. Rowe Price Retirement Blend 2025 Fund) |
2.31%
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 |
|---|---|---|---|---|
| TBLVX (T. Rowe Price Retirement Blend 2025 Fund) |
10.65%
Jun 2022 - Jun 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart