Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| TBLWX (T. Rowe Price Retirement Blend 2030 Fund) | 8.04% | 10.25% | 11.31% | NA | NA | NA | NA | 6.29% |
Data as of 07/22/2025, AR inception is 07/26/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TBLWX (T. Rowe Price Retirement Blend 2030 Fund) | 07/26/2021 | 07/22/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.10 | 10.25 | 11.31 | NA | NA | NA | NA | 6.29 | 8.04 | 11.18 | 16.58 | -16.55 | 2.75 |
| Sharpe Ratio | NA | 0.58 | 0.78 | NA | NA | NA | NA | 0.17 | 0.84 | 0.89 | 1.41 | -1.10 | 0.73 |
| Standard Deviation(%) | NA | 11.56 | 11.18 | NA | NA | NA | NA | 11.80 | 13.24 | 8.47 | 9.27 | 16.39 | 8.67 |
| Draw Down(%) | NA | 10.82 | 13.51 | NA | NA | NA | NA | 23.45 | 10.82 | 4.92 | 8.74 | 22.67 | 4.33 |
| Yield(%) | 0.00 | 2.34 | 2.45 | 1.62 | 0.81 | 0.54 | 0.40 | 2.70 | 0.00 | 2.56 | 2.31 | 1.98 | 1.80 |
Data as of 07/22/2025, 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 |
|---|---|---|---|---|
| TBLWX (T. Rowe Price Retirement Blend 2030 Fund) |
2.65%
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 |
|---|---|---|---|---|
| TBLWX (T. Rowe Price Retirement Blend 2030 Fund) |
11.94%
Jun 2022 - Jun 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart