Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| TRARX (T. ROWE PRICE TARGET 2005 FUND T. ROWE PRICE TARGET 2005 FUND) | 5.28% | 7.11% | 7.37% | 5.14% | 23.36% | NA | NA | 22.46% |
Data as of 07/11/2025, AR inception is 08/22/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TRARX (T. ROWE PRICE TARGET 2005 FUND T. ROWE PRICE TARGET 2005 FUND) | 08/22/2013 | 07/11/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.17 | 7.11 | 7.37 | 5.14 | 23.36 | NA | NA | 22.46 | 5.28 | 7.19 | 10.48 | -12.59 | 7.19 | 10.74 | 469.30 | -3.12 | 9.84 | 6.51 | -0.64 | 6.36 | 5.26 |
| Sharpe Ratio | NA | 0.64 | 0.57 | 0.49 | 0.93 | NA | NA | 0.90 | 1.15 | 0.52 | 1.27 | -1.64 | 1.54 | 0.88 | 6.60 | -0.96 | 3.70 | 1.17 | -0.13 | 1.42 | 3.69 |
| Standard Deviation(%) | NA | 7.90 | 6.87 | 6.56 | 23.53 | NA | NA | 21.68 | 7.10 | 6.91 | 5.41 | 8.59 | 4.65 | 11.86 | 70.89 | 4.72 | 2.49 | 5.36 | 5.18 | 4.48 | 4.17 |
| Draw Down(%) | NA | 6.29 | 9.34 | 17.20 | 17.75 | NA | NA | 17.75 | 5.14 | 3.70 | 5.00 | 16.49 | 2.52 | 17.75 | 1.45 | 6.79 | 1.00 | 3.59 | 5.90 | 3.27 | 1.17 |
| Yield(%) | 0.00 | 3.76 | 4.93 | 5.07 | 18.45 | 13.69 | 10.27 | 18.67 | 0.00 | 3.98 | 3.34 | 6.92 | 6.42 | 4.82 | 147.27 | 4.11 | 3.22 | 2.34 | 2.81 | 4.04 | 0.75 |
Data as of 07/11/2025, AR inception is 08/22/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TRARX (T. ROWE PRICE TARGET 2005 FUND T. ROWE PRICE TARGET 2005 FUND) |
0.25%
Apr 2021 - Apr 2024 |
3.67%
Dec 2013 - Dec 2018 |
21.97%
Oct 2013 - Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TRARX (T. ROWE PRICE TARGET 2005 FUND T. ROWE PRICE TARGET 2005 FUND) |
89.06%
Dec 2018 - Dec 2021 |
48.83%
Feb 2016 - Feb 2021 |
23.41%
Sep 2014 - Sep 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart