Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| TRAVX (T. Rowe Price Retirement Income 2025 Inv) | 5.91% | 7.81% | NA | NA | NA | NA | NA | 17.78% |
Data as of 07/21/2025, AR inception is 01/18/2024
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TRAVX (T. Rowe Price Retirement Income 2025 Inv) | 01/18/2024 | 07/21/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | |
|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.09 | 7.81 | NA | NA | NA | NA | NA | 17.78 | 5.91 | 11.20 |
| Sharpe Ratio | NA | 0.47 | NA | NA | NA | NA | NA | 0.93 | 0.71 | 1.16 |
| Standard Deviation(%) | NA | 9.55 | NA | NA | NA | NA | NA | 8.65 | 10.95 | 7.05 |
| Draw Down(%) | NA | 8.81 | NA | NA | NA | NA | NA | 8.81 | 8.81 | 3.86 |
| Yield(%) | 0.00 | 5.49 | 2.69 | 1.62 | 0.81 | 0.54 | 0.40 | 8.08 | 1.85 | 6.14 |
Data as of 07/21/2025, AR inception is 01/18/2024
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TRAVX (T. Rowe Price Retirement Income 2025 Inv) |
0.00%
NA |
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 |
|---|---|---|---|---|
| TRAVX (T. Rowe Price Retirement Income 2025 Inv) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart