Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| TRBNX (T. Rowe Price Retirement Blend 2060 Fund) | 11.07% | 15.10% | 14.38% | NA | NA | NA | NA | 6.93% |
Data as of 07/28/2025, AR inception is 07/26/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TRBNX (T. Rowe Price Retirement Blend 2060 Fund) | 07/26/2021 | 07/28/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.91 | 15.10 | 14.38 | NA | NA | NA | NA | 6.93 | 11.07 | 14.75 | 21.19 | -18.41 | 3.74 |
| Sharpe Ratio | NA | 0.80 | 0.78 | NA | NA | NA | NA | 0.28 | 0.95 | 0.96 | 1.43 | -0.92 | 0.74 |
| Standard Deviation(%) | NA | 17.05 | 15.36 | NA | NA | NA | NA | 16.06 | 19.63 | 11.63 | 12.35 | 21.65 | 11.64 |
| Draw Down(%) | NA | 16.23 | 16.23 | NA | NA | NA | NA | 26.81 | 16.23 | 7.77 | 10.94 | 25.86 | 5.69 |
| Yield(%) | 0.00 | 1.76 | 1.91 | 1.43 | 0.71 | 0.48 | 0.36 | 1.78 | 0.00 | 1.96 | 1.82 | 1.50 | 2.25 |
Data as of 07/28/2025, 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 |
|---|---|---|---|---|
| TRBNX (T. Rowe Price Retirement Blend 2060 Fund) |
4.30%
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 |
|---|---|---|---|---|
| TRBNX (T. Rowe Price Retirement Blend 2060 Fund) |
15.77%
Jun 2022 - Jun 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart