Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| TRBPX (T. Rowe Price Retirement Blend 2065 Fund) | 11.55% | 16.76% | 15.37% | NA | NA | NA | NA | 9.52% |
Data as of 07/25/2025, AR inception is 07/26/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TRBPX (T. Rowe Price Retirement Blend 2065 Fund) | 07/26/2021 | 07/25/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.57 | 16.76 | 15.37 | NA | NA | NA | NA | 9.52 | 11.55 | 14.87 | 21.04 | -18.36 | 3.76 |
| Sharpe Ratio | NA | 0.55 | 0.82 | NA | NA | NA | NA | 0.25 | 0.80 | 0.97 | 1.42 | -0.92 | 0.75 |
| Standard Deviation(%) | NA | 17.18 | 15.42 | NA | NA | NA | NA | 16.07 | 19.94 | 11.66 | 12.36 | 21.58 | 11.63 |
| Draw Down(%) | NA | 16.24 | 16.24 | NA | NA | NA | NA | 26.78 | 16.24 | 7.72 | 10.88 | 25.83 | 5.79 |
| Yield(%) | 0.00 | 1.86 | 1.80 | 1.34 | 0.67 | 0.45 | 0.33 | 2.23 | 0.00 | 2.06 | 1.67 | 1.14 | 2.17 |
Data as of 07/25/2025, 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 |
|---|---|---|---|---|
| TRBPX (T. Rowe Price Retirement Blend 2065 Fund) |
4.32%
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 |
|---|---|---|---|---|
| TRBPX (T. Rowe Price Retirement Blend 2065 Fund) |
15.71%
Jun 2022 - Jun 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart