Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| TRBQX (T. Rowe Price Retirement Blend 2045 Fund) | 9.47% | 11.77% | 15.50% | NA | NA | NA | NA | 8.69% |
Data as of 07/11/2025, AR inception is 07/26/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TRBQX (T. Rowe Price Retirement Blend 2045 Fund) | 07/26/2021 | 07/11/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.51 | 11.77 | 15.50 | NA | NA | NA | NA | 8.69 | 9.47 | 14.44 | 20.89 | -18.31 | 3.78 |
| Sharpe Ratio | NA | 0.51 | 0.80 | NA | NA | NA | NA | 0.25 | 0.81 | 0.95 | 1.44 | -0.93 | 0.75 |
| Standard Deviation(%) | NA | 16.77 | 15.11 | NA | NA | NA | NA | 15.82 | 19.72 | 11.35 | 12.10 | 21.34 | 11.60 |
| Draw Down(%) | NA | 15.81 | 15.81 | NA | NA | NA | NA | 26.47 | 15.81 | 7.44 | 10.81 | 25.54 | 5.79 |
| Yield(%) | 0.00 | 1.82 | 2.07 | 1.45 | 0.73 | 0.48 | 0.36 | 2.42 | 0.00 | 2.05 | 2.07 | 1.38 | 2.19 |
Data as of 07/11/2025, 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 |
|---|---|---|---|---|
| TRBQX (T. Rowe Price Retirement Blend 2045 Fund) |
4.16%
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 |
|---|---|---|---|---|
| TRBQX (T. Rowe Price Retirement Blend 2045 Fund) |
15.43%
Jun 2022 - Jun 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart