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Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
TRBRX (T. ROWE PRICE RETIREMENT I 2020 FUND-I CLASS T. ROWE PRICE RETIREMENT I 2020 FUND-I CLASS) NA 11.73% 1.85% 6.59% NA NA NA 7.52%
Data as of 02/20/2024, AR inception is 10/02/2015
More Performance Analytics Comparison
Name Start Date End Date
TRBRX (T. ROWE PRICE RETIREMENT I 2020 FUND-I CLASS T. ROWE PRICE RETIREMENT I 2020 FUND-I CLASS) 10/02/2015 02/20/2024
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Inception 2024 2023 2022 2021 2020 2019 2018 2017 2016 2015
Annualized Return (%) 1.08 11.73 1.85 6.59 NA NA NA 7.52 1.16 13.66 -14.57 10.70 13.31 19.82 -4.82 15.90 7.59 1.98
Sharpe Ratio NA 0.87 -0.04 0.46 NA NA NA 0.61 0.79 1.32 -1.29 1.53 0.73 2.90 -0.73 3.83 0.80 0.95
Standard Deviation(%) NA 6.97 9.21 11.11 NA NA NA 9.87 6.70 7.20 12.44 6.99 17.94 6.36 8.41 4.00 9.22 8.65
Draw Down(%) NA 6.71 20.43 23.83 NA NA NA 23.83 1.49 6.71 19.52 3.61 23.83 3.03 11.19 1.23 7.33 3.45
Yield(%) 1.38 5.64 5.67 5.90 4.68 3.12 2.34 5.85 1.39 4.29 6.96 5.41 4.37 4.69 3.89 3.42 1.73 0.90
Data as of 02/20/2024, AR inception is 10/02/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
TRBRX (T. ROWE PRICE RETIREMENT I 2020 FUND-I CLASS T. ROWE PRICE RETIREMENT I 2020 FUND-I CLASS) 2.09%
Nov 2020 - Nov 2023
3.63%
Sep 2017 - Sep 2022
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
TRBRX (T. ROWE PRICE RETIREMENT I 2020 FUND-I CLASS T. ROWE PRICE RETIREMENT I 2020 FUND-I CLASS) 14.54%
Dec 2018 - Dec 2021
11.21%
Feb 2016 - Feb 2021
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart