Performance Comparison
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