Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| TRBSX (T. Rowe Price Retirement Blend 2050 Fund) | 9.57% | 11.89% | 15.75% | NA | NA | NA | NA | 8.92% |
Data as of 07/11/2025, AR inception is 07/26/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TRBSX (T. Rowe Price Retirement Blend 2050 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 (%) | 0.42 | 11.89 | 15.75 | NA | NA | NA | NA | 8.92 | 9.57 | 14.83 | 21.00 | -18.29 | 3.87 |
| Sharpe Ratio | NA | 0.62 | 0.81 | NA | NA | NA | NA | 0.26 | 0.88 | 0.97 | 1.42 | -0.92 | 0.76 |
| Standard Deviation(%) | NA | 17.12 | 15.42 | NA | NA | NA | NA | 16.12 | 20.48 | 11.55 | 12.33 | 21.62 | 11.82 |
| Draw Down(%) | NA | 16.11 | 16.11 | NA | NA | NA | NA | 26.64 | 16.11 | 7.66 | 10.89 | 25.71 | 5.88 |
| Yield(%) | 0.00 | 1.74 | 1.97 | 1.40 | 0.70 | 0.47 | 0.35 | 2.33 | 0.00 | 1.97 | 1.84 | 1.38 | 2.18 |
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 |
|---|---|---|---|---|
| TRBSX (T. Rowe Price Retirement Blend 2050 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 |
|---|---|---|---|---|
| TRBSX (T. Rowe Price Retirement Blend 2050 Fund) |
15.71%
Jun 2022 - Jun 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart