Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| TREHX (T. Rowe Price Retirement 2025 I) | 6.53% | 8.62% | NA | NA | NA | NA | NA | 24.09% |
Data as of 07/18/2025, AR inception is 11/14/2023
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TREHX (T. Rowe Price Retirement 2025 I) | 11/14/2023 | 07/18/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.06 | 8.62 | NA | NA | NA | NA | NA | 24.09 | 6.53 | 9.94 | 5.95 |
| Sharpe Ratio | NA | 0.54 | NA | NA | NA | NA | NA | 1.26 | 0.89 | 0.90 | 9.34 |
| Standard Deviation(%) | NA | 9.47 | NA | NA | NA | NA | NA | 8.38 | 10.96 | 6.98 | 6.01 |
| Draw Down(%) | NA | 8.69 | NA | NA | NA | NA | NA | 8.69 | 8.69 | 3.84 | 0.72 |
| Yield(%) | 0.00 | 4.31 | 3.72 | 2.23 | 1.12 | 0.74 | 0.56 | 11.17 | 0.00 | 4.67 | 6.56 |
Data as of 07/18/2025, AR inception is 11/14/2023
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TREHX (T. Rowe Price Retirement 2025 I) |
0.00%
NA |
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 |
|---|---|---|---|---|
| TREHX (T. Rowe Price Retirement 2025 I) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart