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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
TRFGX (T. ROWE PRICE RETIREMENT I 2015 FUND-I CLASS T. ROWE PRICE RETIREMENT I 2015 FUND-I CLASS) NA 11.24% 1.64% 6.13% NA NA NA 6.85%
Data as of 02/20/2024, AR inception is 10/02/2015
More Performance Analytics Comparison
Name Start Date End Date
TRFGX (T. ROWE PRICE RETIREMENT I 2015 FUND-I CLASS T. ROWE PRICE RETIREMENT I 2015 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 (%) 1.03 11.24 1.64 6.13 NA NA NA 6.85 1.11 13.07 -14.27 9.85 12.81 17.93 -4.09 13.52 7.28 1.59
Sharpe Ratio NA 0.84 -0.07 0.46 NA NA NA 0.62 0.76 1.28 -1.35 1.54 0.81 3.15 -0.78 3.80 0.92 0.90
Standard Deviation(%) NA 6.73 8.67 9.94 NA NA NA 8.69 6.45 6.93 11.66 6.39 15.50 5.25 6.91 3.41 7.71 7.31
Draw Down(%) NA 6.39 19.82 21.35 NA NA NA 21.35 1.40 6.39 18.97 3.35 21.35 2.35 9.39 0.97 6.02 3.11
Yield(%) 0.77 5.14 5.26 5.55 4.40 2.93 2.20 5.50 0.78 4.44 6.81 4.67 4.80 4.18 3.95 4.04 1.66 0.80
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
TRFGX (T. ROWE PRICE RETIREMENT I 2015 FUND-I CLASS T. ROWE PRICE RETIREMENT I 2015 FUND-I CLASS) 1.72%
Nov 2020 - Nov 2023
3.25%
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
TRFGX (T. ROWE PRICE RETIREMENT I 2015 FUND-I CLASS T. ROWE PRICE RETIREMENT I 2015 FUND-I CLASS) 13.48%
Dec 2018 - Dec 2021
10.17%
Feb 2016 - Feb 2021
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart