Performance Comparison
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