Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| TRFJX (T. Rowe Price Retirement 2035 I) | 7.93% | 9.94% | NA | NA | NA | NA | NA | 29.08% |
Data as of 07/18/2025, AR inception is 11/15/2023
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TRFJX (T. Rowe Price Retirement 2035 I) | 11/15/2023 | 07/18/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.04 | 9.94 | NA | NA | NA | NA | NA | 29.08 | 7.93 | 12.17 | 6.62 |
| Sharpe Ratio | NA | 0.47 | NA | NA | NA | NA | NA | 1.15 | 0.81 | 0.91 | 8.71 |
| Standard Deviation(%) | NA | 13.38 | NA | NA | NA | NA | NA | 11.64 | 15.66 | 9.38 | 7.73 |
| Draw Down(%) | NA | 12.48 | NA | NA | NA | NA | NA | 12.48 | 12.48 | 5.84 | 1.10 |
| Yield(%) | 0.00 | 2.60 | 2.57 | 1.54 | 0.77 | 0.51 | 0.39 | 7.70 | 0.00 | 2.89 | 4.79 |
Data as of 07/18/2025, AR inception is 11/15/2023
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TRFJX (T. Rowe Price Retirement 2035 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 |
|---|---|---|---|---|
| TRFJX (T. Rowe Price Retirement 2035 I) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart