Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TRFKX (T. Rowe Price Retirement I 2065 Fund I Class) | NA | 18.91% | 4.26% | NA | NA | NA | NA | … | … |
Data as of 02/20/2024, Common starting date is 10/16/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TRFKX (T. Rowe Price Retirement I 2065 Fund I Class) | 10/16/2020 | 02/20/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.82 | 18.91 | 4.26 | NA | NA | NA | NA | … | … | 3.13 | 21.00 | -19.12 | 18.55 | 11.80 |
| Sharpe Ratio | NA | 1.09 | 0.13 | NA | NA | NA | NA | … | … | 2.09 | 1.40 | -0.96 | 1.51 | 4.72 |
| Standard Deviation(%) | NA | 11.65 | 15.78 | NA | NA | NA | NA | … | … | 10.50 | 12.05 | 21.40 | 12.26 | 15.19 |
| Draw Down(%) | NA | 10.44 | 27.91 | NA | NA | NA | NA | … | … | 2.14 | 10.44 | 26.15 | 6.53 | 5.42 |
| Yield(%) | 1.21 | 4.16 | 3.14 | 2.49 | 1.25 | 0.83 | 0.62 | … | … | 1.23 | 2.92 | 2.24 | 3.44 | 1.51 |
Data as of 02/20/2024, Common starting date is 10/16/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TRFKX (T. Rowe Price Retirement I 2065 Fund I Class) |
4.93%
Nov 2020 – Nov 2023 |
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 |
|---|---|---|---|---|
| TRFKX (T. Rowe Price Retirement I 2065 Fund I Class) |
5.20%
Jan 2021 – Jan 2024 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart