Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| TRHDX (T. Rowe Price Retirement 2040 I) | 8.60% | 9.84% | NA | NA | NA | NA | NA | 18.56% |
Data as of 07/17/2025, AR inception is 02/22/2024
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TRHDX (T. Rowe Price Retirement 2040 I) | 02/22/2024 | 07/17/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | |
|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.33 | 9.84 | NA | NA | NA | NA | NA | 18.56 | 8.60 | 9.17 |
| Sharpe Ratio | NA | 0.46 | NA | NA | NA | NA | NA | 0.72 | 0.79 | 0.69 |
| Standard Deviation(%) | NA | 15.00 | NA | NA | NA | NA | NA | 13.51 | 17.57 | 10.39 |
| Draw Down(%) | NA | 14.00 | NA | NA | NA | NA | NA | 14.00 | 14.00 | 6.73 |
| Yield(%) | 0.00 | 2.48 | 0.89 | 0.54 | 0.27 | 0.18 | 0.13 | 2.68 | 0.00 | 2.68 |
Data as of 07/17/2025, AR inception is 02/22/2024
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TRHDX (T. Rowe Price Retirement 2040 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 |
|---|---|---|---|---|
| TRHDX (T. Rowe Price Retirement 2040 I) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart