Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| TRJLX (T. Rowe Price Retirement 2050 I) | 9.35% | 10.58% | NA | NA | NA | NA | NA | 33.68% |
Data as of 07/17/2025, AR inception is 11/15/2023
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TRJLX (T. Rowe Price Retirement 2050 I) | 11/15/2023 | 07/17/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.29 | 10.58 | NA | NA | NA | NA | NA | 33.68 | 9.35 | 14.41 | 6.85 |
| Sharpe Ratio | NA | 0.46 | NA | NA | NA | NA | NA | 1.11 | 0.79 | 0.96 | 7.74 |
| Standard Deviation(%) | NA | 16.59 | NA | NA | NA | NA | NA | 14.25 | 19.51 | 11.26 | 9.11 |
| Draw Down(%) | NA | 15.45 | NA | NA | NA | NA | NA | 15.45 | 15.45 | 7.55 | 1.42 |
| Yield(%) | 0.00 | 2.11 | 2.34 | 1.40 | 0.70 | 0.47 | 0.35 | 7.02 | 0.00 | 2.41 | 4.58 |
Data as of 07/17/2025, 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 |
|---|---|---|---|---|
| TRJLX (T. Rowe Price Retirement 2050 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 |
|---|---|---|---|---|
| TRJLX (T. Rowe Price Retirement 2050 I) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart