Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| TRJMX (T. Rowe Price Retirement 2055 I) | 8.54% | 9.36% | NA | NA | NA | NA | NA | 32.90% |
Data as of 07/15/2025, AR inception is 11/15/2023
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TRJMX (T. Rowe Price Retirement 2055 I) | 11/15/2023 | 07/15/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.32 | 9.36 | NA | NA | NA | NA | NA | 32.90 | 8.54 | 14.57 | 6.87 |
| Sharpe Ratio | NA | 0.45 | NA | NA | NA | NA | NA | 1.11 | 0.78 | 0.97 | 7.79 |
| Standard Deviation(%) | NA | 16.78 | NA | NA | NA | NA | NA | 14.39 | 19.73 | 11.34 | 9.09 |
| Draw Down(%) | NA | 15.60 | NA | NA | NA | NA | NA | 15.60 | 15.60 | 7.63 | 1.42 |
| Yield(%) | 0.00 | 1.99 | 2.09 | 1.25 | 0.63 | 0.42 | 0.31 | 6.27 | 0.00 | 2.28 | 3.94 |
Data as of 07/15/2025, 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 |
|---|---|---|---|---|
| TRJMX (T. Rowe Price Retirement 2055 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 |
|---|---|---|---|---|
| TRJMX (T. Rowe Price Retirement 2055 I) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart