Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TRLAX (T Rowe Price Retirement Income 2020 Fund) | 6.38% | 15.04% | 11.37% | 5.11% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 06/07/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TRLAX (T Rowe Price Retirement Income 2020 Fund) | 06/07/2017 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.21 | 15.04 | 11.37 | 5.11 | NA | NA | NA | … | … | 6.38 | 12.48 | 8.82 | 12.15 | -14.81 | 10.55 | 13.41 | 19.07 | -5.31 | 4.87 |
| Sharpe Ratio | NA | 1.96 | 1.12 | 0.31 | NA | NA | NA | … | … | 1.65 | 1.17 | 0.79 | 1.18 | -1.30 | 1.49 | 0.73 | 2.77 | -0.80 | 2.14 |
| Standard Deviation(%) | NA | 6.58 | 7.52 | 8.62 | NA | NA | NA | … | … | 8.19 | 8.26 | 6.59 | 7.29 | 12.50 | 7.05 | 17.90 | 6.36 | 8.44 | 3.72 |
| Draw Down(%) | NA | 5.70 | 8.04 | 20.74 | NA | NA | NA | … | … | 5.70 | 8.04 | 3.50 | 6.75 | 19.80 | 3.66 | 23.83 | 3.08 | 11.79 | 1.57 |
| Yield(%) | 0.00 | 9.47 | 8.15 | 6.82 | 6.36 | 4.24 | 3.18 | … | … | 2.16 | 9.70 | 8.53 | 6.12 | 7.60 | 8.00 | 8.24 | 6.51 | 6.56 | 2.57 |
Data as of 06/04/2026, Common starting date is 06/07/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TRLAX (T Rowe Price Retirement Income 2020 Fund) |
0.47%
Apr 2021 – Apr 2024 |
3.30%
Sep 2017 – Sep 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TRLAX (T Rowe Price Retirement Income 2020 Fund) |
14.29%
Dec 2018 – Dec 2021 |
8.96%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart