Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| TRLNX (T. Rowe Price Retirement 2060 I) | 9.22% | 10.78% | NA | NA | NA | NA | NA | 33.69% |
Data as of 07/11/2025, AR inception is 11/15/2023
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TRLNX (T. Rowe Price Retirement 2060 I) | 11/15/2023 | 07/11/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.44 | 10.78 | NA | NA | NA | NA | NA | 33.69 | 9.22 | 14.55 | 6.86 |
| Sharpe Ratio | NA | 0.45 | NA | NA | NA | NA | NA | 1.11 | 0.78 | 0.96 | 7.75 |
| Standard Deviation(%) | NA | 16.78 | NA | NA | NA | NA | NA | 14.40 | 19.75 | 11.34 | 9.12 |
| Draw Down(%) | NA | 15.63 | NA | NA | NA | NA | NA | 15.63 | 15.63 | 7.62 | 1.45 |
| Yield(%) | 0.00 | 1.96 | 1.91 | 1.14 | 0.57 | 0.38 | 0.29 | 5.72 | 0.00 | 2.23 | 3.43 |
Data as of 07/11/2025, 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 |
|---|---|---|---|---|
| TRLNX (T. Rowe Price Retirement 2060 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 |
|---|---|---|---|---|
| TRLNX (T. Rowe Price Retirement 2060 I) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart