Performance Comparison
Portfolio Performance Comparison
Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
---|---|---|---|---|---|---|---|---|
TRPCX (T. ROWE PRICE RETIREMENT I 2030 FUND-I CLASS T. ROWE PRICE RETIREMENT I 2030 FUND-I CLASS) | NA | 14.31% | 2.54% | 7.89% | NA | NA | NA | 8.91% |
Data as of 02/20/2024, AR inception is 10/02/2015
More Performance Analytics Comparison
Name | Start Date | End Date |
---|---|---|
TRPCX (T. ROWE PRICE RETIREMENT I 2030 FUND-I CLASS T. ROWE PRICE RETIREMENT I 2030 FUND-I CLASS) | 10/02/2015 | 02/20/2024 |
Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return (%) | 1.36 | 14.31 | 2.54 | 7.89 | NA | NA | NA | 8.91 | 1.78 | 16.54 | -16.95 | 13.84 | 15.91 | 22.68 | -6.16 | 19.52 | 7.80 | 2.66 |
Sharpe Ratio | NA | 0.96 | 0.02 | 0.44 | NA | NA | NA | 0.58 | 1.25 | 1.37 | -1.14 | 1.48 | 0.67 | 2.56 | -0.69 | 3.79 | 0.67 | 1.06 |
Standard Deviation(%) | NA | 8.76 | 11.89 | 14.39 | NA | NA | NA | 12.70 | 8.23 | 9.07 | 16.09 | 9.30 | 23.26 | 8.30 | 10.93 | 5.00 | 11.40 | 10.54 |
Draw Down(%) | NA | 8.33 | 23.97 | 28.46 | NA | NA | NA | 28.46 | 1.78 | 8.33 | 22.70 | 4.82 | 28.46 | 4.15 | 14.22 | 1.51 | 9.54 | 3.95 |
Yield(%) | 1.01 | 5.15 | 4.65 | 5.24 | 4.49 | 3.00 | 2.25 | 5.62 | 1.02 | 4.20 | 5.44 | 4.03 | 3.79 | 4.94 | 4.19 | 3.51 | 1.72 | 1.09 |
Data as of 02/20/2024, AR inception is 10/02/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
---|---|---|---|---|
TRPCX (T. ROWE PRICE RETIREMENT I 2030 FUND-I CLASS T. ROWE PRICE RETIREMENT I 2030 FUND-I CLASS) |
2.34%
Mar 2017 - Mar 2020 |
4.19%
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 |
---|---|---|---|---|
TRPCX (T. ROWE PRICE RETIREMENT I 2030 FUND-I CLASS T. ROWE PRICE RETIREMENT I 2030 FUND-I CLASS) |
17.42%
Dec 2018 - Dec 2021 |
13.17%
Feb 2016 - Feb 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart