Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| TRPDX (T. ROWE PRICE RETIREMENT I 2040 FUND-I CLASS T. ROWE PRICE RETIREMENT I 2040 FUND-I CLASS) | NA | 17.55% | 3.16% | 9.08% | NA | NA | NA | 10.11% |
Data as of 02/20/2024, AR inception is 10/02/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TRPDX (T. ROWE PRICE RETIREMENT I 2040 FUND-I CLASS T. ROWE PRICE RETIREMENT I 2040 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 (%) | 1.66 | 17.55 | 3.16 | 9.08 | NA | NA | NA | 10.11 | 2.68 | 19.80 | -18.77 | 15.54 | 18.15 | 24.89 | -7.21 | 22.11 | 8.29 | 3.36 |
| Sharpe Ratio | NA | 1.05 | 0.06 | 0.44 | NA | NA | NA | 0.56 | 1.80 | 1.40 | -1.00 | 1.35 | 0.66 | 2.41 | -0.67 | 3.66 | 0.61 | 1.18 |
| Standard Deviation(%) | NA | 10.82 | 14.80 | 17.20 | NA | NA | NA | 15.08 | 9.99 | 11.20 | 20.14 | 11.50 | 26.93 | 9.76 | 12.71 | 5.89 | 13.19 | 12.10 |
| Draw Down(%) | NA | 9.84 | 27.86 | 31.40 | NA | NA | NA | 31.40 | 2.06 | 9.84 | 25.47 | 6.10 | 31.40 | 5.04 | 16.37 | 1.78 | 11.26 | 4.36 |
| Yield(%) | 0.96 | 4.58 | 4.05 | 4.93 | 4.44 | 2.96 | 2.22 | 5.54 | 0.98 | 3.66 | 4.88 | 3.21 | 3.60 | 5.37 | 4.40 | 3.65 | 1.66 | 1.19 |
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 |
|---|---|---|---|---|
| TRPDX (T. ROWE PRICE RETIREMENT I 2040 FUND-I CLASS T. ROWE PRICE RETIREMENT I 2040 FUND-I CLASS) |
2.14%
Mar 2017 - Mar 2020 |
4.38%
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 |
|---|---|---|---|---|
| TRPDX (T. ROWE PRICE RETIREMENT I 2040 FUND-I CLASS T. ROWE PRICE RETIREMENT I 2040 FUND-I CLASS) |
19.46%
Dec 2018 - Dec 2021 |
14.93%
Jun 2016 - Jun 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart