Performance Comparison
Portfolio Performance Comparison
Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
---|---|---|---|---|---|---|---|---|
TRPFX (T. ROWE PRICE RETIREMENT I 2005 FUND-I CLASS T. ROWE PRICE RETIREMENT I 2005 FUND-I CLASS) | NA | 10.16% | 1.24% | 5.26% | NA | NA | NA | 5.78% |
Data as of 02/20/2024, AR inception is 10/02/2015
More Performance Analytics Comparison
Name | Start Date | End Date |
---|---|---|
TRPFX (T. ROWE PRICE RETIREMENT I 2005 FUND-I CLASS T. ROWE PRICE RETIREMENT I 2005 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 (%) | 0.93 | 10.16 | 1.24 | 5.26 | NA | NA | NA | 5.78 | 0.84 | 12.06 | -13.61 | 8.29 | 11.51 | 15.24 | -3.12 | 10.74 | 6.72 | 0.81 |
Sharpe Ratio | NA | 0.79 | -0.12 | 0.45 | NA | NA | NA | 0.61 | 0.47 | 1.25 | -1.44 | 1.53 | 0.91 | 3.48 | -0.90 | 3.82 | 1.13 | 0.61 |
Standard Deviation(%) | NA | 6.07 | 7.73 | 8.34 | NA | NA | NA | 7.11 | 5.89 | 6.29 | 10.43 | 5.39 | 12.32 | 3.98 | 4.96 | 2.66 | 5.77 | 5.38 |
Draw Down(%) | NA | 5.83 | 18.71 | 18.71 | NA | NA | NA | 18.71 | 1.24 | 5.83 | 17.94 | 2.93 | 18.13 | 1.60 | 7.02 | 0.91 | 4.04 | 2.68 |
Yield(%) | 0.84 | 5.05 | 5.54 | 5.46 | 4.13 | 2.75 | 2.06 | 5.16 | 0.84 | 4.27 | 6.38 | 6.20 | 4.42 | 3.53 | 3.58 | 3.33 | 1.71 | 0.91 |
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 |
---|---|---|---|---|
TRPFX (T. ROWE PRICE RETIREMENT I 2005 FUND-I CLASS T. ROWE PRICE RETIREMENT I 2005 FUND-I CLASS) |
1.10%
Sep 2019 - Sep 2022 |
2.59%
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 |
---|---|---|---|---|
TRPFX (T. ROWE PRICE RETIREMENT I 2005 FUND-I CLASS T. ROWE PRICE RETIREMENT I 2005 FUND-I CLASS) |
11.64%
Dec 2018 - Dec 2021 |
8.60%
Feb 2016 - Feb 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart