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Performance Comparison
Comparison Box

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