Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| TRPHX (T. ROWE PRICE RETIREMENT I 2025 FUND-I CLASS T. ROWE PRICE RETIREMENT I 2025 FUND-I CLASS) | NA | 12.62% | 2.11% | 7.16% | NA | NA | NA | 8.18% |
Data as of 02/20/2024, AR inception is 10/02/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TRPHX (T. ROWE PRICE RETIREMENT I 2025 FUND-I CLASS T. ROWE PRICE RETIREMENT I 2025 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 (%) | 1.10 | 12.62 | 2.11 | 7.16 | NA | NA | NA | 8.18 | 1.40 | 14.72 | -15.51 | 12.06 | 14.62 | 21.15 | -5.54 | 17.82 | 7.59 | 2.47 |
| Sharpe Ratio | NA | 0.92 | -0.01 | 0.45 | NA | NA | NA | 0.59 | 1.01 | 1.35 | -1.22 | 1.50 | 0.69 | 2.67 | -0.71 | 3.82 | 0.71 | 1.05 |
| Standard Deviation(%) | NA | 7.54 | 10.25 | 12.65 | NA | NA | NA | 11.23 | 7.12 | 7.82 | 13.87 | 8.03 | 20.75 | 7.38 | 9.65 | 4.52 | 10.34 | 9.82 |
| Draw Down(%) | NA | 7.30 | 21.94 | 26.42 | NA | NA | NA | 26.42 | 1.52 | 7.30 | 20.81 | 4.09 | 26.42 | 3.63 | 12.79 | 1.37 | 8.62 | 3.70 |
| Yield(%) | 1.09 | 5.31 | 5.09 | 5.38 | 4.46 | 2.97 | 2.23 | 5.57 | 1.10 | 4.27 | 6.54 | 4.14 | 3.64 | 4.37 | 3.91 | 3.44 | 1.67 | 1.00 |
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 |
|---|---|---|---|---|
| TRPHX (T. ROWE PRICE RETIREMENT I 2025 FUND-I CLASS T. ROWE PRICE RETIREMENT I 2025 FUND-I CLASS) |
2.42%
Mar 2017 - Mar 2020 |
3.94%
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 |
|---|---|---|---|---|
| TRPHX (T. ROWE PRICE RETIREMENT I 2025 FUND-I CLASS T. ROWE PRICE RETIREMENT I 2025 FUND-I CLASS) |
15.88%
Dec 2018 - Dec 2021 |
12.17%
Feb 2016 - Feb 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart