Performance Comparison
Portfolio Performance Comparison
Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
---|---|---|---|---|---|---|---|---|
TRPJX (T. ROWE PRICE RETIREMENT I 2035 FUND-I CLASS T. ROWE PRICE RETIREMENT I 2035 FUND-I CLASS) | NA | 16.10% | 3.06% | 8.64% | NA | NA | NA | 9.65% |
Data as of 02/20/2024, AR inception is 10/02/2015
More Performance Analytics Comparison
Name | Start Date | End Date |
---|---|---|
TRPJX (T. ROWE PRICE RETIREMENT I 2035 FUND-I CLASS T. ROWE PRICE RETIREMENT I 2035 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 (%) | 1.52 | 16.10 | 3.06 | 8.64 | NA | NA | NA | 9.65 | 2.24 | 18.33 | -17.90 | 15.31 | 17.03 | 23.90 | -6.81 | 21.03 | 8.23 | 3.08 |
Sharpe Ratio | NA | 1.01 | 0.06 | 0.45 | NA | NA | NA | 0.57 | 1.57 | 1.39 | -1.06 | 1.45 | 0.66 | 2.46 | -0.68 | 3.76 | 0.65 | 1.13 |
Standard Deviation(%) | NA | 9.91 | 13.49 | 15.92 | NA | NA | NA | 14.00 | 9.07 | 10.24 | 18.28 | 10.55 | 25.23 | 9.16 | 11.96 | 5.45 | 12.33 | 11.56 |
Draw Down(%) | NA | 9.30 | 25.79 | 30.20 | NA | NA | NA | 30.20 | 2.00 | 9.30 | 24.29 | 5.50 | 30.20 | 4.66 | 15.50 | 1.72 | 10.53 | 4.20 |
Yield(%) | 1.00 | 4.78 | 4.34 | 5.03 | 4.42 | 2.95 | 2.21 | 5.53 | 1.01 | 3.83 | 4.79 | 4.03 | 3.57 | 4.97 | 4.19 | 3.58 | 1.66 | 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 |
---|---|---|---|---|
TRPJX (T. ROWE PRICE RETIREMENT I 2035 FUND-I CLASS T. ROWE PRICE RETIREMENT I 2035 FUND-I CLASS) |
2.25%
Mar 2017 - Mar 2020 |
4.37%
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 |
---|---|---|---|---|
TRPJX (T. ROWE PRICE RETIREMENT I 2035 FUND-I CLASS T. ROWE PRICE RETIREMENT I 2035 FUND-I CLASS) |
18.69%
Dec 2018 - Dec 2021 |
14.12%
Jun 2016 - Jun 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart