Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| TRPLX (T. ROWE PRICE RETIREMENT I 2060 FUND-I CLASS T. ROWE PRICE RETIREMENT I 2060 FUND-I CLASS) | NA | 18.89% | 3.95% | 9.81% | NA | NA | NA | 10.50% |
Data as of 02/20/2024, AR inception is 10/02/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TRPLX (T. ROWE PRICE RETIREMENT I 2060 FUND-I CLASS T. ROWE PRICE RETIREMENT I 2060 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 (%) | 1.79 | 18.89 | 3.95 | 9.81 | NA | NA | NA | 10.50 | 3.11 | 20.96 | -19.15 | 17.59 | 18.79 | 25.48 | -7.44 | 22.53 | 7.14 | 3.47 |
| Sharpe Ratio | NA | 1.08 | 0.10 | 0.46 | NA | NA | NA | 0.56 | 2.06 | 1.40 | -0.96 | 1.43 | 0.65 | 2.34 | -0.67 | 3.66 | 0.52 | 1.21 |
| Standard Deviation(%) | NA | 11.63 | 15.78 | 18.22 | NA | NA | NA | 15.86 | 10.56 | 12.05 | 21.40 | 12.25 | 28.37 | 10.31 | 13.21 | 6.00 | 13.31 | 12.28 |
| Draw Down(%) | NA | 10.40 | 27.98 | 32.48 | NA | NA | NA | 32.48 | 2.12 | 10.40 | 26.18 | 6.54 | 32.48 | 5.35 | 16.98 | 1.79 | 11.46 | 4.54 |
| Yield(%) | 1.36 | 5.10 | 4.16 | 4.67 | 4.23 | 2.82 | 2.12 | 5.29 | 1.39 | 3.74 | 3.96 | 4.05 | 2.57 | 4.16 | 3.48 | 3.77 | 1.96 | 1.29 |
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 |
|---|---|---|---|---|
| TRPLX (T. ROWE PRICE RETIREMENT I 2060 FUND-I CLASS T. ROWE PRICE RETIREMENT I 2060 FUND-I CLASS) |
1.97%
Mar 2017 - Mar 2020 |
4.70%
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 |
|---|---|---|---|---|
| TRPLX (T. ROWE PRICE RETIREMENT I 2060 FUND-I CLASS T. ROWE PRICE RETIREMENT I 2060 FUND-I CLASS) |
20.57%
Dec 2018 - Dec 2021 |
15.21%
Oct 2016 - Oct 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart