Select Page
Performance Comparison
Comparison Box

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