Performance Comparison
Portfolio Performance Comparison
Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
---|---|---|---|---|---|---|---|---|
TRPMX (T. ROWE PRICE RETIREMENT I 2050 FUND-I CLASS T. ROWE PRICE RETIREMENT I 2050 FUND-I CLASS) | NA | 18.81% | 3.96% | 9.81% | NA | NA | NA | 10.62% |
Data as of 02/20/2024, AR inception is 10/02/2015
More Performance Analytics Comparison
Name | Start Date | End Date |
---|---|---|
TRPMX (T. ROWE PRICE RETIREMENT I 2050 FUND-I CLASS T. ROWE PRICE RETIREMENT I 2050 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 (%) | 1.77 | 18.81 | 3.96 | 9.81 | NA | NA | NA | 10.62 | 3.13 | 20.93 | -19.15 | 17.58 | 18.71 | 25.57 | -7.51 | 22.55 | 8.29 | 3.36 |
Sharpe Ratio | NA | 1.09 | 0.10 | 0.46 | NA | NA | NA | 0.54 | 2.10 | 1.41 | -0.97 | 1.43 | 0.65 | 2.35 | -0.68 | 3.67 | 0.33 | 1.17 |
Standard Deviation(%) | NA | 11.52 | 15.70 | 18.16 | NA | NA | NA | 16.66 | 10.47 | 11.92 | 21.33 | 12.23 | 28.32 | 10.29 | 13.11 | 5.99 | 24.21 | 12.20 |
Draw Down(%) | NA | 10.31 | 27.93 | 32.49 | NA | NA | NA | 32.49 | 2.12 | 10.31 | 26.09 | 6.54 | 32.49 | 5.35 | 17.00 | 1.85 | 9.37 | 4.54 |
Yield(%) | 1.09 | 5.00 | 4.42 | 5.19 | 4.59 | 3.06 | 2.30 | 5.74 | 1.11 | 3.95 | 4.53 | 4.36 | 3.16 | 5.52 | 4.27 | 3.48 | 1.66 | 1.19 |
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 |
---|---|---|---|---|
TRPMX (T. ROWE PRICE RETIREMENT I 2050 FUND-I CLASS T. ROWE PRICE RETIREMENT I 2050 FUND-I CLASS) |
1.98%
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 |
---|---|---|---|---|
TRPMX (T. ROWE PRICE RETIREMENT I 2050 FUND-I CLASS T. ROWE PRICE RETIREMENT I 2050 FUND-I CLASS) |
20.57%
Dec 2018 - Dec 2021 |
17.51%
Jul 2016 - Jul 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart