Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
TRPPX (Target 2055 Fund I Class) 8.31% 22.14% 17.69% 8.50% 11.47% NA NA
Data as of 06/05/2026, Common starting date is 03/01/2016
More Performance Analytics Comparison
Name Start Date End Date
TRPPX (Target 2055 Fund I Class) 03/01/2016 06/05/2026
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception YTD 2025 2024 2023 2022 2021 2020 2019 2018 2017 2016
Annualized Return (%) -2.40 22.14 17.69 8.50 11.47 NA NA 8.31 18.88 14.31 20.78 -19.09 17.26 18.57 24.93 -7.26 22.22 12.18
Sharpe Ratio NA 1.61 1.09 0.40 0.65 NA NA 1.22 1.04 0.96 1.45 -0.97 1.43 0.66 2.36 -0.68 3.58 1.28
Standard Deviation(%) NA 12.10 13.21 14.99 15.26 NA NA 14.79 15.49 11.14 11.90 21.27 12.03 27.44 9.93 12.85 6.04 11.30
Draw Down(%) NA 9.65 15.30 27.87 31.84 NA NA 9.65 15.30 7.44 10.28 26.12 6.46 31.84 5.11 16.63 1.75 6.83
Yield(%) 0.00 5.32 4.42 3.86 5.50 3.93 2.95 0.00 5.61 3.22 3.40 4.37 4.25 3.04 5.21 5.47 4.21 4.45
Data as of 06/05/2026, Common starting date is 03/01/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
TRPPX (Target 2055 Fund I Class) 2.05%
Mar 2017 – Mar 2020
4.58%
Sep 2017 – Sep 2022
11.57%
Apr 2016 – Apr 2026
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
TRPPX (Target 2055 Fund I Class) 20.21%
Dec 2018 – Dec 2021
15.01%
Oct 2016 – Oct 2021
11.86%
May 2016 – May 2026
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return