Performance Comparison
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
