Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| TRRAX (T. ROWE PRICE RETIREMENT 2010 FUND T. ROWE PRICE RETIREMENT 2010 FUND) | 6.13% | 8.99% | 8.82% | 6.16% | 5.92% | 7.02% | 6.02% | 7.01% |
Data as of 07/03/2025, AR inception is 11/05/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TRRAX (T. ROWE PRICE RETIREMENT 2010 FUND T. ROWE PRICE RETIREMENT 2010 FUND) | 11/05/2002 | 07/03/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.81 | 8.99 | 8.82 | 6.16 | 5.92 | 7.02 | 6.02 | 7.01 | 6.13 | 8.47 | 12.50 | -13.94 | 8.87 | 11.90 | 16.17 | -3.66 | 11.67 | 7.11 | -0.78 | 5.31 | 11.93 | 12.44 | 0.54 | 12.70 | 27.95 | -26.81 | 6.67 | 12.83 | 6.25 | 11.11 | 23.75 | -0.47 |
| Sharpe Ratio | NA | 0.74 | 0.70 | 0.55 | 0.57 | NA | NA | 0.56 | 1.05 | 0.83 | 1.36 | -1.39 | 1.49 | 0.84 | 3.25 | -0.88 | 3.83 | 1.07 | -0.12 | 0.57 | 1.93 | 1.71 | 0.04 | 1.17 | 1.72 | -1.20 | 0.37 | 1.06 | 0.60 | 1.30 | 2.23 | -0.30 |
| Standard Deviation(%) | NA | 7.81 | 7.79 | 7.79 | 7.77 | NA | NA | 10.08 | 9.15 | 5.86 | 6.57 | 11.11 | 5.93 | 13.88 | 4.52 | 5.76 | 2.89 | 6.47 | 6.60 | 9.34 | 6.17 | 7.30 | 13.42 | 10.78 | 16.19 | 23.10 | 9.56 | 8.96 | 6.69 | 7.78 | 10.33 | 12.96 |
| Draw Down(%) | NA | 7.04 | 10.64 | 19.40 | 19.61 | NA | NA | 38.90 | 7.04 | 2.96 | 6.19 | 18.59 | 3.22 | 19.61 | 1.93 | 8.17 | 0.95 | 4.68 | 7.12 | 6.33 | 5.76 | 6.20 | 12.57 | 8.72 | 16.33 | 35.74 | 6.23 | 6.40 | 4.79 | 5.67 | 9.08 | 3.48 |
| Yield(%) | 0.00 | 4.04 | 6.26 | 7.76 | 6.55 | 7.11 | 6.09 | 7.57 | 0.00 | 4.29 | 4.66 | 9.10 | 13.06 | 9.99 | 5.05 | 7.55 | 6.28 | 4.36 | 4.00 | 5.52 | 3.66 | 2.80 | 2.59 | 2.69 | 3.42 | 4.10 | 4.47 | 3.87 | 2.49 | 2.25 | 1.31 | 0.66 |
Data as of 07/03/2025, AR inception is 11/05/2002
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TRRAX (T. ROWE PRICE RETIREMENT 2010 FUND T. ROWE PRICE RETIREMENT 2010 FUND) |
-8.24%
Feb 2006 - Feb 2009 |
-1.82%
Feb 2004 - Feb 2009 |
4.35%
Oct 2013 - Oct 2023 |
4.16%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TRRAX (T. ROWE PRICE RETIREMENT 2010 FUND T. ROWE PRICE RETIREMENT 2010 FUND) |
19.79%
Feb 2009 - Feb 2012 |
15.46%
Feb 2009 - Feb 2014 |
9.91%
Feb 2009 - Feb 2019 |
8.50%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart