Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TRRBX (T.ROWE PRICE RETIREMENT 2020 FUND T. ROWE PRICE RETIREMENT 2020 FUND) | 6.38% | 15.05% | 11.98% | 5.52% | 7.96% | 7.74% | 6.96% | … | … |
Data as of 06/04/2026, Common starting date is 11/05/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TRRBX (T.ROWE PRICE RETIREMENT 2020 FUND T. ROWE PRICE RETIREMENT 2020 FUND) | 11/05/2002 | 06/04/2026 |
| 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 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.19 | 15.05 | 11.98 | 5.52 | 7.96 | 7.74 | 6.96 | … | … | 6.38 | 12.56 | 9.16 | 13.51 | -14.58 | 10.60 | 13.18 | 19.39 | -5.01 | 15.75 | 7.40 | -0.35 | 5.80 | 18.05 | 15.01 | -1.20 | 14.74 | 34.19 | -33.48 | 6.73 | 14.54 | 7.17 | 12.82 | 27.41 | -1.48 |
| Sharpe Ratio | NA | 1.96 | 1.21 | 0.36 | 0.68 | NA | NA | … | … | 1.63 | 1.19 | 0.86 | 1.39 | -1.30 | 1.52 | 0.72 | 2.84 | -0.77 | 3.75 | 0.79 | -0.04 | 0.62 | 2.22 | 1.54 | -0.07 | 1.03 | 1.64 | -1.15 | 0.30 | 1.13 | 0.62 | 1.28 | 2.15 | -0.64 |
| Standard Deviation(%) | NA | 6.57 | 7.41 | 8.54 | 9.36 | NA | NA | … | … | 8.24 | 8.15 | 6.46 | 7.17 | 12.39 | 6.97 | 17.91 | 6.30 | 8.36 | 4.04 | 9.05 | 9.19 | 9.27 | 8.12 | 9.81 | 18.09 | 14.21 | 20.82 | 29.75 | 12.01 | 9.91 | 7.90 | 9.23 | 12.39 | 16.14 |
| Draw Down(%) | NA | 5.61 | 8.00 | 20.54 | 23.90 | NA | NA | … | … | 5.61 | 8.00 | 3.47 | 6.70 | 19.63 | 3.61 | 23.90 | 3.01 | 11.41 | 1.24 | 7.41 | 9.41 | 5.83 | 6.49 | 8.37 | 16.64 | 11.65 | 19.90 | 43.40 | 8.05 | 7.80 | 5.71 | 6.34 | 11.25 | 5.11 |
| Yield(%) | 0.00 | 6.20 | 6.04 | 6.82 | 7.55 | 7.34 | 6.62 | … | … | 0.00 | 6.45 | 4.51 | 7.19 | 10.05 | 12.74 | 10.04 | 6.25 | 8.34 | 5.29 | 3.80 | 4.56 | 4.10 | 3.91 | 2.64 | 1.99 | 2.09 | 2.68 | 3.87 | 4.44 | 3.60 | 2.22 | 2.08 | 1.28 | 0.00 |
Data as of 06/04/2026, Common starting date is 11/05/2002
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TRRBX (T.ROWE PRICE RETIREMENT 2020 FUND T. ROWE PRICE RETIREMENT 2020 FUND) |
-11.44%
Feb 2006 – Feb 2009 |
-3.40%
Feb 2004 – Feb 2009 |
5.15%
Jan 2006 – Jan 2016 |
4.82%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TRRBX (T.ROWE PRICE RETIREMENT 2020 FUND T. ROWE PRICE RETIREMENT 2020 FUND) |
23.36%
Feb 2009 – Feb 2012 |
18.95%
Feb 2009 – Feb 2014 |
12.09%
Feb 2009 – Feb 2019 |
10.24%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart