Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TRRCX (T. Rowe Price Retirement 2030 Fund) | 7.71% | 17.94% | 14.05% | 6.52% | 9.49% | 9.09% | 7.85% | … | … |
Data as of 06/04/2026, Common starting date is 11/05/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TRRCX (T. Rowe Price Retirement 2030 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 (%) | 0.23 | 17.94 | 14.05 | 6.52 | 9.49 | 9.09 | 7.85 | … | … | 7.71 | 14.41 | 10.73 | 16.37 | -16.89 | 13.70 | 15.90 | 22.48 | -6.40 | 19.46 | 7.68 | -0.08 | 6.23 | 23.09 | 16.82 | -2.70 | 16.01 | 37.99 | -37.79 | 6.83 | 16.03 | 8.12 | 14.15 | 29.98 | -1.83 |
| Sharpe Ratio | NA | 1.94 | 1.19 | 0.37 | 0.66 | NA | NA | … | … | 1.66 | 1.10 | 0.88 | 1.42 | -1.14 | 1.46 | 0.67 | 2.53 | -0.72 | 3.71 | 0.66 | -0.01 | 0.57 | 2.39 | 1.45 | -0.13 | 0.95 | 1.56 | -1.11 | 0.27 | 1.15 | 0.64 | 1.25 | 2.07 | -0.68 |
| Standard Deviation(%) | NA | 8.15 | 9.32 | 10.97 | 12.08 | NA | NA | … | … | 10.13 | 10.50 | 8.05 | 9.01 | 16.15 | 9.35 | 23.24 | 8.32 | 10.85 | 5.09 | 11.32 | 11.42 | 10.86 | 9.65 | 11.70 | 21.67 | 16.78 | 24.32 | 34.67 | 13.80 | 10.99 | 9.10 | 10.51 | 14.16 | 18.30 |
| Draw Down(%) | NA | 6.88 | 10.46 | 24.07 | 28.55 | NA | NA | … | … | 6.88 | 10.46 | 4.81 | 8.38 | 22.80 | 4.80 | 28.55 | 4.19 | 14.48 | 1.53 | 9.58 | 11.23 | 7.17 | 6.97 | 10.04 | 19.67 | 13.80 | 22.39 | 48.29 | 9.30 | 9.29 | 6.37 | 7.34 | 13.21 | 5.76 |
| Yield(%) | 0.00 | 5.87 | 5.57 | 5.99 | 7.18 | 7.36 | 6.51 | … | … | 0.00 | 6.14 | 3.64 | 6.74 | 8.93 | 9.84 | 5.94 | 6.33 | 7.60 | 4.39 | 4.46 | 5.17 | 4.24 | 3.53 | 2.45 | 1.55 | 1.69 | 2.41 | 3.60 | 4.30 | 3.35 | 1.74 | 1.88 | 1.09 | 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 |
|---|---|---|---|---|
| TRRCX (T. Rowe Price Retirement 2030 Fund) |
-13.65%
Feb 2006 – Feb 2009 |
-4.43%
Feb 2004 – Feb 2009 |
5.32%
Feb 2006 – Feb 2016 |
5.32%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TRRCX (T. Rowe Price Retirement 2030 Fund) |
25.64%
Feb 2009 – Feb 2012 |
21.36%
Feb 2009 – Feb 2014 |
13.69%
Feb 2009 – Feb 2019 |
11.77%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart