Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| TRRFX (T. ROWE PRICE RETIREMENT 2005 FUND T. ROWE PRICE RETIREMENT 2005 FUND) | 5.18% | 8.45% | 7.89% | 5.99% | 5.39% | 6.24% | 5.69% | 5.81% |
Data as of 06/26/2025, AR inception is 03/17/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TRRFX (T. ROWE PRICE RETIREMENT 2005 FUND T. ROWE PRICE RETIREMENT 2005 FUND) | 03/17/2004 | 06/26/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.29 | 8.45 | 7.89 | 5.99 | 5.39 | 6.24 | 5.69 | 5.81 | 5.18 | 8.04 | 11.97 | -13.61 | 8.13 | 11.24 | 15.08 | -3.26 | 10.67 | 6.72 | -0.75 | 4.72 | 9.74 | 11.35 | 1.43 | 11.51 | 24.55 | -22.40 | 6.68 | 11.50 | 5.57 | 8.08 |
| Sharpe Ratio | NA | 0.71 | 0.61 | 0.54 | 0.56 | NA | NA | 0.53 | 0.92 | 0.80 | 1.33 | -1.45 | 1.51 | 0.88 | 3.45 | -0.92 | 3.79 | 1.14 | -0.14 | 1.06 | 1.78 | 1.85 | 0.12 | 1.26 | 1.78 | -1.20 | 0.45 | 0.90 | 0.54 | 1.32 |
| Standard Deviation(%) | NA | 7.31 | 7.37 | 7.28 | 7.09 | NA | NA | 8.67 | 8.74 | 5.49 | 6.30 | 10.42 | 5.36 | 12.47 | 3.94 | 5.07 | 2.65 | 5.70 | 5.73 | 4.45 | 5.47 | 6.17 | 11.26 | 9.08 | 13.76 | 19.34 | 7.92 | 9.00 | 6.11 | 6.99 |
| Draw Down(%) | NA | 6.41 | 10.30 | 18.82 | 18.82 | NA | NA | 33.42 | 6.41 | 2.82 | 5.86 | 18.03 | 3.00 | 18.11 | 1.61 | 7.15 | 0.90 | 4.02 | 6.47 | 3.73 | 5.49 | 5.25 | 10.58 | 7.14 | 14.27 | 30.90 | 4.99 | 5.41 | 4.40 | 4.88 |
| Yield(%) | 0.00 | 3.85 | 5.75 | 6.96 | 5.67 | 5.96 | 5.49 | 5.65 | 0.00 | 4.05 | 4.54 | 8.16 | 10.32 | 8.73 | 4.05 | 6.30 | 4.51 | 3.28 | 3.62 | 4.12 | 3.26 | 2.77 | 2.80 | 2.84 | 3.65 | 4.43 | 5.08 | 4.64 | 2.74 | 1.51 |
Data as of 06/26/2025, AR inception is 03/17/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TRRFX (T. ROWE PRICE RETIREMENT 2005 FUND T. ROWE PRICE RETIREMENT 2005 FUND) |
-6.30%
Feb 2006 - Feb 2009 |
1.86%
Apr 2004 - Apr 2009 |
3.97%
Oct 2013 - Oct 2023 |
4.00%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TRRFX (T. ROWE PRICE RETIREMENT 2005 FUND T. ROWE PRICE RETIREMENT 2005 FUND) |
17.81%
Feb 2009 - Feb 2012 |
13.85%
Feb 2009 - Feb 2014 |
8.93%
Feb 2009 - Feb 2019 |
7.71%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart