Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TRRGX (T. ROWE PRICE RETIREMENT 2015 FUND T. ROWE PRICE RETIREMENT 2015 FUND) | 6.00% | 14.33% | 11.52% | 5.28% | 7.36% | 7.13% | 6.57% | … | … |
Data as of 06/04/2026, Common starting date is 03/01/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TRRGX (T. ROWE PRICE RETIREMENT 2015 FUND T. ROWE PRICE RETIREMENT 2015 FUND) | 03/01/2004 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.14 | 14.33 | 11.52 | 5.28 | 7.36 | 7.13 | 6.57 | … | … | 6.00 | 12.14 | 8.86 | 13.01 | -14.10 | 9.65 | 12.56 | 17.40 | -4.17 | 13.34 | 7.31 | -0.58 | 5.37 | 15.18 | 13.81 | -0.32 | 13.79 | 31.35 | -30.22 | 6.75 | 13.62 | 6.69 | 7.75 |
| Sharpe Ratio | NA | 1.95 | 1.21 | 0.35 | 0.69 | NA | NA | … | … | 1.59 | 1.20 | 0.85 | 1.38 | -1.33 | 1.51 | 0.79 | 3.04 | -0.81 | 3.78 | 0.92 | -0.08 | 0.85 | 2.10 | 1.60 | -0.02 | 1.09 | 1.67 | -1.17 | 0.34 | 1.11 | 0.61 | 0.96 |
| Standard Deviation(%) | NA | 6.25 | 7.05 | 8.08 | 8.39 | NA | NA | … | … | 7.82 | 7.75 | 6.14 | 6.86 | 11.70 | 6.39 | 15.54 | 5.23 | 6.89 | 3.37 | 7.69 | 7.87 | 6.30 | 7.23 | 8.64 | 15.90 | 12.58 | 18.74 | 26.47 | 10.79 | 9.20 | 7.29 | 8.54 |
| Draw Down(%) | NA | 5.35 | 7.47 | 19.89 | 21.31 | NA | NA | … | … | 5.35 | 7.47 | 3.16 | 6.44 | 18.98 | 3.38 | 21.31 | 2.39 | 9.52 | 1.03 | 5.99 | 8.21 | 4.98 | 6.20 | 7.46 | 14.70 | 10.20 | 18.32 | 39.68 | 7.17 | 7.01 | 5.24 | 5.93 |
| Yield(%) | 0.00 | 5.83 | 5.43 | 6.27 | 7.04 | 6.75 | 6.23 | … | … | 0.00 | 6.07 | 4.21 | 5.89 | 9.51 | 11.20 | 9.27 | 5.85 | 8.98 | 7.69 | 3.69 | 4.84 | 4.35 | 3.91 | 2.59 | 2.25 | 2.31 | 2.71 | 4.14 | 4.44 | 3.43 | 2.23 | 1.29 |
Data as of 06/04/2026, Common starting date is 03/01/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TRRGX (T. ROWE PRICE RETIREMENT 2015 FUND T. ROWE PRICE RETIREMENT 2015 FUND) |
-9.86%
Feb 2006 – Feb 2009 |
0.81%
Apr 2004 – Apr 2009 |
4.80%
Oct 2013 – Oct 2023 |
4.50%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TRRGX (T. ROWE PRICE RETIREMENT 2015 FUND T. ROWE PRICE RETIREMENT 2015 FUND) |
21.73%
Feb 2009 – Feb 2012 |
17.35%
Feb 2009 – Feb 2014 |
11.02%
Feb 2009 – Feb 2019 |
9.38%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart