Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| TRRHX (T. ROWE PRICE RETIREMENT 2025 FUND T. ROWE PRICE RETIREMENT 2025 FUND) | 6.28% | 10.09% | 10.09% | 8.14% | 7.30% | 9.08% | 7.25% | 7.50% |
Data as of 07/01/2025, AR inception is 03/17/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TRRHX (T. ROWE PRICE RETIREMENT 2025 FUND T. ROWE PRICE RETIREMENT 2025 FUND) | 03/17/2004 | 07/01/2025 |
| 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 (%) | 1.03 | 10.09 | 10.09 | 8.14 | 7.30 | 9.08 | 7.25 | 7.50 | 6.28 | 9.72 | 14.63 | -15.58 | 12.02 | 14.68 | 20.95 | -5.62 | 17.68 | 7.55 | -0.17 | 5.84 | 20.78 | 16.00 | -2.06 | 15.37 | 36.28 | -35.90 | 6.81 | 15.34 | 7.42 | 12.71 |
| Sharpe Ratio | NA | 0.64 | 0.67 | 0.65 | 0.52 | NA | NA | 0.44 | 0.84 | 0.88 | 1.41 | -1.23 | 1.49 | 0.70 | 2.65 | -0.73 | 3.75 | 0.71 | -0.02 | 0.70 | 2.33 | 1.48 | -0.10 | 0.98 | 1.59 | -1.13 | 0.28 | 1.17 | 0.60 | 1.56 |
| Standard Deviation(%) | NA | 9.50 | 9.45 | 9.86 | 10.98 | NA | NA | 13.98 | 11.36 | 6.96 | 7.86 | 13.90 | 8.07 | 20.60 | 7.34 | 9.66 | 4.55 | 10.25 | 10.39 | 8.37 | 8.92 | 10.88 | 20.03 | 15.63 | 22.81 | 32.44 | 13.03 | 10.20 | 8.55 | 9.77 |
| Draw Down(%) | NA | 8.69 | 12.18 | 22.00 | 26.42 | NA | NA | 50.06 | 8.69 | 3.85 | 7.29 | 20.95 | 4.14 | 26.42 | 3.65 | 12.94 | 1.38 | 8.56 | 10.40 | 6.56 | 6.71 | 9.31 | 18.24 | 12.82 | 21.36 | 46.21 | 8.76 | 8.46 | 6.08 | 6.63 |
| Yield(%) | 0.00 | 4.11 | 7.22 | 7.69 | 6.59 | 8.22 | 6.58 | 7.02 | 0.00 | 4.38 | 7.07 | 9.51 | 11.02 | 5.64 | 5.71 | 6.59 | 4.19 | 3.93 | 4.61 | 3.74 | 3.45 | 2.72 | 1.73 | 1.86 | 2.56 | 3.83 | 4.27 | 3.27 | 2.11 | 2.23 |
Data as of 07/01/2025, 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 |
|---|---|---|---|---|
| TRRHX (T. ROWE PRICE RETIREMENT 2025 FUND T. ROWE PRICE RETIREMENT 2025 FUND) |
-12.67%
Feb 2006 - Feb 2009 |
0.11%
May 2007 - May 2012 |
5.22%
Feb 2006 - Feb 2016 |
5.10%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TRRHX (T. ROWE PRICE RETIREMENT 2025 FUND T. ROWE PRICE RETIREMENT 2025 FUND) |
24.61%
Feb 2009 - Feb 2012 |
20.26%
Feb 2009 - Feb 2014 |
12.95%
Feb 2009 - Feb 2019 |
11.03%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart