Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TRRIX (T. ROWE PRICE RETIREMENT BALANCED FUND T. ROWE PRICE RETIREMENT BALANCED FUND) | 5.07% | 12.57% | 10.30% | 4.67% | 6.44% | 5.90% | 5.74% | … | … |
Data as of 06/04/2026, Common starting date is 10/30/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TRRIX (T. ROWE PRICE RETIREMENT BALANCED FUND T. ROWE PRICE RETIREMENT BALANCED FUND) | 10/30/2002 | 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 (%) | 0.07 | 12.57 | 10.30 | 4.67 | 6.44 | 5.90 | 5.74 | … | … | 5.07 | 11.21 | 7.95 | 11.34 | -12.91 | 8.68 | 11.47 | 15.31 | -3.27 | 10.39 | 6.49 | -0.73 | 3.92 | 9.17 | 9.79 | 1.45 | 9.94 | 22.07 | -18.39 | 6.05 | 9.98 | 4.87 | 7.84 | 15.71 | 1.12 |
| Sharpe Ratio | NA | 1.85 | 1.18 | 0.31 | 0.67 | NA | NA | … | … | 1.49 | 1.24 | 0.80 | 1.27 | -1.45 | 1.55 | 0.84 | 3.05 | -0.83 | 3.50 | 1.06 | -0.13 | 0.76 | 1.77 | 1.67 | 0.14 | 1.27 | 1.91 | -1.22 | 0.46 | 1.27 | 0.55 | 1.29 | 2.45 | 0.82 |
| Standard Deviation(%) | NA | 5.62 | 6.24 | 7.03 | 7.21 | NA | NA | … | … | 6.84 | 6.74 | 5.44 | 6.10 | 9.94 | 5.58 | 13.38 | 4.54 | 5.66 | 2.79 | 5.91 | 5.83 | 5.12 | 5.16 | 5.89 | 10.28 | 7.78 | 11.51 | 15.79 | 6.35 | 5.18 | 4.71 | 5.31 | 6.11 | 7.40 |
| Draw Down(%) | NA | 4.85 | 6.10 | 17.89 | 18.57 | NA | NA | … | … | 4.85 | 6.10 | 3.48 | 5.61 | 17.25 | 4.03 | 18.57 | 1.99 | 8.09 | 0.86 | 4.22 | 6.42 | 3.65 | 5.09 | 4.98 | 9.50 | 6.25 | 11.79 | 26.36 | 3.94 | 4.05 | 3.31 | 4.33 | 4.92 | 1.99 |
| Yield(%) | 0.00 | 4.99 | 4.73 | 5.97 | 6.23 | 5.57 | 5.40 | … | … | 0.62 | 5.33 | 4.08 | 4.40 | 8.25 | 12.26 | 9.39 | 3.78 | 6.33 | 5.34 | 3.53 | 3.31 | 3.52 | 3.12 | 2.02 | 2.68 | 2.40 | 3.34 | 4.36 | 4.68 | 4.39 | 3.16 | 2.93 | 2.57 | 0.24 |
Data as of 06/04/2026, Common starting date is 10/30/2002
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TRRIX (T. ROWE PRICE RETIREMENT BALANCED FUND T. ROWE PRICE RETIREMENT BALANCED FUND) |
-4.60%
Feb 2006 – Feb 2009 |
-0.40%
Feb 2004 – Feb 2009 |
3.99%
Oct 2013 – Oct 2023 |
4.05%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TRRIX (T. ROWE PRICE RETIREMENT BALANCED FUND T. ROWE PRICE RETIREMENT BALANCED FUND) |
15.55%
Feb 2009 – Feb 2012 |
12.17%
Feb 2009 – Feb 2014 |
8.04%
Feb 2009 – Feb 2019 |
7.19%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart