Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| TRRJX (T. ROWE PRICE RETIREMENT 2035 FUND T. ROWE PRICE RETIREMENT 2035 FUND) | 8.78% | 11.01% | 7.40% | 5.03% | 6.38% | 8.39% | 6.76% | 7.21% |
Data as of 07/28/2025, AR inception is 03/17/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TRRJX (T. ROWE PRICE RETIREMENT 2035 FUND T. ROWE PRICE RETIREMENT 2035 FUND) | 03/17/2004 | 07/28/2025 |
| 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 (%) | 0.70 | 11.01 | 7.40 | 5.03 | 6.38 | 8.39 | 6.76 | 7.21 | 8.78 | 11.32 | 14.62 | -24.14 | 8.45 | 12.71 | 23.72 | -6.95 | 20.88 | 7.64 | 0.13 | 6.07 | 24.86 | 17.35 | -3.26 | 16.34 | 39.05 | -38.88 | 6.81 | 16.11 | 8.05 | 12.11 |
| Sharpe Ratio | NA | 0.59 | 0.31 | 0.22 | 0.35 | NA | NA | 0.36 | 0.86 | 0.82 | 1.07 | -1.32 | 0.74 | 0.49 | 2.43 | -0.70 | 3.68 | 0.61 | 0.01 | 0.61 | 2.44 | 1.40 | -0.14 | 0.91 | 1.54 | -1.10 | 0.26 | 1.18 | 0.63 | 1.38 |
| Standard Deviation(%) | NA | 13.19 | 13.03 | 13.56 | 14.09 | NA | NA | 16.32 | 15.15 | 9.35 | 10.38 | 19.41 | 11.30 | 25.50 | 9.15 | 11.87 | 5.51 | 12.22 | 12.33 | 9.85 | 10.17 | 12.44 | 23.00 | 17.86 | 25.21 | 36.24 | 14.19 | 10.83 | 9.12 | 10.45 |
| Draw Down(%) | NA | 12.53 | 14.91 | 30.71 | 30.71 | NA | NA | 53.59 | 12.52 | 5.84 | 9.33 | 24.85 | 9.45 | 30.10 | 4.71 | 15.69 | 1.66 | 10.51 | 12.02 | 7.66 | 7.08 | 10.63 | 20.71 | 14.57 | 23.15 | 49.59 | 9.57 | 9.47 | 6.43 | 7.13 |
| Yield(%) | 0.00 | 1.77 | 1.65 | 1.42 | 3.54 | 4.84 | 4.19 | 4.65 | 0.00 | 1.94 | 1.88 | 1.16 | 0.94 | 1.04 | 6.65 | 7.33 | 4.42 | 4.56 | 5.28 | 3.78 | 3.08 | 2.62 | 1.38 | 1.48 | 2.23 | 3.44 | 4.17 | 2.80 | 1.65 | 1.12 |
Data as of 07/28/2025, 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 |
|---|---|---|---|---|
| TRRJX (T. ROWE PRICE RETIREMENT 2035 FUND T. ROWE PRICE RETIREMENT 2035 FUND) |
-14.31%
Feb 2006 - Feb 2009 |
-0.61%
Apr 2004 - Apr 2009 |
4.83%
Oct 2013 - Oct 2023 |
4.79%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TRRJX (T. ROWE PRICE RETIREMENT 2035 FUND T. ROWE PRICE RETIREMENT 2035 FUND) |
26.27%
Feb 2009 - Feb 2012 |
22.09%
Feb 2009 - Feb 2014 |
14.17%
Feb 2009 - Feb 2019 |
10.81%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart