Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| TRRKX (T. ROWE PRICE RETIREMENT 2045 FUND T. ROWE PRICE RETIREMENT 2045 FUND) | 6.83% | 10.92% | 13.37% | 11.81% | 9.07% | 10.68% | 8.52% | 8.49% |
Data as of 06/24/2025, AR inception is 06/23/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TRRKX (T. ROWE PRICE RETIREMENT 2045 FUND T. ROWE PRICE RETIREMENT 2045 FUND) | 06/23/2005 | 06/24/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.49 | 10.92 | 13.37 | 11.81 | 9.07 | 10.68 | 8.52 | 8.49 | 6.83 | 13.94 | 20.52 | -19.03 | 17.36 | 18.74 | 25.41 | -7.66 | 22.41 | 7.69 | 0.17 | 6.14 | 25.93 | 17.62 | -3.47 | 16.44 | 39.10 | -38.83 | 6.84 | 16.11 | 8.08 |
| Sharpe Ratio | NA | 0.35 | 0.75 | 0.60 | 0.48 | NA | NA | 0.42 | 0.39 | 0.93 | 1.44 | -0.98 | 1.43 | 0.66 | 2.34 | -0.69 | 3.61 | 0.57 | 0.01 | 0.59 | 2.45 | 1.38 | -0.15 | 0.92 | 1.54 | -1.10 | 0.26 | 1.23 | 1.55 |
| Standard Deviation(%) | NA | 16.21 | 14.88 | 15.21 | 15.57 | NA | NA | 17.35 | 20.05 | 11.06 | 11.83 | 21.02 | 12.10 | 27.91 | 10.23 | 13.07 | 6.06 | 13.14 | 13.04 | 10.40 | 10.56 | 12.80 | 23.24 | 17.83 | 25.34 | 36.05 | 14.16 | 10.40 | 8.65 |
| Draw Down(%) | NA | 15.16 | 15.34 | 27.79 | 32.43 | NA | NA | 53.56 | 15.16 | 7.39 | 10.29 | 26.03 | 6.48 | 32.43 | 5.38 | 17.10 | 1.83 | 11.28 | 12.54 | 8.10 | 7.15 | 10.96 | 20.87 | 14.56 | 23.15 | 49.49 | 9.47 | 9.48 | 4.69 |
| Yield(%) | 0.00 | 1.99 | 4.74 | 5.93 | 5.83 | 7.75 | 6.37 | 6.34 | 0.00 | 2.21 | 5.07 | 5.87 | 7.60 | 5.09 | 7.03 | 7.61 | 4.16 | 4.76 | 5.35 | 3.68 | 3.01 | 2.40 | 1.49 | 1.46 | 2.15 | 3.17 | 3.88 | 2.00 | 1.18 |
Data as of 06/24/2025, AR inception is 06/23/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TRRKX (T. ROWE PRICE RETIREMENT 2045 FUND T. ROWE PRICE RETIREMENT 2045 FUND) |
-14.27%
Feb 2006 - Feb 2009 |
-0.57%
May 2007 - May 2012 |
5.39%
Feb 2006 - Feb 2016 |
5.76%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TRRKX (T. ROWE PRICE RETIREMENT 2045 FUND T. ROWE PRICE RETIREMENT 2045 FUND) |
26.30%
Feb 2009 - Feb 2012 |
22.32%
Feb 2009 - Feb 2014 |
14.45%
Feb 2009 - Feb 2019 |
12.93%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart