Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| TRRLX (T. ROWE PRICE RETIREMENT 2060 FUND T. ROWE PRICE RETIREMENT 2060 FUND) | 10.68% | 12.82% | 14.70% | 11.54% | 9.70% | NA | NA | 9.38% |
Data as of 07/24/2025, AR inception is 06/25/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TRRLX (T. ROWE PRICE RETIREMENT 2060 FUND T. ROWE PRICE RETIREMENT 2060 FUND) | 06/25/2014 | 07/24/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.27 | 12.82 | 14.70 | 11.54 | 9.70 | NA | NA | 9.38 | 10.68 | 14.22 | 20.87 | -19.22 | 17.50 | 18.46 | 25.37 | -7.57 | 22.29 | 7.63 | 0.24 | 2.12 |
| Sharpe Ratio | NA | 0.49 | 0.80 | 0.60 | 0.50 | NA | NA | 0.52 | 0.75 | 0.94 | 1.45 | -0.97 | 1.43 | 0.65 | 2.34 | -0.68 | 3.54 | 0.56 | 0.02 | 0.38 |
| Standard Deviation(%) | NA | 16.67 | 15.00 | 15.36 | 15.72 | NA | NA | 15.31 | 19.40 | 11.30 | 12.01 | 21.39 | 12.25 | 27.97 | 10.23 | 13.26 | 6.13 | 13.26 | 13.03 | 10.85 |
| Draw Down(%) | NA | 15.59 | 15.59 | 28.09 | 32.52 | NA | NA | 32.52 | 15.59 | 7.57 | 10.44 | 26.27 | 6.55 | 32.52 | 5.41 | 17.11 | 1.88 | 11.36 | 12.57 | 8.08 |
| Yield(%) | 0.00 | 1.75 | 3.70 | 4.03 | 4.38 | 3.22 | 2.41 | 4.39 | 0.00 | 1.97 | 3.85 | 4.38 | 4.76 | 2.73 | 5.21 | 4.73 | 3.35 | 2.94 | 2.13 | 3.21 |
Data as of 07/24/2025, AR inception is 06/25/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TRRLX (T. ROWE PRICE RETIREMENT 2060 FUND T. ROWE PRICE RETIREMENT 2060 FUND) |
1.81%
Mar 2017 - Mar 2020 |
3.30%
Mar 2015 - Mar 2020 |
8.49%
Apr 2015 - Apr 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TRRLX (T. ROWE PRICE RETIREMENT 2060 FUND T. ROWE PRICE RETIREMENT 2060 FUND) |
20.40%
Dec 2018 - Dec 2021 |
15.08%
Oct 2016 - Oct 2021 |
9.65%
Sep 2014 - Sep 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart