Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| TRRMX (T. ROWE PRICE RETIREMENT 2050 FUND T. ROWE PRICE RETIREMENT 2050 FUND) | 5.33% | 9.70% | 14.90% | 11.27% | 9.05% | 10.37% | NA | 8.01% |
Data as of 06/17/2025, AR inception is 01/11/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TRRMX (T. ROWE PRICE RETIREMENT 2050 FUND T. ROWE PRICE RETIREMENT 2050 FUND) | 01/11/2007 | 06/17/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.14 | 9.70 | 14.90 | 11.27 | 9.05 | 10.37 | NA | 8.01 | 5.33 | 14.19 | 20.85 | -19.09 | 17.51 | 18.67 | 25.32 | -7.58 | 22.38 | 7.71 | 0.19 | 6.19 | 25.90 | 17.55 | -3.36 | 16.41 | 38.92 | -38.80 | 6.19 |
| Sharpe Ratio | NA | 0.40 | 0.73 | 0.63 | 0.49 | NA | NA | 0.38 | 0.46 | 0.96 | 1.44 | -0.96 | 1.43 | 0.65 | 2.34 | -0.69 | 3.61 | 0.57 | 0.01 | 0.59 | 2.45 | 1.39 | -0.15 | 0.92 | 1.54 | -1.10 | 0.23 |
| Standard Deviation(%) | NA | 16.37 | 15.19 | 15.41 | 15.69 | NA | NA | 17.91 | 20.78 | 11.03 | 12.01 | 21.35 | 12.25 | 28.03 | 10.20 | 13.08 | 6.04 | 13.23 | 13.07 | 10.40 | 10.57 | 12.70 | 23.27 | 17.82 | 25.23 | 36.18 | 14.41 |
| Draw Down(%) | NA | 15.50 | 15.50 | 27.95 | 32.51 | NA | NA | 53.60 | 15.50 | 7.09 | 10.37 | 26.18 | 6.58 | 32.51 | 5.36 | 17.04 | 1.78 | 11.30 | 12.53 | 8.11 | 7.20 | 10.90 | 20.89 | 14.53 | 23.22 | 49.52 | 9.56 |
| Yield(%) | 0.00 | 1.92 | 4.96 | 5.81 | 5.82 | 7.44 | 5.01 | 5.57 | 0.00 | 2.12 | 5.14 | 5.85 | 7.65 | 4.88 | 6.82 | 7.28 | 4.26 | 4.67 | 5.11 | 3.55 | 3.26 | 2.32 | 1.64 | 1.52 | 2.05 | 2.02 | 1.99 |
Data as of 06/17/2025, AR inception is 01/11/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TRRMX (T. ROWE PRICE RETIREMENT 2050 FUND T. ROWE PRICE RETIREMENT 2050 FUND) |
-7.71%
Jun 2007 - Jun 2010 |
-0.60%
May 2007 - May 2012 |
5.82%
May 2007 - May 2017 |
5.76%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TRRMX (T. ROWE PRICE RETIREMENT 2050 FUND T. ROWE PRICE RETIREMENT 2050 FUND) |
26.26%
Feb 2009 - Feb 2012 |
22.31%
Feb 2009 - Feb 2014 |
14.45%
Feb 2009 - Feb 2019 |
12.96%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart