Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| TRROX (T. ROWE PRICE TARGET 2010 FUND T. ROWE PRICE TARGET 2010 FUND) | 5.83% | 7.72% | 7.08% | 4.99% | 5.26% | NA | NA | 6.04% |
Data as of 07/22/2025, AR inception is 08/23/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TRROX (T. ROWE PRICE TARGET 2010 FUND T. ROWE PRICE TARGET 2010 FUND) | 08/23/2013 | 07/22/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.78 | 7.72 | 7.08 | 4.99 | 5.26 | NA | NA | 6.04 | 5.83 | 7.42 | 10.71 | -12.75 | 7.44 | 10.97 | 14.91 | -3.14 | 10.25 | 6.55 | -0.73 | 6.53 | 5.24 |
| Sharpe Ratio | NA | 0.49 | 0.59 | 0.44 | 0.55 | NA | NA | 0.67 | 1.03 | 0.51 | 1.27 | -1.59 | 1.51 | 0.87 | 3.42 | -0.93 | 3.69 | 1.14 | -0.14 | 1.39 | 3.43 |
| Standard Deviation(%) | NA | 8.31 | 7.14 | 6.84 | 6.80 | NA | NA | 6.50 | 6.93 | 7.42 | 5.60 | 8.95 | 4.91 | 12.22 | 3.93 | 4.89 | 2.61 | 5.56 | 5.34 | 4.68 | 4.52 |
| Draw Down(%) | NA | 6.81 | 9.39 | 17.35 | 18.11 | NA | NA | 18.11 | 5.32 | 4.10 | 5.05 | 16.63 | 2.53 | 18.11 | 1.62 | 7.04 | 0.99 | 3.76 | 6.05 | 3.52 | 1.36 |
| Yield(%) | 0.00 | 4.19 | 5.10 | 5.47 | 4.73 | 3.76 | 2.82 | 5.13 | 0.00 | 4.44 | 3.87 | 6.76 | 7.63 | 5.65 | 3.58 | 4.82 | 3.48 | 2.62 | 2.52 | 4.02 | 0.75 |
Data as of 07/22/2025, AR inception is 08/23/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TRROX (T. ROWE PRICE TARGET 2010 FUND T. ROWE PRICE TARGET 2010 FUND) |
0.35%
Apr 2021 - Apr 2024 |
2.57%
Sep 2017 - Sep 2022 |
4.03%
Oct 2013 - Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TRROX (T. ROWE PRICE TARGET 2010 FUND T. ROWE PRICE TARGET 2010 FUND) |
11.07%
Dec 2018 - Dec 2021 |
8.22%
Feb 2016 - Feb 2021 |
5.28%
Sep 2014 - Sep 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart