Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TRRUX (T. ROWE PRICE TARGET 2020 FUND T. ROWE PRICE TARGET 2020 FUND) | 5.04% | 12.29% | 10.20% | 4.52% | 6.70% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 08/23/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TRRUX (T. ROWE PRICE TARGET 2020 FUND T. ROWE PRICE TARGET 2020 FUND) | 08/23/2013 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.16 | 12.29 | 10.20 | 4.52 | 6.70 | NA | NA | … | … | 5.04 | 11.04 | 7.81 | 11.39 | -13.17 | 8.59 | 12.02 | 16.48 | -3.88 | 12.63 | 6.54 | -0.34 | 6.60 | 6.93 |
| Sharpe Ratio | NA | 1.95 | 1.21 | 0.30 | 0.69 | NA | NA | … | … | 1.54 | 1.30 | 0.80 | 1.31 | -1.47 | 1.52 | 0.81 | 3.09 | -0.82 | 3.71 | 0.87 | -0.05 | 1.06 | 3.64 |
| Standard Deviation(%) | NA | 5.23 | 5.94 | 6.85 | 7.50 | NA | NA | … | … | 6.54 | 6.31 | 5.23 | 5.94 | 9.97 | 5.64 | 14.43 | 4.86 | 6.42 | 3.24 | 7.24 | 7.22 | 6.20 | 5.73 |
| Draw Down(%) | NA | 4.50 | 5.90 | 18.26 | 20.19 | NA | NA | … | … | 4.50 | 5.90 | 2.72 | 5.53 | 17.38 | 2.97 | 20.19 | 2.19 | 8.93 | 0.96 | 5.65 | 7.62 | 4.69 | 1.74 |
| Yield(%) | 0.00 | 7.12 | 6.02 | 5.30 | 5.46 | 4.51 | 3.39 | … | … | 0.00 | 7.40 | 5.96 | 4.49 | 6.98 | 5.30 | 5.07 | 4.00 | 4.66 | 3.45 | 2.90 | 2.65 | 3.77 | 0.85 |
Data as of 06/04/2026, Common starting date is 08/23/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TRRUX (T. ROWE PRICE TARGET 2020 FUND T. ROWE PRICE TARGET 2020 FUND) |
0.59%
Apr 2021 – Apr 2024 |
2.97%
Mar 2015 – Mar 2020 |
4.64%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TRRUX (T. ROWE PRICE TARGET 2020 FUND T. ROWE PRICE TARGET 2020 FUND) |
12.32%
Dec 2018 – Dec 2021 |
9.38%
Feb 2016 – Feb 2021 |
7.20%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart