Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| TRRVX (T. ROWE PRICE TARGET 2025 FUND T. ROWE PRICE TARGET 2025 FUND) | 5.76% | 7.51% | 8.73% | 6.74% | 6.29% | NA | NA | 7.39% |
Data as of 07/11/2025, AR inception is 08/23/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TRRVX (T. ROWE PRICE TARGET 2025 FUND T. ROWE PRICE TARGET 2025 FUND) | 08/23/2013 | 07/11/2025 |
| 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 (%) | 0.15 | 7.51 | 8.73 | 6.74 | 6.29 | NA | NA | 7.39 | 5.76 | 8.47 | 12.40 | -13.95 | 10.15 | 13.21 | 17.81 | -4.48 | 14.34 | 6.72 | -0.20 | 7.00 | 7.98 |
| Sharpe Ratio | NA | 0.53 | 0.60 | 0.56 | 0.54 | NA | NA | 0.64 | 1.05 | 0.52 | 1.34 | -1.36 | 1.54 | 0.77 | 2.84 | -0.77 | 3.68 | 0.78 | -0.03 | 0.99 | 3.70 |
| Standard Deviation(%) | NA | 10.60 | 8.84 | 8.70 | 9.19 | NA | NA | 8.86 | 8.80 | 9.37 | 6.58 | 11.38 | 6.58 | 16.71 | 5.75 | 7.60 | 3.73 | 8.36 | 8.27 | 7.06 | 6.56 |
| Draw Down(%) | NA | 9.08 | 10.66 | 19.54 | 22.37 | NA | NA | 22.37 | 6.64 | 5.45 | 6.03 | 18.50 | 3.48 | 22.37 | 2.69 | 10.38 | 1.06 | 6.72 | 8.68 | 5.34 | 2.02 |
| Yield(%) | 0.00 | 5.43 | 5.71 | 5.14 | 4.69 | 3.89 | 2.92 | 5.31 | 0.00 | 5.83 | 4.35 | 6.31 | 4.51 | 3.64 | 4.12 | 4.52 | 3.52 | 3.20 | 3.11 | 3.93 | 0.90 |
Data as of 07/11/2025, 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 |
|---|---|---|---|---|
| TRRVX (T. ROWE PRICE TARGET 2025 FUND T. ROWE PRICE TARGET 2025 FUND) |
0.82%
Apr 2021 - Apr 2024 |
3.03%
Mar 2015 - Mar 2020 |
5.18%
Oct 2013 - Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TRRVX (T. ROWE PRICE TARGET 2025 FUND T. ROWE PRICE TARGET 2025 FUND) |
13.68%
Dec 2018 - Dec 2021 |
10.35%
Feb 2016 - Feb 2021 |
6.49%
Sep 2014 - Sep 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart