Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| TRRWX (T. ROWE PRICE TARGET 2030 FUND T. ROWE PRICE TARGET 2030 FUND) | 3.55% | 8.47% | 5.04% | 5.50% | 5.44% | NA | NA | 6.87% |
Data as of 05/30/2025, AR inception is 08/23/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TRRWX (T. ROWE PRICE TARGET 2030 FUND T. ROWE PRICE TARGET 2030 FUND) | 08/23/2013 | 05/30/2025 |
| 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 (%) | 0.83 | 8.47 | 5.04 | 5.50 | 5.44 | NA | NA | 6.87 | 3.55 | 4.44 | 12.28 | -18.61 | 8.62 | 11.97 | 19.43 | -5.22 | 16.21 | 7.09 | -0.06 | 7.50 | 8.87 |
| Sharpe Ratio | NA | 0.02 | 0.00 | 0.26 | 0.34 | NA | NA | 0.48 | 0.50 | -0.27 | 1.05 | -1.41 | 1.09 | 0.61 | 2.75 | -0.76 | 3.71 | 0.73 | -0.01 | 0.95 | 3.74 |
| Standard Deviation(%) | NA | 10.02 | 10.21 | 10.18 | 10.48 | NA | NA | 10.11 | 11.66 | 7.92 | 7.71 | 14.25 | 7.86 | 19.14 | 6.56 | 8.67 | 4.21 | 9.40 | 9.38 | 7.88 | 7.26 |
| Draw Down(%) | NA | 12.16 | 12.16 | 23.45 | 24.63 | NA | NA | 24.63 | 8.36 | 7.36 | 7.01 | 20.32 | 4.73 | 24.63 | 3.17 | 11.82 | 1.20 | 7.75 | 9.55 | 6.04 | 2.20 |
| Yield(%) | 0.00 | 4.83 | 3.10 | 2.64 | 3.38 | 2.99 | 2.24 | 4.07 | 0.00 | 5.08 | 2.46 | 1.94 | 1.42 | 1.30 | 4.50 | 5.03 | 3.74 | 3.54 | 3.21 | 4.09 | 1.00 |
Data as of 05/30/2025, 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 |
|---|---|---|---|---|
| TRRWX (T. ROWE PRICE TARGET 2030 FUND T. ROWE PRICE TARGET 2030 FUND) |
-1.59%
Apr 2021 - Apr 2024 |
2.30%
Dec 2017 - Dec 2022 |
4.76%
Oct 2013 - Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TRRWX (T. ROWE PRICE TARGET 2030 FUND T. ROWE PRICE TARGET 2030 FUND) |
13.25%
Dec 2018 - Dec 2021 |
10.85%
Feb 2016 - Feb 2021 |
6.05%
Sep 2014 - Sep 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart