Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| TRRYX (T. ROWE PRICE RETIREMENT 2060 FUND T. ROWE PRICE RETIREMENT 2060 FUND-ADVISOR CLASS) | 8.95% | 10.32% | 14.90% | 11.44% | 9.18% | NA | NA | 8.96% |
Data as of 07/11/2025, AR inception is 06/25/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TRRYX (T. ROWE PRICE RETIREMENT 2060 FUND T. ROWE PRICE RETIREMENT 2060 FUND-ADVISOR CLASS) | 06/25/2014 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.45 | 10.32 | 14.90 | 11.44 | 9.18 | NA | NA | 8.96 | 8.95 | 13.98 | 20.50 | -19.37 | 17.16 | 18.25 | 25.02 | -7.85 | 22.06 | 7.45 | -0.07 | 1.81 |
| Sharpe Ratio | NA | 0.42 | 0.77 | 0.60 | 0.50 | NA | NA | 0.50 | 0.75 | 0.92 | 1.42 | -0.97 | 1.41 | 0.64 | 2.29 | -0.70 | 3.52 | 0.55 | -0.01 | 0.33 |
| Standard Deviation(%) | NA | 16.79 | 15.05 | 15.38 | 15.73 | NA | NA | 15.33 | 19.76 | 11.30 | 12.00 | 21.44 | 12.18 | 28.00 | 10.29 | 13.25 | 6.11 | 13.22 | 13.14 | 10.75 |
| Draw Down(%) | NA | 15.63 | 15.63 | 28.22 | 32.54 | NA | NA | 32.54 | 15.63 | 7.59 | 10.47 | 26.44 | 6.55 | 32.54 | 5.44 | 17.25 | 1.89 | 11.30 | 12.59 | 8.18 |
| Yield(%) | 0.00 | 1.55 | 3.60 | 3.91 | 4.11 | 3.04 | 2.28 | 4.14 | 0.00 | 1.76 | 3.68 | 4.22 | 4.55 | 2.59 | 4.95 | 4.58 | 3.17 | 2.74 | 2.03 | 3.01 |
Data as of 07/11/2025, AR inception is 06/25/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TRRYX (T. ROWE PRICE RETIREMENT 2060 FUND T. ROWE PRICE RETIREMENT 2060 FUND-ADVISOR CLASS) |
1.56%
Mar 2017 - Mar 2020 |
3.08%
Mar 2015 - Mar 2020 |
8.22%
Apr 2015 - Apr 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TRRYX (T. ROWE PRICE RETIREMENT 2060 FUND T. ROWE PRICE RETIREMENT 2060 FUND-ADVISOR CLASS) |
20.09%
Dec 2018 - Dec 2021 |
14.78%
Jun 2016 - Jun 2021 |
9.36%
Sep 2014 - Sep 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart