Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| TRSJX (T. Rowe Price Retirement 2065 Fund) | 10.81% | 15.33% | 14.70% | NA | NA | NA | NA | 13.06% |
Data as of 07/25/2025, AR inception is 10/16/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TRSJX (T. Rowe Price Retirement 2065 Fund) | 10/16/2020 | 07/25/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.50 | 15.33 | 14.70 | NA | NA | NA | NA | 13.06 | 10.81 | 14.24 | 20.87 | -19.23 | 18.26 | 11.80 |
| Sharpe Ratio | NA | 0.73 | 0.76 | NA | NA | NA | NA | 0.56 | 0.90 | 0.94 | 1.44 | -0.97 | 1.49 | 4.67 |
| Standard Deviation(%) | NA | 16.57 | 14.95 | NA | NA | NA | NA | 15.42 | 19.08 | 11.34 | 12.07 | 21.39 | 12.22 | 15.35 |
| Draw Down(%) | NA | 15.61 | 15.61 | NA | NA | NA | NA | 28.08 | 15.61 | 7.62 | 10.44 | 26.27 | 6.68 | 5.42 |
| Yield(%) | 0.00 | 1.93 | 3.02 | 2.97 | 1.49 | 0.99 | 0.74 | 3.71 | 0.00 | 2.13 | 3.28 | 2.91 | 3.83 | 1.31 |
Data as of 07/25/2025, AR inception is 10/16/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TRSJX (T. Rowe Price Retirement 2065 Fund) |
2.87%
Apr 2021 - Apr 2024 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TRSJX (T. Rowe Price Retirement 2065 Fund) |
15.10%
Jun 2022 - Jun 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart