Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| TRTGX (T. ROWE PRICE TARGET 2060 FUND T. ROWE PRICE TARGET 2060 FUND-ADVISOR CLASS) | 8.51% | 8.21% | 14.87% | 10.91% | 8.99% | NA | NA | 8.86% |
Data as of 07/16/2025, AR inception is 06/25/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TRTGX (T. ROWE PRICE TARGET 2060 FUND T. ROWE PRICE TARGET 2060 FUND-ADVISOR CLASS) | 06/25/2014 | 07/16/2025 |
| 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 (%) | -0.57 | 8.21 | 14.87 | 10.91 | 8.99 | NA | NA | 8.86 | 8.51 | 13.99 | 20.49 | -19.55 | 17.04 | 18.22 | 25.04 | -7.80 | 21.88 | 7.35 | -0.05 | 1.71 |
| Sharpe Ratio | NA | 0.42 | 0.76 | 0.59 | 0.49 | NA | NA | 0.49 | 0.75 | 0.92 | 1.41 | -0.98 | 1.39 | 0.63 | 2.30 | -0.70 | 3.48 | 0.54 | -0.01 | 0.31 |
| Standard Deviation(%) | NA | 16.77 | 15.06 | 15.38 | 15.78 | NA | NA | 15.38 | 19.77 | 11.30 | 12.03 | 21.39 | 12.24 | 28.35 | 10.23 | 13.09 | 6.12 | 13.20 | 13.19 | 10.79 |
| Draw Down(%) | NA | 15.71 | 15.71 | 28.34 | 32.56 | NA | NA | 32.56 | 15.71 | 7.63 | 10.53 | 26.50 | 6.56 | 32.56 | 5.42 | 17.27 | 1.85 | 11.37 | 12.68 | 8.18 |
| Yield(%) | 0.00 | 2.17 | 3.56 | 3.60 | 4.16 | 3.09 | 2.32 | 4.21 | 0.00 | 2.50 | 3.19 | 3.76 | 3.70 | 2.45 | 4.85 | 4.75 | 4.42 | 3.74 | 3.65 | 2.81 |
Data as of 07/16/2025, 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 |
|---|---|---|---|---|
| TRTGX (T. ROWE PRICE TARGET 2060 FUND T. ROWE PRICE TARGET 2060 FUND-ADVISOR CLASS) |
1.55%
Mar 2017 - Mar 2020 |
3.01%
Mar 2015 - Mar 2020 |
8.15%
Apr 2015 - Apr 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TRTGX (T. ROWE PRICE TARGET 2060 FUND T. ROWE PRICE TARGET 2060 FUND-ADVISOR CLASS) |
20.05%
Dec 2018 - Dec 2021 |
14.74%
Oct 2016 - Oct 2021 |
9.30%
Sep 2014 - Sep 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart