Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| TRUBX (T. Rowe Price Retirement 2015 I) | 6.05% | 8.39% | NA | NA | NA | NA | NA | 22.07% |
Data as of 08/01/2025, AR inception is 11/15/2023
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TRUBX (T. Rowe Price Retirement 2015 I) | 11/15/2023 | 08/01/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.97 | 8.39 | NA | NA | NA | NA | NA | 22.07 | 6.05 | 9.01 | 5.60 |
| Sharpe Ratio | NA | 0.89 | NA | NA | NA | NA | NA | 1.35 | 1.08 | 0.88 | 9.83 |
| Standard Deviation(%) | NA | 8.06 | NA | NA | NA | NA | NA | 7.26 | 9.22 | 6.10 | 5.50 |
| Draw Down(%) | NA | 7.48 | NA | NA | NA | NA | NA | 7.48 | 7.48 | 3.15 | 0.55 |
| Yield(%) | 0.00 | 4.22 | 3.34 | 2.01 | 1.00 | 0.67 | 0.50 | 10.03 | 0.00 | 4.52 | 5.53 |
Data as of 08/01/2025, AR inception is 11/15/2023
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TRUBX (T. Rowe Price Retirement 2015 I) |
0.00%
NA |
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 |
|---|---|---|---|---|
| TRUBX (T. Rowe Price Retirement 2015 I) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart