Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| TSBAX (T. Rowe Price Retirement Blend 2020 Fund) | 6.61% | 8.90% | 10.04% | NA | NA | NA | NA | 5.10% |
Data as of 07/18/2025, AR inception is 07/26/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TSBAX (T. Rowe Price Retirement Blend 2020 Fund) | 07/26/2021 | 07/18/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.10 | 8.90 | 10.04 | NA | NA | NA | NA | 5.10 | 6.61 | 9.45 | 13.91 | -14.46 | 2.10 |
| Sharpe Ratio | NA | 0.64 | 0.76 | NA | NA | NA | NA | 0.13 | 0.93 | 0.88 | 1.40 | -1.27 | 0.75 |
| Standard Deviation(%) | NA | 8.88 | 8.77 | NA | NA | NA | NA | 9.13 | 10.22 | 6.61 | 7.37 | 12.60 | 6.43 |
| Draw Down(%) | NA | 8.25 | 11.42 | NA | NA | NA | NA | 20.08 | 8.25 | 3.49 | 6.99 | 19.46 | 3.30 |
| Yield(%) | 0.00 | 2.86 | 2.96 | 1.89 | 0.95 | 0.63 | 0.47 | 3.15 | 0.00 | 3.08 | 2.70 | 2.51 | 1.86 |
Data as of 07/18/2025, AR inception is 07/26/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TSBAX (T. Rowe Price Retirement Blend 2020 Fund) |
2.17%
Dec 2021 - Dec 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 |
|---|---|---|---|---|
| TSBAX (T. Rowe Price Retirement Blend 2020 Fund) |
9.98%
Jun 2022 - Jun 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart