Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 04/24/2025.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| PARBX (T.ROWE PRICE RETIREMENT 2020 FUND T. ROWE PRICE RETIREMENT 2020 FUND-ADVISOR CLASS) | 0.27% | 2.61% | -1.35% | -0.11% | 1.78% | 4.24% | 4.47% | 4.86% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PARBX (T.ROWE PRICE RETIREMENT 2020 FUND T. ROWE PRICE RETIREMENT 2020 FUND-ADVISOR CLASS) | 11/28/2003 | 04/24/2025 |
The return data shown below all have the same latest date: 04/24/2025.
AR inception is since 11/28/2003.
AR inception is since 11/28/2003.
| 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 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.93 | 2.61 | -1.35 | -0.11 | 1.78 | 4.24 | 4.47 | 4.86 | 0.27 | 4.60 | 8.50 | -23.04 | -1.14 | 4.21 | 19.06 | -5.27 | 15.49 | 7.15 | -0.61 | 5.37 | 17.75 | 14.78 | -1.45 | 14.46 | 33.77 | -33.62 | 6.52 | 14.26 | 6.91 | 12.59 | 3.54 |
| Sharpe Ratio | NA | -0.54 | -0.62 | -0.27 | 0.00 | NA | NA | 0.26 | -0.68 | -0.27 | 0.53 | -1.59 | -0.10 | 0.20 | 2.78 | -0.79 | 3.74 | 0.76 | -0.07 | 0.72 | 2.20 | 1.52 | -0.08 | 1.01 | 1.61 | -1.16 | 0.29 | 1.13 | 0.60 | 1.27 | 6.20 |
| Standard Deviation(%) | NA | 9.32 | 11.10 | 11.86 | 11.02 | NA | NA | 13.15 | 12.29 | 7.36 | 8.04 | 15.42 | 12.14 | 19.70 | 6.34 | 8.38 | 3.99 | 9.15 | 9.20 | 7.39 | 8.07 | 9.77 | 18.04 | 14.18 | 20.87 | 29.79 | 12.02 | 9.79 | 7.88 | 9.15 | 7.80 |
| Draw Down(%) | NA | 11.36 | 17.87 | 32.25 | 32.25 | NA | NA | 47.28 | 8.05 | 6.69 | 6.77 | 23.51 | 12.60 | 23.85 | 3.08 | 11.61 | 1.20 | 7.41 | 9.47 | 5.87 | 6.49 | 8.42 | 16.69 | 11.65 | 19.98 | 43.58 | 8.09 | 7.82 | 5.65 | 6.35 | 0.99 |
| Yield(%) | 0.00 | 0.00 | 1.34 | 1.42 | 3.24 | 3.99 | 4.13 | 4.46 | 0.00 | 0.00 | 2.41 | 1.85 | 1.37 | 1.36 | 5.98 | 8.13 | 5.08 | 3.51 | 4.35 | 3.82 | 3.71 | 2.34 | 1.76 | 1.90 | 2.43 | 3.71 | 4.28 | 3.42 | 2.08 | 2.01 | 0.00 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PARBX (T.ROWE PRICE RETIREMENT 2020 FUND T. ROWE PRICE RETIREMENT 2020 FUND-ADVISOR CLASS) |
-11.62%
Feb 2006 - Feb 2009 |
-3.62%
Feb 2004 - Feb 2009 |
2.04%
Oct 2013 - Oct 2023 |
3.05%
Dec 2007 - Dec 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PARBX (T.ROWE PRICE RETIREMENT 2020 FUND T. ROWE PRICE RETIREMENT 2020 FUND-ADVISOR CLASS) |
23.04%
Feb 2009 - Feb 2012 |
18.65%
Feb 2009 - Feb 2014 |
11.79%
Feb 2009 - Feb 2019 |
7.53%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart