Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 04/28/2025.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| RRTAX (T. ROWE PRICE RETIREMENT 2010 FUND T. ROWE PRICE RETIREMENT 2010 FUND-R CLASS) | 0.87% | 2.66% | -0.23% | -0.67% | 1.25% | 3.30% | 3.72% | 3.99% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RRTAX (T. ROWE PRICE RETIREMENT 2010 FUND T. ROWE PRICE RETIREMENT 2010 FUND-R CLASS) | 11/28/2003 | 04/28/2025 |
The return data shown below all have the same latest date: 04/28/2025.
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 (%) | 3.08 | 2.66 | -0.23 | -0.67 | 1.25 | 3.30 | 3.72 | 3.99 | 0.87 | 4.12 | 10.02 | -21.37 | -3.16 | 2.76 | 15.57 | -4.09 | 11.07 | 6.58 | -1.23 | 4.47 | 11.36 | 11.88 | 0.02 | 12.15 | 27.36 | -27.06 | 6.05 | 12.23 | 5.77 | 10.65 | 2.71 |
| Sharpe Ratio | NA | -0.39 | -0.49 | -0.30 | -0.05 | NA | NA | 0.25 | -0.09 | -0.37 | 0.88 | -1.69 | -0.27 | 0.16 | 3.15 | -0.94 | 3.60 | 0.98 | -0.19 | 0.86 | 1.85 | 1.63 | 0.00 | 1.11 | 1.68 | -1.21 | 0.32 | 1.04 | 0.53 | 1.24 | 4.99 |
| Standard Deviation(%) | NA | 8.49 | 9.72 | 10.67 | 9.21 | NA | NA | 10.49 | 10.95 | 6.71 | 6.64 | 13.53 | 11.94 | 16.06 | 4.50 | 5.78 | 2.91 | 6.53 | 6.59 | 5.20 | 6.14 | 7.33 | 13.45 | 10.84 | 16.24 | 23.04 | 9.46 | 8.67 | 6.76 | 7.84 | 7.06 |
| Draw Down(%) | NA | 10.20 | 14.68 | 30.86 | 30.86 | NA | NA | 39.26 | 7.10 | 6.17 | 6.31 | 21.78 | 12.63 | 19.60 | 1.96 | 8.58 | 0.96 | 4.78 | 7.32 | 4.23 | 5.82 | 6.26 | 12.76 | 8.81 | 16.46 | 35.95 | 6.22 | 6.44 | 4.87 | 5.68 | 1.02 |
| Yield(%) | 0.00 | 0.00 | 1.36 | 1.39 | 2.97 | 3.56 | 3.77 | 3.95 | 0.00 | 0.00 | 2.36 | 1.91 | 1.44 | 1.39 | 4.48 | 7.07 | 5.76 | 3.80 | 3.47 | 5.01 | 3.21 | 2.28 | 2.09 | 2.21 | 2.83 | 3.75 | 4.12 | 3.48 | 2.21 | 2.02 | 0.00 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RRTAX (T. ROWE PRICE RETIREMENT 2010 FUND T. ROWE PRICE RETIREMENT 2010 FUND-R CLASS) |
-8.69%
Feb 2006 - Feb 2009 |
-2.81%
Dec 2017 - Dec 2022 |
0.97%
Oct 2013 - Oct 2023 |
2.15%
Dec 2007 - Dec 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RRTAX (T. ROWE PRICE RETIREMENT 2010 FUND T. ROWE PRICE RETIREMENT 2010 FUND-R CLASS) |
19.21%
Feb 2009 - Feb 2012 |
14.89%
Feb 2009 - Feb 2014 |
9.34%
Feb 2009 - Feb 2019 |
5.84%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart