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 |
---|---|---|---|---|---|---|---|---|
RRTFX (T. ROWE PRICE RETIREMENT 2050 FUND T. ROWE PRICE RETIREMENT 2050 FUND-R CLASS) | -0.87% | 5.66% | 3.83% | 7.12% | 5.58% | 7.48% | NA | 5.97% |
More Performance Analytics Comparison
Name | Start Date | End Date |
---|---|---|
RRTFX (T. ROWE PRICE RETIREMENT 2050 FUND T. ROWE PRICE RETIREMENT 2050 FUND-R CLASS) | 01/05/2007 | 04/28/2025 |
The return data shown below all have the same latest date: 04/28/2025.
AR inception is since 01/05/2007.
AR inception is since 01/05/2007.
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 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return (%) | 5.37 | 5.66 | 3.83 | 7.12 | 5.58 | 7.48 | NA | 5.97 | -0.87 | 13.00 | 16.35 | -24.62 | 9.67 | 13.79 | 24.67 | -7.97 | 21.72 | 7.19 | -0.27 | 5.65 | 25.23 | 16.98 | -3.91 | 15.81 | 38.35 | -39.17 | 6.96 |
Sharpe Ratio | NA | 0.01 | -0.04 | 0.29 | 0.24 | NA | NA | 0.26 | -0.27 | 0.57 | 1.01 | -1.19 | 0.75 | 0.48 | 2.28 | -0.71 | 3.51 | 0.53 | -0.02 | 0.54 | 2.38 | 1.33 | -0.17 | 0.88 | 1.51 | -1.10 | 0.29 |
Standard Deviation(%) | NA | 16.42 | 16.50 | 16.28 | 15.87 | NA | NA | 18.05 | 23.88 | 11.23 | 12.09 | 21.94 | 12.88 | 28.27 | 10.20 | 13.08 | 6.03 | 13.25 | 13.08 | 10.41 | 10.57 | 12.81 | 23.24 | 17.86 | 25.31 | 36.20 | 14.20 |
Draw Down(%) | NA | 15.51 | 16.41 | 32.76 | 32.76 | NA | NA | 53.86 | 15.51 | 7.58 | 10.49 | 26.50 | 10.54 | 32.56 | 5.40 | 17.43 | 1.81 | 11.31 | 12.72 | 8.10 | 7.21 | 11.03 | 21.11 | 14.66 | 23.21 | 49.81 | 9.59 |
Yield(%) | 0.00 | 0.96 | 0.83 | 0.82 | 2.88 | 3.81 | 2.83 | 3.14 | 0.00 | 1.02 | 1.06 | 0.52 | 0.24 | 0.58 | 6.33 | 6.88 | 3.79 | 4.17 | 4.73 | 3.13 | 2.83 | 1.77 | 1.34 | 1.06 | 1.59 | 1.93 | 1.81 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
---|---|---|---|---|
RRTFX (T. ROWE PRICE RETIREMENT 2050 FUND T. ROWE PRICE RETIREMENT 2050 FUND-R CLASS) |
-8.16%
Jun 2007 - Jun 2010 |
-1.08%
May 2007 - May 2012 |
5.00%
Oct 2013 - Oct 2023 |
4.52%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
---|---|---|---|---|
RRTFX (T. ROWE PRICE RETIREMENT 2050 FUND T. ROWE PRICE RETIREMENT 2050 FUND-R CLASS) |
25.68%
Feb 2009 - Feb 2012 |
21.71%
Feb 2009 - Feb 2014 |
13.89%
Feb 2009 - Feb 2019 |
10.91%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart