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 |
|---|---|---|---|---|---|---|---|---|
| RRTIX (T. ROWE PRICE RETIREMENT BALANCED FUND T. ROWE PRICE RETIREMENT BALANCED FUND-R CLASS) | 0.60% | 4.32% | 0.74% | 0.25% | 1.60% | 3.06% | 3.55% | 3.71% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RRTIX (T. ROWE PRICE RETIREMENT BALANCED FUND T. ROWE PRICE RETIREMENT BALANCED 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 (%) | 2.78 | 4.32 | 0.74 | 0.25 | 1.60 | 3.06 | 3.55 | 3.71 | 0.60 | 5.70 | 9.65 | -19.06 | -2.22 | 2.93 | 14.75 | -3.76 | 9.83 | 5.96 | -1.23 | 3.41 | 8.70 | 9.12 | 0.86 | 10.13 | 21.60 | -18.79 | 5.59 | 9.45 | 4.54 | 7.12 | 2.27 |
| Sharpe Ratio | NA | -0.20 | -0.44 | -0.23 | -0.01 | NA | NA | 0.28 | -0.15 | -0.16 | 0.88 | -1.76 | -0.20 | 0.17 | 2.92 | -0.91 | 3.37 | 0.98 | -0.22 | 0.77 | 1.67 | 1.57 | 0.08 | 1.29 | 1.87 | -1.24 | 0.41 | 1.23 | 0.51 | 1.18 | 6.74 |
| Standard Deviation(%) | NA | 7.27 | 8.50 | 9.61 | 8.46 | NA | NA | 8.29 | 9.94 | 5.55 | 6.18 | 11.67 | 10.97 | 15.41 | 4.57 | 5.59 | 2.74 | 5.90 | 5.82 | 4.41 | 5.19 | 5.84 | 10.22 | 7.77 | 11.47 | 15.84 | 6.29 | 5.05 | 4.67 | 5.22 | 4.26 |
| Draw Down(%) | NA | 7.83 | 13.47 | 28.32 | 28.32 | NA | NA | 28.32 | 6.48 | 3.99 | 5.77 | 20.02 | 12.63 | 18.67 | 1.97 | 8.45 | 0.83 | 4.25 | 6.59 | 3.69 | 5.13 | 4.99 | 9.68 | 6.25 | 11.87 | 26.54 | 3.91 | 4.09 | 3.34 | 4.38 | 0.43 |
| Yield(%) | 0.00 | 1.58 | 2.16 | 1.82 | 2.77 | 3.01 | 3.36 | 3.46 | 0.00 | 1.96 | 2.69 | 2.30 | 1.71 | 1.07 | 3.25 | 5.84 | 4.80 | 3.01 | 2.81 | 3.01 | 2.60 | 1.37 | 2.17 | 2.59 | 2.82 | 3.92 | 4.23 | 3.90 | 2.84 | 2.32 | 0.00 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RRTIX (T. ROWE PRICE RETIREMENT BALANCED FUND T. ROWE PRICE RETIREMENT BALANCED FUND-R CLASS) |
-6.98%
Nov 2020 - Nov 2023 |
-2.09%
Dec 2017 - Dec 2022 |
1.00%
Oct 2013 - Oct 2023 |
2.23%
Dec 2007 - Dec 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RRTIX (T. ROWE PRICE RETIREMENT BALANCED FUND T. ROWE PRICE RETIREMENT BALANCED FUND-R CLASS) |
15.28%
Feb 2009 - Feb 2012 |
11.76%
Feb 2009 - Feb 2014 |
7.58%
Feb 2009 - Feb 2019 |
5.25%
Nov 2005 - Nov 2020 |
Annualized Rolling Returns Comparison Chart