Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TBLAX (T. Rowe Price Retirement Blend 2005 Fund-I Class) | 4.37% | 12.25% | 10.61% | NA | NA | NA | NA | … | … |
Data as of 06/09/2026, Common starting date is 07/26/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TBLAX (T. Rowe Price Retirement Blend 2005 Fund-I Class) | 07/26/2021 | 06/09/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.35 | 12.25 | 10.61 | NA | NA | NA | NA | … | … | 4.37 | 12.08 | 8.71 | 12.41 | -13.11 | 1.70 |
| Sharpe Ratio | NA | 1.67 | 1.15 | NA | NA | NA | NA | … | … | 1.05 | 1.34 | 0.89 | 1.38 | -1.38 | 0.74 |
| Standard Deviation(%) | NA | 5.75 | 6.46 | NA | NA | NA | NA | … | … | 7.15 | 6.87 | 5.71 | 6.41 | 10.59 | 5.24 |
| Draw Down(%) | NA | 4.61 | 6.58 | NA | NA | NA | NA | … | … | 4.61 | 6.58 | 2.74 | 5.95 | 17.67 | 2.83 |
| Yield(%) | 0.00 | 3.78 | 3.15 | 2.69 | 1.35 | 0.90 | 0.67 | … | … | 0.00 | 3.94 | 2.49 | 2.68 | 3.07 | 2.06 |
Data as of 06/09/2026, Common starting date is 07/26/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TBLAX (T. Rowe Price Retirement Blend 2005 Fund-I Class) |
2.02%
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 |
|---|---|---|---|---|
| TBLAX (T. Rowe Price Retirement Blend 2005 Fund-I Class) |
12.20%
Sep 2022 – Sep 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart