Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TBLOX (T. Rowe Price Retirement Blend 2065 Fund-I Class) | 7.53% | 21.23% | 17.67% | NA | NA | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 07/26/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TBLOX (T. Rowe Price Retirement Blend 2065 Fund-I Class) | 07/26/2021 | 06/10/2026 |
| 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 (%) | -3.62 | 21.23 | 17.67 | NA | NA | NA | NA | … | … | 7.53 | 20.54 | 15.06 | 21.31 | -18.28 | 3.89 |
| Sharpe Ratio | NA | 1.72 | 1.12 | NA | NA | NA | NA | … | … | 1.27 | 1.09 | 0.98 | 1.45 | -0.91 | 0.77 |
| Standard Deviation(%) | NA | 12.53 | 13.79 | NA | NA | NA | NA | … | … | 15.18 | 16.25 | 11.64 | 12.33 | 21.62 | 11.63 |
| Draw Down(%) | NA | 9.56 | 16.24 | NA | NA | NA | NA | … | … | 9.56 | 16.24 | 7.72 | 10.97 | 25.71 | 5.78 |
| Yield(%) | 0.00 | 3.00 | 2.67 | 2.17 | 1.09 | 0.72 | 0.54 | … | … | 0.00 | 3.22 | 2.23 | 1.91 | 1.39 | 2.20 |
Data as of 06/10/2026, 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 |
|---|---|---|---|---|
| TBLOX (T. Rowe Price Retirement Blend 2065 Fund-I Class) |
4.48%
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 |
|---|---|---|---|---|
| TBLOX (T. Rowe Price Retirement Blend 2065 Fund-I Class) |
21.26%
Sep 2022 – Sep 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart
