Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TBLWX (T. Rowe Price Retirement Blend 2030 Fund) | 5.16% | 15.11% | 13.12% | 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 |
|---|---|---|
| TBLWX (T. Rowe Price Retirement Blend 2030 Fund) | 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 (%) | -2.35 | 15.11 | 13.12 | NA | NA | NA | NA | … | … | 5.16 | 15.26 | 11.18 | 16.58 | -16.55 | 2.75 |
| Sharpe Ratio | NA | 1.66 | 1.10 | NA | NA | NA | NA | … | … | 1.14 | 1.15 | 0.89 | 1.41 | -1.10 | 0.73 |
| Standard Deviation(%) | NA | 8.54 | 9.64 | NA | NA | NA | NA | … | … | 10.49 | 10.77 | 8.47 | 9.27 | 16.39 | 8.67 |
| Draw Down(%) | NA | 6.69 | 10.82 | NA | NA | NA | NA | … | … | 6.69 | 10.82 | 4.92 | 8.74 | 22.67 | 4.33 |
| Yield(%) | 0.00 | 2.92 | 2.78 | 2.25 | 1.12 | 0.75 | 0.56 | … | … | 0.00 | 3.08 | 2.56 | 2.31 | 1.98 | 1.80 |
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 |
|---|---|---|---|---|
| TBLWX (T. Rowe Price Retirement Blend 2030 Fund) |
2.65%
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 |
|---|---|---|---|---|
| TBLWX (T. Rowe Price Retirement Blend 2030 Fund) |
16.11%
Sep 2022 – Sep 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart