Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TRBLX (T. Rowe Price Retirement Blend 2040 Fund) | 6.69% | 18.94% | 16.05% | 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 |
|---|---|---|
| TRBLX (T. Rowe Price Retirement Blend 2040 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 (%) | -3.22 | 18.94 | 16.05 | NA | NA | NA | NA | … | … | 6.69 | 18.66 | 13.67 | 19.90 | -18.02 | 3.60 |
| Sharpe Ratio | NA | 1.68 | 1.10 | NA | NA | NA | NA | … | … | 1.23 | 1.09 | 0.94 | 1.41 | -0.96 | 0.75 |
| Standard Deviation(%) | NA | 11.22 | 12.51 | NA | NA | NA | NA | … | … | 13.62 | 14.51 | 10.69 | 11.63 | 20.42 | 11.06 |
| Draw Down(%) | NA | 8.61 | 14.61 | NA | NA | NA | NA | … | … | 8.61 | 14.61 | 6.91 | 10.35 | 25.07 | 5.52 |
| Yield(%) | 0.00 | 2.60 | 2.55 | 2.09 | 1.04 | 0.70 | 0.52 | … | … | 0.00 | 2.77 | 2.12 | 2.35 | 1.40 | 2.12 |
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 |
|---|---|---|---|---|
| TRBLX (T. Rowe Price Retirement Blend 2040 Fund) |
3.77%
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 |
|---|---|---|---|---|
| TRBLX (T. Rowe Price Retirement Blend 2040 Fund) |
19.59%
Sep 2022 – Sep 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart