Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TRRDX (T. ROWE PRICE RETIREMENT 2040 FUND T. ROWE PRICE RETIREMENT 2040 FUND) | 8.49% | 20.19% | 16.20% | 7.83% | 11.26% | 10.34% | 8.85% | … | … |
Data as of 06/11/2026, Common starting date is 11/05/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TRRDX (T. ROWE PRICE RETIREMENT 2040 FUND T. ROWE PRICE RETIREMENT 2040 FUND) | 11/05/2002 | 06/11/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.50 | 20.19 | 16.20 | 7.83 | 11.26 | 10.34 | 8.85 | … | … | 8.49 | 17.49 | 13.15 | 19.61 | -18.77 | 16.52 | 18.10 | 24.68 | -7.40 | 22.03 | 7.63 | 0.09 | 6.34 | 25.93 | 17.55 | -3.49 | 16.51 | 39.07 | -38.85 | 6.77 | 15.98 | 8.14 | 14.11 | 29.99 | -1.83 |
| Sharpe Ratio | NA | 1.58 | 1.07 | 0.37 | 0.64 | NA | NA | … | … | 1.16 | 1.04 | 0.92 | 1.43 | -1.01 | 1.43 | 0.67 | 2.37 | -0.70 | 3.64 | 0.57 | 0.00 | 0.54 | 2.45 | 1.38 | -0.15 | 0.92 | 1.54 | -1.10 | 0.26 | 1.16 | 0.65 | 1.24 | 2.06 | -0.67 |
| Standard Deviation(%) | NA | 11.05 | 12.17 | 14.00 | 14.58 | NA | NA | … | … | 13.58 | 14.09 | 10.33 | 11.23 | 20.11 | 11.52 | 26.64 | 9.80 | 12.67 | 5.89 | 12.99 | 13.06 | 11.71 | 10.56 | 12.75 | 23.39 | 17.86 | 25.26 | 36.10 | 14.15 | 10.89 | 9.06 | 10.58 | 14.24 | 18.43 |
| Draw Down(%) | NA | 8.88 | 14.03 | 27.26 | 31.46 | NA | NA | … | … | 8.88 | 14.03 | 6.74 | 9.92 | 25.60 | 6.17 | 31.46 | 5.06 | 16.60 | 1.79 | 11.20 | 12.59 | 8.10 | 7.16 | 10.95 | 21.04 | 14.58 | 23.12 | 49.53 | 9.54 | 9.46 | 6.35 | 7.38 | 13.19 | 5.92 |
| Yield(%) | 0.00 | 4.63 | 4.64 | 4.99 | 7.06 | 7.37 | 6.64 | … | … | 0.00 | 4.92 | 2.51 | 6.33 | 6.64 | 8.60 | 5.53 | 7.17 | 8.04 | 4.65 | 4.95 | 5.69 | 4.05 | 3.18 | 2.35 | 1.36 | 1.49 | 2.24 | 3.42 | 4.32 | 2.85 | 1.73 | 1.66 | 1.09 | 0.00 |
Data as of 06/11/2026, Common starting date is 11/05/2002
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TRRDX (T. ROWE PRICE RETIREMENT 2040 FUND T. ROWE PRICE RETIREMENT 2040 FUND) |
-14.33%
Feb 2006 – Feb 2009 |
-4.87%
Feb 2004 – Feb 2009 |
5.38%
Feb 2006 – Feb 2016 |
5.68%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TRRDX (T. ROWE PRICE RETIREMENT 2040 FUND T. ROWE PRICE RETIREMENT 2040 FUND) |
26.28%
Feb 2009 – Feb 2012 |
22.32%
Feb 2009 – Feb 2014 |
14.41%
Feb 2009 – Feb 2019 |
12.73%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart