Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TRRZX (T. ROWE PRICE RETIREMENT 2060 FUND T. ROWE PRICE RETIREMENT 2060 FUND-R CLASS) | 6.94% | 19.04% | 16.18% | 7.68% | 10.95% | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 06/25/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TRRZX (T. ROWE PRICE RETIREMENT 2060 FUND T. ROWE PRICE RETIREMENT 2060 FUND-R CLASS) | 06/25/2014 | 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 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -3.49 | 19.04 | 16.18 | 7.68 | 10.95 | NA | NA | … | … | 6.94 | 18.44 | 13.65 | 20.26 | -19.64 | 16.86 | 17.93 | 24.73 | -8.05 | 21.75 | 7.15 | -0.28 | 1.61 |
| Sharpe Ratio | NA | 1.53 | 1.03 | 0.36 | 0.60 | NA | NA | … | … | 1.15 | 0.99 | 0.89 | 1.39 | -0.99 | 1.38 | 0.63 | 2.26 | -0.72 | 3.46 | 0.52 | -0.02 | 0.29 |
| Standard Deviation(%) | NA | 12.42 | 13.47 | 15.19 | 15.54 | NA | NA | … | … | 15.20 | 15.85 | 11.31 | 12.01 | 21.39 | 12.25 | 28.05 | 10.28 | 13.24 | 6.12 | 13.22 | 13.14 | 10.92 |
| Draw Down(%) | NA | 9.88 | 15.72 | 28.40 | 32.56 | NA | NA | … | … | 9.88 | 15.72 | 7.61 | 10.57 | 26.53 | 6.60 | 32.56 | 5.39 | 17.46 | 1.90 | 11.32 | 12.73 | 8.09 |
| Yield(%) | 0.00 | 3.82 | 3.19 | 3.20 | 4.58 | 3.31 | 2.48 | … | … | 0.00 | 4.07 | 1.52 | 3.46 | 4.08 | 4.39 | 2.44 | 4.78 | 4.34 | 2.88 | 2.64 | 1.83 | 3.01 |
Data as of 06/10/2026, Common starting date is 06/25/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TRRZX (T. ROWE PRICE RETIREMENT 2060 FUND T. ROWE PRICE RETIREMENT 2060 FUND-R CLASS) |
1.30%
Mar 2017 – Mar 2020 |
2.81%
Mar 2015 – Mar 2020 |
7.94%
Apr 2015 – Apr 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TRRZX (T. ROWE PRICE RETIREMENT 2060 FUND T. ROWE PRICE RETIREMENT 2060 FUND-R CLASS) |
19.79%
Dec 2018 – Dec 2021 |
14.49%
Oct 2016 – Oct 2021 |
11.75%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart