T. Rowe Price Retirement 2065 Fund (PASUX) belongs to the Target Retirement Date category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with PASUX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to PASUX
PASUX charges 0.89% annually. There are 572 mutual funds in the Target Retirement Date category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Principal LifeTime 2060 Fund | 0.01% | — | Feb 2013 | PASUX vs PLTZX | |
| Principal LifeTime 2020 Fund | 0.01% | — | Feb 2001 | PASUX vs PLWIX | |
| Principal LifeTime 2030 Fund | 0.01% | — | Feb 2001 | PASUX vs PMTIX | |
| American Funds 2065 Target Date Retirement Fund | 0.01% | — | Mar 2020 | PASUX vs FCQTX | |
| Principal LifeTime 2040 Fund | 0.01% | — | Feb 2001 | PASUX vs PTDIX |
Best Risk-Adjusted Alternatives to PASUX
PASUX has a PortfoliosLab risk / return rank of 61. There are 421 mutual funds in the Target Retirement Date category with higher risk-adjusted ranks, going as high as 86.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| State Street Target Retirement Fund | 86 | — | Sep 2014 | PASUX vs SSFNX | |
| USAA Target Retirement Income Fund | 85 | — | Jul 2008 | PASUX vs URINX | |
| Prudential Day One Income Fund | 85 | — | Dec 2016 | PASUX vs PDAHX | |
| Putnam Retirement Advantage Maturity Fund | 84 | — | Dec 2019 | PASUX vs PADLX | |
| USAA Target Retirement 2030 Fund | 84 | — | Jul 2008 | PASUX vs URTRX |
Top Performing PASUX Alternatives (YTD)
PASUX is at 10.83% YTD. There are 112 mutual funds in the Target Retirement Date category with higher YTD returns, going as high as 13.54%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| USAA Target Retirement 2060 Fund | 13.54% | — | Jul 2013 | PASUX vs URSIX | |
| USAA Target Retirement 2050 Fund | 13.05% | — | Jul 2008 | PASUX vs URFFX | |
| Fidelity Flex Freedom Blend 2060 Fund | 12.35% | — | Jun 2017 | PASUX vs FWLSX | |
| Fidelity Flex Freedom Blend 2055 Fund | 12.26% | — | Jun 2017 | PASUX vs FQLSX | |
| Fidelity Flex Freedom Blend 2065 Fund | 12.26% | — | Jun 2019 | PASUX vs FDFPX |
Lowest Volatility Alternatives to PASUX
PASUX has 13.13% 1-year volatility. There are 500 mutual funds in the Target Retirement Date category with lower 1-year volatility, going as low as 3.51%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Dimensional Retirement Income Fund | 3.51% | — | Nov 2015 | PASUX vs TDIFX | |
| Fidelity Freedom Index Retirement Fund Investor Cl... | 4.44% | — | Oct 2009 | PASUX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | 4.47% | — | Oct 2009 | PASUX vs FFGZX | |
| MFS Lifetime Income Fund | 4.51% | — | Sep 2005 | PASUX vs MLLIX | |
| Dimensional 2015 Target Date Retirement Income Fun... | 4.52% | — | Nov 2015 | PASUX vs DRIQX |
Lowest Drawdown Alternatives to PASUX
PASUX has a 1-year max drawdown of -9.89%. There are 630 mutual funds in the Target Retirement Date category with shallower 1-year drawdowns, going as shallow as -2.61%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Dimensional Retirement Income Fund | -2.61% | — | Nov 2015 | PASUX vs TDIFX | |
| Fidelity Freedom Index Retirement Fund Investor Cl... | -3.32% | — | Oct 2009 | PASUX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | -3.33% | — | Oct 2009 | PASUX vs FFGZX | |
| Dimensional 2015 Target Date Retirement Income Fun... | -3.47% | — | Nov 2015 | PASUX vs DRIQX | |
| Putnam RetirementReady Maturity Fund | -3.50% | — | Oct 2004 | PASUX vs PRMYX |
Other Mutual Funds from T. Rowe Price
The 10 most viewed T. Rowe Price mutual funds shown here include TRBCX, PRWCX, PRDGX and span 6 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| T. Rowe Price Blue Chip Growth Fund | Large Cap Growth Equities | 8 | -3.32% | — | Jun 1993 | PASUX vs TRBCX | |
| T. Rowe Price Capital Appreciation Fund | Diversified Portfolio | 43 | 5.93% | — | Jun 1986 | PASUX vs PRWCX | |
| T. Rowe Price Dividend Growth Fund, Inc. | Large Cap Blend Equities, Dividend | 77 | 11.24% | — | Dec 1992 | PASUX vs PRDGX | |
| T. Rowe Price U.S. Equity Research Fund | Large Cap Blend Equities | 56 | 9.19% | — | Nov 1994 | PASUX vs PRCOX | |
| T. Rowe Price Blue Chip Growth Fund I Class | Large Cap Growth Equities | 8 | -3.25% | — | — | PASUX vs TBCIX | |
| T. Rowe Price Equity Index 500 Fund | Large Cap Blend Equities | 62 | 9.23% | — | Mar 1990 | PASUX vs PREIX | |
| T. Rowe Price All-Cap Opportunities Fund | Large Cap Growth Equities | 11 | -1.10% | — | Sep 1985 | PASUX vs PRWAX | |
| T. Rowe Price Large-Cap Growth Fund | Large Cap Growth Equities | 11 | 0.26% | — | Oct 2001 | PASUX vs TRLGX | |
| T. Rowe Price Science And Technology Fund | Technology Equities | 42 | 19.55% | — | Sep 1987 | PASUX vs PRSCX | |
| T. Rowe Price Retirement 2035 Fund | Target Retirement Date | 34 | 8.47% | — | Feb 2004 | PASUX vs TRRJX |
Often Compared With PASUX
Investors most often compare PASUX with USNQX, JRLVX, FRBHX. These 20 comparison targets span 4 categories, based on PortfoliosLab usage data.
Compare PASUX with Any Fund or Stock
Compare PASUX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair PASUX with funds that move differently
T. Rowe Price Retirement 2065 Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to PASUX.
Explore PASUX Diversifiers