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T. Rowe Price Target 2035 Fund (PATVX) 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 PATVX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.

Cheapest Alternatives to PATVX

PATVX charges 0.83% annually. There are 555 mutual funds in the Target Retirement Date category with lower expense ratios, going as low as 0.01%.


Best Risk-Adjusted Alternatives to PATVX

PATVX has a PortfoliosLab risk / return rank of 58. There are 546 mutual funds in the Target Retirement Date category with higher risk-adjusted ranks, going as high as 89.


Top Performing PATVX Alternatives (YTD)

PATVX is at 7.46% YTD. There are 417 mutual funds in the Target Retirement Date category with higher YTD returns, going as high as 13.44%.


Lowest Volatility Alternatives to PATVX

PATVX has 8.28% 1-year volatility. There are 260 mutual funds in the Target Retirement Date category with lower 1-year volatility, going as low as 3.34%.


Lowest Drawdown Alternatives to PATVX

PATVX has a 1-year max drawdown of -6.77%. There are 268 mutual funds in the Target Retirement Date category with shallower 1-year drawdowns, going as shallow as -2.61%.


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.


Often Compared With PATVX

Investors most often compare PATVX with SCHD, JEPI, PRNHX. These 20 comparison targets span 4 categories, based on PortfoliosLab usage data.


SymbolNameCategoryRisk / Return RankYTD ReturnAUMInception
Schwab U.S. Dividend Equity ETFDividend
82
19.01%
94.95BOct 2011PATVX vs SCHD
JPMorgan Equity Premium Income ETFDividend, Derivative Income
27
0.01%
44.59BMay 2020PATVX vs JEPI
T. Rowe Price New Horizons FundMid Cap Growth Equities
28
13.69%
Jun 1960PATVX vs PRNHX
Fidelity Managed Retirement Income Fund Class KTarget Retirement Date
71
3.87%
Aug 2019PATVX vs FRKMX
Fidelity Advisor Managed Retirement Income Fund Cl...Target Retirement Date
66
3.72%
Aug 2007PATVX vs FRAMX
USAA Target Retirement Income FundTarget Retirement Date
81
5.67%
Jul 2008PATVX vs URINX
Fidelity Freedom Income FundTarget Retirement Date
72
4.69%
Oct 1996PATVX vs FFFAX
Fidelity Freedom Income Fund Class K6Target Retirement Date
77
4.78%
Oct 1996PATVX vs FYTKX
John Hancock Funds Multi-Index 2045 Lifetime Portf...Target Retirement Date
72
11.84%
Nov 2013PATVX vs JRLVX
Principal LifeTime 2030 FundTarget Retirement Date
52
5.74%
Feb 2001PATVX vs PMTIX
Principal LifeTime 2050 FundTarget Retirement Date
49
9.01%
Feb 2001PATVX vs PPLIX
Prudential Day One 2020 FundTarget Retirement Date
81
5.67%
Dec 2016PATVX vs PDDDX
Prudential Day One 2025 FundTarget Retirement Date
82
6.46%
Dec 2016PATVX vs PDEJX
American Funds 2065 Target Date Retirement FundTarget Retirement Date
59
10.90%
Mar 2020PATVX vs FCQTX
Fidelity Freedom 2010 FundTarget Retirement Date
74
5.06%
Oct 1996PATVX vs FFFCX
Fidelity Managed Retirement Income Fund Class K6Target Retirement Date
72
3.92%
Aug 2019PATVX vs FRHMX
John Hancock Funds Multi-Index 2055 Lifetime Portf...Target Retirement Date
69
12.40%
Mar 2014PATVX vs JLKYX
Principal LifeTime 2035 FundTarget Retirement Date
50
6.40%
Feb 2008PATVX vs LTIUX
Fidelity Freedom Income Fund Class KTarget Retirement Date
74
4.71%
Jul 2017PATVX vs FNSHX
USAA Target Retirement 2030 FundTarget Retirement Date
77
7.94%
Jul 2008PATVX vs URTRX

Compare PATVX with Any Fund or Stock

Compare PATVX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.


 

Diversifiers

Pair PATVX with funds that move differently

T. Rowe Price Target 2035 Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to PATVX.

Explore PATVX Diversifiers