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 560 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 2050 Fund | 0.01% | — | Feb 2001 | PATVX vs PPLIX | |
| Principal LifeTime 2020 Fund | 0.01% | — | Feb 2001 | PATVX vs PLWIX | |
| Principal LifeTime 2030 Fund | 0.01% | — | Feb 2001 | PATVX vs PMTIX | |
| American Funds 2065 Target Date Retirement Fund | 0.01% | — | Mar 2020 | PATVX vs FCQTX | |
| Principal LifeTime 2040 Fund | 0.01% | — | Feb 2001 | PATVX vs PTDIX |
Best Risk-Adjusted Alternatives to PATVX
PATVX has a PortfoliosLab risk / return rank of 65. There are 314 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 | PATVX vs SSFNX | |
| USAA Target Retirement Income Fund | 85 | — | Jul 2008 | PATVX vs URINX | |
| Prudential Day One Income Fund | 85 | — | Dec 2016 | PATVX vs PDAHX | |
| Putnam Retirement Advantage Maturity Fund | 84 | — | Dec 2019 | PATVX vs PADLX | |
| USAA Target Retirement 2030 Fund | 84 | — | Jul 2008 | PATVX vs URTRX |
Top Performing PATVX Alternatives (YTD)
PATVX is at 7.02% YTD. There are 389 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 | PATVX vs URSIX | |
| USAA Target Retirement 2050 Fund | 13.05% | — | Jul 2008 | PATVX vs URFFX | |
| Fidelity Flex Freedom Blend 2060 Fund | 12.35% | — | Jun 2017 | PATVX vs FWLSX | |
| Fidelity Flex Freedom Blend 2055 Fund | 12.26% | — | Jun 2017 | PATVX vs FQLSX | |
| Fidelity Flex Freedom Blend 2065 Fund | 12.26% | — | Jun 2019 | PATVX vs FDFPX |
Lowest Volatility Alternatives to PATVX
PATVX has 8.96% 1-year volatility. There are 223 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 | PATVX vs TDIFX | |
| Fidelity Freedom Index Retirement Fund Investor Cl... | 4.44% | — | Oct 2009 | PATVX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | 4.47% | — | Oct 2009 | PATVX vs FFGZX | |
| MFS Lifetime Income Fund | 4.51% | — | Sep 2005 | PATVX vs MLLIX | |
| Dimensional 2015 Target Date Retirement Income Fun... | 4.52% | — | Nov 2015 | PATVX vs DRIQX |
Lowest Drawdown Alternatives to PATVX
PATVX has a 1-year max drawdown of -6.77%. There are 239 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 | PATVX vs TDIFX | |
| Fidelity Freedom Index Retirement Fund Investor Cl... | -3.32% | — | Oct 2009 | PATVX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | -3.33% | — | Oct 2009 | PATVX vs FFGZX | |
| Dimensional 2015 Target Date Retirement Income Fun... | -3.47% | — | Nov 2015 | PATVX vs DRIQX | |
| Putnam RetirementReady Maturity Fund | -3.50% | — | Oct 2004 | PATVX 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 | PATVX vs TRBCX | |
| T. Rowe Price Capital Appreciation Fund | Diversified Portfolio | 43 | 5.93% | — | Jun 1986 | PATVX vs PRWCX | |
| T. Rowe Price Dividend Growth Fund, Inc. | Large Cap Blend Equities, Dividend | 77 | 11.24% | — | Dec 1992 | PATVX vs PRDGX | |
| T. Rowe Price U.S. Equity Research Fund | Large Cap Blend Equities | 56 | 9.19% | — | Nov 1994 | PATVX vs PRCOX | |
| T. Rowe Price Blue Chip Growth Fund I Class | Large Cap Growth Equities | 8 | -3.25% | — | — | PATVX vs TBCIX | |
| T. Rowe Price Equity Index 500 Fund | Large Cap Blend Equities | 62 | 9.23% | — | Mar 1990 | PATVX vs PREIX | |
| T. Rowe Price All-Cap Opportunities Fund | Large Cap Growth Equities | 11 | -1.10% | — | Sep 1985 | PATVX vs PRWAX | |
| T. Rowe Price Large-Cap Growth Fund | Large Cap Growth Equities | 11 | 0.26% | — | Oct 2001 | PATVX vs TRLGX | |
| T. Rowe Price Science And Technology Fund | Technology Equities | 42 | 19.55% | — | Sep 1987 | PATVX vs PRSCX | |
| T. Rowe Price Retirement 2035 Fund | Target Retirement Date | 34 | 8.47% | — | Feb 2004 | PATVX vs TRRJX |
Often Compared With PATVX
Investors most often compare PATVX with SCHD, JEPI, FRQKX. These 20 comparison targets span 4 categories, based on PortfoliosLab usage data.
Compare PATVX with Any Fund or Stock
Compare PATVX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
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