T. Rowe Price Retirement 2020 Fund (TRRBX) Alternatives
T. Rowe Price Retirement 2020 Fund (TRRBX) 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 TRRBX. Use the tables to find lower-cost options, better risk-adjusted returns, or funds that fit a different role in your portfolio.
Cheapest Alternatives to TRRBX
TRRBX charges 0.53% annually. Among mutual funds in the Target Retirement Date category, these options have the lowest expense ratios among TRRBX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Principal LifeTime 2035 Fund | 0.01% | Feb 28, 2008 | TRRBX vs LTIUX | |
| Principal LifeTime 2030 Fund | 0.01% | Feb 28, 2001 | TRRBX vs PMTIX | |
| John Hancock Funds Multi-Index 2055 Lifetime Portf... | 0.01% | Mar 25, 2014 | TRRBX vs JLKYX | |
| Principal LifeTime 2045 Fund | 0.01% | Feb 28, 2008 | TRRBX vs LTRIX | |
| American Funds 2065 Target Date Retirement Fund | 0.01% | Mar 26, 2020 | TRRBX vs FCQTX |
Best Risk-Adjusted Alternatives to TRRBX
Among mutual funds in the Target Retirement Date category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| USAA Target Retirement Income Fund | 86 | Jul 30, 2008 | TRRBX vs URINX | |
| Putnam Retirement Advantage Maturity Fund | 86 | Dec 30, 2019 | TRRBX vs PADLX | |
| Fidelity Freedom Income Fund Class K6 | 84 | Oct 17, 1996 | TRRBX vs FYTKX | |
| State Street Target Retirement Fund | 84 | Sep 29, 2014 | TRRBX vs SSFNX | |
| Fidelity Managed Retirement Income Fund Class K6 | 84 | Aug 1, 2019 | TRRBX vs FRHMX |
Top Performing TRRBX Alternatives (YTD)
TRRBX alternatives from the Target Retirement Date category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Prudential Day One Income Fund | 0.08% | Dec 12, 2016 | TRRBX vs PDAHX | |
| State Street Target Retirement Fund | -0.35% | Sep 29, 2014 | TRRBX vs SSFNX | |
| Dimensional Retirement Income Fund | -0.37% | Nov 1, 2015 | TRRBX vs TDIFX | |
| Prudential Day One 2020 Fund | -0.38% | Dec 12, 2016 | TRRBX vs PDDDX | |
| Fidelity Freedom Income Fund Class K6 | -0.40% | Oct 17, 1996 | TRRBX vs FYTKX |
Lowest Volatility Alternatives to TRRBX
TRRBX alternatives from the Target Retirement Date category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Dimensional Retirement Income Fund | 4.31% | Nov 1, 2015 | TRRBX vs TDIFX | |
| Fidelity Freedom Index Income Fund Investor Class | 4.34% | Oct 2, 2009 | TRRBX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | 4.35% | Oct 2, 2009 | TRRBX vs FFGZX | |
| Fidelity Managed Retirement Income Fund Class K | 4.58% | Aug 1, 2019 | TRRBX vs FRKMX | |
| Fidelity Advisor Managed Retirement Income Fund Cl... | 4.59% | Aug 30, 2007 | TRRBX vs FRAMX |
Lowest Drawdown Alternatives to TRRBX
TRRBX alternatives from the Target Retirement Date category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Dimensional Retirement Income Fund | -2.84% | Nov 1, 2015 | TRRBX vs TDIFX | |
| Fidelity Freedom Index Income Fund Investor Class | -3.32% | Oct 2, 2009 | TRRBX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | -3.33% | Oct 2, 2009 | TRRBX vs FFGZX | |
| Fidelity Managed Retirement 2010 Fund Class K6 | -3.41% | Aug 1, 2019 | TRRBX vs FRQHX | |
| Fidelity Managed Retirement Income Fund Class K6 | -3.42% | Aug 1, 2019 | TRRBX vs FRHMX |
Other Mutual Funds from T. Rowe Price
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Often Compared With TRRBX
What investors most often compare with TRRBX, based on PortfoliosLab usage data.
Compare TRRBX with Any Fund or Stock
Compare TRRBX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.