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 a closer substitute for your current allocation.
Cheapest Alternatives to TRRBX
TRRBX charges 0.53% annually. There are 454 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 2055 Fund | 0.01% | — | Feb 2008 | TRRBX vs LTFIX | |
| Principal LifeTime 2045 Fund | 0.01% | — | Feb 2008 | TRRBX vs LTRIX | |
| Principal LifeTime 2025 Fund | 0.01% | — | Feb 2008 | TRRBX vs LTSTX | |
| Principal LifeTime 2050 Fund | 0.01% | — | Feb 2001 | TRRBX vs PPLIX | |
| Principal LifeTime 2020 Fund | 0.01% | — | Feb 2001 | TRRBX vs PLWIX |
Best Risk-Adjusted Alternatives to TRRBX
TRRBX has a PortfoliosLab risk / return rank of 15. There are 648 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 | TRRBX vs SSFNX | |
| USAA Target Retirement Income Fund | 85 | — | Jul 2008 | TRRBX vs URINX | |
| Prudential Day One Income Fund | 85 | — | Dec 2016 | TRRBX vs PDAHX | |
| Putnam Retirement Advantage Maturity Fund | 84 | — | Dec 2019 | TRRBX vs PADLX | |
| USAA Target Retirement 2030 Fund | 84 | — | Jul 2008 | TRRBX vs URTRX |
Top Performing TRRBX Alternatives (YTD)
TRRBX is at 5.83% YTD. There are 463 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 | TRRBX vs URSIX | |
| USAA Target Retirement 2050 Fund | 13.05% | — | Jul 2008 | TRRBX vs URFFX | |
| Fidelity Flex Freedom Blend 2060 Fund | 12.35% | — | Jun 2017 | TRRBX vs FWLSX | |
| Fidelity Flex Freedom Blend 2065 Fund | 12.26% | — | Jun 2019 | TRRBX vs FDFPX | |
| Fidelity Flex Freedom Blend 2055 Fund | 12.26% | — | Jun 2017 | TRRBX vs FQLSX |
Lowest Volatility Alternatives to TRRBX
TRRBX has 8.93% 1-year volatility. There are 215 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 | TRRBX vs TDIFX | |
| Fidelity Freedom Index Retirement Fund Investor Cl... | 4.44% | — | Oct 2009 | TRRBX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | 4.47% | — | Oct 2009 | TRRBX vs FFGZX | |
| MFS Lifetime Income Fund | 4.51% | — | Sep 2005 | TRRBX vs MLLIX | |
| Dimensional 2015 Target Date Retirement Income Fun... | 4.52% | — | Nov 2015 | TRRBX vs DRIQX |
Lowest Drawdown Alternatives to TRRBX
TRRBX has a 1-year max drawdown of -7.68%. There are 319 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 | TRRBX vs TDIFX | |
| Fidelity Freedom Index Retirement Fund Investor Cl... | -3.32% | — | Oct 2009 | TRRBX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | -3.33% | — | Oct 2009 | TRRBX vs FFGZX | |
| Dimensional 2015 Target Date Retirement Income Fun... | -3.47% | — | Nov 2015 | TRRBX vs DRIQX | |
| Putnam RetirementReady Maturity Fund | -3.50% | — | Oct 2004 | TRRBX 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 | TRRBX vs TRBCX | |
| T. Rowe Price Capital Appreciation Fund | Diversified Portfolio | 43 | 5.93% | — | Jun 1986 | TRRBX vs PRWCX | |
| T. Rowe Price Dividend Growth Fund, Inc. | Large Cap Blend Equities, Dividend | 77 | 11.24% | — | Dec 1992 | TRRBX vs PRDGX | |
| T. Rowe Price Blue Chip Growth Fund I Class | Large Cap Growth Equities | 8 | -3.25% | — | — | TRRBX vs TBCIX | |
| T. Rowe Price U.S. Equity Research Fund | Large Cap Blend Equities | 56 | 9.19% | — | Nov 1994 | TRRBX vs PRCOX | |
| T. Rowe Price Equity Index 500 Fund | Large Cap Blend Equities | 62 | 9.23% | — | Mar 1990 | TRRBX vs PREIX | |
| T. Rowe Price All-Cap Opportunities Fund | Large Cap Growth Equities | 11 | -1.10% | — | Sep 1985 | TRRBX vs PRWAX | |
| T. Rowe Price Large-Cap Growth Fund | Large Cap Growth Equities | 11 | 0.26% | — | Oct 2001 | TRRBX vs TRLGX | |
| T. Rowe Price Science And Technology Fund | Technology Equities | 42 | 19.55% | — | Sep 1987 | TRRBX vs PRSCX | |
| T. Rowe Price Retirement 2035 Fund | Target Retirement Date | 34 | 8.47% | — | Feb 2004 | TRRBX vs TRRJX |
Often Compared With TRRBX
Investors most often compare TRRBX with VTTVX, FXAIX, SCHD. These 20 comparison targets span 9 categories, 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.
Pair TRRBX with funds that move differently
T. Rowe Price Retirement 2020 Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to TRRBX.
Explore TRRBX Diversifiers