T. Rowe Price Retirement 2015 Fund (TRRGX) 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 TRRGX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to TRRGX
TRRGX charges 0.51% annually. There are 442 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 2045 Fund | 0.01% | — | Feb 2008 | TRRGX vs LTRIX | |
| Principal LifeTime 2040 Fund | 0.01% | — | Feb 2001 | TRRGX vs PTDIX | |
| Principal LifeTime 2030 Fund | 0.01% | — | Feb 2001 | TRRGX vs PMTIX | |
| Principal LifeTime 2060 Fund | 0.01% | — | Feb 2013 | TRRGX vs PLTZX | |
| Principal LifeTime 2035 Fund | 0.01% | — | Feb 2008 | TRRGX vs LTIUX |
Best Risk-Adjusted Alternatives to TRRGX
TRRGX has a PortfoliosLab risk / return rank of 13. There are 663 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 | |
|---|---|---|---|---|---|
| Putnam Retirement Advantage Maturity Fund | 86 | — | Dec 2019 | TRRGX vs PADLX | |
| Fidelity Managed Retirement 2020 Fund | 86 | — | Dec 2007 | TRRGX vs FIRVX | |
| Fidelity Managed Retirement Income Fund Class K | 86 | — | Aug 2019 | TRRGX vs FRKMX | |
| Fidelity Managed Retirement Income Fund Class K6 | 86 | — | Aug 2019 | TRRGX vs FRHMX | |
| Fidelity Advisor Managed Retirement Income Fund Cl... | 85 | — | Aug 2007 | TRRGX vs FRAMX |
Top Performing TRRGX Alternatives (YTD)
TRRGX is at 6.00% YTD. There are 492 mutual funds in the Target Retirement Date category with higher YTD returns, going as high as 15,640,638.04%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Managed Retirement Income Fund Class K | 15,640,638.04% | — | Aug 2019 | TRRGX vs FRKMX | |
| Fidelity Advisor Managed Retirement Income Fund Cl... | 1,644,791.35% | — | Aug 2007 | TRRGX vs FRAMX | |
| Fidelity Managed Retirement Income Fund Class K6 | 1,464,383.96% | — | Aug 2019 | TRRGX vs FRHMX | |
| Fidelity Managed Retirement 2020 Fund | 1,440,933.92% | — | Dec 2007 | TRRGX vs FIRVX | |
| Fidelity Flex Freedom Blend 2060 Fund | 14.17% | — | Jun 2017 | TRRGX vs FWLSX |
Lowest Volatility Alternatives to TRRGX
TRRGX has 8.43% 1-year volatility. There are 224 mutual funds in the Target Retirement Date category with lower 1-year volatility, going as low as 3.50%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Dimensional Retirement Income Fund | 3.50% | — | Nov 2015 | TRRGX vs TDIFX | |
| Fidelity Advisor Managed Retirement 2010 Fund Clas... | 4.32% | — | Aug 2007 | TRRGX vs FRQIX | |
| Fidelity Advisor Managed Retirement Income Fund Cl... | 4.32% | — | Aug 2007 | TRRGX vs FRIMX | |
| Fidelity Advisor Managed Retirement 2010 Fund Clas... | 4.33% | — | Aug 2007 | TRRGX vs FRQAX | |
| Fidelity Freedom Index Income Fund Investor Class | 4.35% | — | Oct 2009 | TRRGX vs FIKFX |
Lowest Drawdown Alternatives to TRRGX
TRRGX has a 1-year max drawdown of -7.30%. There are 307 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 | TRRGX vs TDIFX | |
| Fidelity Freedom Index Income Fund Investor Class | -3.32% | — | Oct 2009 | TRRGX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | -3.33% | — | Oct 2009 | TRRGX vs FFGZX | |
| Fidelity Managed Retirement 2010 Fund Class K6 | -3.41% | — | Aug 2019 | TRRGX vs FRQHX | |
| Fidelity Managed Retirement 2010 Fund Class K | -3.42% | — | Aug 2019 | TRRGX vs FRQKX |
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 | 11 | 1.49% | — | Jun 1993 | TRRGX vs TRBCX | |
| T. Rowe Price Capital Appreciation Fund | Diversified Portfolio | 54 | 7.50% | — | Jun 1986 | TRRGX vs PRWCX | |
| T. Rowe Price Dividend Growth Fund, Inc. | Large Cap Blend Equities, Dividend | 61 | 10.60% | — | Dec 1992 | TRRGX vs PRDGX | |
| T. Rowe Price U.S. Equity Research Fund | Large Cap Blend Equities | 61 | 11.44% | — | Nov 1994 | TRRGX vs PRCOX | |
| T. Rowe Price Blue Chip Growth Fund I Class | Large Cap Growth Equities | 12 | 1.57% | — | — | TRRGX vs TBCIX | |
| T. Rowe Price All-Cap Opportunities Fund | Large Cap Growth Equities | 12 | 1.24% | — | Sep 1985 | TRRGX vs PRWAX | |
| T. Rowe Price Equity Index 500 Fund | Large Cap Blend Equities | 64 | 11.23% | — | Mar 1990 | TRRGX vs PREIX | |
| T. Rowe Price Large-Cap Growth Fund | Large Cap Growth Equities | 13 | 3.52% | — | Oct 2001 | TRRGX vs TRLGX | |
| T. Rowe Price Science And Technology Fund | Technology Equities | 56 | 26.30% | — | Sep 1987 | TRRGX vs PRSCX | |
| T. Rowe Price Retirement 2035 Fund | Target Retirement Date | 28 | 9.15% | — | Feb 2004 | TRRGX vs TRRJX |
Often Compared With TRRGX
Investors most often compare TRRGX with TRRAX, VOO, VFORX. These 20 comparison targets span 4 categories, based on PortfoliosLab usage data.
Compare TRRGX with Any Fund or Stock
Compare TRRGX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair TRRGX with funds that move differently
T. Rowe Price Retirement 2015 Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to TRRGX.
Explore TRRGX Diversifiers