T. Rowe Price Retirement 2015 Fund (TRRGX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to TRRGX
TRRGX charges 0.51% annually. Among mutual funds in the Target Retirement Date category, these options have the lowest expense ratios among TRRGX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Principal LifeTime 2035 Fund | 0.01% | Feb 28, 2008 | TRRGX vs LTIUX | |
| Principal LifeTime 2030 Fund | 0.01% | Feb 28, 2001 | TRRGX vs PMTIX | |
| John Hancock Funds Multi-Index 2055 Lifetime Portf... | 0.01% | Mar 25, 2014 | TRRGX vs JLKYX | |
| Principal LifeTime 2045 Fund | 0.01% | Feb 28, 2008 | TRRGX vs LTRIX | |
| American Funds 2065 Target Date Retirement Fund | 0.01% | Mar 26, 2020 | TRRGX vs FCQTX |
Best Risk-Adjusted Alternatives to TRRGX
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 | TRRGX vs URINX | |
| Putnam Retirement Advantage Maturity Fund | 86 | Dec 30, 2019 | TRRGX vs PADLX | |
| Fidelity Freedom Income Fund Class K6 | 84 | Oct 17, 1996 | TRRGX vs FYTKX | |
| State Street Target Retirement Fund | 84 | Sep 29, 2014 | TRRGX vs SSFNX | |
| Fidelity Managed Retirement Income Fund Class K6 | 84 | Aug 1, 2019 | TRRGX vs FRHMX |
Top Performing TRRGX Alternatives (YTD)
TRRGX 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 | TRRGX vs PDAHX | |
| State Street Target Retirement Fund | -0.35% | Sep 29, 2014 | TRRGX vs SSFNX | |
| Dimensional Retirement Income Fund | -0.37% | Nov 1, 2015 | TRRGX vs TDIFX | |
| Prudential Day One 2020 Fund | -0.38% | Dec 12, 2016 | TRRGX vs PDDDX | |
| Fidelity Freedom Income Fund Class K6 | -0.40% | Oct 17, 1996 | TRRGX vs FYTKX |
Lowest Volatility Alternatives to TRRGX
TRRGX 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 | TRRGX vs TDIFX | |
| Fidelity Freedom Index Income Fund Investor Class | 4.34% | Oct 2, 2009 | TRRGX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | 4.35% | Oct 2, 2009 | TRRGX vs FFGZX | |
| Fidelity Managed Retirement Income Fund Class K | 4.58% | Aug 1, 2019 | TRRGX vs FRKMX | |
| Fidelity Advisor Managed Retirement Income Fund Cl... | 4.59% | Aug 30, 2007 | TRRGX vs FRAMX |
Lowest Drawdown Alternatives to TRRGX
TRRGX 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 | TRRGX vs TDIFX | |
| Fidelity Freedom Index Income Fund Investor Class | -3.32% | Oct 2, 2009 | TRRGX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | -3.33% | Oct 2, 2009 | TRRGX vs FFGZX | |
| Fidelity Managed Retirement 2010 Fund Class K6 | -3.41% | Aug 1, 2019 | TRRGX vs FRQHX | |
| Fidelity Managed Retirement Income Fund Class K6 | -3.42% | Aug 1, 2019 | TRRGX vs FRHMX |
Other Mutual Funds from T. Rowe Price
Most popular T. Rowe Price mutual funds on PortfoliosLab, across asset classes.
Often Compared With TRRGX
What investors most often compare with TRRGX, 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.