T. Rowe Price Retirement 2025 Fund (TRRHX) 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 TRRHX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to TRRHX
TRRHX charges 0.55% annually. There are 461 mutual funds in the Target Retirement Date category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| John Hancock Funds Multi-Index 2060 Lifetime Portf... | 0.01% | — | Mar 2016 | TRRHX vs JIEHX | |
| Principal LifeTime 2050 Fund | 0.01% | — | Feb 2001 | TRRHX vs PPLIX | |
| American Funds 2065 Target Date Retirement Fund | 0.01% | — | Mar 2020 | TRRHX vs FCQTX | |
| Principal LifeTime 2020 Fund | 0.01% | — | Feb 2001 | TRRHX vs PLWIX | |
| John Hancock Funds Multi-Index 2055 Lifetime Portf... | 0.01% | — | Mar 2014 | TRRHX vs JLKYX |
Best Risk-Adjusted Alternatives to TRRHX
TRRHX has a PortfoliosLab risk / return rank of 16. There are 646 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 | TRRHX vs SSFNX | |
| USAA Target Retirement Income Fund | 85 | — | Jul 2008 | TRRHX vs URINX | |
| Prudential Day One Income Fund | 85 | — | Dec 2016 | TRRHX vs PDAHX | |
| State Street Target Retirement 2025 Fund | 83 | — | Sep 2014 | TRRHX vs SSBRX | |
| USAA Target Retirement 2030 Fund | 83 | — | Jul 2008 | TRRHX vs URTRX |
Top Performing TRRHX Alternatives (YTD)
TRRHX is at 6.29% YTD. There are 441 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 | TRRHX vs URSIX | |
| USAA Target Retirement 2050 Fund | 13.05% | — | Jul 2008 | TRRHX vs URFFX | |
| Fidelity Flex Freedom Blend 2060 Fund | 12.89% | — | Jun 2017 | TRRHX vs FWLSX | |
| Fidelity Flex Freedom Blend 2065 Fund | 12.86% | — | Jun 2019 | TRRHX vs FDFPX | |
| Fidelity Flex Freedom Blend 2055 Fund | 12.80% | — | Jun 2017 | TRRHX vs FQLSX |
Lowest Volatility Alternatives to TRRHX
TRRHX has 9.23% 1-year volatility. There are 241 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 | TRRHX vs TDIFX | |
| Fidelity Freedom Index Retirement Fund Investor Cl... | 4.43% | — | Oct 2009 | TRRHX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | 4.46% | — | Oct 2009 | TRRHX vs FFGZX | |
| MFS Lifetime Income Fund | 4.50% | — | Sep 2005 | TRRHX vs MLLIX | |
| Dimensional 2015 Target Date Retirement Income Fun... | 4.51% | — | Nov 2015 | TRRHX vs DRIQX |
Lowest Drawdown Alternatives to TRRHX
TRRHX has a 1-year max drawdown of -7.80%. There are 326 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 | TRRHX vs TDIFX | |
| Fidelity Freedom Index Retirement Fund Investor Cl... | -3.32% | — | Oct 2009 | TRRHX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | -3.33% | — | Oct 2009 | TRRHX vs FFGZX | |
| Dimensional 2015 Target Date Retirement Income Fun... | -3.47% | — | Nov 2015 | TRRHX vs DRIQX | |
| Putnam RetirementReady Maturity Fund | -3.50% | — | Oct 2004 | TRRHX 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 | 7 | -1.84% | — | Jun 1993 | TRRHX vs TRBCX | |
| T. Rowe Price Capital Appreciation Fund | Diversified Portfolio | 40 | 6.66% | — | Jun 1986 | TRRHX vs PRWCX | |
| T. Rowe Price Dividend Growth Fund, Inc. | Large Cap Blend Equities, Dividend | 75 | 10.76% | — | Dec 1992 | TRRHX vs PRDGX | |
| T. Rowe Price U.S. Equity Research Fund | Large Cap Blend Equities | 51 | 9.93% | — | Nov 1994 | TRRHX vs PRCOX | |
| T. Rowe Price Blue Chip Growth Fund I Class | Large Cap Growth Equities | 7 | -1.76% | — | — | TRRHX vs TBCIX | |
| T. Rowe Price Equity Index 500 Fund | Large Cap Blend Equities | 57 | 10.00% | — | Mar 1990 | TRRHX vs PREIX | |
| T. Rowe Price All-Cap Opportunities Fund | Large Cap Growth Equities | 10 | -0.23% | — | Sep 1985 | TRRHX vs PRWAX | |
| T. Rowe Price Large-Cap Growth Fund | Large Cap Growth Equities | 10 | 0.84% | — | Oct 2001 | TRRHX vs TRLGX | |
| T. Rowe Price Science And Technology Fund | Technology Equities | 35 | 19.88% | — | Sep 1987 | TRRHX vs PRSCX | |
| T. Rowe Price Retirement 2035 Fund | Target Retirement Date | 32 | 8.73% | — | Feb 2004 | TRRHX vs TRRJX |
Often Compared With TRRHX
Investors most often compare TRRHX with VTTVX, TRRCX, FFFEX. These 20 comparison targets span 5 categories, based on PortfoliosLab usage data.
Compare TRRHX with Any Fund or Stock
Compare TRRHX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair TRRHX with funds that move differently
T. Rowe Price Retirement 2025 Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to TRRHX.
Explore TRRHX Diversifiers