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 460 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 2040 Fund | 0.01% | — | Feb 2001 | TRRHX vs PTDIX | |
| Principal LifeTime 2060 Fund | 0.01% | — | Feb 2013 | TRRHX vs PLTZX | |
| American Funds 2065 Target Date Retirement Fund | 0.01% | — | Mar 2020 | TRRHX vs FCQTX | |
| Principal LifeTime 2055 Fund | 0.01% | — | Feb 2008 | TRRHX vs LTFIX | |
| Principal LifeTime 2030 Fund | 0.01% | — | Feb 2001 | TRRHX vs PMTIX |
Best Risk-Adjusted Alternatives to TRRHX
TRRHX has a PortfoliosLab risk / return rank of 15. There are 669 mutual funds in the Target Retirement Date category with higher risk-adjusted ranks, going as high as 87.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Putnam Retirement Advantage Maturity Fund | 87 | — | Dec 2019 | TRRHX vs PADLX | |
| Fidelity Managed Retirement 2020 Fund | 84 | — | Dec 2007 | TRRHX vs FIRVX | |
| Fidelity Managed Retirement Income Fund Class K | 84 | — | Aug 2019 | TRRHX vs FRKMX | |
| Fidelity Managed Retirement Income Fund Class K6 | 84 | — | Aug 2019 | TRRHX vs FRHMX | |
| Fidelity Advisor Managed Retirement Income Fund Cl... | 84 | — | Aug 2007 | TRRHX vs FRAMX |
Top Performing TRRHX Alternatives (YTD)
TRRHX is at 6.63% YTD. There are 478 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 | TRRHX vs FRKMX | |
| Fidelity Advisor Managed Retirement Income Fund Cl... | 1,644,791.35% | — | Aug 2007 | TRRHX vs FRAMX | |
| Fidelity Managed Retirement Income Fund Class K6 | 1,464,383.96% | — | Aug 2019 | TRRHX vs FRHMX | |
| Fidelity Managed Retirement 2020 Fund | 1,440,933.92% | — | Dec 2007 | TRRHX vs FIRVX | |
| Fidelity Freedom 2065 Fund Class K6 | 15.07% | — | Jun 2019 | TRRHX vs FFSZX |
Lowest Volatility Alternatives to TRRHX
TRRHX has 9.09% 1-year volatility. There are 270 mutual funds in the Target Retirement Date category with lower 1-year volatility, going as low as 3.56%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Dimensional Retirement Income Fund | 3.56% | — | Nov 2015 | TRRHX vs TDIFX | |
| MFS Lifetime 2025 Fund | 4.18% | — | Nov 2012 | TRRHX vs LTTIX | |
| Fidelity Freedom Index Income Fund Investor Class | 4.29% | — | Oct 2009 | TRRHX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | 4.31% | — | Oct 2009 | TRRHX vs FFGZX | |
| Fidelity Advisor Managed Retirement Income Fund Cl... | 4.35% | — | Aug 2007 | TRRHX vs FRIMX |
Lowest Drawdown Alternatives to TRRHX
TRRHX has a 1-year max drawdown of -7.80%. There are 354 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 Income Fund Investor Class | -3.32% | — | Oct 2009 | TRRHX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | -3.33% | — | Oct 2009 | TRRHX vs FFGZX | |
| Fidelity Managed Retirement 2010 Fund Class K6 | -3.41% | — | Aug 2019 | TRRHX vs FRQHX | |
| Fidelity Managed Retirement Income Fund Class K | -3.42% | — | Aug 2019 | TRRHX vs FRKMX |
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 | 14 | 1.82% | — | Jun 1993 | TRRHX vs TRBCX | |
| T. Rowe Price Capital Appreciation Fund | Diversified Portfolio | 39 | 4.62% | — | Jun 1986 | TRRHX vs PRWCX | |
| T. Rowe Price Dividend Growth Fund, Inc. | Large Cap Blend Equities, Dividend | 52 | 8.38% | — | Dec 1992 | TRRHX vs PRDGX | |
| T. Rowe Price U.S. Equity Research Fund | Large Cap Blend Equities | 64 | 10.90% | — | Nov 1994 | TRRHX vs PRCOX | |
| T. Rowe Price All-Cap Opportunities Fund | Large Cap Growth Equities | 13 | 0.66% | — | Sep 1985 | TRRHX vs PRWAX | |
| T. Rowe Price Blue Chip Growth Fund I Class | Large Cap Growth Equities | 15 | 1.88% | — | — | TRRHX vs TBCIX | |
| T. Rowe Price Equity Index 500 Fund | Large Cap Blend Equities | 65 | 10.08% | — | Mar 1990 | TRRHX vs PREIX | |
| T. Rowe Price Large-Cap Growth Fund | Large Cap Growth Equities | 12 | 1.37% | — | Oct 2001 | TRRHX vs TRLGX | |
| T. Rowe Price Science And Technology Fund | Technology Equities | 87 | 42.10% | — | Sep 1987 | TRRHX vs PRSCX | |
| T. Rowe Price Retirement 2035 Fund | Target Retirement Date | 31 | 9.02% | — | Feb 2004 | TRRHX vs TRRJX |
Often Compared With TRRHX
Investors most often compare TRRHX with VTTVX, TRRCX, FFFEX. These 20 comparison targets span 6 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