T. Rowe Price Retirement 2060 Fund (TRRYX) 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 TRRYX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to TRRYX
TRRYX charges 0.90% annually. There are 570 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 | TRRYX vs LTFIX | |
| Principal LifeTime 2035 Fund | 0.01% | — | Feb 2008 | TRRYX vs LTIUX | |
| Principal LifeTime 2030 Fund | 0.01% | — | Feb 2001 | TRRYX vs PMTIX | |
| Principal LifeTime 2045 Fund | 0.01% | — | Feb 2008 | TRRYX vs LTRIX | |
| American Funds 2065 Target Date Retirement Fund | 0.01% | — | Mar 2020 | TRRYX vs FCQTX |
Best Risk-Adjusted Alternatives to TRRYX
TRRYX has a PortfoliosLab risk / return rank of 45. There are 609 mutual funds in the Target Retirement Date category with higher risk-adjusted ranks, going as high as 85.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Managed Retirement 2020 Fund | 85 | — | Dec 2007 | TRRYX vs FIRVX | |
| Putnam Retirement Advantage Maturity Fund | 85 | — | Dec 2019 | TRRYX vs PADLX | |
| Fidelity Managed Retirement Income Fund Class K | 84 | — | Aug 2019 | TRRYX vs FRKMX | |
| Fidelity Advisor Managed Retirement Income Fund Cl... | 84 | — | Aug 2007 | TRRYX vs FRAMX | |
| Fidelity Managed Retirement Income Fund Class K6 | 84 | — | Aug 2019 | TRRYX vs FRHMX |
Top Performing TRRYX Alternatives (YTD)
TRRYX is at 9.15% YTD. There are 225 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 | TRRYX vs FRKMX | |
| Fidelity Advisor Managed Retirement Income Fund Cl... | 1,644,791.35% | — | Aug 2007 | TRRYX vs FRAMX | |
| Fidelity Managed Retirement Income Fund Class K6 | 1,464,383.96% | — | Aug 2019 | TRRYX vs FRHMX | |
| Fidelity Managed Retirement 2020 Fund | 1,440,933.92% | — | Dec 2007 | TRRYX vs FIRVX | |
| Fidelity Freedom 2065 Fund Class K6 | 12.19% | — | Jun 2019 | TRRYX vs FFSZX |
Lowest Volatility Alternatives to TRRYX
TRRYX has 12.80% 1-year volatility. There are 514 mutual funds in the Target Retirement Date category with lower 1-year volatility, going as low as 3.59%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Dimensional Retirement Income Fund | 3.59% | — | Nov 2015 | TRRYX vs TDIFX | |
| MFS Lifetime 2025 Fund | 4.18% | — | Nov 2012 | TRRYX vs LTTIX | |
| Fidelity Freedom Index Income Fund Investor Class | 4.32% | — | Oct 2009 | TRRYX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | 4.34% | — | Oct 2009 | TRRYX vs FFGZX | |
| Fidelity Advisor Managed Retirement Income Fund Cl... | 4.35% | — | Aug 2007 | TRRYX vs FRIMX |
Lowest Drawdown Alternatives to TRRYX
TRRYX has a 1-year max drawdown of -9.87%. There are 645 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 | TRRYX vs TDIFX | |
| Fidelity Freedom Index Income Fund Investor Class | -3.32% | — | Oct 2009 | TRRYX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | -3.33% | — | Oct 2009 | TRRYX vs FFGZX | |
| Fidelity Managed Retirement 2010 Fund Class K6 | -3.41% | — | Aug 2019 | TRRYX vs FRQHX | |
| Fidelity Managed Retirement Income Fund Class K | -3.42% | — | Aug 2019 | TRRYX 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 | 9 | -1.78% | — | Jun 1993 | TRRYX vs TRBCX | |
| T. Rowe Price Capital Appreciation Fund | Diversified Portfolio | 35 | 4.25% | — | Jun 1986 | TRRYX vs PRWCX | |
| T. Rowe Price Dividend Growth Fund, Inc. | Large Cap Blend Equities, Dividend | 43 | 7.88% | — | Dec 1992 | TRRYX vs PRDGX | |
| T. Rowe Price U.S. Equity Research Fund | Large Cap Blend Equities | 50 | 8.76% | — | Nov 1994 | TRRYX vs PRCOX | |
| T. Rowe Price All-Cap Opportunities Fund | Large Cap Growth Equities | 9 | -1.59% | — | Sep 1985 | TRRYX vs PRWAX | |
| T. Rowe Price Blue Chip Growth Fund I Class | Large Cap Growth Equities | 10 | -1.71% | — | — | TRRYX vs TBCIX | |
| T. Rowe Price Equity Index 500 Fund | Large Cap Blend Equities | 51 | 8.10% | — | Mar 1990 | TRRYX vs PREIX | |
| T. Rowe Price Large-Cap Growth Fund | Large Cap Growth Equities | 9 | -1.57% | — | Oct 2001 | TRRYX vs TRLGX | |
| T. Rowe Price Science And Technology Fund | Technology Equities | 75 | 34.24% | — | Sep 1987 | TRRYX vs PRSCX | |
| T. Rowe Price Retirement 2035 Fund | Target Retirement Date | 25 | 7.44% | — | Feb 2004 | TRRYX vs TRRJX |
Often Compared With TRRYX
Investors most often compare TRRYX with VOO, FXAIX, AANTX. These 20 comparison targets span 7 categories, based on PortfoliosLab usage data.
Compare TRRYX with Any Fund or Stock
Compare TRRYX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair TRRYX with funds that move differently
T. Rowe Price Retirement 2060 Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to TRRYX.
Explore TRRYX Diversifiers