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 2050 Fund | 0.01% | — | Feb 2001 | TRRYX vs PPLIX | |
| John Hancock Funds Multi-Index 2060 Lifetime Portf... | 0.01% | — | Mar 2016 | TRRYX vs JIEHX | |
| Principal LifeTime 2030 Fund | 0.01% | — | Feb 2001 | TRRYX vs PMTIX | |
| Principal LifeTime 2035 Fund | 0.01% | — | Feb 2008 | TRRYX vs LTIUX | |
| Principal LifeTime 2045 Fund | 0.01% | — | Feb 2008 | TRRYX vs LTRIX |
Best Risk-Adjusted Alternatives to TRRYX
TRRYX has a PortfoliosLab risk / return rank of 55. There are 502 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 | TRRYX vs PADLX | |
| Fidelity Advisor Managed Retirement Income Fund Cl... | 86 | — | Aug 2007 | TRRYX vs FRAMX | |
| State Street Target Retirement Fund | 85 | — | Sep 2014 | TRRYX vs SSFNX | |
| Prudential Day One Income Fund | 84 | — | Dec 2016 | TRRYX vs PDAHX | |
| Dimensional Retirement Income Fund | 83 | — | Nov 2015 | TRRYX vs TDIFX |
Top Performing TRRYX Alternatives (YTD)
TRRYX is at 11.01% YTD. There are 189 mutual funds in the Target Retirement Date category with higher YTD returns, going as high as 1,644,791.35%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Advisor Managed Retirement Income Fund Cl... | 1,644,791.35% | — | Aug 2007 | TRRYX vs FRAMX | |
| Fidelity Flex Freedom Blend 2060 Fund | 13.36% | — | Jun 2017 | TRRYX vs FWLSX | |
| Fidelity Flex Freedom Blend 2065 Fund | 13.32% | — | Jun 2019 | TRRYX vs FDFPX | |
| Fidelity Freedom 2060 Fund Class K6 | 13.32% | — | Aug 2014 | TRRYX vs FVTKX | |
| Fidelity Freedom 2065 Fund Class K6 | 13.30% | — | Jun 2019 | TRRYX vs FFSZX |
Lowest Volatility Alternatives to TRRYX
TRRYX has 12.84% 1-year volatility. There are 501 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 | TRRYX vs TDIFX | |
| Fidelity Advisor Managed Retirement Income Fund Cl... | 4.32% | — | Aug 2007 | TRRYX vs FRIMX | |
| Fidelity Advisor Managed Retirement 2010 Fund Clas... | 4.32% | — | Aug 2007 | TRRYX vs FRQIX | |
| Fidelity Advisor Managed Retirement 2010 Fund Clas... | 4.33% | — | Aug 2007 | TRRYX vs FRQAX | |
| Fidelity Freedom Index Income Fund Investor Class | 4.38% | — | Oct 2009 | TRRYX vs FIKFX |
Lowest Drawdown Alternatives to TRRYX
TRRYX has a 1-year max drawdown of -9.87%. There are 627 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 Advisor Managed Retirement 2010 Fund Clas... | -3.43% | — | Aug 2007 | TRRYX vs FRQIX | |
| Fidelity Advisor Managed Retirement Income Fund Cl... | -3.44% | — | Aug 2007 | TRRYX vs FRIMX |
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 | 1.36% | — | Jun 1993 | TRRYX vs TRBCX | |
| T. Rowe Price Capital Appreciation Fund | Diversified Portfolio | 53 | 7.13% | — | Jun 1986 | TRRYX vs PRWCX | |
| T. Rowe Price Dividend Growth Fund, Inc. | Large Cap Blend Equities, Dividend | 62 | 10.16% | — | Dec 1992 | TRRYX vs PRDGX | |
| T. Rowe Price U.S. Equity Research Fund | Large Cap Blend Equities | 62 | 11.04% | — | Nov 1994 | TRRYX vs PRCOX | |
| T. Rowe Price Blue Chip Growth Fund I Class | Large Cap Growth Equities | 11 | 1.43% | — | — | TRRYX vs TBCIX | |
| T. Rowe Price All-Cap Opportunities Fund | Large Cap Growth Equities | 12 | 0.92% | — | Sep 1985 | TRRYX vs PRWAX | |
| T. Rowe Price Equity Index 500 Fund | Large Cap Blend Equities | 65 | 10.76% | — | Mar 1990 | TRRYX vs PREIX | |
| T. Rowe Price Large-Cap Growth Fund | Large Cap Growth Equities | 13 | 3.25% | — | Oct 2001 | TRRYX vs TRLGX | |
| T. Rowe Price Science And Technology Fund | Technology Equities | 54 | 25.39% | — | Sep 1987 | TRRYX vs PRSCX | |
| T. Rowe Price Retirement 2035 Fund | Target Retirement Date | 29 | 8.77% | — | Feb 2004 | TRRYX vs TRRJX |
Often Compared With TRRYX
Investors most often compare TRRYX with VOO, AANTX, FXAIX. 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