BRAGX vs. TRRJX
Compare and contrast key facts about Bridgeway Aggressive Investors 1 Fund (BRAGX) and T. Rowe Price Retirement 2035 Fund (TRRJX).
BRAGX is managed by Bridgeway. It was launched on Aug 5, 1994. TRRJX is managed by T. Rowe Price. It was launched on Feb 27, 2004.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BRAGX or TRRJX.
Correlation
The correlation between BRAGX and TRRJX is 0.88, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
BRAGX vs. TRRJX - Performance Comparison
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Key characteristics
BRAGX:
0.52
TRRJX:
0.46
BRAGX:
0.94
TRRJX:
0.78
BRAGX:
1.14
TRRJX:
1.11
BRAGX:
0.57
TRRJX:
0.35
BRAGX:
1.87
TRRJX:
2.21
BRAGX:
7.32%
TRRJX:
2.93%
BRAGX:
23.59%
TRRJX:
13.18%
BRAGX:
-72.10%
TRRJX:
-56.42%
BRAGX:
-10.89%
TRRJX:
-9.39%
Returns By Period
In the year-to-date period, BRAGX achieves a -2.29% return, which is significantly lower than TRRJX's 1.52% return. Over the past 10 years, BRAGX has outperformed TRRJX with an annualized return of 5.30%, while TRRJX has yielded a comparatively lower 3.44% annualized return.
BRAGX
-2.29%
10.53%
-7.59%
12.35%
13.82%
5.30%
TRRJX
1.52%
6.95%
-1.96%
6.07%
5.91%
3.44%
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BRAGX vs. TRRJX - Expense Ratio Comparison
BRAGX has a 0.39% expense ratio, which is lower than TRRJX's 0.59% expense ratio.
Risk-Adjusted Performance
BRAGX vs. TRRJX — Risk-Adjusted Performance Rank
BRAGX
TRRJX
BRAGX vs. TRRJX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Bridgeway Aggressive Investors 1 Fund (BRAGX) and T. Rowe Price Retirement 2035 Fund (TRRJX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
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Dividends
BRAGX vs. TRRJX - Dividend Comparison
BRAGX's dividend yield for the trailing twelve months is around 0.55%, less than TRRJX's 1.73% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BRAGX Bridgeway Aggressive Investors 1 Fund | 0.55% | 0.53% | 0.88% | 1.46% | 1.07% | 1.01% | 1.30% | 0.69% | 0.00% | 0.56% | 0.05% | 0.20% |
TRRJX T. Rowe Price Retirement 2035 Fund | 1.73% | 1.76% | 1.67% | 1.55% | 0.87% | 0.94% | 1.79% | 1.78% | 1.48% | 1.47% | 1.52% | 1.44% |
Drawdowns
BRAGX vs. TRRJX - Drawdown Comparison
The maximum BRAGX drawdown since its inception was -72.10%, which is greater than TRRJX's maximum drawdown of -56.42%. Use the drawdown chart below to compare losses from any high point for BRAGX and TRRJX. For additional features, visit the drawdowns tool.
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Volatility
BRAGX vs. TRRJX - Volatility Comparison
Bridgeway Aggressive Investors 1 Fund (BRAGX) has a higher volatility of 7.85% compared to T. Rowe Price Retirement 2035 Fund (TRRJX) at 4.23%. This indicates that BRAGX's price experiences larger fluctuations and is considered to be riskier than TRRJX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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