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PANRX vs. TRRFX
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

PANRX vs. TRRFX

Last updated May 12, 2025

Compare and contrast key facts about T. Rowe Price Target 2005 Fund (PANRX) and T. Rowe Price Retirement 2005 Fund (TRRFX).

PANRX is managed by T. Rowe Price. It was launched on Aug 19, 2013. TRRFX is managed by T. Rowe Price. It was launched on Feb 26, 2004.

Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: PANRX or TRRFX.

Correlation

The correlation between PANRX and TRRFX is 0.40, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.

Performance

PANRX vs. TRRFX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in T. Rowe Price Target 2005 Fund (PANRX) and T. Rowe Price Retirement 2005 Fund (TRRFX). The values are adjusted to include any dividend payments, if applicable.

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Key characteristics

Daily Std Dev

PANRX:

1.73%

TRRFX:

2.72%

Max Drawdown

PANRX:

-0.09%

TRRFX:

-0.16%

Current Drawdown

PANRX:

0.00%

TRRFX:

0.00%

Returns By Period

PANRX

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

TRRFX

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

*Annualized

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PANRX vs. TRRFX - Expense Ratio Comparison

PANRX has a 0.70% expense ratio, which is higher than TRRFX's 0.49% expense ratio.

PANRX
T. Rowe Price Target 2005 Fund
TRRFX
T. Rowe Price Retirement 2005 Fund

Risk-Adjusted Performance

PANRX vs. TRRFX — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
PANRX
The Risk-Adjusted Performance Rank of PANRX is 7878
Overall Rank
The Sharpe Ratio Rank of PANRX is 7676
Sharpe Ratio Rank
The Sortino Ratio Rank of PANRX is 7676
Sortino Ratio Rank
The Omega Ratio Rank of PANRX is 8181
Omega Ratio Rank
The Calmar Ratio Rank of PANRX is 7171
Calmar Ratio Rank
The Martin Ratio Rank of PANRX is 8484
Martin Ratio Rank
TRRFX
The Risk-Adjusted Performance Rank of TRRFX is 7070
Overall Rank
The Sharpe Ratio Rank of TRRFX is 7373
Sharpe Ratio Rank
The Sortino Ratio Rank of TRRFX is 7373
Sortino Ratio Rank
The Omega Ratio Rank of TRRFX is 7474
Omega Ratio Rank
The Calmar Ratio Rank of TRRFX is 5353
Calmar Ratio Rank
The Martin Ratio Rank of TRRFX is 7878
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

PANRX vs. TRRFX - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for T. Rowe Price Target 2005 Fund (PANRX) and T. Rowe Price Retirement 2005 Fund (TRRFX). 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

PANRX vs. TRRFX - Dividend Comparison

PANRX has not paid dividends to shareholders, while TRRFX's dividend yield for the trailing twelve months is around 2.95%.

TTM20242023202220212020201920182017201620152014
PANRX
T. Rowe Price Target 2005 Fund		0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
TRRFX
T. Rowe Price Retirement 2005 Fund		2.95%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Drawdowns

PANRX vs. TRRFX - Drawdown Comparison

The maximum PANRX drawdown since its inception was -0.09%, smaller than the maximum TRRFX drawdown of -0.16%. Use the drawdown chart below to compare losses from any high point for PANRX and TRRFX. For additional features, visit the drawdowns tool.

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Volatility

PANRX vs. TRRFX - Volatility Comparison

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