POMIX vs. TRRJX
Compare and contrast key facts about T. Rowe Price Total Equity Market Index Fund (POMIX) and T. Rowe Price Retirement 2035 Fund (TRRJX).
POMIX is managed by T. Rowe Price. It was launched on Jan 30, 1998. 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: POMIX or TRRJX.
Key characteristics
| POMIX | TRRJX | |
|---|---|---|
| YTD Return | 25.91% | 14.59% |
| 1Y Return | 38.15% | 24.71% |
| 3Y Return (Ann) | 8.69% | 3.01% |
| 5Y Return (Ann) | 15.00% | 9.29% |
| 10Y Return (Ann) | 12.64% | 8.42% |
| Sharpe Ratio | 2.92 | 2.64 |
| Sortino Ratio | 3.94 | 3.73 |
| Omega Ratio | 1.55 | 1.49 |
| Calmar Ratio | 4.44 | 1.94 |
| Martin Ratio | 19.31 | 17.52 |
| Ulcer Index | 1.97% | 1.41% |
| Daily Std Dev | 13.02% | 9.38% |
| Max Drawdown | -55.54% | -53.57% |
| Current Drawdown | -0.37% | -0.68% |
Correlation
The correlation between POMIX and TRRJX is 0.97, 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
POMIX vs. TRRJX - Performance Comparison
In the year-to-date period, POMIX achieves a 25.91% return, which is significantly higher than TRRJX's 14.59% return. Over the past 10 years, POMIX has outperformed TRRJX with an annualized return of 12.64%, while TRRJX has yielded a comparatively lower 8.42% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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POMIX vs. TRRJX - Expense Ratio Comparison
POMIX has a 0.20% expense ratio, which is lower than TRRJX's 0.59% expense ratio.
Risk-Adjusted Performance
POMIX vs. TRRJX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for T. Rowe Price Total Equity Market Index Fund (POMIX) 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.
Dividends
POMIX vs. TRRJX - Dividend Comparison
POMIX's dividend yield for the trailing twelve months is around 0.95%, less than TRRJX's 1.46% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
POMIX T. Rowe Price Total Equity Market Index Fund | 0.95% | 1.20% | 1.46% | 1.02% | 1.17% | 1.52% | 1.77% | 1.43% | 1.62% | 1.78% | 1.41% | 1.27% |
TRRJX T. Rowe Price Retirement 2035 Fund | 1.46% | 1.67% | 1.55% | 0.87% | 0.94% | 1.79% | 1.78% | 1.48% | 1.47% | 1.52% | 1.44% | 1.04% |
Drawdowns
POMIX vs. TRRJX - Drawdown Comparison
The maximum POMIX drawdown since its inception was -55.54%, roughly equal to the maximum TRRJX drawdown of -53.57%. Use the drawdown chart below to compare losses from any high point for POMIX and TRRJX. For additional features, visit the drawdowns tool.
Volatility
POMIX vs. TRRJX - Volatility Comparison
T. Rowe Price Total Equity Market Index Fund (POMIX) has a higher volatility of 4.01% compared to T. Rowe Price Retirement 2035 Fund (TRRJX) at 2.44%. This indicates that POMIX'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.