Correlation
The correlation between TBLLX and VFTNX is 0.95, 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.
TBLLX vs. VFTNX
Compare and contrast key facts about T. Rowe Price Retirement Blend 2050 Fund (TBLLX) and Vanguard FTSE Social Index Fund Institutional Shares (VFTNX).
TBLLX is managed by T. Rowe Price. It was launched on Jul 25, 2021. VFTNX is a passively managed fund by Vanguard that tracks the performance of the FTSE4Good US Select Index. It was launched on Jan 14, 2003.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: TBLLX or VFTNX.
Performance
TBLLX vs. VFTNX - Performance Comparison
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Key characteristics
TBLLX:
0.69
VFTNX:
0.72
TBLLX:
0.96
VFTNX:
1.02
TBLLX:
1.14
VFTNX:
1.15
TBLLX:
0.65
VFTNX:
0.66
TBLLX:
2.77
VFTNX:
2.41
TBLLX:
3.76%
VFTNX:
5.54%
TBLLX:
17.04%
VFTNX:
21.15%
TBLLX:
-27.30%
VFTNX:
-61.92%
TBLLX:
-1.03%
VFTNX:
-4.09%
Returns By Period
In the year-to-date period, TBLLX achieves a 4.74% return, which is significantly higher than VFTNX's 0.21% return.
TBLLX
4.74%
4.84%
0.62%
10.83%
11.11%
N/A
N/A
VFTNX
0.21%
6.12%
-1.39%
14.34%
15.21%
15.57%
13.05%
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TBLLX vs. VFTNX - Expense Ratio Comparison
TBLLX has a 0.43% expense ratio, which is higher than VFTNX's 0.12% expense ratio.
Risk-Adjusted Performance
TBLLX vs. VFTNX — Risk-Adjusted Performance Rank
TBLLX
VFTNX
TBLLX vs. VFTNX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for T. Rowe Price Retirement Blend 2050 Fund (TBLLX) and Vanguard FTSE Social Index Fund Institutional Shares (VFTNX). 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
TBLLX vs. VFTNX - Dividend Comparison
TBLLX's dividend yield for the trailing twelve months is around 1.84%, more than VFTNX's 1.05% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TBLLX T. Rowe Price Retirement Blend 2050 Fund | 1.84% | 1.92% | 1.72% | 1.96% | 2.20% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
VFTNX Vanguard FTSE Social Index Fund Institutional Shares | 1.05% | 1.01% | 1.12% | 1.37% | 0.95% | 1.22% | 1.46% | 1.82% | 1.49% | 1.82% | 1.60% | 1.33% |
Drawdowns
TBLLX vs. VFTNX - Drawdown Comparison
The maximum TBLLX drawdown since its inception was -27.30%, smaller than the maximum VFTNX drawdown of -61.92%. Use the drawdown chart below to compare losses from any high point for TBLLX and VFTNX.
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Volatility
TBLLX vs. VFTNX - Volatility Comparison
The current volatility for T. Rowe Price Retirement Blend 2050 Fund (TBLLX) is 3.67%, while Vanguard FTSE Social Index Fund Institutional Shares (VFTNX) has a volatility of 5.14%. This indicates that TBLLX experiences smaller price fluctuations and is considered to be less risky than VFTNX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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