TRLAX vs. PRHSX
Compare and contrast key facts about T. Rowe Price Retirement Income 2020 Fund (TRLAX) and T. Rowe Price Health Sciences Fund (PRHSX).
TRLAX is managed by T. Rowe Price. It was launched on May 24, 2017. PRHSX is managed by T. Rowe Price. It was launched on Dec 29, 1995.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: TRLAX or PRHSX.
Correlation
The correlation between TRLAX and PRHSX is 0.71, 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
TRLAX vs. PRHSX - Performance Comparison
Key characteristics
TRLAX:
1.04
PRHSX:
-0.56
TRLAX:
1.35
PRHSX:
-0.59
TRLAX:
1.20
PRHSX:
0.91
TRLAX:
0.61
PRHSX:
-0.31
TRLAX:
3.95
PRHSX:
-1.13
TRLAX:
1.97%
PRHSX:
8.76%
TRLAX:
7.43%
PRHSX:
17.68%
TRLAX:
-25.48%
PRHSX:
-47.79%
TRLAX:
-5.01%
PRHSX:
-29.35%
Returns By Period
In the year-to-date period, TRLAX achieves a 3.14% return, which is significantly lower than PRHSX's 4.05% return.
TRLAX
3.14%
1.99%
0.15%
7.77%
2.59%
N/A
PRHSX
4.05%
2.53%
-17.77%
-12.14%
-0.54%
1.07%
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TRLAX vs. PRHSX - Expense Ratio Comparison
TRLAX has a 0.53% expense ratio, which is lower than PRHSX's 0.80% expense ratio.
Risk-Adjusted Performance
TRLAX vs. PRHSX — Risk-Adjusted Performance Rank
TRLAX
PRHSX
TRLAX vs. PRHSX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for T. Rowe Price Retirement Income 2020 Fund (TRLAX) and T. Rowe Price Health Sciences Fund (PRHSX). 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
TRLAX vs. PRHSX - Dividend Comparison
TRLAX's dividend yield for the trailing twelve months is around 4.89%, more than PRHSX's 0.01% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|
TRLAX T. Rowe Price Retirement Income 2020 Fund | 4.89% | 5.09% | 5.27% | 5.94% | 4.40% | 4.39% | 4.47% | 4.75% | 0.96% |
PRHSX T. Rowe Price Health Sciences Fund | 0.01% | 0.01% | 0.00% | 0.00% | 0.00% | 0.00% | 0.06% | 0.00% | 0.00% |
Drawdowns
TRLAX vs. PRHSX - Drawdown Comparison
The maximum TRLAX drawdown since its inception was -25.48%, smaller than the maximum PRHSX drawdown of -47.79%. Use the drawdown chart below to compare losses from any high point for TRLAX and PRHSX. For additional features, visit the drawdowns tool.
Volatility
TRLAX vs. PRHSX - Volatility Comparison
The current volatility for T. Rowe Price Retirement Income 2020 Fund (TRLAX) is 1.55%, while T. Rowe Price Health Sciences Fund (PRHSX) has a volatility of 4.13%. This indicates that TRLAX experiences smaller price fluctuations and is considered to be less risky than PRHSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.