TRLGX vs. SSDWX

In the year-to-date period, TRLGX achieves a -4.52% return, which is significantly lower than SSDWX's 1.86% return. Over the past 10 years, TRLGX has outperformed SSDWX with an annualized return of 10.49%, while SSDWX has yielded a comparatively lower 6.30% annualized return.

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TRLGX has a 0.55% expense ratio, which is higher than SSDWX's 0.18% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for T. Rowe Price Large-Cap Growth Fund (TRLGX) and State Street Target Retirement 2060 Fund (SSDWX). 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.

The current TRLGX Sharpe Ratio is 0.24, which is lower than the SSDWX Sharpe Ratio of 0.43. The chart below compares the historical Sharpe Ratios of TRLGX and SSDWX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

TRLGX has not paid dividends to shareholders, while SSDWX's dividend yield for the trailing twelve months is around 4.03%.

The maximum TRLGX drawdown since its inception was -56.16%, which is greater than SSDWX's maximum drawdown of -29.88%. Use the drawdown chart below to compare losses from any high point for TRLGX and SSDWX. For additional features, visit the drawdowns tool.