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TRPHX vs. AADTX
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

TRPHX vs. AADTX

Last updated May 22, 2025

Compare and contrast key facts about T. Rowe Price Retirement I 2025 Fund (TRPHX) and American Funds 2025 Target Date Retirement Fund (AADTX).

TRPHX is managed by T. Rowe Price. It was launched on Sep 28, 2015. AADTX is managed by American Funds. It was launched on Jan 31, 2007.

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

Correlation

The correlation between TRPHX and AADTX is 0.86, 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

TRPHX vs. AADTX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in T. Rowe Price Retirement I 2025 Fund (TRPHX) and American Funds 2025 Target Date Retirement Fund (AADTX). The values are adjusted to include any dividend payments, if applicable.

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Key characteristics

Returns By Period

TRPHX

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

3Y*

N/A

5Y*

N/A

10Y*

N/A

AADTX

YTD

3.58%

1M

4.90%

6M

0.65%

1Y

5.41%

3Y*

5.55%

5Y*

4.82%

10Y*

3.70%

*Annualized

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T. Rowe Price Retirement I 2025 Fund

American Funds 2025 Target Date Retirement Fund

TRPHX vs. AADTX - Expense Ratio Comparison

TRPHX has a 0.39% expense ratio, which is higher than AADTX's 0.34% expense ratio.

TRPHX
T. Rowe Price Retirement I 2025 Fund
AADTX
American Funds 2025 Target Date Retirement Fund

Risk-Adjusted Performance

TRPHX vs. AADTX — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
TRPHX
AADTX
The Risk-Adjusted Performance Rank of AADTX is 6666
Overall Rank
The Sharpe Ratio Rank of AADTX is 6464
Sharpe Ratio Rank
The Sortino Ratio Rank of AADTX is 6060
Sortino Ratio Rank
The Omega Ratio Rank of AADTX is 6363
Omega Ratio Rank
The Calmar Ratio Rank of AADTX is 7575
Calmar Ratio Rank
The Martin Ratio Rank of AADTX is 6767
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.

TRPHX vs. AADTX - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for T. Rowe Price Retirement I 2025 Fund (TRPHX) and American Funds 2025 Target Date Retirement Fund (AADTX). 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

TRPHX vs. AADTX - Dividend Comparison

TRPHX has not paid dividends to shareholders, while AADTX's dividend yield for the trailing twelve months is around 2.51%.

TTM20242023202220212020201920182017201620152014
TRPHX
T. Rowe Price Retirement I 2025 Fund		0.00%1.09%3.87%8.39%3.81%3.30%3.74%4.32%3.00%1.54%0.96%0.00%
AADTX
American Funds 2025 Target Date Retirement Fund		2.51%2.60%2.36%2.15%1.08%1.68%1.48%1.47%1.11%1.20%0.92%4.75%

Drawdowns

TRPHX vs. AADTX - Drawdown Comparison

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Volatility

TRPHX vs. AADTX - Volatility Comparison

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