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TRPKX vs. TRRKX
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between TRPKX and TRRKX is 0.94, 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.


-0.50.00.51.00.9

Performance

TRPKX vs. TRRKX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in T. Rowe Price Retirement I 2045 Fund (TRPKX) and T. Rowe Price Retirement 2045 Fund (TRRKX). The values are adjusted to include any dividend payments, if applicable.

-4.00%-2.00%0.00%2.00%4.00%6.00%8.00%SeptemberOctoberNovemberDecember20250
6.10%
TRPKX
TRRKX

Key characteristics

Returns By Period


TRPKX

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

TRRKX

YTD

3.19%

1M

3.00%

6M

4.39%

1Y

15.41%

5Y*

5.68%

10Y*

5.05%

*Annualized

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Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


TRPKX vs. TRRKX - Expense Ratio Comparison

TRPKX has a 0.45% expense ratio, which is lower than TRRKX's 0.63% expense ratio.


TRRKX
T. Rowe Price Retirement 2045 Fund
Expense ratio chart for TRRKX: current value at 0.63% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.63%
Expense ratio chart for TRPKX: current value at 0.45% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.45%

Risk-Adjusted Performance

TRPKX vs. TRRKX — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

TRPKX

TRRKX
The Risk-Adjusted Performance Rank of TRRKX is 7272
Overall Rank
The Sharpe Ratio Rank of TRRKX is 7474
Sharpe Ratio Rank
The Sortino Ratio Rank of TRRKX is 7373
Sortino Ratio Rank
The Omega Ratio Rank of TRRKX is 7373
Omega Ratio Rank
The Calmar Ratio Rank of TRRKX is 6060
Calmar Ratio Rank
The Martin Ratio Rank of TRRKX is 7878
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.

TRPKX vs. TRRKX - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for T. Rowe Price Retirement I 2045 Fund (TRPKX) and T. Rowe Price Retirement 2045 Fund (TRRKX). 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.


Sharpe ratio
The chart of Sharpe ratio for TRPKX, currently valued at 0.69, compared to the broader market-1.000.001.002.003.004.000.691.44
The chart of Sortino ratio for TRPKX, currently valued at 1.09, compared to the broader market0.002.004.006.008.0010.0012.001.091.98
The chart of Omega ratio for TRPKX, currently valued at 1.60, compared to the broader market1.002.003.004.001.601.26
The chart of Calmar ratio for TRPKX, currently valued at 0.45, compared to the broader market0.005.0010.0015.0020.000.450.86
The chart of Martin ratio for TRPKX, currently valued at 2.47, compared to the broader market0.0020.0040.0060.0080.002.477.67
TRPKX
TRRKX


Rolling 12-month Sharpe Ratio1.001.502.002.503.00SeptemberOctoberNovemberDecember2025
0.69
1.44
TRPKX
TRRKX

Dividends

TRPKX vs. TRRKX - Dividend Comparison

TRPKX has not paid dividends to shareholders, while TRRKX's dividend yield for the trailing twelve months is around 1.35%.


TTM20242023202220212020201920182017201620152014
TRPKX
T. Rowe Price Retirement I 2045 Fund
1.11%1.11%3.27%6.25%3.81%2.81%5.06%4.66%2.92%1.52%1.14%0.00%
TRRKX
T. Rowe Price Retirement 2045 Fund
1.35%1.39%1.36%1.27%0.66%0.76%1.57%1.60%1.25%1.34%1.39%1.38%

Drawdowns

TRPKX vs. TRRKX - Drawdown Comparison


-14.00%-12.00%-10.00%-8.00%-6.00%-4.00%-2.00%SeptemberOctoberNovemberDecember2025
-2.02%
-4.98%
TRPKX
TRRKX

Volatility

TRPKX vs. TRRKX - Volatility Comparison

The current volatility for T. Rowe Price Retirement I 2045 Fund (TRPKX) is 0.00%, while T. Rowe Price Retirement 2045 Fund (TRRKX) has a volatility of 3.16%. This indicates that TRPKX experiences smaller price fluctuations and is considered to be less risky than TRRKX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


0.00%1.00%2.00%3.00%4.00%5.00%SeptemberOctoberNovemberDecember20250
3.16%
TRPKX
TRRKX
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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