TRPLX vs. NASDX
Compare and contrast key facts about T. Rowe Price Retirement I 2060 Fund (TRPLX) and Shelton Capital Management Nasdaq-100 Index Fund Direct Shares (NASDX).
TRPLX is managed by T. Rowe Price. It was launched on Sep 28, 2015. NASDX is a passively managed fund by Blackrock that tracks the performance of the NASDAQ-100 Index. It was launched on Jan 18, 2000.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: TRPLX or NASDX.
Correlation
The correlation between TRPLX and NASDX is 0.88, 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
TRPLX vs. NASDX - Performance Comparison
Key characteristics
Returns By Period
TRPLX
N/A
N/A
N/A
N/A
N/A
N/A
NASDX
-6.91%
1.37%
-12.06%
1.79%
12.40%
12.92%
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TRPLX vs. NASDX - Expense Ratio Comparison
TRPLX has a 0.46% expense ratio, which is lower than NASDX's 0.63% expense ratio.
Risk-Adjusted Performance
TRPLX vs. NASDX — Risk-Adjusted Performance Rank
TRPLX
NASDX
TRPLX vs. NASDX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for T. Rowe Price Retirement I 2060 Fund (TRPLX) and Shelton Capital Management Nasdaq-100 Index Fund Direct Shares (NASDX). 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
TRPLX vs. NASDX - Dividend Comparison
TRPLX has not paid dividends to shareholders, while NASDX's dividend yield for the trailing twelve months is around 0.35%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TRPLX T. Rowe Price Retirement I 2060 Fund | 0.00% | 1.35% | 3.19% | 5.16% | 3.53% | 2.23% | 3.43% | 3.90% | 3.17% | 1.80% | 1.23% | 0.00% |
NASDX Shelton Capital Management Nasdaq-100 Index Fund Direct Shares | 0.35% | 0.36% | 0.45% | 0.50% | 0.15% | 0.37% | 0.47% | 0.94% | 1.35% | 0.75% | 0.86% | 1.02% |
Drawdowns
TRPLX vs. NASDX - Drawdown Comparison
Volatility
TRPLX vs. NASDX - Volatility Comparison
The current volatility for T. Rowe Price Retirement I 2060 Fund (TRPLX) is 0.00%, while Shelton Capital Management Nasdaq-100 Index Fund Direct Shares (NASDX) has a volatility of 16.62%. This indicates that TRPLX experiences smaller price fluctuations and is considered to be less risky than NASDX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.