TRPMX vs. TRPDX
Compare and contrast key facts about T. Rowe Price Retirement I 2050 Fund (TRPMX) and T. Rowe Price Retirement I 2040 Fund (TRPDX).
TRPMX is managed by T. Rowe Price. It was launched on Sep 28, 2015. TRPDX is managed by T. Rowe Price. It was launched on Sep 28, 2015.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: TRPMX or TRPDX.
Correlation
The correlation between TRPMX and TRPDX 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.
Performance
TRPMX vs. TRPDX - Performance Comparison
Key characteristics
Returns By Period
TRPMX
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TRPDX
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TRPMX vs. TRPDX - Expense Ratio Comparison
TRPMX has a 0.46% expense ratio, which is higher than TRPDX's 0.44% expense ratio.
Risk-Adjusted Performance
TRPMX vs. TRPDX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for T. Rowe Price Retirement I 2050 Fund (TRPMX) and T. Rowe Price Retirement I 2040 Fund (TRPDX). 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
TRPMX vs. TRPDX - Dividend Comparison
Neither TRPMX nor TRPDX has paid dividends to shareholders.
| 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|
TRPMX T. Rowe Price Retirement I 2050 Fund | 3.38% | 5.94% | 3.81% | 2.76% | 4.60% | 4.84% | 2.92% | 1.52% | 1.14% |
TRPDX T. Rowe Price Retirement I 2040 Fund | 3.16% | 6.39% | 2.83% | 3.18% | 4.49% | 4.98% | 3.09% | 1.52% | 1.14% |
Drawdowns
TRPMX vs. TRPDX - Drawdown Comparison
Volatility
TRPMX vs. TRPDX - Volatility Comparison
T. Rowe Price Retirement I 2050 Fund (TRPMX) has a higher volatility of 3.16% compared to T. Rowe Price Retirement I 2040 Fund (TRPDX) at 2.96%. This indicates that TRPMX's price experiences larger fluctuations and is considered to be riskier than TRPDX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.