TRRAX vs. TRRCX
Compare and contrast key facts about T. Rowe Price Retirement 2010 Fund (TRRAX) and T. Rowe Price Retirement 2030 Fund (TRRCX).
TRRAX is managed by T. Rowe Price. It was launched on Sep 29, 2002. TRRCX is managed by T. Rowe Price. It was launched on Sep 29, 2002.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: TRRAX or TRRCX.
Correlation
The correlation between TRRAX and TRRCX is 0.98, 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
TRRAX vs. TRRCX - Performance Comparison
Key characteristics
TRRAX:
1.63
TRRCX:
1.44
TRRAX:
2.31
TRRCX:
2.10
TRRAX:
1.30
TRRCX:
1.29
TRRAX:
0.44
TRRCX:
1.84
TRRAX:
6.89
TRRCX:
5.62
TRRAX:
1.38%
TRRCX:
2.36%
TRRAX:
5.83%
TRRCX:
9.18%
TRRAX:
-41.41%
TRRCX:
-55.28%
TRRAX:
-14.27%
TRRCX:
-2.88%
Returns By Period
In the year-to-date period, TRRAX achieves a 3.03% return, which is significantly lower than TRRCX's 3.98% return. Over the past 10 years, TRRAX has underperformed TRRCX with an annualized return of 0.76%, while TRRCX has yielded a comparatively higher 6.02% annualized return.
TRRAX
3.03%
1.30%
2.39%
9.58%
-0.85%
0.76%
TRRCX
3.98%
1.60%
4.61%
13.38%
7.57%
6.02%
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TRRAX vs. TRRCX - Expense Ratio Comparison
TRRAX has a 0.49% expense ratio, which is lower than TRRCX's 0.59% expense ratio.
Risk-Adjusted Performance
TRRAX vs. TRRCX — Risk-Adjusted Performance Rank
TRRAX
TRRCX
TRRAX vs. TRRCX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for T. Rowe Price Retirement 2010 Fund (TRRAX) and T. Rowe Price Retirement 2030 Fund (TRRCX). 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
TRRAX vs. TRRCX - Dividend Comparison
TRRAX's dividend yield for the trailing twelve months is around 2.86%, more than TRRCX's 2.05% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TRRAX T. Rowe Price Retirement 2010 Fund | 2.86% | 2.94% | 2.69% | 3.11% | 2.08% | 1.69% | 2.33% | 2.46% | 2.02% | 2.02% | 2.13% | 7.61% |
TRRCX T. Rowe Price Retirement 2030 Fund | 2.05% | 2.13% | 1.96% | 1.98% | 1.09% | 1.09% | 1.89% | 1.97% | 1.54% | 1.60% | 1.70% | 5.65% |
Drawdowns
TRRAX vs. TRRCX - Drawdown Comparison
The maximum TRRAX drawdown since its inception was -41.41%, smaller than the maximum TRRCX drawdown of -55.28%. Use the drawdown chart below to compare losses from any high point for TRRAX and TRRCX. For additional features, visit the drawdowns tool.
Volatility
TRRAX vs. TRRCX - Volatility Comparison
The current volatility for T. Rowe Price Retirement 2010 Fund (TRRAX) is 1.36%, while T. Rowe Price Retirement 2030 Fund (TRRCX) has a volatility of 1.81%. This indicates that TRRAX experiences smaller price fluctuations and is considered to be less risky than TRRCX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.