TRRBX vs. PRGFX

In the year-to-date period, TRRBX achieves a 0.59% return, which is significantly higher than PRGFX's -8.73% return. Over the past 10 years, TRRBX has underperformed PRGFX with an annualized return of 0.63%, while PRGFX has yielded a comparatively higher 5.80% annualized return.

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TRRBX has a 0.53% expense ratio, which is lower than PRGFX's 0.63% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for T. Rowe Price Retirement 2020 Fund (TRRBX) and T. Rowe Price Growth Stock Fund (PRGFX). 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.

The current TRRBX Sharpe Ratio is 0.63, which is higher than the PRGFX Sharpe Ratio of 0.09. The chart below compares the historical Sharpe Ratios of TRRBX and PRGFX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

TRRBX's dividend yield for the trailing twelve months is around 2.65%, while PRGFX has not paid dividends to shareholders.

The maximum TRRBX drawdown since its inception was -49.98%, smaller than the maximum PRGFX drawdown of -57.19%. Use the drawdown chart below to compare losses from any high point for TRRBX and PRGFX. For additional features, visit the drawdowns tool.

The current volatility for T. Rowe Price Retirement 2020 Fund (TRRBX) is 6.04%, while T. Rowe Price Growth Stock Fund (PRGFX) has a volatility of 15.78%. This indicates that TRRBX experiences smaller price fluctuations and is considered to be less risky than PRGFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.