TRRBX vs. VTTVX

In the year-to-date period, TRRBX achieves a 2.74% return, which is significantly lower than VTTVX's 3.32% return. Over the past 10 years, TRRBX has underperformed VTTVX with an annualized return of 0.72%, while VTTVX has yielded a comparatively higher 3.38% annualized return.

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TRRBX has a 0.53% expense ratio, which is higher than VTTVX's 0.08% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for T. Rowe Price Retirement 2020 Fund (TRRBX) and Vanguard Target Retirement 2025 Fund (VTTVX). 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 0.58, which is higher than the VTTVX Sharpe Ratio of 0.35. The chart below compares the historical Sharpe Ratios of TRRBX and VTTVX, 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 2.60%, less than VTTVX's 2.86% yield.

The maximum TRRBX drawdown since its inception was -49.98%, which is greater than VTTVX's maximum drawdown of -46.03%. Use the drawdown chart below to compare losses from any high point for TRRBX and VTTVX. For additional features, visit the drawdowns tool.

T. Rowe Price Retirement 2020 Fund (TRRBX) and Vanguard Target Retirement 2025 Fund (VTTVX) have volatilities of 1.85% and 1.89%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.