TRRCX vs. TRRJX
Compare and contrast key facts about T. Rowe Price Retirement 2030 Fund (TRRCX) and T. Rowe Price Retirement 2035 Fund (TRRJX).
TRRCX is managed by T. Rowe Price. It was launched on Sep 29, 2002. TRRJX is managed by T. Rowe Price. It was launched on Feb 27, 2004.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: TRRCX or TRRJX.
Performance
TRRCX vs. TRRJX - Performance Comparison
Returns By Period
In the year-to-date period, TRRCX achieves a 12.95% return, which is significantly lower than TRRJX's 14.64% return. Over the past 10 years, TRRCX has underperformed TRRJX with an annualized return of 7.84%, while TRRJX has yielded a comparatively higher 8.28% annualized return.
TRRCX
12.95%
1.20%
6.29%
18.92%
8.26%
7.84%
TRRJX
14.64%
1.38%
6.72%
20.98%
9.17%
8.28%
Key characteristics
| TRRCX | TRRJX | |
|---|---|---|
| Sharpe Ratio | 2.37 | 2.27 |
| Sortino Ratio | 3.34 | 3.17 |
| Omega Ratio | 1.44 | 1.41 |
| Calmar Ratio | 1.98 | 2.11 |
| Martin Ratio | 15.28 | 14.61 |
| Ulcer Index | 1.24% | 1.44% |
| Daily Std Dev | 7.98% | 9.24% |
| Max Drawdown | -52.28% | -53.57% |
| Current Drawdown | -0.55% | -0.63% |
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TRRCX vs. TRRJX - Expense Ratio Comparison
Both TRRCX and TRRJX have an expense ratio of 0.59%.
Correlation
The correlation between TRRCX and TRRJX is 1.00, 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.
Risk-Adjusted Performance
TRRCX vs. TRRJX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for T. Rowe Price Retirement 2030 Fund (TRRCX) and T. Rowe Price Retirement 2035 Fund (TRRJX). 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
TRRCX vs. TRRJX - Dividend Comparison
TRRCX's dividend yield for the trailing twelve months is around 1.73%, more than TRRJX's 1.46% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TRRCX T. Rowe Price Retirement 2030 Fund | 1.73% | 1.96% | 1.98% | 1.09% | 1.09% | 1.89% | 1.97% | 1.54% | 1.60% | 1.70% | 5.65% | 1.28% |
TRRJX T. Rowe Price Retirement 2035 Fund | 1.46% | 1.67% | 1.55% | 0.87% | 0.94% | 1.79% | 1.78% | 1.48% | 1.47% | 1.52% | 1.44% | 1.04% |
Drawdowns
TRRCX vs. TRRJX - Drawdown Comparison
The maximum TRRCX drawdown since its inception was -52.28%, roughly equal to the maximum TRRJX drawdown of -53.57%. Use the drawdown chart below to compare losses from any high point for TRRCX and TRRJX. For additional features, visit the drawdowns tool.
Volatility
TRRCX vs. TRRJX - Volatility Comparison
The current volatility for T. Rowe Price Retirement 2030 Fund (TRRCX) is 2.09%, while T. Rowe Price Retirement 2035 Fund (TRRJX) has a volatility of 2.44%. This indicates that TRRCX experiences smaller price fluctuations and is considered to be less risky than TRRJX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.