TRRFX vs. PANRX

In the year-to-date period, TRRFX achieves a 2.76% return, which is significantly higher than PANRX's 2.47% return. Over the past 10 years, TRRFX has underperformed PANRX with an annualized return of 1.40%, while PANRX has yielded a comparatively higher 2.54% annualized return.

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

TRRFX has a 0.49% expense ratio, which is lower than PANRX's 0.70% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for T. Rowe Price Retirement 2005 Fund (TRRFX) and T. Rowe Price Target 2005 Fund (PANRX). 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 TRRFX Sharpe Ratio is 0.89, which is comparable to the PANRX Sharpe Ratio of 0.95. The chart below compares the historical Sharpe Ratios of TRRFX and PANRX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

TRRFX's dividend yield for the trailing twelve months is around 2.93%, while PANRX has not paid dividends to shareholders.

The maximum TRRFX drawdown since its inception was -36.04%, which is greater than PANRX's maximum drawdown of -21.35%. Use the drawdown chart below to compare losses from any high point for TRRFX and PANRX. For additional features, visit the drawdowns tool.

T. Rowe Price Retirement 2005 Fund (TRRFX) has a higher volatility of 2.02% compared to T. Rowe Price Target 2005 Fund (PANRX) at 1.70%. This indicates that TRRFX's price experiences larger fluctuations and is considered to be riskier than PANRX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.