TRRFX vs. SWYAX
Compare and contrast key facts about T. Rowe Price Retirement 2005 Fund (TRRFX) and Schwab Target 2010 Index Fund (SWYAX).
TRRFX is managed by T. Rowe Price. It was launched on Feb 26, 2004. SWYAX is managed by Schwab Funds. It was launched on Aug 24, 2016.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: TRRFX or SWYAX.
Correlation
The correlation between TRRFX and SWYAX is 0.91, 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
TRRFX vs. SWYAX - Performance Comparison
Key characteristics
TRRFX:
1.52
SWYAX:
1.30
TRRFX:
2.14
SWYAX:
1.85
TRRFX:
1.28
SWYAX:
1.26
TRRFX:
1.54
SWYAX:
1.65
TRRFX:
9.56
SWYAX:
7.34
TRRFX:
0.88%
SWYAX:
1.03%
TRRFX:
5.52%
SWYAX:
5.81%
TRRFX:
-33.29%
SWYAX:
-18.03%
TRRFX:
-2.82%
SWYAX:
-2.75%
Returns By Period
In the year-to-date period, TRRFX achieves a 7.73% return, which is significantly higher than SWYAX's 7.05% return.
TRRFX
7.73%
-1.04%
2.73%
8.85%
4.69%
5.02%
SWYAX
7.05%
-0.93%
2.99%
7.93%
4.24%
N/A
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TRRFX vs. SWYAX - Expense Ratio Comparison
TRRFX has a 0.49% expense ratio, which is higher than SWYAX's 0.04% expense ratio.
Risk-Adjusted Performance
TRRFX vs. SWYAX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for T. Rowe Price Retirement 2005 Fund (TRRFX) and Schwab Target 2010 Index Fund (SWYAX). 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
TRRFX vs. SWYAX - Dividend Comparison
TRRFX's dividend yield for the trailing twelve months is around 2.62%, less than SWYAX's 2.67% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TRRFX T. Rowe Price Retirement 2005 Fund | 0.00% | 2.82% | 3.24% | 2.11% | 1.71% | 2.34% | 2.51% | 1.98% | 1.87% | 2.09% | 2.00% | 1.93% |
SWYAX Schwab Target 2010 Index Fund | 2.67% | 2.85% | 2.45% | 1.91% | 1.66% | 2.14% | 1.96% | 1.17% | 0.75% | 0.00% | 0.00% | 0.00% |
Drawdowns
TRRFX vs. SWYAX - Drawdown Comparison
The maximum TRRFX drawdown since its inception was -33.29%, which is greater than SWYAX's maximum drawdown of -18.03%. Use the drawdown chart below to compare losses from any high point for TRRFX and SWYAX. For additional features, visit the drawdowns tool.
Volatility
TRRFX vs. SWYAX - Volatility Comparison
The current volatility for T. Rowe Price Retirement 2005 Fund (TRRFX) is 1.81%, while Schwab Target 2010 Index Fund (SWYAX) has a volatility of 2.08%. This indicates that TRRFX experiences smaller price fluctuations and is considered to be less risky than SWYAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.