TRRGX vs. TRRAX
Compare and contrast key facts about T. Rowe Price Retirement 2015 Fund (TRRGX) and T. Rowe Price Retirement 2010 Fund (TRRAX).
TRRGX is managed by T. Rowe Price. It was launched on Feb 26, 2004. TRRAX is managed by T. Rowe Price. It was launched on Sep 29, 2002.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: TRRGX or TRRAX.
Correlation
The correlation between TRRGX and TRRAX is 0.99, 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
TRRGX vs. TRRAX - Performance Comparison
Key characteristics
TRRGX:
1.69
TRRAX:
1.70
TRRGX:
2.39
TRRAX:
2.41
TRRGX:
1.31
TRRAX:
1.31
TRRGX:
0.48
TRRAX:
0.46
TRRGX:
7.19
TRRAX:
7.22
TRRGX:
1.44%
TRRAX:
1.38%
TRRGX:
6.11%
TRRAX:
5.84%
TRRGX:
-45.96%
TRRAX:
-41.41%
TRRGX:
-13.86%
TRRAX:
-14.21%
Returns By Period
The year-to-date returns for both stocks are quite close, with TRRGX having a 3.18% return and TRRAX slightly lower at 3.10%. Both investments have delivered pretty close results over the past 10 years, with TRRGX having a 0.79% annualized return and TRRAX not far behind at 0.76%.
TRRGX
3.18%
2.04%
2.44%
9.87%
-0.39%
0.79%
TRRAX
3.10%
2.02%
2.33%
9.58%
-0.88%
0.76%
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TRRGX vs. TRRAX - Expense Ratio Comparison
TRRGX has a 0.51% expense ratio, which is higher than TRRAX's 0.49% expense ratio.
Risk-Adjusted Performance
TRRGX vs. TRRAX — Risk-Adjusted Performance Rank
TRRGX
TRRAX
TRRGX vs. TRRAX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for T. Rowe Price Retirement 2015 Fund (TRRGX) and T. Rowe Price Retirement 2010 Fund (TRRAX). 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
TRRGX vs. TRRAX - Dividend Comparison
TRRGX's dividend yield for the trailing twelve months is around 2.70%, less than TRRAX's 2.85% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TRRGX T. Rowe Price Retirement 2015 Fund | 2.70% | 2.78% | 2.63% | 2.96% | 1.82% | 1.67% | 2.21% | 2.46% | 2.00% | 1.90% | 2.05% | 1.87% |
TRRAX T. Rowe Price Retirement 2010 Fund | 2.85% | 2.94% | 2.69% | 3.11% | 2.08% | 1.69% | 2.33% | 2.46% | 2.02% | 2.02% | 2.13% | 7.61% |
Drawdowns
TRRGX vs. TRRAX - Drawdown Comparison
The maximum TRRGX drawdown since its inception was -45.96%, which is greater than TRRAX's maximum drawdown of -41.41%. Use the drawdown chart below to compare losses from any high point for TRRGX and TRRAX. For additional features, visit the drawdowns tool.
Volatility
TRRGX vs. TRRAX - Volatility Comparison
T. Rowe Price Retirement 2015 Fund (TRRGX) and T. Rowe Price Retirement 2010 Fund (TRRAX) have volatilities of 1.50% and 1.48%, 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.