TRRHX vs. AABTX
Compare and contrast key facts about T. Rowe Price Retirement 2025 Fund (TRRHX) and American Funds 2015 Target Date Retirement Fund (AABTX).
TRRHX is managed by T. Rowe Price. It was launched on Feb 27, 2004. AABTX is managed by American Funds. It was launched on Jan 31, 2007.
Performance
TRRHX vs. AABTX - Performance Comparison
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TRRHX vs. AABTX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
TRRHX T. Rowe Price Retirement 2025 Fund | -0.62% | 6.59% | 9.71% | 14.63% | -15.59% | 12.02% | 14.68% | 20.96% | -5.68% | 17.69% |
AABTX American Funds 2015 Target Date Retirement Fund | -0.16% | 13.11% | 8.07% | 9.23% | -10.56% | 9.95% | 9.63% | 14.47% | -2.98% | 10.84% |
Returns By Period
In the year-to-date period, TRRHX achieves a -0.62% return, which is significantly lower than AABTX's -0.16% return. Over the past 10 years, TRRHX has outperformed AABTX with an annualized return of 7.32%, while AABTX has yielded a comparatively lower 6.32% annualized return.
TRRHX
- 1D
- 1.56%
- 1M
- -4.05%
- YTD
- -0.62%
- 6M
- -4.68%
- 1Y
- 4.59%
- 3Y*
- 8.30%
- 5Y*
- 3.80%
- 10Y*
- 7.32%
AABTX
- 1D
- 1.02%
- 1M
- -3.17%
- YTD
- -0.16%
- 6M
- 1.47%
- 1Y
- 9.96%
- 3Y*
- 9.07%
- 5Y*
- 4.96%
- 10Y*
- 6.32%
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TRRHX vs. AABTX - Expense Ratio Comparison
TRRHX has a 0.55% expense ratio, which is higher than AABTX's 0.33% expense ratio.
Return for Risk
TRRHX vs. AABTX — Risk / Return Rank
TRRHX
AABTX
TRRHX vs. AABTX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for T. Rowe Price Retirement 2025 Fund (TRRHX) and American Funds 2015 Target Date Retirement Fund (AABTX). 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.
| TRRHX | AABTX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.47 | 1.59 | -1.12 |
Sortino ratioReturn per unit of downside risk | 0.67 | 2.19 | -1.52 |
Omega ratioGain probability vs. loss probability | 1.11 | 1.33 | -0.22 |
Calmar ratioReturn relative to maximum drawdown | 0.53 | 2.20 | -1.66 |
Martin ratioReturn relative to average drawdown | 1.59 | 8.77 | -7.18 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| TRRHX | AABTX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.47 | 1.59 | -1.12 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.39 | 0.72 | -0.34 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.68 | 0.87 | -0.19 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.49 | 0.52 | -0.03 |
Correlation
The correlation between TRRHX and AABTX is 0.95, 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.
Dividends
TRRHX vs. AABTX - Dividend Comparison
TRRHX has not paid dividends to shareholders, while AABTX's dividend yield for the trailing twelve months is around 7.58%.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TRRHX T. Rowe Price Retirement 2025 Fund | 0.00% | 0.00% | 4.13% | 6.58% | 12.69% | 10.87% | 5.21% | 4.95% | 7.52% | 3.70% | 2.00% | 3.11% |
AABTX American Funds 2015 Target Date Retirement Fund | 7.58% | 7.57% | 5.27% | 3.52% | 3.72% | 4.95% | 4.07% | 4.05% | 4.28% | 2.71% | 3.02% | 5.56% |
Drawdowns
TRRHX vs. AABTX - Drawdown Comparison
The maximum TRRHX drawdown since its inception was -50.04%, which is greater than AABTX's maximum drawdown of -42.44%. Use the drawdown chart below to compare losses from any high point for TRRHX and AABTX.
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Drawdown Indicators
| TRRHX | AABTX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -50.04% | -42.44% | -7.60% |
Max Drawdown (1Y)Largest decline over 1 year | -7.80% | -4.78% | -3.02% |
Max Drawdown (5Y)Largest decline over 5 years | -22.00% | -16.21% | -5.79% |
Max Drawdown (10Y)Largest decline over 10 years | -26.42% | -16.58% | -9.84% |
Current DrawdownCurrent decline from peak | -6.36% | -3.53% | -2.83% |
Average DrawdownAverage peak-to-trough decline | -5.81% | -4.79% | -1.02% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.62% | 1.20% | +1.42% |
Volatility
TRRHX vs. AABTX - Volatility Comparison
T. Rowe Price Retirement 2025 Fund (TRRHX) has a higher volatility of 3.55% compared to American Funds 2015 Target Date Retirement Fund (AABTX) at 2.49%. This indicates that TRRHX's price experiences larger fluctuations and is considered to be riskier than AABTX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| TRRHX | AABTX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.55% | 2.49% | +1.06% |
Volatility (6M)Calculated over the trailing 6-month period | 7.51% | 3.88% | +3.63% |
Volatility (1Y)Calculated over the trailing 1-year period | 10.55% | 6.46% | +4.09% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 9.95% | 6.92% | +3.03% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 10.82% | 7.25% | +3.57% |