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.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: TRRHX or AABTX.
Correlation
The correlation between TRRHX and AABTX is 0.94, 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
TRRHX vs. AABTX - Performance Comparison
Key characteristics
TRRHX:
0.41
AABTX:
0.84
TRRHX:
0.59
AABTX:
1.13
TRRHX:
1.08
AABTX:
1.16
TRRHX:
0.13
AABTX:
0.74
TRRHX:
1.58
AABTX:
3.24
TRRHX:
1.96%
AABTX:
1.56%
TRRHX:
7.58%
AABTX:
6.01%
TRRHX:
-53.06%
AABTX:
-43.94%
TRRHX:
-18.77%
AABTX:
-2.69%
Returns By Period
In the year-to-date period, TRRHX achieves a -0.48% return, which is significantly lower than AABTX's 1.72% return. Over the past 10 years, TRRHX has underperformed AABTX with an annualized return of 2.01%, while AABTX has yielded a comparatively higher 3.12% annualized return.
TRRHX
-0.48%
-2.14%
-3.06%
2.91%
4.53%
2.01%
AABTX
1.72%
-0.96%
-2.01%
4.90%
5.57%
3.12%
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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.
Risk-Adjusted Performance
TRRHX vs. AABTX — Risk-Adjusted Performance Rank
TRRHX
AABTX
TRRHX vs. AABTX - Risk-Adjusted Performance 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.
Dividends
TRRHX vs. AABTX - Dividend Comparison
TRRHX's dividend yield for the trailing twelve months is around 2.51%, less than AABTX's 2.90% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TRRHX T. Rowe Price Retirement 2025 Fund | 2.51% | 2.50% | 2.30% | 2.41% | 1.40% | 1.29% | 2.02% | 2.07% | 1.65% | 1.74% | 1.74% | 1.59% |
AABTX American Funds 2015 Target Date Retirement Fund | 2.90% | 2.95% | 2.74% | 2.56% | 1.53% | 2.47% | 2.04% | 2.05% | 1.63% | 1.68% | 1.22% | 5.32% |
Drawdowns
TRRHX vs. AABTX - Drawdown Comparison
The maximum TRRHX drawdown since its inception was -53.06%, which is greater than AABTX's maximum drawdown of -43.94%. Use the drawdown chart below to compare losses from any high point for TRRHX and AABTX. For additional features, visit the drawdowns tool.
Volatility
TRRHX vs. AABTX - Volatility Comparison
T. Rowe Price Retirement 2025 Fund (TRRHX) has a higher volatility of 3.18% compared to American Funds 2015 Target Date Retirement Fund (AABTX) at 1.78%. 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.