TRRHX vs. VTTVX
Compare and contrast key facts about T. Rowe Price Retirement 2025 Fund (TRRHX) and Vanguard Target Retirement 2025 Fund (VTTVX).
TRRHX is managed by T. Rowe Price. It was launched on Feb 27, 2004. VTTVX is managed by Vanguard. It was launched on Oct 27, 2003.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: TRRHX or VTTVX.
Performance
TRRHX vs. VTTVX - Performance Comparison
Returns By Period
In the year-to-date period, TRRHX achieves a 10.88% return, which is significantly higher than VTTVX's 9.78% return. Over the past 10 years, TRRHX has outperformed VTTVX with an annualized return of 7.01%, while VTTVX has yielded a comparatively lower 6.35% annualized return.
TRRHX
10.88%
-0.23%
5.13%
16.58%
7.29%
7.01%
VTTVX
9.78%
-0.54%
5.37%
15.65%
6.31%
6.35%
Key characteristics
| TRRHX | VTTVX | |
|---|---|---|
| Sharpe Ratio | 2.39 | 1.78 |
| Sortino Ratio | 3.43 | 2.59 |
| Omega Ratio | 1.45 | 1.39 |
| Calmar Ratio | 1.80 | 1.78 |
| Martin Ratio | 15.62 | 8.85 |
| Ulcer Index | 1.06% | 1.75% |
| Daily Std Dev | 6.91% | 8.70% |
| Max Drawdown | -50.04% | -46.03% |
| Current Drawdown | -1.08% | -1.17% |
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TRRHX vs. VTTVX - Expense Ratio Comparison
TRRHX has a 0.55% expense ratio, which is higher than VTTVX's 0.08% expense ratio.
Correlation
The correlation between TRRHX and VTTVX is 0.98, 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.
Risk-Adjusted Performance
TRRHX vs. VTTVX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for T. Rowe Price Retirement 2025 Fund (TRRHX) and Vanguard Target Retirement 2025 Fund (VTTVX). 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. VTTVX - Dividend Comparison
TRRHX's dividend yield for the trailing twelve months is around 2.07%, less than VTTVX's 2.50% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TRRHX T. Rowe Price Retirement 2025 Fund | 2.07% | 2.30% | 2.41% | 1.40% | 1.29% | 2.02% | 2.07% | 1.65% | 1.74% | 1.74% | 1.59% | 1.43% |
VTTVX Vanguard Target Retirement 2025 Fund | 2.50% | 2.74% | 2.21% | 2.16% | 1.65% | 2.37% | 2.55% | 1.99% | 2.00% | 2.19% | 1.95% | 1.82% |
Drawdowns
TRRHX vs. VTTVX - Drawdown Comparison
The maximum TRRHX drawdown since its inception was -50.04%, which is greater than VTTVX's maximum drawdown of -46.03%. Use the drawdown chart below to compare losses from any high point for TRRHX and VTTVX. For additional features, visit the drawdowns tool.
Volatility
TRRHX vs. VTTVX - Volatility Comparison
T. Rowe Price Retirement 2025 Fund (TRRHX) and Vanguard Target Retirement 2025 Fund (VTTVX) have volatilities of 1.87% and 1.79%, 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.