TRRHX vs. VWIAX
Compare and contrast key facts about T. Rowe Price Retirement 2025 Fund (TRRHX) and Vanguard Wellesley Income Fund Admiral Shares (VWIAX).
TRRHX is managed by T. Rowe Price. It was launched on Feb 27, 2004. VWIAX is managed by Vanguard. It was launched on May 14, 2001.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: TRRHX or VWIAX.
Performance
TRRHX vs. VWIAX - Performance Comparison
Returns By Period
In the year-to-date period, TRRHX achieves a 10.88% return, which is significantly higher than VWIAX's 7.20% return. Over the past 10 years, TRRHX has outperformed VWIAX with an annualized return of 7.01%, while VWIAX has yielded a comparatively lower 3.32% annualized return.
TRRHX
10.88%
-0.23%
5.13%
16.58%
7.29%
7.01%
VWIAX
7.20%
-0.49%
4.67%
14.36%
2.58%
3.32%
Key characteristics
| TRRHX | VWIAX | |
|---|---|---|
| Sharpe Ratio | 2.39 | 2.19 |
| Sortino Ratio | 3.43 | 3.35 |
| Omega Ratio | 1.45 | 1.45 |
| Calmar Ratio | 1.80 | 0.98 |
| Martin Ratio | 15.62 | 13.74 |
| Ulcer Index | 1.06% | 1.05% |
| Daily Std Dev | 6.91% | 6.55% |
| Max Drawdown | -50.04% | -23.93% |
| Current Drawdown | -1.08% | -2.35% |
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TRRHX vs. VWIAX - Expense Ratio Comparison
TRRHX has a 0.55% expense ratio, which is higher than VWIAX's 0.16% expense ratio.
Correlation
The correlation between TRRHX and VWIAX is 0.77, 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. VWIAX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for T. Rowe Price Retirement 2025 Fund (TRRHX) and Vanguard Wellesley Income Fund Admiral Shares (VWIAX). 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. VWIAX - Dividend Comparison
TRRHX's dividend yield for the trailing twelve months is around 2.07%, less than VWIAX's 5.87% 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% |
VWIAX Vanguard Wellesley Income Fund Admiral Shares | 5.87% | 5.80% | 3.25% | 2.55% | 2.72% | 2.97% | 3.38% | 2.92% | 3.02% | 3.18% | 3.23% | 3.13% |
Drawdowns
TRRHX vs. VWIAX - Drawdown Comparison
The maximum TRRHX drawdown since its inception was -50.04%, which is greater than VWIAX's maximum drawdown of -23.93%. Use the drawdown chart below to compare losses from any high point for TRRHX and VWIAX. For additional features, visit the drawdowns tool.
Volatility
TRRHX vs. VWIAX - Volatility Comparison
T. Rowe Price Retirement 2025 Fund (TRRHX) has a higher volatility of 1.87% compared to Vanguard Wellesley Income Fund Admiral Shares (VWIAX) at 1.46%. This indicates that TRRHX's price experiences larger fluctuations and is considered to be riskier than VWIAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.