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TRRKX vs. TRPKX
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

TRRKX vs. TRPKX

Last updated May 10, 2025

Compare and contrast key facts about T. Rowe Price Retirement 2045 Fund (TRRKX) and T. Rowe Price Retirement I 2045 Fund (TRPKX).

TRRKX is managed by T. Rowe Price. It was launched on May 30, 2005. TRPKX is managed by T. Rowe Price. It was launched on Sep 28, 2015.

Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: TRRKX or TRPKX.

Correlation

The correlation between TRRKX and TRPKX is 0.87, 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

TRRKX vs. TRPKX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in T. Rowe Price Retirement 2045 Fund (TRRKX) and T. Rowe Price Retirement I 2045 Fund (TRPKX). The values are adjusted to include any dividend payments, if applicable.

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Key characteristics

Returns By Period

TRRKX

YTD

1.39%

1M

5.47%

6M

-2.50%

1Y

6.39%

5Y*

7.63%

10Y*

4.20%

TRPKX

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

*Annualized

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TRRKX vs. TRPKX - Expense Ratio Comparison

TRRKX has a 0.63% expense ratio, which is higher than TRPKX's 0.45% expense ratio.

TRRKX
T. Rowe Price Retirement 2045 Fund
TRPKX
T. Rowe Price Retirement I 2045 Fund

Risk-Adjusted Performance

TRRKX vs. TRPKX — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
TRRKX
The Risk-Adjusted Performance Rank of TRRKX is 5353
Overall Rank
The Sharpe Ratio Rank of TRRKX is 4848
Sharpe Ratio Rank
The Sortino Ratio Rank of TRRKX is 5151
Sortino Ratio Rank
The Omega Ratio Rank of TRRKX is 5252
Omega Ratio Rank
The Calmar Ratio Rank of TRRKX is 5656
Calmar Ratio Rank
The Martin Ratio Rank of TRRKX is 5959
Martin Ratio Rank
TRPKX
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

TRRKX vs. TRPKX - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for T. Rowe Price Retirement 2045 Fund (TRRKX) and T. Rowe Price Retirement I 2045 Fund (TRPKX). 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.

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Dividends

TRRKX vs. TRPKX - Dividend Comparison

TRRKX's dividend yield for the trailing twelve months is around 1.93%, while TRPKX has not paid dividends to shareholders.

TTM20242023202220212020201920182017201620152014
TRRKX
T. Rowe Price Retirement 2045 Fund		1.93%1.96%4.40%7.83%5.58%4.52%5.94%8.98%3.52%4.55%5.64%3.56%
TRPKX
T. Rowe Price Retirement I 2045 Fund		0.00%1.11%3.27%6.25%3.81%2.81%5.06%4.66%2.92%1.52%1.14%0.00%

Drawdowns

TRRKX vs. TRPKX - Drawdown Comparison

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Volatility

TRRKX vs. TRPKX - Volatility Comparison

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