TRRLX vs. FISNX
Compare and contrast key facts about T. Rowe Price Retirement 2060 Fund (TRRLX) and Fidelity Flex Freedom Blend 2010 Fund (FISNX).
TRRLX is a passively managed fund by T. Rowe Price that tracks the performance of the S&P Target Date 2060 Index. It was launched on Jun 23, 2014. FISNX is managed by Fidelity. It was launched on Jun 8, 2017.
Performance
TRRLX vs. FISNX - Performance Comparison
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TRRLX vs. FISNX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
TRRLX T. Rowe Price Retirement 2060 Fund | -3.74% | 14.54% | 14.22% | 20.87% | -19.22% | 17.50% | 18.46% | 25.39% | -7.62% | 8.01% |
FISNX Fidelity Flex Freedom Blend 2010 Fund | -0.58% | 11.53% | 5.63% | 10.21% | -13.01% | 5.62% | 10.81% | 14.65% | -3.42% | 5.51% |
Returns By Period
In the year-to-date period, TRRLX achieves a -3.74% return, which is significantly lower than FISNX's -0.58% return.
TRRLX
- 1D
- -0.33%
- 1M
- -9.46%
- YTD
- -3.74%
- 6M
- -4.69%
- 1Y
- 10.12%
- 3Y*
- 12.70%
- 5Y*
- 6.39%
- 10Y*
- 9.79%
FISNX
- 1D
- 0.19%
- 1M
- -3.72%
- YTD
- -0.58%
- 6M
- 0.96%
- 1Y
- 8.42%
- 3Y*
- 7.31%
- 5Y*
- 3.36%
- 10Y*
- —
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TRRLX vs. FISNX - Expense Ratio Comparison
TRRLX has a 0.64% expense ratio, which is higher than FISNX's 0.00% expense ratio.
Return for Risk
TRRLX vs. FISNX — Risk / Return Rank
TRRLX
FISNX
TRRLX vs. FISNX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for T. Rowe Price Retirement 2060 Fund (TRRLX) and Fidelity Flex Freedom Blend 2010 Fund (FISNX). 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.
| TRRLX | FISNX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.63 | 1.57 | -0.93 |
Sortino ratioReturn per unit of downside risk | 0.99 | 2.17 | -1.18 |
Omega ratioGain probability vs. loss probability | 1.15 | 1.32 | -0.17 |
Calmar ratioReturn relative to maximum drawdown | 0.68 | 2.15 | -1.46 |
Martin ratioReturn relative to average drawdown | 3.08 | 8.53 | -5.45 |
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
| TRRLX | FISNX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.63 | 1.57 | -0.93 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.43 | 0.53 | -0.11 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.64 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.55 | 0.78 | -0.24 |
Correlation
The correlation between TRRLX and FISNX is 0.83, 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
TRRLX vs. FISNX - Dividend Comparison
TRRLX has not paid dividends to shareholders, while FISNX's dividend yield for the trailing twelve months is around 3.70%.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TRRLX T. Rowe Price Retirement 2060 Fund | 0.00% | 0.00% | 1.74% | 3.29% | 5.75% | 4.19% | 2.38% | 4.33% | 5.39% | 1.58% | 1.58% | 0.83% |
FISNX Fidelity Flex Freedom Blend 2010 Fund | 3.70% | 3.68% | 4.39% | 3.17% | 5.92% | 6.53% | 3.63% | 5.29% | 5.20% | 2.34% | 0.00% | 0.00% |
Drawdowns
TRRLX vs. FISNX - Drawdown Comparison
The maximum TRRLX drawdown since its inception was -32.52%, which is greater than FISNX's maximum drawdown of -18.11%. Use the drawdown chart below to compare losses from any high point for TRRLX and FISNX.
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Drawdown Indicators
| TRRLX | FISNX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -32.52% | -18.11% | -14.41% |
Max Drawdown (1Y)Largest decline over 1 year | -11.71% | -3.92% | -7.79% |
Max Drawdown (5Y)Largest decline over 5 years | -28.09% | -18.11% | -9.98% |
Max Drawdown (10Y)Largest decline over 10 years | -32.52% | — | — |
Current DrawdownCurrent decline from peak | -9.82% | -3.72% | -6.10% |
Average DrawdownAverage peak-to-trough decline | -5.23% | -3.52% | -1.71% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.92% | 0.99% | +1.93% |
Volatility
TRRLX vs. FISNX - Volatility Comparison
T. Rowe Price Retirement 2060 Fund (TRRLX) has a higher volatility of 5.10% compared to Fidelity Flex Freedom Blend 2010 Fund (FISNX) at 2.36%. This indicates that TRRLX's price experiences larger fluctuations and is considered to be riskier than FISNX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| TRRLX | FISNX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.10% | 2.36% | +2.74% |
Volatility (6M)Calculated over the trailing 6-month period | 9.57% | 3.48% | +6.09% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.53% | 5.51% | +11.02% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.17% | 6.36% | +8.81% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.45% | 6.41% | +9.04% |