TRRLX vs. PRDGX
Compare and contrast key facts about T. Rowe Price Retirement 2060 Fund (TRRLX) and T. Rowe Price Dividend Growth Fund, Inc. (PRDGX).
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. PRDGX is managed by T. Rowe Price. It was launched on Dec 30, 1992.
Performance
TRRLX vs. PRDGX - Performance Comparison
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TRRLX vs. PRDGX - 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% | 20.79% |
PRDGX T. Rowe Price Dividend Growth Fund, Inc. | -0.55% | 14.74% | 13.48% | 13.68% | -10.22% | 26.03% | 13.92% | 31.76% | -1.06% | 18.89% |
Returns By Period
In the year-to-date period, TRRLX achieves a -3.74% return, which is significantly lower than PRDGX's -0.55% return. Over the past 10 years, TRRLX has underperformed PRDGX with an annualized return of 9.79%, while PRDGX has yielded a comparatively higher 12.31% annualized 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%
PRDGX
- 1D
- 1.97%
- 1M
- -5.22%
- YTD
- -0.55%
- 6M
- 1.72%
- 1Y
- 11.40%
- 3Y*
- 13.02%
- 5Y*
- 9.49%
- 10Y*
- 12.31%
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TRRLX vs. PRDGX - Expense Ratio Comparison
TRRLX has a 0.64% expense ratio, which is higher than PRDGX's 0.62% expense ratio.
Return for Risk
TRRLX vs. PRDGX — Risk / Return Rank
TRRLX
PRDGX
TRRLX vs. PRDGX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for T. Rowe Price Retirement 2060 Fund (TRRLX) and T. Rowe Price Dividend Growth Fund, Inc. (PRDGX). 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 | PRDGX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.63 | 0.77 | -0.14 |
Sortino ratioReturn per unit of downside risk | 0.99 | 1.17 | -0.18 |
Omega ratioGain probability vs. loss probability | 1.15 | 1.18 | -0.03 |
Calmar ratioReturn relative to maximum drawdown | 0.68 | 1.13 | -0.44 |
Martin ratioReturn relative to average drawdown | 3.08 | 5.36 | -2.27 |
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 | PRDGX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.63 | 0.77 | -0.14 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.43 | 0.68 | -0.25 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.64 | 0.78 | -0.14 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.55 | 0.65 | -0.10 |
Correlation
The correlation between TRRLX and PRDGX is 0.90, 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. PRDGX - Dividend Comparison
TRRLX has not paid dividends to shareholders, while PRDGX's dividend yield for the trailing twelve months is around 8.14%.
| 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% |
PRDGX T. Rowe Price Dividend Growth Fund, Inc. | 8.14% | 8.02% | 4.66% | 2.78% | 3.81% | 2.00% | 1.03% | 2.33% | 3.67% | 1.82% | 3.07% | 7.57% |
Drawdowns
TRRLX vs. PRDGX - Drawdown Comparison
The maximum TRRLX drawdown since its inception was -32.52%, smaller than the maximum PRDGX drawdown of -49.79%. Use the drawdown chart below to compare losses from any high point for TRRLX and PRDGX.
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Drawdown Indicators
| TRRLX | PRDGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -32.52% | -49.79% | +17.27% |
Max Drawdown (1Y)Largest decline over 1 year | -11.71% | -11.28% | -0.43% |
Max Drawdown (5Y)Largest decline over 5 years | -28.09% | -19.31% | -8.78% |
Max Drawdown (10Y)Largest decline over 10 years | -32.52% | -33.18% | +0.66% |
Current DrawdownCurrent decline from peak | -9.82% | -5.50% | -4.32% |
Average DrawdownAverage peak-to-trough decline | -5.23% | -5.44% | +0.21% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.92% | 2.37% | +0.55% |
Volatility
TRRLX vs. PRDGX - Volatility Comparison
T. Rowe Price Retirement 2060 Fund (TRRLX) has a higher volatility of 5.10% compared to T. Rowe Price Dividend Growth Fund, Inc. (PRDGX) at 4.13%. This indicates that TRRLX's price experiences larger fluctuations and is considered to be riskier than PRDGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| TRRLX | PRDGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.10% | 4.13% | +0.97% |
Volatility (6M)Calculated over the trailing 6-month period | 9.57% | 7.61% | +1.96% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.53% | 15.09% | +1.44% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.17% | 14.08% | +1.09% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.45% | 15.87% | -0.42% |