TRRNX vs. BIGRX
Compare and contrast key facts about T. Rowe Price Retirement 2055 Fund (TRRNX) and American Century Disciplined Core Value Fund (BIGRX).
TRRNX is managed by T. Rowe Price. It was launched on Dec 28, 2006. BIGRX is managed by American Century Investments. It was launched on Dec 17, 1990.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: TRRNX or BIGRX.
Key characteristics
| TRRNX | BIGRX | |
|---|---|---|
| YTD Return | 17.55% | 19.60% |
| 1Y Return | 28.66% | 30.86% |
| 3Y Return (Ann) | 4.03% | -3.72% |
| 5Y Return (Ann) | 10.81% | 1.83% |
| 10Y Return (Ann) | 9.34% | 1.67% |
| Sharpe Ratio | 2.53 | 2.74 |
| Sortino Ratio | 3.48 | 3.86 |
| Omega Ratio | 1.46 | 1.49 |
| Calmar Ratio | 2.20 | 0.97 |
| Martin Ratio | 16.75 | 15.01 |
| Ulcer Index | 1.71% | 2.05% |
| Daily Std Dev | 11.31% | 11.22% |
| Max Drawdown | -53.59% | -61.39% |
| Current Drawdown | -0.71% | -10.82% |
Correlation
The correlation between TRRNX and BIGRX is 0.92, 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
TRRNX vs. BIGRX - Performance Comparison
In the year-to-date period, TRRNX achieves a 17.55% return, which is significantly lower than BIGRX's 19.60% return. Over the past 10 years, TRRNX has outperformed BIGRX with an annualized return of 9.34%, while BIGRX has yielded a comparatively lower 1.67% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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TRRNX vs. BIGRX - Expense Ratio Comparison
Both TRRNX and BIGRX have an expense ratio of 0.65%.
Risk-Adjusted Performance
TRRNX vs. BIGRX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for T. Rowe Price Retirement 2055 Fund (TRRNX) and American Century Disciplined Core Value Fund (BIGRX). 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
TRRNX vs. BIGRX - Dividend Comparison
TRRNX's dividend yield for the trailing twelve months is around 1.08%, less than BIGRX's 1.23% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TRRNX T. Rowe Price Retirement 2055 Fund | 1.08% | 1.28% | 1.20% | 0.65% | 0.71% | 1.57% | 1.42% | 1.28% | 1.37% | 1.34% | 1.28% | 1.08% |
BIGRX American Century Disciplined Core Value Fund | 1.23% | 1.55% | 2.22% | 1.27% | 1.94% | 1.97% | 2.22% | 2.34% | 2.27% | 2.38% | 2.07% | 2.02% |
Drawdowns
TRRNX vs. BIGRX - Drawdown Comparison
The maximum TRRNX drawdown since its inception was -53.59%, smaller than the maximum BIGRX drawdown of -61.39%. Use the drawdown chart below to compare losses from any high point for TRRNX and BIGRX. For additional features, visit the drawdowns tool.
Volatility
TRRNX vs. BIGRX - Volatility Comparison
The current volatility for T. Rowe Price Retirement 2055 Fund (TRRNX) is 3.04%, while American Century Disciplined Core Value Fund (BIGRX) has a volatility of 3.59%. This indicates that TRRNX experiences smaller price fluctuations and is considered to be less risky than BIGRX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.