Correlation
The correlation between TRRYX and AANTX is 0.94, 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.
TRRYX vs. AANTX
Compare and contrast key facts about T. Rowe Price Retirement 2060 Fund (TRRYX) and American Funds 2060 Target Date Retirement Fund (AANTX).
TRRYX is managed by T. Rowe Price. It was launched on Jun 22, 2014. AANTX is managed by American Funds. It was launched on Mar 26, 2015.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: TRRYX or AANTX.
Performance
TRRYX vs. AANTX - Performance Comparison
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Key characteristics
TRRYX:
0.48
AANTX:
0.50
TRRYX:
0.67
AANTX:
0.70
TRRYX:
1.10
AANTX:
1.10
TRRYX:
0.42
AANTX:
0.43
TRRYX:
1.80
AANTX:
1.65
TRRYX:
3.66%
AANTX:
4.17%
TRRYX:
16.67%
AANTX:
16.33%
TRRYX:
-32.54%
AANTX:
-29.47%
TRRYX:
-2.19%
AANTX:
-2.44%
Returns By Period
The year-to-date returns for both investments are quite close, with TRRYX having a 3.23% return and AANTX slightly higher at 3.38%. Over the past 10 years, TRRYX has underperformed AANTX with an annualized return of 6.03%, while AANTX has yielded a comparatively higher 6.81% annualized return.
TRRYX
3.23%
4.63%
-0.13%
7.30%
8.92%
9.33%
6.03%
AANTX
3.38%
5.94%
0.03%
7.40%
9.19%
8.67%
6.81%
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TRRYX vs. AANTX - Expense Ratio Comparison
TRRYX has a 0.90% expense ratio, which is higher than AANTX's 0.34% expense ratio.
Risk-Adjusted Performance
TRRYX vs. AANTX — Risk-Adjusted Performance Rank
TRRYX
AANTX
TRRYX vs. AANTX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for T. Rowe Price Retirement 2060 Fund (TRRYX) and American Funds 2060 Target Date Retirement Fund (AANTX). 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
TRRYX vs. AANTX - Dividend Comparison
TRRYX's dividend yield for the trailing twelve months is around 1.51%, less than AANTX's 2.97% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TRRYX T. Rowe Price Retirement 2060 Fund | 1.51% | 1.56% | 3.15% | 5.54% | 4.01% | 2.26% | 4.12% | 5.23% | 2.66% | 2.57% | 2.07% | 1.52% |
AANTX American Funds 2060 Target Date Retirement Fund | 2.97% | 3.07% | 2.12% | 6.21% | 3.50% | 2.57% | 3.27% | 3.50% | 1.56% | 2.33% | 0.77% | 0.00% |
Drawdowns
TRRYX vs. AANTX - Drawdown Comparison
The maximum TRRYX drawdown since its inception was -32.54%, which is greater than AANTX's maximum drawdown of -29.47%. Use the drawdown chart below to compare losses from any high point for TRRYX and AANTX.
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Volatility
TRRYX vs. AANTX - Volatility Comparison
T. Rowe Price Retirement 2060 Fund (TRRYX) and American Funds 2060 Target Date Retirement Fund (AANTX) have volatilities of 3.33% and 3.39%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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