TRRYX vs. POMIX
Compare and contrast key facts about T. Rowe Price Retirement 2060 Fund (TRRYX) and T. Rowe Price Total Equity Market Index Fund (POMIX).
TRRYX is managed by T. Rowe Price. It was launched on Jun 22, 2014. POMIX is managed by T. Rowe Price. It was launched on Jan 30, 1998.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: TRRYX or POMIX.
Correlation
The correlation between TRRYX and POMIX is 0.96, 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
TRRYX vs. POMIX - Performance Comparison
Key characteristics
TRRYX:
1.33
POMIX:
1.89
TRRYX:
1.84
POMIX:
2.54
TRRYX:
1.24
POMIX:
1.35
TRRYX:
1.98
POMIX:
2.86
TRRYX:
8.20
POMIX:
11.79
TRRYX:
1.84%
POMIX:
2.08%
TRRYX:
11.31%
POMIX:
12.95%
TRRYX:
-32.54%
POMIX:
-55.54%
TRRYX:
-5.55%
POMIX:
-4.72%
Returns By Period
In the year-to-date period, TRRYX achieves a 12.70% return, which is significantly lower than POMIX's 22.49% return. Over the past 10 years, TRRYX has underperformed POMIX with an annualized return of 8.59%, while POMIX has yielded a comparatively higher 12.08% annualized return.
TRRYX
12.70%
-3.51%
2.80%
13.40%
8.75%
8.59%
POMIX
22.49%
-1.62%
7.84%
23.11%
13.41%
12.08%
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TRRYX vs. POMIX - Expense Ratio Comparison
TRRYX has a 0.90% expense ratio, which is higher than POMIX's 0.20% expense ratio.
Risk-Adjusted Performance
TRRYX vs. POMIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for T. Rowe Price Retirement 2060 Fund (TRRYX) and T. Rowe Price Total Equity Market Index Fund (POMIX). 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
TRRYX vs. POMIX - Dividend Comparison
Neither TRRYX nor POMIX has paid dividends to shareholders.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TRRYX T. Rowe Price Retirement 2060 Fund | 0.00% | 1.13% | 1.03% | 0.44% | 0.62% | 1.27% | 1.14% | 1.08% | 0.99% | 1.24% | 1.01% | 0.00% |
POMIX T. Rowe Price Total Equity Market Index Fund | 0.00% | 1.20% | 1.46% | 1.02% | 1.17% | 1.52% | 1.77% | 1.43% | 1.62% | 1.78% | 1.41% | 1.27% |
Drawdowns
TRRYX vs. POMIX - Drawdown Comparison
The maximum TRRYX drawdown since its inception was -32.54%, smaller than the maximum POMIX drawdown of -55.54%. Use the drawdown chart below to compare losses from any high point for TRRYX and POMIX. For additional features, visit the drawdowns tool.
Volatility
TRRYX vs. POMIX - Volatility Comparison
The current volatility for T. Rowe Price Retirement 2060 Fund (TRRYX) is 3.35%, while T. Rowe Price Total Equity Market Index Fund (POMIX) has a volatility of 4.23%. This indicates that TRRYX experiences smaller price fluctuations and is considered to be less risky than POMIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.