TRRYX vs. SWYNX
Compare and contrast key facts about T. Rowe Price Retirement 2060 Fund (TRRYX) and Schwab Target 2060 Index Fund (SWYNX).
TRRYX is managed by T. Rowe Price. It was launched on Jun 22, 2014. SWYNX is managed by Schwab Funds. It was launched on Aug 24, 2016.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: TRRYX or SWYNX.
Correlation
The correlation between TRRYX and SWYNX 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. SWYNX - Performance Comparison
Key characteristics
TRRYX:
1.46
SWYNX:
1.66
TRRYX:
2.00
SWYNX:
2.25
TRRYX:
1.26
SWYNX:
1.30
TRRYX:
1.22
SWYNX:
2.63
TRRYX:
7.78
SWYNX:
9.58
TRRYX:
2.13%
SWYNX:
1.98%
TRRYX:
11.33%
SWYNX:
11.40%
TRRYX:
-32.54%
SWYNX:
-33.36%
TRRYX:
-2.31%
SWYNX:
-1.22%
Returns By Period
In the year-to-date period, TRRYX achieves a 2.68% return, which is significantly lower than SWYNX's 2.94% return.
TRRYX
2.68%
1.87%
10.39%
14.92%
6.44%
6.46%
SWYNX
2.94%
2.08%
12.38%
17.32%
9.60%
N/A
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TRRYX vs. SWYNX - Expense Ratio Comparison
TRRYX has a 0.90% expense ratio, which is higher than SWYNX's 0.04% expense ratio.
Risk-Adjusted Performance
TRRYX vs. SWYNX — Risk-Adjusted Performance Rank
TRRYX
SWYNX
TRRYX vs. SWYNX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for T. Rowe Price Retirement 2060 Fund (TRRYX) and Schwab Target 2060 Index Fund (SWYNX). 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. SWYNX - Dividend Comparison
TRRYX's dividend yield for the trailing twelve months is around 1.13%, less than SWYNX's 1.92% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TRRYX T. Rowe Price Retirement 2060 Fund | 1.13% | 1.16% | 1.13% | 1.03% | 0.44% | 0.62% | 1.27% | 1.14% | 1.08% | 0.99% | 1.24% | 1.01% |
SWYNX Schwab Target 2060 Index Fund | 1.92% | 1.97% | 2.01% | 1.95% | 1.74% | 1.62% | 1.99% | 2.16% | 1.44% | 1.23% | 0.00% | 0.00% |
Drawdowns
TRRYX vs. SWYNX - Drawdown Comparison
The maximum TRRYX drawdown since its inception was -32.54%, roughly equal to the maximum SWYNX drawdown of -33.36%. Use the drawdown chart below to compare losses from any high point for TRRYX and SWYNX. For additional features, visit the drawdowns tool.
Volatility
TRRYX vs. SWYNX - Volatility Comparison
T. Rowe Price Retirement 2060 Fund (TRRYX) and Schwab Target 2060 Index Fund (SWYNX) have volatilities of 3.31% and 3.31%, 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.