TRRYX vs. SWYNX

The year-to-date returns for both investments are quite close, with TRRYX having a 3.53% return and SWYNX slightly higher at 3.57%.

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

TRRYX has a 0.90% expense ratio, which is higher than SWYNX's 0.04% expense ratio.

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.

The current TRRYX Sharpe Ratio is 0.45, which is comparable to the SWYNX Sharpe Ratio of 0.64. The chart below compares the historical Sharpe Ratios of TRRYX and SWYNX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

TRRYX's dividend yield for the trailing twelve months is around 1.12%, less than SWYNX's 1.90% yield.

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.

T. Rowe Price Retirement 2060 Fund (TRRYX) and Schwab Target 2060 Index Fund (SWYNX) have volatilities of 3.54% and 3.55%, 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.