TRRYX vs. VTTSX
Compare and contrast key facts about T. Rowe Price Retirement 2060 Fund (TRRYX) and Vanguard Target Retirement 2060 Fund (VTTSX).
TRRYX is managed by T. Rowe Price. It was launched on Jun 22, 2014. VTTSX is managed by Vanguard. It was launched on Jan 19, 2012.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: TRRYX or VTTSX.
Correlation
The correlation between TRRYX and VTTSX is 0.98, 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. VTTSX - Performance Comparison
Key characteristics
TRRYX:
1.33
VTTSX:
1.57
TRRYX:
1.84
VTTSX:
2.18
TRRYX:
1.24
VTTSX:
1.29
TRRYX:
1.98
VTTSX:
2.44
TRRYX:
8.20
VTTSX:
9.74
TRRYX:
1.84%
VTTSX:
1.77%
TRRYX:
11.31%
VTTSX:
11.04%
TRRYX:
-32.54%
VTTSX:
-31.38%
TRRYX:
-5.55%
VTTSX:
-3.31%
Returns By Period
In the year-to-date period, TRRYX achieves a 12.70% return, which is significantly lower than VTTSX's 14.86% return. Both investments have delivered pretty close results over the past 10 years, with TRRYX having a 8.59% annualized return and VTTSX not far ahead at 8.68%.
TRRYX
12.70%
-3.51%
2.80%
13.40%
8.75%
8.59%
VTTSX
14.86%
-0.89%
5.58%
13.44%
9.19%
8.68%
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TRRYX vs. VTTSX - Expense Ratio Comparison
TRRYX has a 0.90% expense ratio, which is higher than VTTSX's 0.08% expense ratio.
Risk-Adjusted Performance
TRRYX vs. VTTSX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for T. Rowe Price Retirement 2060 Fund (TRRYX) and Vanguard Target Retirement 2060 Fund (VTTSX). 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. VTTSX - Dividend Comparison
TRRYX has not paid dividends to shareholders, while VTTSX's dividend yield for the trailing twelve months is around 1.86%.
| 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% |
VTTSX Vanguard Target Retirement 2060 Fund | 1.86% | 2.14% | 2.09% | 1.95% | 1.57% | 2.11% | 2.30% | 1.77% | 1.98% | 1.85% | 1.65% | 1.37% |
Drawdowns
TRRYX vs. VTTSX - Drawdown Comparison
The maximum TRRYX drawdown since its inception was -32.54%, roughly equal to the maximum VTTSX drawdown of -31.38%. Use the drawdown chart below to compare losses from any high point for TRRYX and VTTSX. For additional features, visit the drawdowns tool.
Volatility
TRRYX vs. VTTSX - Volatility Comparison
T. Rowe Price Retirement 2060 Fund (TRRYX) has a higher volatility of 3.35% compared to Vanguard Target Retirement 2060 Fund (VTTSX) at 3.14%. This indicates that TRRYX's price experiences larger fluctuations and is considered to be riskier than VTTSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.