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.
Key characteristics
| TRRYX | VTTSX | |
|---|---|---|
| YTD Return | 13.93% | 13.37% |
| 1Y Return | 22.09% | 21.93% |
| 3Y Return (Ann) | 4.21% | 5.10% |
| 5Y Return (Ann) | 10.25% | 10.34% |
| 10Y Return (Ann) | 8.73% | 8.63% |
| Sharpe Ratio | 1.87 | 1.90 |
| Daily Std Dev | 11.74% | 11.45% |
| Max Drawdown | -32.54% | -31.38% |
| Current Drawdown | -0.66% | -0.29% |
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
The year-to-date returns for both stocks are quite close, with TRRYX having a 13.93% return and VTTSX slightly lower at 13.37%. Both investments have delivered pretty close results over the past 10 years, with TRRYX having a 8.73% annualized return and VTTSX not far behind at 8.63%. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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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's dividend yield for the trailing twelve months is around 2.76%, more than VTTSX's 1.88% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TRRYX T. Rowe Price Retirement 2060 Fund | 2.76% | 3.14% | 5.54% | 4.01% | 2.26% | 4.12% | 5.23% | 2.66% | 2.57% | 2.07% | 1.52% | 0.00% |
VTTSX Vanguard Target Retirement 2060 Fund | 1.88% | 2.14% | 2.09% | 5.67% | 1.83% | 2.11% | 2.31% | 1.77% | 1.98% | 1.92% | 1.67% | 1.38% |
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) and Vanguard Target Retirement 2060 Fund (VTTSX) have volatilities of 3.86% and 3.69%, 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.