Correlation
The correlation between TRTGX and VTTSX is 0.94, 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.
TRTGX vs. VTTSX
Compare and contrast key facts about T. Rowe Price Target 2060 Fund (TRTGX) and Vanguard Target Retirement 2060 Fund (VTTSX).
TRTGX 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: TRTGX or VTTSX.
Performance
TRTGX vs. VTTSX - Performance Comparison
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Key characteristics
TRTGX:
0.54
VTTSX:
0.85
TRTGX:
0.76
VTTSX:
1.17
TRTGX:
1.11
VTTSX:
1.17
TRTGX:
0.48
VTTSX:
0.81
TRTGX:
1.97
VTTSX:
3.60
TRTGX:
3.88%
VTTSX:
3.28%
TRTGX:
16.69%
VTTSX:
15.42%
TRTGX:
-32.56%
VTTSX:
-31.38%
TRTGX:
-1.48%
VTTSX:
-0.31%
Returns By Period
In the year-to-date period, TRTGX achieves a 4.38% return, which is significantly lower than VTTSX's 5.40% return. Over the past 10 years, TRTGX has underperformed VTTSX with an annualized return of 5.78%, while VTTSX has yielded a comparatively higher 8.34% annualized return.
TRTGX
4.38%
4.58%
-0.90%
8.13%
7.97%
9.05%
5.78%
VTTSX
5.40%
4.85%
2.48%
12.33%
10.97%
11.04%
8.34%
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TRTGX vs. VTTSX - Expense Ratio Comparison
TRTGX has a 0.90% expense ratio, which is higher than VTTSX's 0.08% expense ratio.
Risk-Adjusted Performance
TRTGX vs. VTTSX — Risk-Adjusted Performance Rank
TRTGX
VTTSX
TRTGX vs. VTTSX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for T. Rowe Price Target 2060 Fund (TRTGX) 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.
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Dividends
TRTGX vs. VTTSX - Dividend Comparison
TRTGX's dividend yield for the trailing twelve months is around 2.13%, more than VTTSX's 2.09% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TRTGX T. Rowe Price Target 2060 Fund | 2.13% | 2.23% | 2.72% | 4.90% | 3.23% | 0.78% | 4.03% | 5.44% | 3.76% | 3.55% | 3.79% | 1.42% |
VTTSX Vanguard Target Retirement 2060 Fund | 2.09% | 2.20% | 2.14% | 2.09% | 5.67% | 1.83% | 2.11% | 2.31% | 1.77% | 1.98% | 1.92% | 1.67% |
Drawdowns
TRTGX vs. VTTSX - Drawdown Comparison
The maximum TRTGX drawdown since its inception was -32.56%, roughly equal to the maximum VTTSX drawdown of -31.38%. Use the drawdown chart below to compare losses from any high point for TRTGX and VTTSX.
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Volatility
TRTGX vs. VTTSX - Volatility Comparison
T. Rowe Price Target 2060 Fund (TRTGX) has a higher volatility of 3.67% compared to Vanguard Target Retirement 2060 Fund (VTTSX) at 3.36%. This indicates that TRTGX'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.
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