Correlation
The correlation between TRULX and TRRNX is 0.95, 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.
TRULX vs. TRRNX
Compare and contrast key facts about T. Rowe Price US Large-Cap Core (TRULX) and T. Rowe Price Retirement 2055 Fund (TRRNX).
TRULX is an actively managed fund by T. Rowe Price. It was launched on Jun 26, 2009. TRRNX is managed by T. Rowe Price. It was launched on Dec 28, 2006.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: TRULX or TRRNX.
Performance
TRULX vs. TRRNX - Performance Comparison
Loading data...
Key characteristics
TRULX:
0.10
TRRNX:
0.60
TRULX:
0.22
TRRNX:
0.85
TRULX:
1.03
TRRNX:
1.12
TRULX:
0.06
TRRNX:
0.56
TRULX:
0.16
TRRNX:
2.41
TRULX:
7.73%
TRRNX:
3.66%
TRULX:
19.43%
TRRNX:
16.68%
TRULX:
-33.68%
TRRNX:
-55.03%
TRULX:
-8.61%
TRRNX:
-1.05%
Returns By Period
In the year-to-date period, TRULX achieves a 1.17% return, which is significantly lower than TRRNX's 4.63% return. Over the past 10 years, TRULX has outperformed TRRNX with an annualized return of 8.50%, while TRRNX has yielded a comparatively lower 5.20% annualized return.
TRULX
1.17%
5.68%
-7.56%
1.90%
10.38%
11.19%
8.50%
TRRNX
4.63%
4.94%
0.62%
9.96%
7.46%
8.18%
5.20%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
TRULX vs. TRRNX - Expense Ratio Comparison
TRULX has a 0.64% expense ratio, which is lower than TRRNX's 0.65% expense ratio.
Risk-Adjusted Performance
TRULX vs. TRRNX — Risk-Adjusted Performance Rank
TRULX
TRRNX
TRULX vs. TRRNX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for T. Rowe Price US Large-Cap Core (TRULX) and T. Rowe Price Retirement 2055 Fund (TRRNX). 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.
Loading data...
Dividends
TRULX vs. TRRNX - Dividend Comparison
TRULX's dividend yield for the trailing twelve months is around 6.58%, more than TRRNX's 1.69% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TRULX T. Rowe Price US Large-Cap Core | 6.58% | 6.66% | 0.45% | 4.27% | 7.28% | 0.85% | 3.55% | 7.89% | 2.98% | 0.94% | 5.23% | 10.75% |
TRRNX T. Rowe Price Retirement 2055 Fund | 1.69% | 1.76% | 3.81% | 7.01% | 5.83% | 3.40% | 5.41% | 7.55% | 3.40% | 3.99% | 4.84% | 3.16% |
Drawdowns
TRULX vs. TRRNX - Drawdown Comparison
The maximum TRULX drawdown since its inception was -33.68%, smaller than the maximum TRRNX drawdown of -55.03%. Use the drawdown chart below to compare losses from any high point for TRULX and TRRNX.
Loading data...
Volatility
TRULX vs. TRRNX - Volatility Comparison
T. Rowe Price US Large-Cap Core (TRULX) has a higher volatility of 4.50% compared to T. Rowe Price Retirement 2055 Fund (TRRNX) at 3.66%. This indicates that TRULX's price experiences larger fluctuations and is considered to be riskier than TRRNX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading data...