PortfoliosLab logoPortfoliosLab logo
VFFVX vs. TRRNX
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

VFFVX vs. TRRNX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Vanguard Target Retirement 2055 Fund (VFFVX) and T. Rowe Price Retirement 2055 Fund (TRRNX). The values are adjusted to include any dividend payments, if applicable.

Loading charts...

Returns By Period

The year-to-date returns for both stocks are quite close, with VFFVX having a 9.69% return and TRRNX slightly lower at 9.59%. Over the past 10 years, VFFVX has outperformed TRRNX with an annualized return of 11.89%, while TRRNX has yielded a comparatively lower 11.14% annualized return.


VFFVX

1D
2.20%
1M
-0.36%
YTD
9.69%
6M
10.45%
1Y
24.90%
3Y*
18.38%
5Y*
9.61%
10Y*
11.89%

TRRNX

1D
2.21%
1M
-0.72%
YTD
9.59%
6M
5.77%
1Y
18.72%
3Y*
16.07%
5Y*
7.81%
10Y*
11.14%
*Multi-year figures are annualized to reflect compound growth (CAGR)

VFFVX vs. TRRNX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
VFFVX
Vanguard Target Retirement 2055 Fund
9.69%21.44%14.50%20.39%-17.48%16.44%16.33%24.98%-7.88%21.39%
TRRNX
T. Rowe Price Retirement 2055 Fund
9.59%14.33%14.24%20.88%-19.17%17.42%18.54%25.40%-7.70%20.78%

Correlation

The correlation between VFFVX and TRRNX is 0.95, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.95

Correlation (3Y)
Calculated over the trailing 3-year period

0.95

Correlation (5Y)
Calculated over the trailing 5-year period

0.96

Correlation (10Y)
Calculated over the trailing 10-year period

0.97

Correlation (All Time)
Calculated using the full available price history since Aug 18, 2010

0.98

The correlation between VFFVX and TRRNX has been stable across timeframes, ranging from 0.95 to 0.98 - a consistent structural relationship.

Compare stocks, funds, or ETFs

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


Return for Risk

VFFVX vs. TRRNX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

VFFVX
VFFVX Risk / Return Rank: 7373
Overall Rank
VFFVX Sharpe Ratio Rank: 7373
Sharpe Ratio Rank
VFFVX Sortino Ratio Rank: 7070
Sortino Ratio Rank
VFFVX Omega Ratio Rank: 7171
Omega Ratio Rank
VFFVX Calmar Ratio Rank: 7272
Calmar Ratio Rank
VFFVX Martin Ratio Rank: 8080
Martin Ratio Rank

TRRNX
TRRNX Risk / Return Rank: 3838
Overall Rank
TRRNX Sharpe Ratio Rank: 3636
Sharpe Ratio Rank
TRRNX Sortino Ratio Rank: 3535
Sortino Ratio Rank
TRRNX Omega Ratio Rank: 3838
Omega Ratio Rank
TRRNX Calmar Ratio Rank: 3636
Calmar Ratio Rank
TRRNX Martin Ratio Rank: 4444
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

VFFVX vs. TRRNX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Vanguard Target Retirement 2055 Fund (VFFVX) 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


VFFVXTRRNXDifference
Sharpe ratioReturn per unit of total volatility

+0.61

Sortino ratioReturn per unit of downside risk

+0.79

Omega ratioGain probability vs. loss probability

1.37

1.26

+0.10

Calmar ratioReturn relative to maximum drawdown

2.69

1.85

+0.84

Martin ratioReturn relative to average drawdown

11.67

7.59

+4.08

VFFVX vs. TRRNX - Sharpe Ratio Comparison

The current VFFVX Sharpe Ratio is 1.99, which is higher than the TRRNX Sharpe Ratio of 1.38. The chart below compares the historical Sharpe Ratios of VFFVX and TRRNX, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


Loading charts...

Drawdowns

VFFVX vs. TRRNX - Drawdown Comparison

The maximum VFFVX drawdown since its inception was -31.40%, smaller than the maximum TRRNX drawdown of -53.59%. Use the drawdown chart below to compare losses from any high point for VFFVX and TRRNX.


Loading charts...

Drawdown Indicators


VFFVXTRRNXDifference

Max Drawdown

Largest peak-to-trough decline

-31.40%

-53.59%

+22.19%

Max Drawdown (1Y)

Largest decline over 1 year

-8.93%

-9.84%

+0.91%

Max Drawdown (3Y)

Largest decline over 3 years

-14.52%

-15.61%

+1.09%

Max Drawdown (5Y)

Largest decline over 5 years

-25.39%

-28.03%

+2.64%

Max Drawdown (10Y)

Largest decline over 10 years

-31.40%

-32.54%

+1.14%

Current Drawdown

Current decline from peak

-2.21%

-2.04%

-0.17%

Average Drawdown

Average peak-to-trough decline

-4.14%

-7.56%

+3.42%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.06%

2.37%

-0.31%

Volatility

VFFVX vs. TRRNX - Volatility Comparison

Vanguard Target Retirement 2055 Fund (VFFVX) and T. Rowe Price Retirement 2055 Fund (TRRNX) have volatilities of 4.84% and 4.91%, 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.


Loading charts...

Volatility by Period


VFFVXTRRNXDifference

Volatility (1M)

Calculated over the trailing 1-month period

4.84%

4.91%

-0.07%

Volatility (6M)

Calculated over the trailing 6-month period

9.90%

10.92%

-1.02%

Volatility (1Y)

Calculated over the trailing 1-year period

12.07%

13.16%

-1.09%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

14.29%

15.42%

-1.13%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

15.14%

15.59%

-0.45%

VFFVX vs. TRRNX - Expense Ratio Comparison

VFFVX has a 0.08% expense ratio, which is lower than TRRNX's 0.65% expense ratio.


Dividends

VFFVX vs. TRRNX - Dividend Comparison

VFFVX's dividend yield for the trailing twelve months is around 1.90%, while TRRNX has not paid dividends to shareholders.


PositionTTM20252024202320222021202020192018201720162015
TRRNX
T. Rowe Price Retirement 2055 Fund
0.00%0.00%1.77%3.81%7.01%5.83%3.40%5.41%7.55%2.12%2.62%3.50%
VFFVX
Vanguard Target Retirement 2055 Fund
1.90%2.08%2.31%2.18%2.19%10.03%1.82%2.15%2.35%1.83%1.99%1.98%

Frequently Asked Questions


With a correlation of 0.95, VFFVX and TRRNX move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.

TRRNX has higher volatility (4.91%) compared to VFFVX (4.84%). In terms of maximum drawdown, VFFVX dropped -31.40% vs TRRNX's -53.59%.

VFFVX currently has the higher Sharpe Ratio (1.99 vs 1.38), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

Portfolio Optimizer

Find the right allocation for VFFVX and TRRNX

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

Open Portfolio Optimizer