VTTVX vs. TRRHX
Compare and contrast key facts about Vanguard Target Retirement 2025 Fund (VTTVX) and T. Rowe Price Retirement 2025 Fund (TRRHX).
VTTVX is managed by Vanguard. It was launched on Oct 27, 2003. TRRHX is managed by T. Rowe Price. It was launched on Feb 27, 2004.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VTTVX or TRRHX.
Performance
VTTVX vs. TRRHX - Performance Comparison
Returns By Period
In the year-to-date period, VTTVX achieves a 9.78% return, which is significantly lower than TRRHX's 10.88% return. Over the past 10 years, VTTVX has underperformed TRRHX with an annualized return of 6.35%, while TRRHX has yielded a comparatively higher 7.01% annualized return.
VTTVX
9.78%
-0.54%
5.37%
15.65%
6.31%
6.35%
TRRHX
10.88%
-0.23%
5.13%
16.58%
7.29%
7.01%
Key characteristics
| VTTVX | TRRHX | |
|---|---|---|
| Sharpe Ratio | 1.78 | 2.39 |
| Sortino Ratio | 2.59 | 3.43 |
| Omega Ratio | 1.39 | 1.45 |
| Calmar Ratio | 1.78 | 1.80 |
| Martin Ratio | 8.85 | 15.62 |
| Ulcer Index | 1.75% | 1.06% |
| Daily Std Dev | 8.70% | 6.91% |
| Max Drawdown | -46.03% | -50.04% |
| Current Drawdown | -1.17% | -1.08% |
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VTTVX vs. TRRHX - Expense Ratio Comparison
VTTVX has a 0.08% expense ratio, which is lower than TRRHX's 0.55% expense ratio.
Correlation
The correlation between VTTVX and TRRHX 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.
Risk-Adjusted Performance
VTTVX vs. TRRHX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Target Retirement 2025 Fund (VTTVX) and T. Rowe Price Retirement 2025 Fund (TRRHX). 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
VTTVX vs. TRRHX - Dividend Comparison
VTTVX's dividend yield for the trailing twelve months is around 2.50%, more than TRRHX's 2.07% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VTTVX Vanguard Target Retirement 2025 Fund | 2.50% | 2.74% | 2.21% | 2.16% | 1.65% | 2.37% | 2.55% | 1.99% | 2.00% | 2.19% | 1.95% | 1.82% |
TRRHX T. Rowe Price Retirement 2025 Fund | 2.07% | 2.30% | 2.41% | 1.40% | 1.29% | 2.02% | 2.07% | 1.65% | 1.74% | 1.74% | 1.59% | 1.43% |
Drawdowns
VTTVX vs. TRRHX - Drawdown Comparison
The maximum VTTVX drawdown since its inception was -46.03%, smaller than the maximum TRRHX drawdown of -50.04%. Use the drawdown chart below to compare losses from any high point for VTTVX and TRRHX. For additional features, visit the drawdowns tool.
Volatility
VTTVX vs. TRRHX - Volatility Comparison
Vanguard Target Retirement 2025 Fund (VTTVX) and T. Rowe Price Retirement 2025 Fund (TRRHX) have volatilities of 1.79% and 1.87%, 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.