Target 2005 Competition

TFRRX Fund

USD 11.81 0.03 0.25%

Target 2005 Fund competes with Old Westbury, Performance Trust, American High, Virtus Seix, and Pace Municipal; as well as few others. The fund is listed under Target-Date 2000-2010 category and is part of T. Rowe Price family. Analyzing Target 2005 competition allows you to expand the diversification possibilities of your existing portfolios and to get a better perspective on locking in new positions. Investors sometimes prefer comparable analysis of Target 2005 to its intrinsic valuation because they are able to contrast its competitors on a relative basis. Check out Target 2005 Correlation with its peers.

You can use the Comparative Equity Analysis module to analyze the advantages of investing in your portfolio's related equities across multiple sectors and thematic ideas. Please use the input box below to enter symbols for particular investments you would like to analyze. With the equity comparison module, you can estimate the relative effect of Target 2005 competition on your existing holdings.

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Hype

Prediction

Low	Estimated	High
11.41	11.78	12.15

Details

Intrinsic

Valuation

Low	Real	High
10.41	10.78	12.96

Details

Target 2005 Competition Correlation Matrix

Typically, diversification allows investors to combine positions across different asset classes to reduce overall portfolio risk. Correlation between Target 2005 and its competitors represents the degree of relationship between the price movements of corresponding funds. A correlation of about +1.0 implies that the price of Target and its corresponding peer move in tandem. A correlation of -1.0 means that prices move in opposite directions. A correlation of close to zero suggests that the price movements of assets are uncorrelated; in other words, the historical price movement of Target 2005 Fund does not affect the price movement of the other competitor.

	OWMBX	PTRMX	AMHIX	SSAGX	PCMNX	JHSFX
OWMBX		0.91	0.94	0.86	0.98	0.95	OWMBX
PTRMX	0.91		0.94	0.75	0.96	0.91	PTRMX
AMHIX	0.94	0.94		0.83	0.95	0.97	AMHIX
SSAGX	0.86	0.75	0.83		0.85	0.87	SSAGX
PCMNX	0.98	0.96	0.95	0.85		0.95	PCMNX
JHSFX	0.95	0.91	0.97	0.87	0.95		JHSFX
	OWMBX	PTRMX	AMHIX	SSAGX	PCMNX	JHSFX

Risk-Adjusted Indicators

There is a big difference between Target Mutual Fund performing well and Target 2005 Mutual Fund doing well as a business compared to the competition. There are so many exceptions to the norm that investors cannot definitively determine what's good or bad unless they analyze Target 2005's multiple risk-adjusted performance indicators across the competitive landscape. These indicators are quantitative in nature and help investors forecast volatility and risk-adjusted expected returns across various positions.

	Mean Deviation	Jensen Alpha	Sortino Ratio	Treynor Ratio	Expected Shortfall	Potential Upside	Value @Risk	Maximum Drawdown
OWMBX	0.05	0.00	(0.86)	0.27	(0.10)	0.09	(0.09)	0.43
PTRMX	0.07	0.01	(0.61)	1.39	(0.09)	0.18	(0.18)	0.49
AMHIX	0.09	0.01	(0.58)	(0.28)	(0.13)	0.20	(0.20)	0.59
SSAGX	0.05	0.01	0.00	8.31	0.00	0.10	(0.10)	0.51
PCMNX	0.06	0.01	(0.56)	0.57	(0.09)	0.08	(0.08)	0.48
JHSFX	0.06	0.01	(0.70)	(0.79)	(0.14)	0.20	(0.10)	0.49

Unable to evaluate fundamental data of [OWMBX, PTRMX, AMHIX, SSAGX, PCMNX, JHSFX] at this time. Please try again later

All Fundamental Data

Target 2005 Competitive Analysis

The better you understand Target 2005 competitors, the better chance you have of utilizing it as a position in your portfolios. From an individual investor's perspective, Target 2005's competitive analysis can cover a whole range of metrics. Some of these will be more critical depending on who you are as an investor and how you react to market volatility. However, if you are locking your investment sandscape to a long-term horizon, comparing the fundamental indicator across Target 2005's competition over several years is one of the best ways to analyze its investment potential.

Better Than Average

Worse Than Peers

View Performance Chart

	TFRRX	OWMBX	PTRMX	AMHIX	SSAGX	PCMNX	JHSFX
	0.25 11.81 Target	0.17 11.65 Old	0.04 22.89 PERFORMANCE	0.07 15.32 American	0.10 9.95 Virtus	0.16 12.42 Pace	0.1 10.25 John
Market Volatility (90 Days Market Risk)	Very steady	Very steady	Very steady	Very steady	Very steady	Very steady	Very steady
Market Performance (90 Days Performance)	Good	Solid	Fair	Mild	Solid	Solid	Good
Odds of Financial Distress (Probability Of Bankruptcy)	Low	Low	Low	Low	Low	Low	Low
Current Valuation (Equity Enterprise Value)	Over Valued	Over Valued	Over Valued	Over Valued	Under Valued	Over Valued	Over Valued
Buy or Sell Advice (Average Analysts Consensus)	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available
Trade Advice (90 Days Macroaxis Advice)	Strong Sell	Strong Sell	Strong Sell	Strong Sell	Strong Buy	Strong Sell	Strong Sell
Cash Position Weight	7.29 %	5.03 %	3.61 %	1.95 %	4.47 %	0.04 %	N/A
Equity Positions Weight	29.36 %	N/A	N/A	0.15 %	N/A	N/A	N/A
Three Year Return	8.84 %	1.45 %	3.72 %	5.23 %	1.63 %	3.32 %	N/A
Net Asset	36.14 M	2.3 B	711.37 M	13.28 B	1.14 B	343.58 M	N/A
Annual Yield	0.04 %	0.01 %	0.04 %	0.01 %	N/A	0 %	N/A
Minimum Initial Investment	N/A	1 K	1 K	N/A	2.5 K	N/A	N/A
Five Year Return	4.43 %	(0.06) %	0.62 %	2.10 %	1.08 %	0.99 %	N/A
Year To Date Return	1.20 %	1.06 %	0.89 %	0.62 %	N/A	0.89 %	N/A
One Year Return	11.12 %	1.58 %	5.76 %	5.54 %	1.89 %	6.24 %	N/A
Last Dividend Paid	0.16	0.03	0.05	N/A	N/A	0.02	N/A
Bond Positions Weight	17.04 %	94.97 %	96.39 %	5.86 %	95.53 %	N/A	N/A
Ten Year Return	N/A	2.23 %	N/A	5.22 %	0.94 %	3.42 %	N/A
Daily Balance Of Power	9.2 T	(9,223,372,036,855)	(9,223,372,036,855)	(9,223,372,036,855)	(9,223,372,036,855)	(9,223,372,036,855)	(9,223,372,036,855)
Day Typical Price	11.81	11.65	22.89	15.32	9.95	12.42	10.25
Period Momentum Indicator	0.03	(0.02)	(0.01)	(0.01)	(0.01)	(0.02)	(0.01)
Rate Of Daily Change	1.0	1.0	1.0	1.0	1.0	1.0	1.0
Day Median Price	11.81	11.65	22.89	15.32	9.95	12.42	10.25
Price Action Indicator	0.015	(0.01)	(0.01)	(0.01)	(0.01)	(0.01)	(0.01)
Coefficient Of Variation	562.92	488.64	474.44	905.65	446.79	342.84	491.0
Mean Deviation	0.2268	0.0515	0.0739	0.0872	0.0492	0.0562	0.0574
Jensen Alpha	0.025	0.0029	0.0106	0.0053	0.0099	0.0102	0.0088
Total Risk Alpha	0.0088	(0)	(0)	(0.01)	(0)	0.0026	(0)
Sortino Ratio	(0.13)	(0.86)	(0.61)	(0.58)	N/A	(0.56)	(0.70)
Downside Variance	0.0846	0.0104	0.0178	0.023	N/A	0.0205	0.0144
Standard Deviation	0.3585	0.0704	0.1014	0.1266	0.0892	0.0758	0.0877
Kurtosis	15.42	1.6	1.67	2.33	10.72	2.5	3.34
Potential Upside	0.5137	0.0867	0.1761	0.1975	0.1018	0.0816	0.1955
Treynor Ratio	0.1728	0.2699	1.39	(0.28)	8.31	0.5741	(0.79)
Maximum Drawdown	2.78	0.4296	0.4857	0.5906	0.5083	0.4827	0.4919
Variance	0.1285	0.005	0.0103	0.016	0.008	0.0057	0.0077
Market Risk Adjusted Performance	0.1828	0.2799	1.4	(0.27)	8.32	0.5841	(0.78)
Risk Adjusted Performance	0.1204	0.0561	0.0927	0.0332	0.0924	0.1278	0.0761
Skewness	2.72	0.3835	(0.51)	0.1802	2.95	(0.57)	1.24
Information Ratio	(0.11)	(1.25)	(0.80)	(0.70)	(0.92)	(1.06)	(0.96)
Value At Risk	(0.35)	(0.09)	(0.18)	(0.20)	(0.10)	(0.08)	(0.1)
Expected Short fall	(0.30)	(0.1)	(0.09)	(0.13)	N/A	(0.09)	(0.14)
Downside Deviation	0.2908	0.1021	0.1333	0.1516	N/A	0.1432	0.1202
Semi Variance	(0.01)	(0.01)	(0.01)	(0)	N/A	(0.02)	(0.02)

Target 2005 Competition Performance Charts

Five steps to successful analysis of Target 2005 Competition

Target 2005's competitive analysis is the process of researching and evaluating its competitive landscape. It provides an understanding of the strengths, weaknesses, opportunities, and threats (SWOT) faced by Target 2005 Fund in relation to its competition. Target 2005's competition analysis typically involves several steps, including:

Identifying the key players in the market: This involves identifying the major competitors of Target 2005 in the market, both direct and indirect, as well as new entrants and disruptive technologies.
Assessing the strengths and weaknesses of each competitor: This involves evaluating each competitor's strengths and weaknesses in areas such as product offerings, market share, brand recognition, financial performance, and distribution channels.
Understanding the competitive environment: This involves evaluating the regulatory environment, economic conditions, and other factors that may impact Target 2005's competitive landscape.
Identifying opportunities and threats: This involves using the information gathered during the analysis to identify opportunities and threats to Target 2005 Fund, and developing a strategy to address them.
Evaluating the competitive landscape: This involves understanding the competitive dynamics of the market, such as pricing, marketing, and distribution strategies, as well as analyzing the competitive advantage of each competitor.

Competitive analysis is an essential tool for businesses to stay ahead of the competition and can be used to inform decision-making and strategy development. By understanding the competitive landscape and staying informed about the activities of competitors, a company can make more informed decisions and improve its overall performance.

Complement your Target 2005 position

In addition to having Target 2005 in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.

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Large Growth Funds

Funds or Etfs that invest in stocks of large-sized companies with above-average risk and growth rate. The Large Growth Funds theme has 37 constituents at this time.

You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Large Growth Funds Theme or any other thematic opportunities.

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Other Information on Investing in Target Mutual Fund

Target 2005 financial ratios help investors to determine whether Target Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Target with respect to the benefits of owning Target 2005 security.

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