PAHHX vs. TBCIX
Compare and contrast key facts about T. Rowe Price Target 2040 Fund (PAHHX) and T. Rowe Price Blue Chip Growth Fund I Class (TBCIX).
PAHHX is managed by T. Rowe Price. It was launched on Aug 19, 2013. TBCIX is managed by T. Rowe Price.
Performance
PAHHX vs. TBCIX - Performance Comparison
Loading graphics...
PAHHX vs. TBCIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PAHHX T. Rowe Price Target 2040 Fund | -2.81% | 15.54% | 11.42% | 17.26% | -18.09% | 13.74% | 16.17% | 21.99% | -6.72% | 17.68% |
TBCIX T. Rowe Price Blue Chip Growth Fund I Class | -14.54% | 18.94% | 48.73% | 49.61% | -38.48% | 18.30% | 34.90% | 30.30% | 2.13% | 36.68% |
Returns By Period
In the year-to-date period, PAHHX achieves a -2.81% return, which is significantly higher than TBCIX's -14.54% return. Over the past 10 years, PAHHX has underperformed TBCIX with an annualized return of 8.36%, while TBCIX has yielded a comparatively higher 15.65% annualized return.
PAHHX
- 1D
- -0.12%
- 1M
- -7.48%
- YTD
- -2.81%
- 6M
- -0.58%
- 1Y
- 11.66%
- 3Y*
- 11.60%
- 5Y*
- 5.54%
- 10Y*
- 8.36%
TBCIX
- 1D
- -0.35%
- 1M
- -8.84%
- YTD
- -14.54%
- 6M
- -12.75%
- 1Y
- 11.84%
- 3Y*
- 24.77%
- 5Y*
- 10.38%
- 10Y*
- 15.65%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
PAHHX vs. TBCIX - Expense Ratio Comparison
PAHHX has a 0.85% expense ratio, which is higher than TBCIX's 0.56% expense ratio.
Return for Risk
PAHHX vs. TBCIX — Risk / Return Rank
PAHHX
TBCIX
PAHHX vs. TBCIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for T. Rowe Price Target 2040 Fund (PAHHX) and T. Rowe Price Blue Chip Growth Fund I Class (TBCIX). 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.
| PAHHX | TBCIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.97 | 0.54 | +0.44 |
Sortino ratioReturn per unit of downside risk | 1.43 | 0.94 | +0.48 |
Omega ratioGain probability vs. loss probability | 1.21 | 1.13 | +0.08 |
Calmar ratioReturn relative to maximum drawdown | 1.06 | 0.50 | +0.55 |
Martin ratioReturn relative to average drawdown | 4.87 | 1.75 | +3.12 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| PAHHX | TBCIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.97 | 0.54 | +0.44 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.46 | 0.44 | +0.02 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.67 | 0.69 | -0.03 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.64 | 0.66 | -0.02 |
Correlation
The correlation between PAHHX and TBCIX is 0.83, 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.
Dividends
PAHHX vs. TBCIX - Dividend Comparison
PAHHX's dividend yield for the trailing twelve months is around 6.11%, which matches TBCIX's 6.09% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PAHHX T. Rowe Price Target 2040 Fund | 6.11% | 5.93% | 3.10% | 2.66% | 5.85% | 3.36% | 2.86% | 4.23% | 5.43% | 2.15% | 2.30% | 2.56% |
TBCIX T. Rowe Price Blue Chip Growth Fund I Class | 6.09% | 5.20% | 18.28% | 3.47% | 5.84% | 10.03% | 1.18% | 0.59% | 2.50% | 3.05% | 0.81% | 0.00% |
Drawdowns
PAHHX vs. TBCIX - Drawdown Comparison
The maximum PAHHX drawdown since its inception was -28.58%, smaller than the maximum TBCIX drawdown of -43.26%. Use the drawdown chart below to compare losses from any high point for PAHHX and TBCIX.
Loading graphics...
Drawdown Indicators
| PAHHX | TBCIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -28.58% | -43.26% | +14.68% |
Max Drawdown (1Y)Largest decline over 1 year | -9.20% | -16.96% | +7.76% |
Max Drawdown (5Y)Largest decline over 5 years | -25.80% | -43.26% | +17.46% |
Max Drawdown (10Y)Largest decline over 10 years | -28.58% | -43.26% | +14.68% |
Current DrawdownCurrent decline from peak | -7.73% | -16.96% | +9.23% |
Average DrawdownAverage peak-to-trough decline | -4.49% | -8.15% | +3.66% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.22% | 4.87% | -2.65% |
Volatility
PAHHX vs. TBCIX - Volatility Comparison
The current volatility for T. Rowe Price Target 2040 Fund (PAHHX) is 3.99%, while T. Rowe Price Blue Chip Growth Fund I Class (TBCIX) has a volatility of 5.58%. This indicates that PAHHX experiences smaller price fluctuations and is considered to be less risky than TBCIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| PAHHX | TBCIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.99% | 5.58% | -1.59% |
Volatility (6M)Calculated over the trailing 6-month period | 7.17% | 11.76% | -4.59% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.52% | 22.49% | -9.97% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 12.24% | 23.88% | -11.64% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 12.62% | 22.69% | -10.07% |