PAKRX vs. TBCIX
Compare and contrast key facts about T. Rowe Price Target 2030 Fund (PAKRX) and T. Rowe Price Blue Chip Growth Fund I Class (TBCIX).
PAKRX is managed by T. Rowe Price. It was launched on Aug 19, 2013. TBCIX is managed by T. Rowe Price.
Performance
PAKRX vs. TBCIX - Performance Comparison
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PAKRX vs. TBCIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PAKRX T. Rowe Price Target 2030 Fund | -0.47% | 12.52% | 9.22% | 13.85% | -15.44% | 11.09% | 13.88% | 19.12% | -5.51% | 14.63% |
TBCIX T. Rowe Price Blue Chip Growth Fund I Class | -11.20% | 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, PAKRX achieves a -0.47% return, which is significantly higher than TBCIX's -11.20% return. Over the past 10 years, PAKRX has underperformed TBCIX with an annualized return of 7.19%, while TBCIX has yielded a comparatively higher 16.10% annualized return.
PAKRX
- 1D
- 1.51%
- 1M
- -3.84%
- YTD
- -0.47%
- 6M
- 1.11%
- 1Y
- 10.50%
- 3Y*
- 9.97%
- 5Y*
- 4.63%
- 10Y*
- 7.19%
TBCIX
- 1D
- 3.90%
- 1M
- -5.46%
- YTD
- -11.20%
- 6M
- -9.94%
- 1Y
- 15.19%
- 3Y*
- 26.37%
- 5Y*
- 10.79%
- 10Y*
- 16.10%
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PAKRX vs. TBCIX - Expense Ratio Comparison
PAKRX has a 0.81% expense ratio, which is higher than TBCIX's 0.56% expense ratio.
Return for Risk
PAKRX vs. TBCIX — Risk / Return Rank
PAKRX
TBCIX
PAKRX vs. TBCIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for T. Rowe Price Target 2030 Fund (PAKRX) 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.
| PAKRX | TBCIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.23 | 0.72 | +0.52 |
Sortino ratioReturn per unit of downside risk | 1.78 | 1.21 | +0.57 |
Omega ratioGain probability vs. loss probability | 1.27 | 1.17 | +0.10 |
Calmar ratioReturn relative to maximum drawdown | 1.35 | 0.78 | +0.57 |
Martin ratioReturn relative to average drawdown | 6.13 | 2.71 | +3.42 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| PAKRX | TBCIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.23 | 0.72 | +0.52 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.51 | 0.45 | +0.06 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.73 | 0.71 | +0.02 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.70 | 0.68 | +0.02 |
Correlation
The correlation between PAKRX and TBCIX is 0.82, 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
PAKRX vs. TBCIX - Dividend Comparison
PAKRX's dividend yield for the trailing twelve months is around 7.19%, more than TBCIX's 5.86% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PAKRX T. Rowe Price Target 2030 Fund | 7.19% | 7.16% | 4.31% | 3.54% | 6.16% | 3.54% | 2.99% | 3.62% | 5.26% | 1.90% | 1.79% | 1.76% |
TBCIX T. Rowe Price Blue Chip Growth Fund I Class | 5.86% | 5.20% | 18.28% | 3.47% | 5.84% | 10.03% | 1.18% | 0.59% | 2.50% | 3.05% | 0.81% | 0.00% |
Drawdowns
PAKRX vs. TBCIX - Drawdown Comparison
The maximum PAKRX drawdown since its inception was -24.66%, smaller than the maximum TBCIX drawdown of -43.26%. Use the drawdown chart below to compare losses from any high point for PAKRX and TBCIX.
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Drawdown Indicators
| PAKRX | TBCIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -24.66% | -43.26% | +18.60% |
Max Drawdown (1Y)Largest decline over 1 year | -6.75% | -16.96% | +10.21% |
Max Drawdown (5Y)Largest decline over 5 years | -21.65% | -43.26% | +21.61% |
Max Drawdown (10Y)Largest decline over 10 years | -24.66% | -43.26% | +18.60% |
Current DrawdownCurrent decline from peak | -4.22% | -13.72% | +9.50% |
Average DrawdownAverage peak-to-trough decline | -3.74% | -8.15% | +4.41% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.61% | 4.86% | -3.25% |
Volatility
PAKRX vs. TBCIX - Volatility Comparison
The current volatility for T. Rowe Price Target 2030 Fund (PAKRX) is 3.39%, while T. Rowe Price Blue Chip Growth Fund I Class (TBCIX) has a volatility of 7.01%. This indicates that PAKRX 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.
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Volatility by Period
| PAKRX | TBCIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.39% | 7.01% | -3.62% |
Volatility (6M)Calculated over the trailing 6-month period | 5.34% | 12.40% | -7.06% |
Volatility (1Y)Calculated over the trailing 1-year period | 9.00% | 22.77% | -13.77% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 9.20% | 23.94% | -14.74% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 9.94% | 22.73% | -12.79% |