PANRX vs. TBCIX
Compare and contrast key facts about T. Rowe Price Target 2005 Fund (PANRX) and T. Rowe Price Blue Chip Growth Fund I Class (TBCIX).
PANRX is managed by T. Rowe Price. It was launched on Aug 19, 2013. TBCIX is managed by T. Rowe Price.
Performance
PANRX vs. TBCIX - Performance Comparison
Loading graphics...
PANRX vs. TBCIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PANRX T. Rowe Price Target 2005 Fund | -0.34% | 10.11% | 6.93% | 10.24% | -12.79% | 6.83% | 10.62% | 14.28% | -3.32% | 8.14% |
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, PANRX achieves a -0.34% return, which is significantly higher than TBCIX's -11.20% return. Over the past 10 years, PANRX has underperformed TBCIX with an annualized return of 4.97%, while TBCIX has yielded a comparatively higher 16.10% annualized return.
PANRX
- 1D
- 1.03%
- 1M
- -2.81%
- YTD
- -0.34%
- 6M
- 0.92%
- 1Y
- 7.83%
- 3Y*
- 7.63%
- 5Y*
- 3.38%
- 10Y*
- 4.97%
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%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
PANRX vs. TBCIX - Expense Ratio Comparison
PANRX has a 0.70% expense ratio, which is higher than TBCIX's 0.56% expense ratio.
Return for Risk
PANRX vs. TBCIX — Risk / Return Rank
PANRX
TBCIX
PANRX vs. TBCIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for T. Rowe Price Target 2005 Fund (PANRX) 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.
| PANRX | TBCIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.40 | 0.72 | +0.68 |
Sortino ratioReturn per unit of downside risk | 1.97 | 1.21 | +0.77 |
Omega ratioGain probability vs. loss probability | 1.29 | 1.17 | +0.13 |
Calmar ratioReturn relative to maximum drawdown | 1.61 | 0.78 | +0.83 |
Martin ratioReturn relative to average drawdown | 6.83 | 2.71 | +4.13 |
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
| PANRX | TBCIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.40 | 0.72 | +0.68 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.55 | 0.45 | +0.10 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.79 | 0.71 | +0.08 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.77 | 0.68 | +0.09 |
Correlation
The correlation between PANRX and TBCIX is 0.75, 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
PANRX vs. TBCIX - Dividend Comparison
PANRX's dividend yield for the trailing twelve months is around 5.72%, less than TBCIX's 5.86% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PANRX T. Rowe Price Target 2005 Fund | 5.72% | 5.70% | 3.03% | 2.75% | 8.26% | 6.01% | 4.07% | 3.14% | 3.94% | 1.35% | 0.28% | 1.07% |
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
PANRX vs. TBCIX - Drawdown Comparison
The maximum PANRX drawdown since its inception was -17.71%, smaller than the maximum TBCIX drawdown of -43.26%. Use the drawdown chart below to compare losses from any high point for PANRX and TBCIX.
Loading graphics...
Drawdown Indicators
| PANRX | TBCIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -17.71% | -43.26% | +25.55% |
Max Drawdown (1Y)Largest decline over 1 year | -4.51% | -16.96% | +12.45% |
Max Drawdown (5Y)Largest decline over 5 years | -17.33% | -43.26% | +25.93% |
Max Drawdown (10Y)Largest decline over 10 years | -17.71% | -43.26% | +25.55% |
Current DrawdownCurrent decline from peak | -3.13% | -13.72% | +10.59% |
Average DrawdownAverage peak-to-trough decline | -2.80% | -8.15% | +5.35% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.12% | 4.86% | -3.74% |
Volatility
PANRX vs. TBCIX - Volatility Comparison
The current volatility for T. Rowe Price Target 2005 Fund (PANRX) is 2.42%, while T. Rowe Price Blue Chip Growth Fund I Class (TBCIX) has a volatility of 7.01%. This indicates that PANRX 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
| PANRX | TBCIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.42% | 7.01% | -4.59% |
Volatility (6M)Calculated over the trailing 6-month period | 3.73% | 12.40% | -8.67% |
Volatility (1Y)Calculated over the trailing 1-year period | 6.00% | 22.77% | -16.77% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 6.19% | 23.94% | -17.75% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 6.36% | 22.73% | -16.37% |