PAOFX vs. TBCIX
Compare and contrast key facts about T. Rowe Price Target 2050 Fund (PAOFX) and T. Rowe Price Blue Chip Growth Fund I Class (TBCIX).
PAOFX is managed by T. Rowe Price. It was launched on Aug 19, 2013. TBCIX is managed by T. Rowe Price.
Performance
PAOFX vs. TBCIX - Performance Comparison
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PAOFX vs. TBCIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PAOFX T. Rowe Price Target 2050 Fund | -3.53% | 17.86% | 13.37% | 19.70% | -19.27% | 16.11% | 17.65% | 23.85% | -7.37% | 19.79% |
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, PAOFX achieves a -3.53% return, which is significantly higher than TBCIX's -11.20% return. Over the past 10 years, PAOFX has underperformed TBCIX with an annualized return of 9.47%, while TBCIX has yielded a comparatively higher 16.10% annualized return.
PAOFX
- 1D
- -0.31%
- 1M
- -8.96%
- YTD
- -3.53%
- 6M
- -0.95%
- 1Y
- 13.51%
- 3Y*
- 13.30%
- 5Y*
- 6.54%
- 10Y*
- 9.47%
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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PAOFX vs. TBCIX - Expense Ratio Comparison
PAOFX has a 0.88% expense ratio, which is higher than TBCIX's 0.56% expense ratio.
Return for Risk
PAOFX vs. TBCIX — Risk / Return Rank
PAOFX
TBCIX
PAOFX vs. TBCIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for T. Rowe Price Target 2050 Fund (PAOFX) 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.
| PAOFX | TBCIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.91 | 0.72 | +0.20 |
Sortino ratioReturn per unit of downside risk | 1.36 | 1.21 | +0.16 |
Omega ratioGain probability vs. loss probability | 1.20 | 1.17 | +0.04 |
Calmar ratioReturn relative to maximum drawdown | 1.00 | 0.78 | +0.22 |
Martin ratioReturn relative to average drawdown | 4.62 | 2.71 | +1.91 |
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
| PAOFX | TBCIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.91 | 0.72 | +0.20 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.46 | 0.45 | 0.00 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.65 | 0.71 | -0.06 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.63 | 0.68 | -0.06 |
Correlation
The correlation between PAOFX and TBCIX is 0.84, 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
PAOFX vs. TBCIX - Dividend Comparison
PAOFX's dividend yield for the trailing twelve months is around 4.79%, less than TBCIX's 5.86% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PAOFX T. Rowe Price Target 2050 Fund | 4.79% | 4.62% | 2.43% | 2.48% | 5.30% | 3.47% | 2.61% | 4.21% | 5.34% | 2.31% | 2.31% | 2.44% |
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
PAOFX vs. TBCIX - Drawdown Comparison
The maximum PAOFX drawdown since its inception was -30.94%, smaller than the maximum TBCIX drawdown of -43.26%. Use the drawdown chart below to compare losses from any high point for PAOFX and TBCIX.
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Drawdown Indicators
| PAOFX | TBCIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -30.94% | -43.26% | +12.32% |
Max Drawdown (1Y)Largest decline over 1 year | -11.09% | -16.96% | +5.87% |
Max Drawdown (5Y)Largest decline over 5 years | -27.78% | -43.26% | +15.48% |
Max Drawdown (10Y)Largest decline over 10 years | -30.94% | -43.26% | +12.32% |
Current DrawdownCurrent decline from peak | -9.30% | -13.72% | +4.42% |
Average DrawdownAverage peak-to-trough decline | -4.88% | -8.15% | +3.27% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.69% | 4.86% | -2.17% |
Volatility
PAOFX vs. TBCIX - Volatility Comparison
The current volatility for T. Rowe Price Target 2050 Fund (PAOFX) is 4.79%, while T. Rowe Price Blue Chip Growth Fund I Class (TBCIX) has a volatility of 7.01%. This indicates that PAOFX 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
| PAOFX | TBCIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.79% | 7.01% | -2.22% |
Volatility (6M)Calculated over the trailing 6-month period | 8.74% | 12.40% | -3.66% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.39% | 22.77% | -7.38% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.48% | 23.94% | -9.46% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 14.62% | 22.73% | -8.11% |