PARFX vs. TBCIX
Compare and contrast key facts about T. Rowe Price Retirement 2050 Fund (PARFX) and T. Rowe Price Blue Chip Growth Fund I Class (TBCIX).
PARFX is managed by T. Rowe Price. It was launched on Dec 28, 2006. TBCIX is managed by T. Rowe Price.
Performance
PARFX vs. TBCIX - Performance Comparison
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PARFX vs. TBCIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PARFX T. Rowe Price Retirement 2050 Fund | -3.76% | 18.56% | 13.90% | 20.55% | -19.31% | 17.22% | 18.32% | 25.12% | -7.93% | 20.76% |
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, PARFX achieves a -3.76% return, which is significantly higher than TBCIX's -14.54% return. Over the past 10 years, PARFX has underperformed TBCIX with an annualized return of 9.98%, while TBCIX has yielded a comparatively higher 15.65% annualized return.
PARFX
- 1D
- -0.34%
- 1M
- -9.37%
- YTD
- -3.76%
- 6M
- -1.11%
- 1Y
- 13.98%
- 3Y*
- 13.80%
- 5Y*
- 6.96%
- 10Y*
- 9.98%
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%
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PARFX vs. TBCIX - Expense Ratio Comparison
PARFX has a 0.89% expense ratio, which is higher than TBCIX's 0.56% expense ratio.
Return for Risk
PARFX vs. TBCIX — Risk / Return Rank
PARFX
TBCIX
PARFX vs. TBCIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for T. Rowe Price Retirement 2050 Fund (PARFX) 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.
| PARFX | TBCIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.89 | 0.54 | +0.35 |
Sortino ratioReturn per unit of downside risk | 1.32 | 0.94 | +0.38 |
Omega ratioGain probability vs. loss probability | 1.20 | 1.13 | +0.07 |
Calmar ratioReturn relative to maximum drawdown | 1.05 | 0.50 | +0.55 |
Martin ratioReturn relative to average drawdown | 4.80 | 1.75 | +3.06 |
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
| PARFX | TBCIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.89 | 0.54 | +0.35 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.47 | 0.44 | +0.03 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.65 | 0.69 | -0.04 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.43 | 0.66 | -0.24 |
Correlation
The correlation between PARFX 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
PARFX vs. TBCIX - Dividend Comparison
PARFX's dividend yield for the trailing twelve months is around 3.97%, less than TBCIX's 6.09% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PARFX T. Rowe Price Retirement 2050 Fund | 3.97% | 3.82% | 1.69% | 4.32% | 7.60% | 6.77% | 4.27% | 5.55% | 8.33% | 2.34% | 3.11% | 4.00% |
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
PARFX vs. TBCIX - Drawdown Comparison
The maximum PARFX drawdown since its inception was -53.67%, which is greater than TBCIX's maximum drawdown of -43.26%. Use the drawdown chart below to compare losses from any high point for PARFX and TBCIX.
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Drawdown Indicators
| PARFX | TBCIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -53.67% | -43.26% | -10.41% |
Max Drawdown (1Y)Largest decline over 1 year | -11.62% | -16.96% | +5.34% |
Max Drawdown (5Y)Largest decline over 5 years | -28.08% | -43.26% | +15.18% |
Max Drawdown (10Y)Largest decline over 10 years | -32.52% | -43.26% | +10.74% |
Current DrawdownCurrent decline from peak | -9.77% | -16.96% | +7.19% |
Average DrawdownAverage peak-to-trough decline | -7.70% | -8.15% | +0.45% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.55% | 4.87% | -2.32% |
Volatility
PARFX vs. TBCIX - Volatility Comparison
The current volatility for T. Rowe Price Retirement 2050 Fund (PARFX) is 5.05%, while T. Rowe Price Blue Chip Growth Fund I Class (TBCIX) has a volatility of 5.58%. This indicates that PARFX 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
| PARFX | TBCIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.05% | 5.58% | -0.53% |
Volatility (6M)Calculated over the trailing 6-month period | 9.00% | 11.76% | -2.76% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.82% | 22.49% | -6.67% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.96% | 23.88% | -8.92% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.35% | 22.69% | -7.34% |