Correlation
The correlation between PRTLX and TRBCX is 0.90, 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.
PRTLX vs. TRBCX
Compare and contrast key facts about Putnam RetirementReady 2055 Fund (PRTLX) and T. Rowe Price Blue Chip Growth Fund (TRBCX).
PRTLX is managed by Putnam. It was launched on Nov 29, 2010. TRBCX is managed by T. Rowe Price. It was launched on Jun 30, 1993.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: PRTLX or TRBCX.
Performance
PRTLX vs. TRBCX - Performance Comparison
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Key characteristics
PRTLX:
0.42
TRBCX:
0.69
PRTLX:
0.54
TRBCX:
1.00
PRTLX:
1.08
TRBCX:
1.14
PRTLX:
0.28
TRBCX:
0.67
PRTLX:
1.06
TRBCX:
2.18
PRTLX:
4.95%
TRBCX:
6.97%
PRTLX:
15.56%
TRBCX:
25.75%
PRTLX:
-37.95%
TRBCX:
-54.56%
PRTLX:
-3.37%
TRBCX:
-3.45%
Returns By Period
In the year-to-date period, PRTLX achieves a 1.93% return, which is significantly higher than TRBCX's 1.44% return.
PRTLX
1.93%
4.96%
-2.42%
5.97%
8.28%
8.66%
N/A
TRBCX
1.44%
8.23%
1.05%
17.51%
20.71%
13.38%
14.19%
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PRTLX vs. TRBCX - Expense Ratio Comparison
PRTLX has a 0.03% expense ratio, which is lower than TRBCX's 0.69% expense ratio.
Risk-Adjusted Performance
PRTLX vs. TRBCX — Risk-Adjusted Performance Rank
PRTLX
TRBCX
PRTLX vs. TRBCX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Putnam RetirementReady 2055 Fund (PRTLX) and T. Rowe Price Blue Chip Growth Fund (TRBCX). 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.
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Dividends
PRTLX vs. TRBCX - Dividend Comparison
PRTLX's dividend yield for the trailing twelve months is around 1.18%, less than TRBCX's 8.95% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PRTLX Putnam RetirementReady 2055 Fund | 1.18% | 1.20% | 1.60% | 10.10% | 12.83% | 1.09% | 7.44% | 15.18% | 5.47% | 1.14% | 0.00% | 0.00% |
TRBCX T. Rowe Price Blue Chip Growth Fund | 8.95% | 9.08% | 3.49% | 5.87% | 9.38% | 1.19% | 0.36% | 2.44% | 2.94% | 0.67% | 3.26% | 4.85% |
Drawdowns
PRTLX vs. TRBCX - Drawdown Comparison
The maximum PRTLX drawdown since its inception was -37.95%, smaller than the maximum TRBCX drawdown of -54.56%. Use the drawdown chart below to compare losses from any high point for PRTLX and TRBCX.
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Volatility
PRTLX vs. TRBCX - Volatility Comparison
The current volatility for Putnam RetirementReady 2055 Fund (PRTLX) is 3.62%, while T. Rowe Price Blue Chip Growth Fund (TRBCX) has a volatility of 5.81%. This indicates that PRTLX experiences smaller price fluctuations and is considered to be less risky than TRBCX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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