TBCIX vs. TRRJX
Compare and contrast key facts about T. Rowe Price Blue Chip Growth Fund I Class (TBCIX) and T. Rowe Price Retirement 2035 Fund (TRRJX).
TBCIX is managed by T. Rowe Price. TRRJX is managed by T. Rowe Price. It was launched on Feb 27, 2004.
Performance
TBCIX vs. TRRJX - Performance Comparison
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TBCIX vs. TRRJX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
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% |
TRRJX T. Rowe Price Retirement 2035 Fund | -0.81% | 10.96% | 11.99% | 18.14% | -17.96% | 15.21% | 17.04% | 23.72% | -6.95% | 20.89% |
Returns By Period
In the year-to-date period, TBCIX achieves a -11.20% return, which is significantly lower than TRRJX's -0.81% return. Over the past 10 years, TBCIX has outperformed TRRJX with an annualized return of 16.10%, while TRRJX has yielded a comparatively lower 8.99% annualized return.
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%
TRRJX
- 1D
- 2.20%
- 1M
- -5.39%
- YTD
- -0.81%
- 6M
- -3.17%
- 1Y
- 9.13%
- 3Y*
- 11.25%
- 5Y*
- 5.33%
- 10Y*
- 8.99%
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TBCIX vs. TRRJX - Expense Ratio Comparison
TBCIX has a 0.56% expense ratio, which is lower than TRRJX's 0.59% expense ratio.
Return for Risk
TBCIX vs. TRRJX — Risk / Return Rank
TBCIX
TRRJX
TBCIX vs. TRRJX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for T. Rowe Price Blue Chip Growth Fund I Class (TBCIX) and T. Rowe Price Retirement 2035 Fund (TRRJX). 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.
| TBCIX | TRRJX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.72 | 0.72 | 0.00 |
Sortino ratioReturn per unit of downside risk | 1.21 | 1.07 | +0.14 |
Omega ratioGain probability vs. loss probability | 1.17 | 1.16 | 0.00 |
Calmar ratioReturn relative to maximum drawdown | 0.78 | 0.77 | +0.01 |
Martin ratioReturn relative to average drawdown | 2.71 | 3.24 | -0.53 |
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
| TBCIX | TRRJX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.72 | 0.72 | 0.00 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.45 | 0.42 | +0.03 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.71 | 0.67 | +0.04 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.68 | 0.48 | +0.20 |
Correlation
The correlation between TBCIX and TRRJX 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
TBCIX vs. TRRJX - Dividend Comparison
TBCIX's dividend yield for the trailing twelve months is around 5.86%, while TRRJX has not paid dividends to shareholders.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
TRRJX T. Rowe Price Retirement 2035 Fund | 0.00% | 0.00% | 2.36% | 4.68% | 9.67% | 6.89% | 4.80% | 5.68% | 8.55% | 3.80% | 2.89% | 4.05% |
Drawdowns
TBCIX vs. TRRJX - Drawdown Comparison
The maximum TBCIX drawdown since its inception was -43.26%, smaller than the maximum TRRJX drawdown of -53.57%. Use the drawdown chart below to compare losses from any high point for TBCIX and TRRJX.
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Drawdown Indicators
| TBCIX | TRRJX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -43.26% | -53.57% | +10.31% |
Max Drawdown (1Y)Largest decline over 1 year | -16.96% | -9.61% | -7.35% |
Max Drawdown (5Y)Largest decline over 5 years | -43.26% | -25.85% | -17.41% |
Max Drawdown (10Y)Largest decline over 10 years | -43.26% | -30.14% | -13.12% |
Current DrawdownCurrent decline from peak | -13.72% | -6.04% | -7.68% |
Average DrawdownAverage peak-to-trough decline | -8.15% | -6.69% | -1.46% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.86% | 2.53% | +2.33% |
Volatility
TBCIX vs. TRRJX - Volatility Comparison
T. Rowe Price Blue Chip Growth Fund I Class (TBCIX) has a higher volatility of 7.01% compared to T. Rowe Price Retirement 2035 Fund (TRRJX) at 4.87%. This indicates that TBCIX's price experiences larger fluctuations and is considered to be riskier than TRRJX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| TBCIX | TRRJX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.01% | 4.87% | +2.14% |
Volatility (6M)Calculated over the trailing 6-month period | 12.40% | 8.45% | +3.95% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.77% | 13.57% | +9.20% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 23.94% | 12.81% | +11.13% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.73% | 13.52% | +9.21% |