TBLEX vs. TBCIX
Compare and contrast key facts about T. Rowe Price Retirement Blend 2025 Fund (TBLEX) and T. Rowe Price Blue Chip Growth Fund I Class (TBCIX).
TBLEX is managed by T. Rowe Price. It was launched on Jul 25, 2021. TBCIX is managed by T. Rowe Price.
Performance
TBLEX vs. TBCIX - Performance Comparison
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TBLEX vs. TBCIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
TBLEX T. Rowe Price Retirement Blend 2025 Fund | -2.19% | 13.88% | 10.29% | 15.00% | -15.23% | 2.43% |
TBCIX T. Rowe Price Blue Chip Growth Fund I Class | -14.54% | 18.94% | 48.73% | 49.61% | -38.48% | 2.41% |
Returns By Period
In the year-to-date period, TBLEX achieves a -2.19% return, which is significantly higher than TBCIX's -14.54% return.
TBLEX
- 1D
- 0.00%
- 1M
- -5.64%
- YTD
- -2.19%
- 6M
- -0.18%
- 1Y
- 10.49%
- 3Y*
- 10.36%
- 5Y*
- —
- 10Y*
- —
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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TBLEX vs. TBCIX - Expense Ratio Comparison
TBLEX has a 0.22% expense ratio, which is lower than TBCIX's 0.56% expense ratio.
Return for Risk
TBLEX vs. TBCIX — Risk / Return Rank
TBLEX
TBCIX
TBLEX vs. TBCIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for T. Rowe Price Retirement Blend 2025 Fund (TBLEX) 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.
| TBLEX | TBCIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.17 | 0.54 | +0.63 |
Sortino ratioReturn per unit of downside risk | 1.66 | 0.94 | +0.72 |
Omega ratioGain probability vs. loss probability | 1.25 | 1.13 | +0.12 |
Calmar ratioReturn relative to maximum drawdown | 1.40 | 0.50 | +0.90 |
Martin ratioReturn relative to average drawdown | 6.38 | 1.75 | +4.63 |
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
| TBLEX | TBCIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.17 | 0.54 | +0.63 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 0.44 | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.69 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.46 | 0.66 | -0.21 |
Correlation
The correlation between TBLEX and TBCIX is 0.81, 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
TBLEX vs. TBCIX - Dividend Comparison
TBLEX's dividend yield for the trailing twelve months is around 3.32%, less than TBCIX's 6.09% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
TBLEX T. Rowe Price Retirement Blend 2025 Fund | 3.32% | 3.25% | 2.73% | 2.41% | 3.09% | 2.07% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
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% |
Drawdowns
TBLEX vs. TBCIX - Drawdown Comparison
The maximum TBLEX drawdown since its inception was -21.51%, smaller than the maximum TBCIX drawdown of -43.26%. Use the drawdown chart below to compare losses from any high point for TBLEX and TBCIX.
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Drawdown Indicators
| TBLEX | TBCIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -21.51% | -43.26% | +21.75% |
Max Drawdown (1Y)Largest decline over 1 year | -6.95% | -16.96% | +10.01% |
Max Drawdown (5Y)Largest decline over 5 years | — | -43.26% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -43.26% | — |
Current DrawdownCurrent decline from peak | -5.80% | -16.96% | +11.16% |
Average DrawdownAverage peak-to-trough decline | -5.58% | -8.15% | +2.57% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.52% | 4.87% | -3.35% |
Volatility
TBLEX vs. TBCIX - Volatility Comparison
The current volatility for T. Rowe Price Retirement Blend 2025 Fund (TBLEX) is 3.08%, while T. Rowe Price Blue Chip Growth Fund I Class (TBCIX) has a volatility of 5.58%. This indicates that TBLEX 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
| TBLEX | TBCIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.08% | 5.58% | -2.50% |
Volatility (6M)Calculated over the trailing 6-month period | 5.26% | 11.76% | -6.50% |
Volatility (1Y)Calculated over the trailing 1-year period | 9.12% | 22.49% | -13.37% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 9.82% | 23.88% | -14.06% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 9.82% | 22.69% | -12.87% |