TBLGX vs. TBCIX
Compare and contrast key facts about T. Rowe Price Retirement Blend 2030 Fund (TBLGX) and T. Rowe Price Blue Chip Growth Fund I Class (TBCIX).
TBLGX is managed by T. Rowe Price. It was launched on Jul 25, 2021. TBCIX is managed by T. Rowe Price.
Performance
TBLGX vs. TBCIX - Performance Comparison
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TBLGX vs. TBCIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
TBLGX T. Rowe Price Retirement Blend 2030 Fund | -2.62% | 15.49% | 11.32% | 16.91% | -16.41% | 2.96% |
TBCIX T. Rowe Price Blue Chip Growth Fund I Class | -11.20% | 18.94% | 48.73% | 49.61% | -38.48% | 2.41% |
Returns By Period
In the year-to-date period, TBLGX achieves a -2.62% return, which is significantly higher than TBCIX's -11.20% return.
TBLGX
- 1D
- -0.09%
- 1M
- -6.53%
- YTD
- -2.62%
- 6M
- -0.32%
- 1Y
- 11.81%
- 3Y*
- 11.46%
- 5Y*
- —
- 10Y*
- —
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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TBLGX vs. TBCIX - Expense Ratio Comparison
TBLGX has a 0.23% expense ratio, which is lower than TBCIX's 0.56% expense ratio.
Return for Risk
TBLGX vs. TBCIX — Risk / Return Rank
TBLGX
TBCIX
TBLGX vs. TBCIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for T. Rowe Price Retirement Blend 2030 Fund (TBLGX) 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.
| TBLGX | TBCIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.10 | 0.72 | +0.38 |
Sortino ratioReturn per unit of downside risk | 1.58 | 1.21 | +0.37 |
Omega ratioGain probability vs. loss probability | 1.24 | 1.17 | +0.07 |
Calmar ratioReturn relative to maximum drawdown | 1.32 | 0.78 | +0.54 |
Martin ratioReturn relative to average drawdown | 6.13 | 2.71 | +3.42 |
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
| TBLGX | TBCIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.10 | 0.72 | +0.38 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 0.45 | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.71 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.45 | 0.68 | -0.24 |
Correlation
The correlation between TBLGX and TBCIX is 0.82, 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
TBLGX vs. TBCIX - Dividend Comparison
TBLGX's dividend yield for the trailing twelve months is around 2.95%, less than TBCIX's 5.86% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
TBLGX T. Rowe Price Retirement Blend 2030 Fund | 2.95% | 2.87% | 2.48% | 2.21% | 2.60% | 1.88% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
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% |
Drawdowns
TBLGX vs. TBCIX - Drawdown Comparison
The maximum TBLGX drawdown since its inception was -23.25%, smaller than the maximum TBCIX drawdown of -43.26%. Use the drawdown chart below to compare losses from any high point for TBLGX and TBCIX.
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Drawdown Indicators
| TBLGX | TBCIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -23.25% | -43.26% | +20.01% |
Max Drawdown (1Y)Largest decline over 1 year | -8.22% | -16.96% | +8.74% |
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 | -6.69% | -13.72% | +7.03% |
Average DrawdownAverage peak-to-trough decline | -6.03% | -8.15% | +2.12% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.77% | 4.86% | -3.09% |
Volatility
TBLGX vs. TBCIX - Volatility Comparison
The current volatility for T. Rowe Price Retirement Blend 2030 Fund (TBLGX) is 3.49%, while T. Rowe Price Blue Chip Growth Fund I Class (TBCIX) has a volatility of 7.01%. This indicates that TBLGX 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
| TBLGX | TBCIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.49% | 7.01% | -3.52% |
Volatility (6M)Calculated over the trailing 6-month period | 6.22% | 12.40% | -6.18% |
Volatility (1Y)Calculated over the trailing 1-year period | 10.88% | 22.77% | -11.89% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 11.42% | 23.94% | -12.52% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 11.42% | 22.73% | -11.31% |