TBLHX vs. TBCIX
Compare and contrast key facts about T. Rowe Price Retirement Blend 2035 Fund (TBLHX) and T. Rowe Price Blue Chip Growth Fund I Class (TBCIX).
TBLHX is managed by T. Rowe Price. It was launched on Jul 25, 2021. TBCIX is managed by T. Rowe Price.
Performance
TBLHX vs. TBCIX - Performance Comparison
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TBLHX vs. TBCIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
TBLHX T. Rowe Price Retirement Blend 2035 Fund | -0.82% | 17.39% | 12.59% | 18.77% | -17.11% | 3.56% |
TBCIX T. Rowe Price Blue Chip Growth Fund I Class | -11.20% | 18.94% | 48.73% | 49.61% | -38.48% | 2.39% |
Returns By Period
In the year-to-date period, TBLHX achieves a -0.82% return, which is significantly higher than TBCIX's -11.20% return.
TBLHX
- 1D
- 2.29%
- 1M
- -5.12%
- YTD
- -0.82%
- 6M
- 1.43%
- 1Y
- 15.77%
- 3Y*
- 13.57%
- 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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TBLHX vs. TBCIX - Expense Ratio Comparison
TBLHX has a 0.24% expense ratio, which is lower than TBCIX's 0.56% expense ratio.
Return for Risk
TBLHX vs. TBCIX — Risk / Return Rank
TBLHX
TBCIX
TBLHX vs. TBCIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for T. Rowe Price Retirement Blend 2035 Fund (TBLHX) 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.
| TBLHX | TBCIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.22 | 0.72 | +0.50 |
Sortino ratioReturn per unit of downside risk | 1.76 | 1.21 | +0.56 |
Omega ratioGain probability vs. loss probability | 1.27 | 1.17 | +0.10 |
Calmar ratioReturn relative to maximum drawdown | 1.67 | 0.78 | +0.90 |
Martin ratioReturn relative to average drawdown | 7.70 | 2.71 | +4.99 |
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
| TBLHX | TBCIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.22 | 0.72 | +0.50 |
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 | 0.49 | 0.68 | -0.19 |
Correlation
The correlation between TBLHX 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
TBLHX vs. TBCIX - Dividend Comparison
TBLHX's dividend yield for the trailing twelve months is around 2.69%, less than TBCIX's 5.86% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
TBLHX T. Rowe Price Retirement Blend 2035 Fund | 2.69% | 2.67% | 2.19% | 2.10% | 2.38% | 1.48% | 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
TBLHX vs. TBCIX - Drawdown Comparison
The maximum TBLHX drawdown since its inception was -24.45%, smaller than the maximum TBCIX drawdown of -43.26%. Use the drawdown chart below to compare losses from any high point for TBLHX and TBCIX.
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Drawdown Indicators
| TBLHX | TBCIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -24.45% | -43.26% | +18.81% |
Max Drawdown (1Y)Largest decline over 1 year | -9.69% | -16.96% | +7.27% |
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 | -5.72% | -13.72% | +8.00% |
Average DrawdownAverage peak-to-trough decline | -6.24% | -8.15% | +1.91% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.11% | 4.86% | -2.75% |
Volatility
TBLHX vs. TBCIX - Volatility Comparison
The current volatility for T. Rowe Price Retirement Blend 2035 Fund (TBLHX) is 4.94%, while T. Rowe Price Blue Chip Growth Fund I Class (TBCIX) has a volatility of 7.01%. This indicates that TBLHX 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
| TBLHX | TBCIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.94% | 7.01% | -2.07% |
Volatility (6M)Calculated over the trailing 6-month period | 7.71% | 12.40% | -4.69% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.22% | 22.77% | -9.55% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.16% | 23.94% | -10.78% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 13.16% | 22.73% | -9.57% |