TBLLX vs. LTIUX
Compare and contrast key facts about T. Rowe Price Retirement Blend 2050 Fund (TBLLX) and Principal LifeTime 2035 Fund (LTIUX).
TBLLX is managed by T. Rowe Price. It was launched on Jul 25, 2021. LTIUX is managed by Principal. It was launched on Feb 28, 2008.
Performance
TBLLX vs. LTIUX - Performance Comparison
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TBLLX vs. LTIUX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
TBLLX T. Rowe Price Retirement Blend 2050 Fund | -3.80% | 20.35% | 15.04% | 21.21% | -18.10% | 4.24% |
LTIUX Principal LifeTime 2035 Fund | -3.69% | 14.26% | 14.13% | 16.51% | -17.48% | 2.75% |
Returns By Period
The year-to-date returns for both investments are quite close, with TBLLX having a -3.80% return and LTIUX slightly higher at -3.69%.
TBLLX
- 1D
- -0.32%
- 1M
- -9.03%
- YTD
- -3.80%
- 6M
- -0.86%
- 1Y
- 16.09%
- 3Y*
- 14.78%
- 5Y*
- —
- 10Y*
- —
LTIUX
- 1D
- -0.08%
- 1M
- -6.37%
- YTD
- -3.69%
- 6M
- -1.87%
- 1Y
- 9.88%
- 3Y*
- 11.62%
- 5Y*
- 5.83%
- 10Y*
- 8.68%
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TBLLX vs. LTIUX - Expense Ratio Comparison
TBLLX has a 0.43% expense ratio, which is higher than LTIUX's 0.01% expense ratio.
Return for Risk
TBLLX vs. LTIUX — Risk / Return Rank
TBLLX
LTIUX
TBLLX vs. LTIUX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for T. Rowe Price Retirement Blend 2050 Fund (TBLLX) and Principal LifeTime 2035 Fund (LTIUX). 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.
| TBLLX | LTIUX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.00 | 0.90 | +0.09 |
Sortino ratioReturn per unit of downside risk | 1.47 | 1.34 | +0.13 |
Omega ratioGain probability vs. loss probability | 1.22 | 1.19 | +0.03 |
Calmar ratioReturn relative to maximum drawdown | 1.21 | 1.06 | +0.15 |
Martin ratioReturn relative to average drawdown | 5.68 | 5.01 | +0.67 |
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
| TBLLX | LTIUX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.00 | 0.90 | +0.09 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 0.50 | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.70 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.46 | 0.45 | +0.01 |
Correlation
The correlation between TBLLX and LTIUX is 0.96, 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
TBLLX vs. LTIUX - Dividend Comparison
TBLLX's dividend yield for the trailing twelve months is around 2.57%, less than LTIUX's 9.37% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TBLLX T. Rowe Price Retirement Blend 2050 Fund | 2.57% | 2.47% | 1.92% | 1.72% | 1.96% | 2.20% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
LTIUX Principal LifeTime 2035 Fund | 9.37% | 9.03% | 9.46% | 4.17% | 7.50% | 7.06% | 5.35% | 7.28% | 7.75% | 5.46% | 4.28% | 5.59% |
Drawdowns
TBLLX vs. LTIUX - Drawdown Comparison
The maximum TBLLX drawdown since its inception was -26.50%, smaller than the maximum LTIUX drawdown of -49.65%. Use the drawdown chart below to compare losses from any high point for TBLLX and LTIUX.
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Drawdown Indicators
| TBLLX | LTIUX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -26.50% | -49.65% | +23.15% |
Max Drawdown (1Y)Largest decline over 1 year | -11.78% | -8.44% | -3.34% |
Max Drawdown (5Y)Largest decline over 5 years | — | -24.23% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -28.12% | — |
Current DrawdownCurrent decline from peak | -9.43% | -6.57% | -2.86% |
Average DrawdownAverage peak-to-trough decline | -6.78% | -6.76% | -0.02% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.50% | 1.78% | +0.72% |
Volatility
TBLLX vs. LTIUX - Volatility Comparison
T. Rowe Price Retirement Blend 2050 Fund (TBLLX) has a higher volatility of 5.09% compared to Principal LifeTime 2035 Fund (LTIUX) at 3.74%. This indicates that TBLLX's price experiences larger fluctuations and is considered to be riskier than LTIUX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| TBLLX | LTIUX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.09% | 3.74% | +1.35% |
Volatility (6M)Calculated over the trailing 6-month period | 9.14% | 6.37% | +2.77% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.26% | 11.12% | +5.14% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.57% | 11.79% | +3.78% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.57% | 12.45% | +3.12% |