TBLLX vs. VFTNX
Compare and contrast key facts about T. Rowe Price Retirement Blend 2050 Fund (TBLLX) and Vanguard FTSE Social Index Fund Institutional Shares (VFTNX).
TBLLX is managed by T. Rowe Price. It was launched on Jul 25, 2021. VFTNX is a passively managed fund by Vanguard that tracks the performance of the FTSE4Good US Select Index. It was launched on Jan 14, 2003.
Performance
TBLLX vs. VFTNX - Performance Comparison
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TBLLX vs. VFTNX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
TBLLX T. Rowe Price Retirement Blend 2050 Fund | -1.09% | 20.35% | 15.04% | 21.21% | -18.10% | 4.24% |
VFTNX Vanguard FTSE Social Index Fund Institutional Shares | -7.51% | 17.32% | 26.01% | 31.77% | -24.20% | 8.72% |
Returns By Period
In the year-to-date period, TBLLX achieves a -1.09% return, which is significantly higher than VFTNX's -7.51% return.
TBLLX
- 1D
- 2.82%
- 1M
- -6.12%
- YTD
- -1.09%
- 6M
- 1.54%
- 1Y
- 18.93%
- 3Y*
- 15.85%
- 5Y*
- —
- 10Y*
- —
VFTNX
- 1D
- 3.30%
- 1M
- -5.53%
- YTD
- -7.51%
- 6M
- -5.69%
- 1Y
- 15.11%
- 3Y*
- 17.94%
- 5Y*
- 10.46%
- 10Y*
- 14.26%
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TBLLX vs. VFTNX - Expense Ratio Comparison
TBLLX has a 0.43% expense ratio, which is higher than VFTNX's 0.12% expense ratio.
Return for Risk
TBLLX vs. VFTNX — Risk / Return Rank
TBLLX
VFTNX
TBLLX vs. VFTNX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for T. Rowe Price Retirement Blend 2050 Fund (TBLLX) and Vanguard FTSE Social Index Fund Institutional Shares (VFTNX). 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 | VFTNX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.18 | 0.81 | +0.38 |
Sortino ratioReturn per unit of downside risk | 1.72 | 1.28 | +0.44 |
Omega ratioGain probability vs. loss probability | 1.26 | 1.19 | +0.07 |
Calmar ratioReturn relative to maximum drawdown | 1.64 | 1.33 | +0.32 |
Martin ratioReturn relative to average drawdown | 7.63 | 5.18 | +2.45 |
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 | VFTNX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.18 | 0.81 | +0.38 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 0.57 | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.75 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.50 | 0.35 | +0.15 |
Correlation
The correlation between TBLLX and VFTNX is 0.92, 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. VFTNX - Dividend Comparison
TBLLX's dividend yield for the trailing twelve months is around 2.50%, more than VFTNX's 1.02% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TBLLX T. Rowe Price Retirement Blend 2050 Fund | 2.50% | 2.47% | 1.92% | 1.72% | 1.96% | 2.20% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
VFTNX Vanguard FTSE Social Index Fund Institutional Shares | 1.02% | 0.90% | 1.01% | 1.12% | 1.37% | 0.95% | 1.23% | 1.46% | 1.81% | 1.49% | 1.82% | 1.60% |
Drawdowns
TBLLX vs. VFTNX - Drawdown Comparison
The maximum TBLLX drawdown since its inception was -26.50%, smaller than the maximum VFTNX drawdown of -64.04%. Use the drawdown chart below to compare losses from any high point for TBLLX and VFTNX.
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Drawdown Indicators
| TBLLX | VFTNX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -26.50% | -64.04% | +37.54% |
Max Drawdown (1Y)Largest decline over 1 year | -11.78% | -12.17% | +0.39% |
Max Drawdown (5Y)Largest decline over 5 years | — | -29.11% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -34.22% | — |
Current DrawdownCurrent decline from peak | -6.87% | -8.92% | +2.05% |
Average DrawdownAverage peak-to-trough decline | -6.78% | -15.80% | +9.02% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.54% | 3.12% | -0.58% |
Volatility
TBLLX vs. VFTNX - Volatility Comparison
T. Rowe Price Retirement Blend 2050 Fund (TBLLX) and Vanguard FTSE Social Index Fund Institutional Shares (VFTNX) have volatilities of 6.03% and 5.93%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| TBLLX | VFTNX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.03% | 5.93% | +0.10% |
Volatility (6M)Calculated over the trailing 6-month period | 9.55% | 10.55% | -1.00% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.46% | 19.56% | -3.10% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.62% | 18.35% | -2.73% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.62% | 19.03% | -3.41% |