TRRBX vs. TBCIX
Compare and contrast key facts about T. Rowe Price Retirement 2020 Fund (TRRBX) and T. Rowe Price Blue Chip Growth Fund I Class (TBCIX).
TRRBX is managed by T. Rowe Price. It was launched on Sep 29, 2002. TBCIX is managed by T. Rowe Price.
Performance
TRRBX vs. TBCIX - Performance Comparison
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TRRBX vs. TBCIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
TRRBX T. Rowe Price Retirement 2020 Fund | -0.56% | 6.07% | 9.17% | 13.51% | -14.58% | 10.60% | 13.18% | 19.39% | -5.01% | 15.75% |
TBCIX T. Rowe Price Blue Chip Growth Fund I Class | -11.20% | 18.94% | 48.73% | 49.61% | -38.48% | 18.30% | 34.90% | 30.30% | 2.13% | 36.68% |
Returns By Period
In the year-to-date period, TRRBX achieves a -0.56% return, which is significantly higher than TBCIX's -11.20% return. Over the past 10 years, TRRBX has underperformed TBCIX with an annualized return of 6.66%, while TBCIX has yielded a comparatively higher 16.10% annualized return.
TRRBX
- 1D
- 1.45%
- 1M
- -3.82%
- YTD
- -0.56%
- 6M
- -4.75%
- 1Y
- 4.03%
- 3Y*
- 7.71%
- 5Y*
- 3.52%
- 10Y*
- 6.66%
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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TRRBX vs. TBCIX - Expense Ratio Comparison
TRRBX has a 0.53% expense ratio, which is lower than TBCIX's 0.56% expense ratio.
Return for Risk
TRRBX vs. TBCIX — Risk / Return Rank
TRRBX
TBCIX
TRRBX vs. TBCIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for T. Rowe Price Retirement 2020 Fund (TRRBX) 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.
| TRRBX | TBCIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.43 | 0.72 | -0.28 |
Sortino ratioReturn per unit of downside risk | 0.61 | 1.21 | -0.60 |
Omega ratioGain probability vs. loss probability | 1.11 | 1.17 | -0.06 |
Calmar ratioReturn relative to maximum drawdown | 0.50 | 0.78 | -0.28 |
Martin ratioReturn relative to average drawdown | 1.45 | 2.71 | -1.25 |
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
| TRRBX | TBCIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.43 | 0.72 | -0.28 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.39 | 0.45 | -0.07 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.69 | 0.71 | -0.02 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.59 | 0.68 | -0.09 |
Correlation
The correlation between TRRBX 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
TRRBX vs. TBCIX - Dividend Comparison
TRRBX has not paid dividends to shareholders, while TBCIX's dividend yield for the trailing twelve months is around 5.86%.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TRRBX T. Rowe Price Retirement 2020 Fund | 0.00% | 0.00% | 4.28% | 6.78% | 13.33% | 12.99% | 9.80% | 5.52% | 9.63% | 4.79% | 1.76% | 2.92% |
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% | 0.00% |
Drawdowns
TRRBX vs. TBCIX - Drawdown Comparison
The maximum TRRBX drawdown since its inception was -47.04%, which is greater than TBCIX's maximum drawdown of -43.26%. Use the drawdown chart below to compare losses from any high point for TRRBX and TBCIX.
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Drawdown Indicators
| TRRBX | TBCIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -47.04% | -43.26% | -3.78% |
Max Drawdown (1Y)Largest decline over 1 year | -7.68% | -16.96% | +9.28% |
Max Drawdown (5Y)Largest decline over 5 years | -20.54% | -43.26% | +22.72% |
Max Drawdown (10Y)Largest decline over 10 years | -23.90% | -43.26% | +19.36% |
Current DrawdownCurrent decline from peak | -6.35% | -13.72% | +7.37% |
Average DrawdownAverage peak-to-trough decline | -5.07% | -8.15% | +3.08% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.62% | 4.86% | -2.24% |
Volatility
TRRBX vs. TBCIX - Volatility Comparison
The current volatility for T. Rowe Price Retirement 2020 Fund (TRRBX) is 3.34%, while T. Rowe Price Blue Chip Growth Fund I Class (TBCIX) has a volatility of 7.01%. This indicates that TRRBX 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
| TRRBX | TBCIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.34% | 7.01% | -3.67% |
Volatility (6M)Calculated over the trailing 6-month period | 7.36% | 12.40% | -5.04% |
Volatility (1Y)Calculated over the trailing 1-year period | 10.02% | 22.77% | -12.75% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 9.17% | 23.94% | -14.77% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 9.66% | 22.73% | -13.07% |