TRRCX vs. BIGPX
Compare and contrast key facts about T. Rowe Price Retirement 2030 Fund (TRRCX) and BlackRock 60/40 Target Allocation Fund Class I (BIGPX).
TRRCX is managed by T. Rowe Price. It was launched on Sep 29, 2002. BIGPX is managed by BlackRock. It was launched on Dec 21, 2006.
Performance
TRRCX vs. BIGPX - Performance Comparison
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TRRCX vs. BIGPX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
TRRCX T. Rowe Price Retirement 2030 Fund | -0.72% | 8.23% | 10.73% | 16.36% | -16.89% | 13.70% | 15.90% | 22.50% | -6.36% | 19.46% |
BIGPX BlackRock 60/40 Target Allocation Fund Class I | -1.73% | 16.08% | 2.52% | 15.92% | -15.80% | 7.38% | 21.62% | 21.03% | -3.65% | 14.68% |
Returns By Period
In the year-to-date period, TRRCX achieves a -0.72% return, which is significantly higher than BIGPX's -1.73% return. Over the past 10 years, TRRCX has outperformed BIGPX with an annualized return of 8.12%, while BIGPX has yielded a comparatively lower 7.70% annualized return.
TRRCX
- 1D
- 1.85%
- 1M
- -4.64%
- YTD
- -0.72%
- 6M
- -4.27%
- 1Y
- 6.29%
- 3Y*
- 9.55%
- 5Y*
- 4.41%
- 10Y*
- 8.12%
BIGPX
- 1D
- 2.18%
- 1M
- -4.50%
- YTD
- -1.73%
- 6M
- 0.05%
- 1Y
- 14.45%
- 3Y*
- 9.11%
- 5Y*
- 4.18%
- 10Y*
- 7.70%
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TRRCX vs. BIGPX - Expense Ratio Comparison
TRRCX has a 0.59% expense ratio, which is higher than BIGPX's 0.43% expense ratio.
Return for Risk
TRRCX vs. BIGPX — Risk / Return Rank
TRRCX
BIGPX
TRRCX vs. BIGPX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for T. Rowe Price Retirement 2030 Fund (TRRCX) and BlackRock 60/40 Target Allocation Fund Class I (BIGPX). 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.
| TRRCX | BIGPX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.57 | 1.29 | -0.72 |
Sortino ratioReturn per unit of downside risk | 0.82 | 1.89 | -1.07 |
Omega ratioGain probability vs. loss probability | 1.13 | 1.28 | -0.14 |
Calmar ratioReturn relative to maximum drawdown | 0.63 | 1.76 | -1.13 |
Martin ratioReturn relative to average drawdown | 2.17 | 7.52 | -5.35 |
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
| TRRCX | BIGPX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.57 | 1.29 | -0.72 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.39 | 0.36 | +0.04 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.67 | 0.68 | -0.02 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.56 | 0.46 | +0.10 |
Correlation
The correlation between TRRCX and BIGPX is 0.95, 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
TRRCX vs. BIGPX - Dividend Comparison
TRRCX has not paid dividends to shareholders, while BIGPX's dividend yield for the trailing twelve months is around 8.11%.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TRRCX T. Rowe Price Retirement 2030 Fund | 0.00% | 0.00% | 3.38% | 6.16% | 12.05% | 9.43% | 5.45% | 5.44% | 8.83% | 3.82% | 2.66% | 3.76% |
BIGPX BlackRock 60/40 Target Allocation Fund Class I | 8.11% | 7.97% | 0.00% | 3.02% | 2.59% | 7.60% | 3.76% | 3.77% | 9.80% | 3.20% | 1.76% | 9.89% |
Drawdowns
TRRCX vs. BIGPX - Drawdown Comparison
The maximum TRRCX drawdown since its inception was -52.28%, which is greater than BIGPX's maximum drawdown of -46.95%. Use the drawdown chart below to compare losses from any high point for TRRCX and BIGPX.
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Drawdown Indicators
| TRRCX | BIGPX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -52.28% | -46.95% | -5.33% |
Max Drawdown (1Y)Largest decline over 1 year | -8.15% | -7.91% | -0.24% |
Max Drawdown (5Y)Largest decline over 5 years | -24.07% | -21.88% | -2.19% |
Max Drawdown (10Y)Largest decline over 10 years | -28.55% | -22.34% | -6.21% |
Current DrawdownCurrent decline from peak | -6.23% | -5.24% | -0.99% |
Average DrawdownAverage peak-to-trough decline | -6.11% | -6.32% | +0.21% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.60% | 1.85% | +0.75% |
Volatility
TRRCX vs. BIGPX - Volatility Comparison
The current volatility for T. Rowe Price Retirement 2030 Fund (TRRCX) is 4.14%, while BlackRock 60/40 Target Allocation Fund Class I (BIGPX) has a volatility of 4.62%. This indicates that TRRCX experiences smaller price fluctuations and is considered to be less risky than BIGPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| TRRCX | BIGPX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.14% | 4.62% | -0.48% |
Volatility (6M)Calculated over the trailing 6-month period | 8.00% | 6.88% | +1.12% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.93% | 11.63% | +0.30% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 11.33% | 11.84% | -0.51% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 12.23% | 11.29% | +0.94% |