TRRCX vs. TBCIX
Compare and contrast key facts about T. Rowe Price Retirement 2030 Fund (TRRCX) and T. Rowe Price Blue Chip Growth Fund I Class (TBCIX).
TRRCX is managed by T. Rowe Price. It was launched on Sep 29, 2002. TBCIX is managed by T. Rowe Price.
Performance
TRRCX vs. TBCIX - Performance Comparison
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TRRCX vs. TBCIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
TRRCX T. Rowe Price Retirement 2030 Fund | -2.52% | 8.23% | 10.73% | 16.36% | -16.89% | 13.70% | 15.90% | 22.50% | -6.36% | 19.46% |
TBCIX T. Rowe Price Blue Chip Growth Fund I Class | -14.54% | 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, TRRCX achieves a -2.52% return, which is significantly higher than TBCIX's -14.54% return. Over the past 10 years, TRRCX has underperformed TBCIX with an annualized return of 7.92%, while TBCIX has yielded a comparatively higher 15.65% annualized return.
TRRCX
- 1D
- -0.11%
- 1M
- -6.69%
- YTD
- -2.52%
- 6M
- -5.85%
- 1Y
- 4.64%
- 3Y*
- 8.88%
- 5Y*
- 4.27%
- 10Y*
- 7.92%
TBCIX
- 1D
- -0.35%
- 1M
- -8.84%
- YTD
- -14.54%
- 6M
- -12.75%
- 1Y
- 11.84%
- 3Y*
- 24.77%
- 5Y*
- 10.38%
- 10Y*
- 15.65%
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TRRCX vs. TBCIX - Expense Ratio Comparison
TRRCX has a 0.59% expense ratio, which is higher than TBCIX's 0.56% expense ratio.
Return for Risk
TRRCX vs. TBCIX — Risk / Return Rank
TRRCX
TBCIX
TRRCX vs. TBCIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for T. Rowe Price Retirement 2030 Fund (TRRCX) 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.
| TRRCX | TBCIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.41 | 0.54 | -0.12 |
Sortino ratioReturn per unit of downside risk | 0.62 | 0.94 | -0.33 |
Omega ratioGain probability vs. loss probability | 1.10 | 1.13 | -0.03 |
Calmar ratioReturn relative to maximum drawdown | 0.39 | 0.50 | -0.11 |
Martin ratioReturn relative to average drawdown | 1.36 | 1.75 | -0.39 |
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 | TBCIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.41 | 0.54 | -0.12 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.38 | 0.44 | -0.06 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.65 | 0.69 | -0.04 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.55 | 0.66 | -0.11 |
Correlation
The correlation between TRRCX and TBCIX is 0.83, 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. TBCIX - Dividend Comparison
TRRCX has not paid dividends to shareholders, while TBCIX's dividend yield for the trailing twelve months is around 6.09%.
| 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% |
TBCIX T. Rowe Price Blue Chip Growth Fund I Class | 6.09% | 5.20% | 18.28% | 3.47% | 5.84% | 10.03% | 1.18% | 0.59% | 2.50% | 3.05% | 0.81% | 0.00% |
Drawdowns
TRRCX vs. TBCIX - Drawdown Comparison
The maximum TRRCX drawdown since its inception was -52.28%, which is greater than TBCIX's maximum drawdown of -43.26%. Use the drawdown chart below to compare losses from any high point for TRRCX and TBCIX.
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Drawdown Indicators
| TRRCX | TBCIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -52.28% | -43.26% | -9.02% |
Max Drawdown (1Y)Largest decline over 1 year | -8.15% | -16.96% | +8.81% |
Max Drawdown (5Y)Largest decline over 5 years | -24.07% | -43.26% | +19.19% |
Max Drawdown (10Y)Largest decline over 10 years | -28.55% | -43.26% | +14.71% |
Current DrawdownCurrent decline from peak | -7.93% | -16.96% | +9.03% |
Average DrawdownAverage peak-to-trough decline | -6.11% | -8.15% | +2.04% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.57% | 4.87% | -2.30% |
Volatility
TRRCX vs. TBCIX - Volatility Comparison
The current volatility for T. Rowe Price Retirement 2030 Fund (TRRCX) is 3.53%, while T. Rowe Price Blue Chip Growth Fund I Class (TBCIX) has a volatility of 5.58%. This indicates that TRRCX 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
| TRRCX | TBCIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.53% | 5.58% | -2.05% |
Volatility (6M)Calculated over the trailing 6-month period | 7.78% | 11.76% | -3.98% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.81% | 22.49% | -10.68% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 11.30% | 23.88% | -12.58% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 12.22% | 22.69% | -10.47% |