TRRFX vs. TBCIX
Compare and contrast key facts about T. Rowe Price Retirement 2005 Fund (TRRFX) and T. Rowe Price Blue Chip Growth Fund I Class (TBCIX).
TRRFX is managed by T. Rowe Price. It was launched on Feb 26, 2004. TBCIX is managed by T. Rowe Price.
Performance
TRRFX vs. TBCIX - Performance Comparison
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TRRFX vs. TBCIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
TRRFX T. Rowe Price Retirement 2005 Fund | -1.58% | 5.43% | 8.04% | 11.97% | -13.61% | 8.13% | 11.24% | 15.09% | -3.29% | 10.67% |
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, TRRFX achieves a -1.58% return, which is significantly higher than TBCIX's -14.54% return. Over the past 10 years, TRRFX has underperformed TBCIX with an annualized return of 5.09%, while TBCIX has yielded a comparatively higher 15.65% annualized return.
TRRFX
- 1D
- 0.08%
- 1M
- -4.61%
- YTD
- -1.58%
- 6M
- -5.34%
- 1Y
- 2.31%
- 3Y*
- 6.40%
- 5Y*
- 2.84%
- 10Y*
- 5.09%
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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TRRFX vs. TBCIX - Expense Ratio Comparison
TRRFX has a 0.49% expense ratio, which is lower than TBCIX's 0.56% expense ratio.
Return for Risk
TRRFX vs. TBCIX — Risk / Return Rank
TRRFX
TBCIX
TRRFX vs. TBCIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for T. Rowe Price Retirement 2005 Fund (TRRFX) 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.
| TRRFX | TBCIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.29 | 0.54 | -0.25 |
Sortino ratioReturn per unit of downside risk | 0.41 | 0.94 | -0.54 |
Omega ratioGain probability vs. loss probability | 1.07 | 1.13 | -0.06 |
Calmar ratioReturn relative to maximum drawdown | 0.25 | 0.50 | -0.25 |
Martin ratioReturn relative to average drawdown | 0.73 | 1.75 | -1.01 |
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
| TRRFX | TBCIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.29 | 0.54 | -0.25 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.37 | 0.44 | -0.07 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.70 | 0.69 | +0.01 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.61 | 0.66 | -0.06 |
Correlation
The correlation between TRRFX and TBCIX is 0.78, 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
TRRFX vs. TBCIX - Dividend Comparison
TRRFX 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TRRFX T. Rowe Price Retirement 2005 Fund | 0.00% | 0.00% | 3.87% | 4.24% | 10.43% | 10.54% | 8.55% | 3.65% | 6.97% | 4.25% | 1.28% | 1.69% |
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
TRRFX vs. TBCIX - Drawdown Comparison
The maximum TRRFX drawdown since its inception was -33.29%, smaller than the maximum TBCIX drawdown of -43.26%. Use the drawdown chart below to compare losses from any high point for TRRFX and TBCIX.
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Drawdown Indicators
| TRRFX | TBCIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -33.29% | -43.26% | +9.97% |
Max Drawdown (1Y)Largest decline over 1 year | -6.90% | -16.96% | +10.06% |
Max Drawdown (5Y)Largest decline over 5 years | -18.82% | -43.26% | +24.44% |
Max Drawdown (10Y)Largest decline over 10 years | -18.82% | -43.26% | +24.44% |
Current DrawdownCurrent decline from peak | -6.83% | -16.96% | +10.13% |
Average DrawdownAverage peak-to-trough decline | -3.51% | -8.15% | +4.64% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.34% | 4.87% | -2.53% |
Volatility
TRRFX vs. TBCIX - Volatility Comparison
The current volatility for T. Rowe Price Retirement 2005 Fund (TRRFX) is 2.32%, while T. Rowe Price Blue Chip Growth Fund I Class (TBCIX) has a volatility of 5.58%. This indicates that TRRFX 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
| TRRFX | TBCIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.32% | 5.58% | -3.26% |
Volatility (6M)Calculated over the trailing 6-month period | 6.33% | 11.76% | -5.43% |
Volatility (1Y)Calculated over the trailing 1-year period | 8.53% | 22.49% | -13.96% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 7.76% | 23.88% | -16.12% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 7.33% | 22.69% | -15.36% |