TRRHX vs. TBCIX
Compare and contrast key facts about T. Rowe Price Retirement 2025 Fund (TRRHX) and T. Rowe Price Blue Chip Growth Fund I Class (TBCIX).
TRRHX is managed by T. Rowe Price. It was launched on Feb 27, 2004. TBCIX is managed by T. Rowe Price.
Performance
TRRHX vs. TBCIX - Performance Comparison
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TRRHX vs. TBCIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
TRRHX T. Rowe Price Retirement 2025 Fund | -2.15% | 6.59% | 9.71% | 14.63% | -15.59% | 12.02% | 14.68% | 20.96% | -5.68% | 17.69% |
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, TRRHX achieves a -2.15% return, which is significantly higher than TBCIX's -14.54% return. Over the past 10 years, TRRHX has underperformed TBCIX with an annualized return of 7.15%, while TBCIX has yielded a comparatively higher 15.65% annualized return.
TRRHX
- 1D
- -0.06%
- 1M
- -5.84%
- YTD
- -2.15%
- 6M
- -5.99%
- 1Y
- 3.23%
- 3Y*
- 7.75%
- 5Y*
- 3.68%
- 10Y*
- 7.15%
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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TRRHX vs. TBCIX - Expense Ratio Comparison
TRRHX has a 0.55% expense ratio, which is lower than TBCIX's 0.56% expense ratio.
Return for Risk
TRRHX vs. TBCIX — Risk / Return Rank
TRRHX
TBCIX
TRRHX vs. TBCIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for T. Rowe Price Retirement 2025 Fund (TRRHX) 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.
| TRRHX | TBCIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.33 | 0.54 | -0.20 |
Sortino ratioReturn per unit of downside risk | 0.49 | 0.94 | -0.46 |
Omega ratioGain probability vs. loss probability | 1.08 | 1.13 | -0.05 |
Calmar ratioReturn relative to maximum drawdown | 0.30 | 0.50 | -0.20 |
Martin ratioReturn relative to average drawdown | 0.92 | 1.75 | -0.83 |
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
| TRRHX | TBCIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.33 | 0.54 | -0.20 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.37 | 0.44 | -0.06 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.67 | 0.69 | -0.03 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.49 | 0.66 | -0.18 |
Correlation
The correlation between TRRHX 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
TRRHX vs. TBCIX - Dividend Comparison
TRRHX 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TRRHX T. Rowe Price Retirement 2025 Fund | 0.00% | 0.00% | 4.13% | 6.58% | 12.69% | 10.87% | 5.21% | 4.95% | 7.52% | 3.70% | 2.00% | 3.11% |
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
TRRHX vs. TBCIX - Drawdown Comparison
The maximum TRRHX drawdown since its inception was -50.04%, which is greater than TBCIX's maximum drawdown of -43.26%. Use the drawdown chart below to compare losses from any high point for TRRHX and TBCIX.
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Drawdown Indicators
| TRRHX | TBCIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -50.04% | -43.26% | -6.78% |
Max Drawdown (1Y)Largest decline over 1 year | -7.80% | -16.96% | +9.16% |
Max Drawdown (5Y)Largest decline over 5 years | -22.00% | -43.26% | +21.26% |
Max Drawdown (10Y)Largest decline over 10 years | -26.42% | -43.26% | +16.84% |
Current DrawdownCurrent decline from peak | -7.80% | -16.96% | +9.16% |
Average DrawdownAverage peak-to-trough decline | -5.81% | -8.15% | +2.34% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.59% | 4.87% | -2.28% |
Volatility
TRRHX vs. TBCIX - Volatility Comparison
The current volatility for T. Rowe Price Retirement 2025 Fund (TRRHX) is 3.04%, while T. Rowe Price Blue Chip Growth Fund I Class (TBCIX) has a volatility of 5.58%. This indicates that TRRHX 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
| TRRHX | TBCIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.04% | 5.58% | -2.54% |
Volatility (6M)Calculated over the trailing 6-month period | 7.34% | 11.76% | -4.42% |
Volatility (1Y)Calculated over the trailing 1-year period | 10.45% | 22.49% | -12.04% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 9.93% | 23.88% | -13.95% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 10.81% | 22.69% | -11.88% |