TRRIX vs. TBCIX
Compare and contrast key facts about T. Rowe Price Retirement Balanced Fund (TRRIX) and T. Rowe Price Blue Chip Growth Fund I Class (TBCIX).
TRRIX is managed by T. Rowe Price. It was launched on Sep 30, 2002. TBCIX is managed by T. Rowe Price.
Performance
TRRIX vs. TBCIX - Performance Comparison
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TRRIX vs. TBCIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
TRRIX T. Rowe Price Retirement Balanced Fund | -1.64% | 12.43% | 9.69% | 11.34% | -13.16% | 8.63% | 11.48% | 15.32% | -3.29% | 10.38% |
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, TRRIX achieves a -1.64% return, which is significantly higher than TBCIX's -14.54% return. Over the past 10 years, TRRIX has underperformed TBCIX with an annualized return of 6.18%, while TBCIX has yielded a comparatively higher 15.65% annualized return.
TRRIX
- 1D
- 0.00%
- 1M
- -4.79%
- YTD
- -1.64%
- 6M
- 0.15%
- 1Y
- 9.06%
- 3Y*
- 9.11%
- 5Y*
- 4.50%
- 10Y*
- 6.18%
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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TRRIX vs. TBCIX - Expense Ratio Comparison
TRRIX has a 0.49% expense ratio, which is lower than TBCIX's 0.56% expense ratio.
Return for Risk
TRRIX vs. TBCIX — Risk / Return Rank
TRRIX
TBCIX
TRRIX vs. TBCIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for T. Rowe Price Retirement Balanced Fund (TRRIX) 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.
| TRRIX | TBCIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.34 | 0.54 | +0.80 |
Sortino ratioReturn per unit of downside risk | 1.88 | 0.94 | +0.94 |
Omega ratioGain probability vs. loss probability | 1.28 | 1.13 | +0.15 |
Calmar ratioReturn relative to maximum drawdown | 1.57 | 0.50 | +1.06 |
Martin ratioReturn relative to average drawdown | 6.65 | 1.75 | +4.90 |
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
| TRRIX | TBCIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.34 | 0.54 | +0.80 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.64 | 0.44 | +0.21 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.87 | 0.69 | +0.17 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.80 | 0.66 | +0.13 |
Correlation
The correlation between TRRIX 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
TRRIX vs. TBCIX - Dividend Comparison
TRRIX's dividend yield for the trailing twelve months is around 6.25%, more than TBCIX's 6.09% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TRRIX T. Rowe Price Retirement Balanced Fund | 6.25% | 6.14% | 5.49% | 4.12% | 10.15% | 12.67% | 9.27% | 3.39% | 7.01% | 5.07% | 3.40% | 3.44% |
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
TRRIX vs. TBCIX - Drawdown Comparison
The maximum TRRIX drawdown since its inception was -27.77%, smaller than the maximum TBCIX drawdown of -43.26%. Use the drawdown chart below to compare losses from any high point for TRRIX and TBCIX.
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Drawdown Indicators
| TRRIX | TBCIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -27.77% | -43.26% | +15.49% |
Max Drawdown (1Y)Largest decline over 1 year | -5.29% | -16.96% | +11.67% |
Max Drawdown (5Y)Largest decline over 5 years | -18.13% | -43.26% | +25.13% |
Max Drawdown (10Y)Largest decline over 10 years | -18.57% | -43.26% | +24.69% |
Current DrawdownCurrent decline from peak | -4.79% | -16.96% | +12.17% |
Average DrawdownAverage peak-to-trough decline | -2.86% | -8.15% | +5.29% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.29% | 4.87% | -3.58% |
Volatility
TRRIX vs. TBCIX - Volatility Comparison
The current volatility for T. Rowe Price Retirement Balanced Fund (TRRIX) is 2.39%, while T. Rowe Price Blue Chip Growth Fund I Class (TBCIX) has a volatility of 5.58%. This indicates that TRRIX 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
| TRRIX | TBCIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.39% | 5.58% | -3.19% |
Volatility (6M)Calculated over the trailing 6-month period | 4.60% | 11.76% | -7.16% |
Volatility (1Y)Calculated over the trailing 1-year period | 7.20% | 22.49% | -15.29% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 7.05% | 23.88% | -16.83% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 7.19% | 22.69% | -15.50% |