TRRKX vs. TBCIX
Compare and contrast key facts about T. Rowe Price Retirement 2045 Fund (TRRKX) and T. Rowe Price Blue Chip Growth Fund I Class (TBCIX).
TRRKX is managed by T. Rowe Price. It was launched on May 30, 2005. TBCIX is managed by T. Rowe Price.
Performance
TRRKX vs. TBCIX - Performance Comparison
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TRRKX vs. TBCIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
TRRKX T. Rowe Price Retirement 2045 Fund | -0.98% | 14.20% | 13.94% | 20.52% | -19.03% | 15.80% | 18.64% | 25.41% | -7.66% | 22.42% |
TBCIX T. Rowe Price Blue Chip Growth Fund I Class | -11.20% | 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, TRRKX achieves a -0.98% return, which is significantly higher than TBCIX's -11.20% return. Over the past 10 years, TRRKX has underperformed TBCIX with an annualized return of 10.01%, while TBCIX has yielded a comparatively higher 16.10% annualized return.
TRRKX
- 1D
- 2.69%
- 1M
- -6.33%
- YTD
- -0.98%
- 6M
- -2.18%
- 1Y
- 12.52%
- 3Y*
- 13.48%
- 5Y*
- 6.29%
- 10Y*
- 10.01%
TBCIX
- 1D
- 3.90%
- 1M
- -5.46%
- YTD
- -11.20%
- 6M
- -9.94%
- 1Y
- 15.19%
- 3Y*
- 26.37%
- 5Y*
- 10.79%
- 10Y*
- 16.10%
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TRRKX vs. TBCIX - Expense Ratio Comparison
TRRKX has a 0.63% expense ratio, which is higher than TBCIX's 0.56% expense ratio.
Return for Risk
TRRKX vs. TBCIX — Risk / Return Rank
TRRKX
TBCIX
TRRKX vs. TBCIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for T. Rowe Price Retirement 2045 Fund (TRRKX) 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.
| TRRKX | TBCIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.82 | 0.72 | +0.10 |
Sortino ratioReturn per unit of downside risk | 1.24 | 1.21 | +0.03 |
Omega ratioGain probability vs. loss probability | 1.18 | 1.17 | +0.02 |
Calmar ratioReturn relative to maximum drawdown | 0.88 | 0.78 | +0.11 |
Martin ratioReturn relative to average drawdown | 3.93 | 2.71 | +1.23 |
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
| TRRKX | TBCIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.82 | 0.72 | +0.10 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.43 | 0.45 | -0.03 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.66 | 0.71 | -0.05 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.48 | 0.68 | -0.20 |
Correlation
The correlation between TRRKX and TBCIX is 0.84, 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
TRRKX vs. TBCIX - Dividend Comparison
TRRKX has not paid dividends to shareholders, while TBCIX's dividend yield for the trailing twelve months is around 5.86%.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TRRKX T. Rowe Price Retirement 2045 Fund | 0.00% | 0.00% | 1.96% | 4.40% | 7.83% | 5.58% | 4.52% | 5.94% | 8.98% | 3.52% | 3.20% | 4.25% |
TBCIX T. Rowe Price Blue Chip Growth Fund I Class | 5.86% | 5.20% | 18.28% | 3.47% | 5.84% | 10.03% | 1.18% | 0.59% | 2.50% | 3.05% | 0.81% | 0.00% |
Drawdowns
TRRKX vs. TBCIX - Drawdown Comparison
The maximum TRRKX drawdown since its inception was -53.54%, which is greater than TBCIX's maximum drawdown of -43.26%. Use the drawdown chart below to compare losses from any high point for TRRKX and TBCIX.
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Drawdown Indicators
| TRRKX | TBCIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -53.54% | -43.26% | -10.28% |
Max Drawdown (1Y)Largest decline over 1 year | -11.43% | -16.96% | +5.53% |
Max Drawdown (5Y)Largest decline over 5 years | -28.75% | -43.26% | +14.51% |
Max Drawdown (10Y)Largest decline over 10 years | -32.48% | -43.26% | +10.78% |
Current DrawdownCurrent decline from peak | -7.05% | -13.72% | +6.67% |
Average DrawdownAverage peak-to-trough decline | -7.26% | -8.15% | +0.89% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.88% | 4.86% | -1.98% |
Volatility
TRRKX vs. TBCIX - Volatility Comparison
The current volatility for T. Rowe Price Retirement 2045 Fund (TRRKX) is 5.83%, while T. Rowe Price Blue Chip Growth Fund I Class (TBCIX) has a volatility of 7.01%. This indicates that TRRKX 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
| TRRKX | TBCIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.83% | 7.01% | -1.18% |
Volatility (6M)Calculated over the trailing 6-month period | 9.62% | 12.40% | -2.78% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.15% | 22.77% | -6.62% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.88% | 23.94% | -9.06% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.29% | 22.73% | -7.44% |