TRRLX vs. TBCIX
Compare and contrast key facts about T. Rowe Price Retirement 2060 Fund (TRRLX) and T. Rowe Price Blue Chip Growth Fund I Class (TBCIX).
TRRLX is a passively managed fund by T. Rowe Price that tracks the performance of the S&P Target Date 2060 Index. It was launched on Jun 23, 2014. TBCIX is managed by T. Rowe Price.
Performance
TRRLX vs. TBCIX - Performance Comparison
Loading graphics...
TRRLX vs. TBCIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
TRRLX T. Rowe Price Retirement 2060 Fund | -3.74% | 14.54% | 14.22% | 20.87% | -19.22% | 17.50% | 18.46% | 25.39% | -7.62% | 20.79% |
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, TRRLX achieves a -3.74% return, which is significantly higher than TBCIX's -14.54% return. Over the past 10 years, TRRLX has underperformed TBCIX with an annualized return of 9.79%, while TBCIX has yielded a comparatively higher 15.65% annualized return.
TRRLX
- 1D
- -0.33%
- 1M
- -9.46%
- YTD
- -3.74%
- 6M
- -4.69%
- 1Y
- 10.12%
- 3Y*
- 12.70%
- 5Y*
- 6.39%
- 10Y*
- 9.79%
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%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
TRRLX vs. TBCIX - Expense Ratio Comparison
TRRLX has a 0.64% expense ratio, which is higher than TBCIX's 0.56% expense ratio.
Return for Risk
TRRLX vs. TBCIX — Risk / Return Rank
TRRLX
TBCIX
TRRLX vs. TBCIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for T. Rowe Price Retirement 2060 Fund (TRRLX) 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.
| TRRLX | TBCIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.63 | 0.54 | +0.10 |
Sortino ratioReturn per unit of downside risk | 0.99 | 0.94 | +0.05 |
Omega ratioGain probability vs. loss probability | 1.15 | 1.13 | +0.02 |
Calmar ratioReturn relative to maximum drawdown | 0.68 | 0.50 | +0.18 |
Martin ratioReturn relative to average drawdown | 3.08 | 1.75 | +1.33 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| TRRLX | TBCIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.63 | 0.54 | +0.10 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.43 | 0.44 | -0.01 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.64 | 0.69 | -0.05 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.55 | 0.66 | -0.12 |
Correlation
The correlation between TRRLX 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
TRRLX vs. TBCIX - Dividend Comparison
TRRLX 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TRRLX T. Rowe Price Retirement 2060 Fund | 0.00% | 0.00% | 1.74% | 3.29% | 5.75% | 4.19% | 2.38% | 4.33% | 5.39% | 1.58% | 1.58% | 0.83% |
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
TRRLX vs. TBCIX - Drawdown Comparison
The maximum TRRLX drawdown since its inception was -32.52%, smaller than the maximum TBCIX drawdown of -43.26%. Use the drawdown chart below to compare losses from any high point for TRRLX and TBCIX.
Loading graphics...
Drawdown Indicators
| TRRLX | TBCIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -32.52% | -43.26% | +10.74% |
Max Drawdown (1Y)Largest decline over 1 year | -11.71% | -16.96% | +5.25% |
Max Drawdown (5Y)Largest decline over 5 years | -28.09% | -43.26% | +15.17% |
Max Drawdown (10Y)Largest decline over 10 years | -32.52% | -43.26% | +10.74% |
Current DrawdownCurrent decline from peak | -9.82% | -16.96% | +7.14% |
Average DrawdownAverage peak-to-trough decline | -5.23% | -8.15% | +2.92% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.92% | 4.87% | -1.95% |
Volatility
TRRLX vs. TBCIX - Volatility Comparison
The current volatility for T. Rowe Price Retirement 2060 Fund (TRRLX) is 5.10%, while T. Rowe Price Blue Chip Growth Fund I Class (TBCIX) has a volatility of 5.58%. This indicates that TRRLX 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.
Loading graphics...
Volatility by Period
| TRRLX | TBCIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.10% | 5.58% | -0.48% |
Volatility (6M)Calculated over the trailing 6-month period | 9.57% | 11.76% | -2.19% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.53% | 22.49% | -5.96% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.17% | 23.88% | -8.71% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.45% | 22.69% | -7.24% |