TRRLX vs. TRBCX
Compare and contrast key facts about T. Rowe Price Retirement 2060 Fund (TRRLX) and T. Rowe Price Blue Chip Growth Fund (TRBCX).
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. TRBCX is managed by T. Rowe Price. It was launched on Jun 30, 1993.
Performance
TRRLX vs. TRBCX - Performance Comparison
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TRRLX vs. TRBCX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
TRRLX T. Rowe Price Retirement 2060 Fund | -1.05% | 14.54% | 14.22% | 20.87% | -19.22% | 17.50% | 18.46% | 25.39% | -7.62% | 20.79% |
TRBCX T. Rowe Price Blue Chip Growth Fund | -11.24% | 18.78% | 48.46% | 49.42% | -38.57% | 17.54% | 34.73% | 29.97% | 2.00% | 36.54% |
Returns By Period
In the year-to-date period, TRRLX achieves a -1.05% return, which is significantly higher than TRBCX's -11.24% return. Over the past 10 years, TRRLX has underperformed TRBCX with an annualized return of 10.09%, while TRBCX has yielded a comparatively higher 15.86% annualized return.
TRRLX
- 1D
- 2.79%
- 1M
- -6.56%
- YTD
- -1.05%
- 6M
- -2.29%
- 1Y
- 12.85%
- 3Y*
- 13.74%
- 5Y*
- 6.69%
- 10Y*
- 10.09%
TRBCX
- 1D
- 3.90%
- 1M
- -5.48%
- YTD
- -11.24%
- 6M
- -10.00%
- 1Y
- 15.04%
- 3Y*
- 26.18%
- 5Y*
- 10.52%
- 10Y*
- 15.86%
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TRRLX vs. TRBCX - Expense Ratio Comparison
TRRLX has a 0.64% expense ratio, which is lower than TRBCX's 0.69% expense ratio.
Return for Risk
TRRLX vs. TRBCX — Risk / Return Rank
TRRLX
TRBCX
TRRLX vs. TRBCX - 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 (TRBCX). 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 | TRBCX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.82 | 0.69 | +0.13 |
Sortino ratioReturn per unit of downside risk | 1.24 | 1.14 | +0.10 |
Omega ratioGain probability vs. loss probability | 1.18 | 1.16 | +0.02 |
Calmar ratioReturn relative to maximum drawdown | 0.85 | 0.76 | +0.09 |
Martin ratioReturn relative to average drawdown | 3.78 | 2.68 | +1.10 |
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
| TRRLX | TRBCX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.82 | 0.69 | +0.13 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.44 | 0.44 | 0.00 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.66 | 0.70 | -0.04 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.56 | 0.57 | -0.01 |
Correlation
The correlation between TRRLX and TRBCX is 0.85, 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. TRBCX - Dividend Comparison
TRRLX has not paid dividends to shareholders, while TRBCX's dividend yield for the trailing twelve months is around 5.91%.
| 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% |
TRBCX T. Rowe Price Blue Chip Growth Fund | 5.91% | 5.25% | 18.16% | 3.49% | 5.87% | 9.38% | 1.19% | 0.36% | 2.44% | 2.94% | 0.67% | 3.26% |
Drawdowns
TRRLX vs. TRBCX - Drawdown Comparison
The maximum TRRLX drawdown since its inception was -32.52%, smaller than the maximum TRBCX drawdown of -54.56%. Use the drawdown chart below to compare losses from any high point for TRRLX and TRBCX.
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Drawdown Indicators
| TRRLX | TRBCX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -32.52% | -54.56% | +22.04% |
Max Drawdown (1Y)Largest decline over 1 year | -11.71% | -17.01% | +5.30% |
Max Drawdown (5Y)Largest decline over 5 years | -28.09% | -43.63% | +15.54% |
Max Drawdown (10Y)Largest decline over 10 years | -32.52% | -43.63% | +11.11% |
Current DrawdownCurrent decline from peak | -7.30% | -13.77% | +6.47% |
Average DrawdownAverage peak-to-trough decline | -5.23% | -11.35% | +6.12% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.96% | 4.86% | -1.90% |
Volatility
TRRLX vs. TRBCX - Volatility Comparison
The current volatility for T. Rowe Price Retirement 2060 Fund (TRRLX) is 6.03%, while T. Rowe Price Blue Chip Growth Fund (TRBCX) has a volatility of 7.01%. This indicates that TRRLX experiences smaller price fluctuations and is considered to be less risky than TRBCX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| TRRLX | TRBCX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.03% | 7.01% | -0.98% |
Volatility (6M)Calculated over the trailing 6-month period | 9.97% | 13.72% | -3.75% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.73% | 23.49% | -6.76% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.22% | 24.05% | -8.83% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.47% | 22.76% | -7.29% |