TRRMX vs. TBCIX
Compare and contrast key facts about T. Rowe Price Retirement 2050 Fund (TRRMX) and T. Rowe Price Blue Chip Growth Fund I Class (TBCIX).
TRRMX is an actively managed fund by T. Rowe Price. It was launched on Dec 29, 2006. TBCIX is managed by T. Rowe Price.
Performance
TRRMX vs. TBCIX - Performance Comparison
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TRRMX vs. TBCIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
TRRMX T. Rowe Price Retirement 2050 Fund | -3.70% | 14.26% | 14.19% | 20.85% | -19.09% | 17.51% | 18.67% | 25.35% | -7.66% | 20.83% |
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, TRRMX achieves a -3.70% return, which is significantly higher than TBCIX's -11.20% return. Over the past 10 years, TRRMX has underperformed TBCIX with an annualized return of 9.78%, while TBCIX has yielded a comparatively higher 16.10% annualized return.
TRRMX
- 1D
- -0.33%
- 1M
- -9.35%
- YTD
- -3.70%
- 6M
- -4.80%
- 1Y
- 9.86%
- 3Y*
- 12.60%
- 5Y*
- 6.39%
- 10Y*
- 9.78%
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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TRRMX vs. TBCIX - Expense Ratio Comparison
TRRMX has a 0.62% expense ratio, which is higher than TBCIX's 0.56% expense ratio.
Return for Risk
TRRMX vs. TBCIX — Risk / Return Rank
TRRMX
TBCIX
TRRMX vs. TBCIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for T. Rowe Price Retirement 2050 Fund (TRRMX) 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.
| TRRMX | TBCIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.63 | 0.72 | -0.09 |
Sortino ratioReturn per unit of downside risk | 0.98 | 1.21 | -0.23 |
Omega ratioGain probability vs. loss probability | 1.15 | 1.17 | -0.02 |
Calmar ratioReturn relative to maximum drawdown | 0.61 | 0.78 | -0.17 |
Martin ratioReturn relative to average drawdown | 2.74 | 2.71 | +0.04 |
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
| TRRMX | TBCIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.63 | 0.72 | -0.09 |
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 | 0.64 | 0.71 | -0.07 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.42 | 0.68 | -0.26 |
Correlation
The correlation between TRRMX 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
TRRMX vs. TBCIX - Dividend Comparison
TRRMX 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TRRMX T. Rowe Price Retirement 2050 Fund | 0.00% | 0.00% | 1.88% | 4.45% | 7.81% | 6.91% | 4.33% | 5.75% | 8.56% | 2.32% | 3.08% | 3.96% |
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
TRRMX vs. TBCIX - Drawdown Comparison
The maximum TRRMX drawdown since its inception was -53.59%, which is greater than TBCIX's maximum drawdown of -43.26%. Use the drawdown chart below to compare losses from any high point for TRRMX and TBCIX.
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Drawdown Indicators
| TRRMX | TBCIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -53.59% | -43.26% | -10.33% |
Max Drawdown (1Y)Largest decline over 1 year | -11.66% | -16.96% | +5.30% |
Max Drawdown (5Y)Largest decline over 5 years | -27.95% | -43.26% | +15.31% |
Max Drawdown (10Y)Largest decline over 10 years | -32.51% | -43.26% | +10.75% |
Current DrawdownCurrent decline from peak | -9.74% | -13.72% | +3.98% |
Average DrawdownAverage peak-to-trough decline | -7.63% | -8.15% | +0.52% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.91% | 4.86% | -1.95% |
Volatility
TRRMX vs. TBCIX - Volatility Comparison
The current volatility for T. Rowe Price Retirement 2050 Fund (TRRMX) is 5.07%, while T. Rowe Price Blue Chip Growth Fund I Class (TBCIX) has a volatility of 7.01%. This indicates that TRRMX 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
| TRRMX | TBCIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.07% | 7.01% | -1.94% |
Volatility (6M)Calculated over the trailing 6-month period | 9.50% | 12.40% | -2.90% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.35% | 22.77% | -6.42% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.12% | 23.94% | -8.82% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.43% | 22.73% | -7.30% |