TRRNX vs. TBCIX
Compare and contrast key facts about T. Rowe Price Retirement 2055 Fund (TRRNX) and T. Rowe Price Blue Chip Growth Fund I Class (TBCIX).
TRRNX is managed by T. Rowe Price. It was launched on Dec 28, 2006. TBCIX is managed by T. Rowe Price.
Performance
TRRNX vs. TBCIX - Performance Comparison
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TRRNX vs. TBCIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
TRRNX T. Rowe Price Retirement 2055 Fund | -1.01% | 14.33% | 14.24% | 20.88% | -19.17% | 17.42% | 18.54% | 25.40% | -7.70% | 20.78% |
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, TRRNX achieves a -1.01% return, which is significantly higher than TBCIX's -11.20% return. Over the past 10 years, TRRNX has underperformed TBCIX with an annualized return of 10.06%, while TBCIX has yielded a comparatively higher 16.10% annualized return.
TRRNX
- 1D
- 2.83%
- 1M
- -6.52%
- YTD
- -1.01%
- 6M
- -2.43%
- 1Y
- 12.72%
- 3Y*
- 13.71%
- 5Y*
- 6.67%
- 10Y*
- 10.06%
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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TRRNX vs. TBCIX - Expense Ratio Comparison
TRRNX has a 0.65% expense ratio, which is higher than TBCIX's 0.56% expense ratio.
Return for Risk
TRRNX vs. TBCIX — Risk / Return Rank
TRRNX
TBCIX
TRRNX vs. TBCIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for T. Rowe Price Retirement 2055 Fund (TRRNX) 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.
| TRRNX | TBCIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.80 | 0.72 | +0.08 |
Sortino ratioReturn per unit of downside risk | 1.22 | 1.21 | +0.02 |
Omega ratioGain probability vs. loss probability | 1.18 | 1.17 | +0.02 |
Calmar ratioReturn relative to maximum drawdown | 0.87 | 0.78 | +0.10 |
Martin ratioReturn relative to average drawdown | 3.87 | 2.71 | +1.16 |
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
| TRRNX | TBCIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.80 | 0.72 | +0.08 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.44 | 0.45 | -0.01 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.65 | 0.71 | -0.06 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.43 | 0.68 | -0.25 |
Correlation
The correlation between TRRNX 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
TRRNX vs. TBCIX - Dividend Comparison
TRRNX 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TRRNX T. Rowe Price Retirement 2055 Fund | 0.00% | 0.00% | 1.77% | 3.81% | 7.01% | 5.83% | 3.40% | 5.41% | 7.55% | 2.12% | 2.62% | 3.50% |
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
TRRNX vs. TBCIX - Drawdown Comparison
The maximum TRRNX 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 TRRNX and TBCIX.
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Drawdown Indicators
| TRRNX | TBCIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -53.59% | -43.26% | -10.33% |
Max Drawdown (1Y)Largest decline over 1 year | -11.70% | -16.96% | +5.26% |
Max Drawdown (5Y)Largest decline over 5 years | -28.03% | -43.26% | +15.23% |
Max Drawdown (10Y)Largest decline over 10 years | -32.54% | -43.26% | +10.72% |
Current DrawdownCurrent decline from peak | -7.29% | -13.72% | +6.43% |
Average DrawdownAverage peak-to-trough decline | -7.63% | -8.15% | +0.52% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.97% | 4.86% | -1.89% |
Volatility
TRRNX vs. TBCIX - Volatility Comparison
The current volatility for T. Rowe Price Retirement 2055 Fund (TRRNX) is 6.07%, while T. Rowe Price Blue Chip Growth Fund I Class (TBCIX) has a volatility of 7.01%. This indicates that TRRNX 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
| TRRNX | TBCIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.07% | 7.01% | -0.94% |
Volatility (6M)Calculated over the trailing 6-month period | 10.02% | 12.40% | -2.38% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.71% | 22.77% | -6.06% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.27% | 23.94% | -8.67% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.51% | 22.73% | -7.22% |