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TRRNX vs. TRBCX
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between TRRNX and TRBCX is 0.95, 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.


-0.50.00.51.0
Correlation: 1.0

Performance

TRRNX vs. TRBCX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in T. Rowe Price Retirement 2055 Fund (TRRNX) and T. Rowe Price Blue Chip Growth Fund (TRBCX). The values are adjusted to include any dividend payments, if applicable.

100.00%200.00%300.00%400.00%500.00%600.00%700.00%NovemberDecember2025FebruaryMarchApril
146.61%
633.95%
TRRNX
TRBCX

Key characteristics

Sharpe Ratio

TRRNX:

0.41

TRBCX:

0.50

Sortino Ratio

TRRNX:

0.69

TRBCX:

0.87

Omega Ratio

TRRNX:

1.10

TRBCX:

1.12

Calmar Ratio

TRRNX:

0.44

TRBCX:

0.56

Martin Ratio

TRRNX:

1.94

TRBCX:

1.94

Ulcer Index

TRRNX:

3.52%

TRBCX:

6.55%

Daily Std Dev

TRRNX:

16.52%

TRBCX:

25.42%

Max Drawdown

TRRNX:

-55.03%

TRBCX:

-54.56%

Current Drawdown

TRRNX:

-6.38%

TRBCX:

-12.45%

Returns By Period

In the year-to-date period, TRRNX achieves a -1.01% return, which is significantly higher than TRBCX's -8.02% return. Over the past 10 years, TRRNX has underperformed TRBCX with an annualized return of 4.57%, while TRBCX has yielded a comparatively higher 13.12% annualized return.


TRRNX

YTD

-1.01%

1M

-2.72%

6M

-2.61%

1Y

7.23%

5Y*

8.79%

10Y*

4.57%

TRBCX

YTD

-8.02%

1M

-1.78%

6M

-4.86%

1Y

14.12%

5Y*

13.40%

10Y*

13.12%

*Annualized

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TRRNX vs. TRBCX - Expense Ratio Comparison

TRRNX has a 0.65% expense ratio, which is lower than TRBCX's 0.69% expense ratio.


Expense ratio chart for TRBCX: current value is 0.69%, compared with the broader market range of 0.00% to 2.12%.0.50%1.00%1.50%2.00%
TRBCX: 0.69%
Expense ratio chart for TRRNX: current value is 0.65%, compared with the broader market range of 0.00% to 2.12%.0.50%1.00%1.50%2.00%
TRRNX: 0.65%

Risk-Adjusted Performance

TRRNX vs. TRBCX — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

TRRNX
The Risk-Adjusted Performance Rank of TRRNX is 5252
Overall Rank
The Sharpe Ratio Rank of TRRNX is 4747
Sharpe Ratio Rank
The Sortino Ratio Rank of TRRNX is 4949
Sortino Ratio Rank
The Omega Ratio Rank of TRRNX is 4949
Omega Ratio Rank
The Calmar Ratio Rank of TRRNX is 5858
Calmar Ratio Rank
The Martin Ratio Rank of TRRNX is 5656
Martin Ratio Rank

TRBCX
The Risk-Adjusted Performance Rank of TRBCX is 5959
Overall Rank
The Sharpe Ratio Rank of TRBCX is 5454
Sharpe Ratio Rank
The Sortino Ratio Rank of TRBCX is 5858
Sortino Ratio Rank
The Omega Ratio Rank of TRBCX is 5858
Omega Ratio Rank
The Calmar Ratio Rank of TRBCX is 6868
Calmar Ratio Rank
The Martin Ratio Rank of TRBCX is 5656
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

TRRNX vs. TRBCX - Risk-Adjusted Performance 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 (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.


The chart of Sharpe ratio for TRRNX, currently valued at 0.41, compared to the broader market-1.000.001.002.003.00
TRRNX: 0.41
TRBCX: 0.50
The chart of Sortino ratio for TRRNX, currently valued at 0.69, compared to the broader market-2.000.002.004.006.008.00
TRRNX: 0.69
TRBCX: 0.87
The chart of Omega ratio for TRRNX, currently valued at 1.10, compared to the broader market0.501.001.502.002.503.00
TRRNX: 1.10
TRBCX: 1.12
The chart of Calmar ratio for TRRNX, currently valued at 0.44, compared to the broader market0.002.004.006.008.0010.00
TRRNX: 0.44
TRBCX: 0.56
The chart of Martin ratio for TRRNX, currently valued at 1.94, compared to the broader market0.0010.0020.0030.0040.0050.00
TRRNX: 1.94
TRBCX: 1.94

The current TRRNX Sharpe Ratio is 0.41, which is comparable to the TRBCX Sharpe Ratio of 0.50. The chart below compares the historical Sharpe Ratios of TRRNX and TRBCX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio0.001.002.003.00NovemberDecember2025FebruaryMarchApril
0.41
0.50
TRRNX
TRBCX

Dividends

TRRNX vs. TRBCX - Dividend Comparison

TRRNX's dividend yield for the trailing twelve months is around 1.31%, less than TRBCX's 9.87% yield.


TTM20242023202220212020201920182017201620152014
TRRNX
T. Rowe Price Retirement 2055 Fund
1.31%1.30%1.28%1.20%0.65%0.71%1.57%1.42%1.28%1.37%1.34%1.28%
TRBCX
T. Rowe Price Blue Chip Growth Fund
9.87%9.08%3.49%5.87%9.38%1.19%0.36%2.44%2.94%0.67%3.26%4.85%

Drawdowns

TRRNX vs. TRBCX - Drawdown Comparison

The maximum TRRNX drawdown since its inception was -55.03%, roughly equal to the maximum TRBCX drawdown of -54.56%. Use the drawdown chart below to compare losses from any high point for TRRNX and TRBCX. For additional features, visit the drawdowns tool.


-20.00%-15.00%-10.00%-5.00%0.00%NovemberDecember2025FebruaryMarchApril
-6.38%
-12.45%
TRRNX
TRBCX

Volatility

TRRNX vs. TRBCX - Volatility Comparison

The current volatility for T. Rowe Price Retirement 2055 Fund (TRRNX) is 11.92%, while T. Rowe Price Blue Chip Growth Fund (TRBCX) has a volatility of 16.93%. This indicates that TRRNX 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.


0.00%5.00%10.00%15.00%NovemberDecember2025FebruaryMarchApril
11.92%
16.93%
TRRNX
TRBCX