SPINX vs. TRBCX

In the year-to-date period, SPINX achieves a -4.36% return, which is significantly higher than TRBCX's -11.24% return. Over the past 10 years, SPINX has underperformed TRBCX with an annualized return of 13.92%, while TRBCX has yielded a comparatively higher 15.86% annualized return.

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SPINX has a 0.12% expense ratio, which is lower than TRBCX's 0.69% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for SEI Institutional Investments Trust S&P 500 Index Fund (SPINX) 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 current SPINX Sharpe Ratio is 0.97, which is higher than the TRBCX Sharpe Ratio of 0.69. The chart below compares the historical Sharpe Ratios of SPINX 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.

The correlation between SPINX and TRBCX is 0.89, 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.

SPINX's dividend yield for the trailing twelve months is around 12.44%, more than TRBCX's 5.91% yield.

The maximum SPINX drawdown since its inception was -33.82%, smaller than the maximum TRBCX drawdown of -54.56%. Use the drawdown chart below to compare losses from any high point for SPINX and TRBCX.

The current volatility for SEI Institutional Investments Trust S&P 500 Index Fund (SPINX) is 5.36%, while T. Rowe Price Blue Chip Growth Fund (TRBCX) has a volatility of 7.01%. This indicates that SPINX 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.