T. Rowe Price Blue Chip Growth Fund I Class (TBCIX)
Fund Info
| ISIN | US77954Q4038 |
|---|---|
| CUSIP | 77954Q403 |
| Issuer | T. Rowe Price |
| Category | Large Cap Growth Equities |
| Asset Class | Equity |
Asset Class Size | Mega-Cap |
Asset Class Style | Growth |
Expense Ratio
TBCIX features an expense ratio of 0.56%, falling within the medium range.
Share Price Chart
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Compare to other instruments
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Popular comparisons: TBCIX vs. VINIX, TBCIX vs. VFIAX, TBCIX vs. VOO, TBCIX vs. FBGRX, TBCIX vs. ALVOX, TBCIX vs. QQQ, TBCIX vs. SCHG, TBCIX vs. SPY, TBCIX vs. VGT, TBCIX vs. VOOG
Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in T. Rowe Price Blue Chip Growth Fund I Class, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
T. Rowe Price Blue Chip Growth Fund I Class had a return of 36.06% year-to-date (YTD) and 42.59% in the last 12 months.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 36.06% | 25.70% |
| 1 month | 5.05% | 3.51% |
| 6 months | 18.44% | 14.80% |
| 1 year | 42.59% | 37.91% |
| 5 years (annualized) | 11.70% | 14.18% |
| 10 years (annualized) | N/A | 11.41% |
Monthly Returns
The table below presents the monthly returns of TBCIX, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | 3.57% | 7.86% | 2.12% | -3.93% | 6.82% | 6.72% | -2.27% | 2.30% | 2.70% | 0.18% | 36.06% | ||
| 2023 | 9.55% | -1.82% | 8.27% | 2.29% | 6.75% | 6.24% | 3.25% | -0.75% | -5.19% | -0.62% | 10.87% | -0.10% | 44.49% |
| 2022 | -10.75% | -4.72% | 3.04% | -15.13% | -3.44% | -8.46% | 12.59% | -5.45% | -10.46% | 2.36% | 4.00% | -12.58% | -41.69% |
| 2021 | -1.33% | 1.91% | -0.07% | 7.48% | -1.61% | 5.98% | 2.57% | 3.87% | -5.72% | 5.82% | -1.45% | -8.94% | 7.43% |
| 2020 | 2.46% | -6.09% | -9.70% | 15.00% | 6.82% | 4.07% | 7.78% | 9.31% | -4.72% | -2.40% | 8.18% | 1.26% | 33.29% |
| 2019 | 11.13% | 2.86% | 1.78% | 3.98% | -5.84% | 6.29% | 1.45% | -1.72% | -1.31% | 1.91% | 4.99% | 1.92% | 29.94% |
| 2018 | 10.70% | -1.46% | -3.06% | 1.76% | 3.43% | 0.46% | 2.15% | 3.87% | 0.33% | -9.17% | 3.15% | -10.48% | -0.16% |
| 2017 | 4.86% | 3.81% | 1.45% | 3.75% | 3.58% | 0.62% | 4.49% | 1.37% | 0.98% | 4.68% | 2.24% | -0.41% | 36.13% |
| 2016 | -8.69% | -1.77% | 5.41% | -0.13% | 2.62% | -2.62% | 5.84% | 0.11% | 1.49% | -1.12% | 0.77% | -0.57% | 0.53% |
| 2015 | 1.64% | 1.64% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of TBCIX is 53, suggesting that the investment has average results relative to other mutual funds in terms of risk-adjusted performance. This ranking is determined by the cumulative values of the indicators listed below.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for T. Rowe Price Blue Chip Growth Fund I Class (TBCIX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
T. Rowe Price Blue Chip Growth Fund I Class provided a 0.00% dividend yield over the last twelve months, with an annual payout of $0.00 per share.
| Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.40 | $0.06 | $2.54 | $0.15 |
Dividend yield | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.32% | 0.06% | 2.64% | 0.21% |
Monthly Dividends
The table displays the monthly dividend distributions for T. Rowe Price Blue Chip Growth Fund I Class. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | |
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2020 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2019 | $0.00 | $0.00 | $0.14 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.26 | $0.40 |
| 2018 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.06 | $0.06 |
| 2017 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $2.54 | $2.54 |
| 2016 | $0.15 | $0.15 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
Worst Drawdowns
The table below displays the maximum drawdowns of the T. Rowe Price Blue Chip Growth Fund I Class. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the T. Rowe Price Blue Chip Growth Fund I Class was 50.64%, occurring on Jan 5, 2023. The portfolio has not yet recovered.
The current T. Rowe Price Blue Chip Growth Fund I Class drawdown is 0.69%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -50.64% | Nov 17, 2021 | 285 | Jan 5, 2023 | — | — | — |
| -30.78% | Feb 20, 2020 | 23 | Mar 23, 2020 | 54 | Jun 9, 2020 | 77 |
| -22.51% | Oct 2, 2018 | 58 | Dec 24, 2018 | 81 | Apr 23, 2019 | 139 |
| -18.05% | Dec 30, 2015 | 27 | Feb 8, 2016 | 170 | Oct 10, 2016 | 197 |
| -12.02% | Sep 3, 2020 | 14 | Sep 23, 2020 | 81 | Jan 20, 2021 | 95 |
Volatility
Volatility Chart
The current T. Rowe Price Blue Chip Growth Fund I Class volatility is 4.93%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.