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T. Rowe Price Blue Chip Growth Fund I Class (TBCIX...
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Fund Info

ISIN

US77954Q4038

CUSIP

77954Q403

Issuer

T. Rowe Price

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.


Expense ratio chart for TBCIX: current value at 0.56% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.56%

Share Price Chart


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Compare to other instruments

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


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
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.


150.00%160.00%170.00%180.00%190.00%200.00%210.00%JulyAugustSeptemberOctoberNovemberDecember
175.89%
195.72%
TBCIX (T. Rowe Price Blue Chip Growth Fund I Class)
Benchmark (^GSPC)

Returns By Period

T. Rowe Price Blue Chip Growth Fund I Class had a return of 26.74% year-to-date (YTD) and 27.04% in the last 12 months.


TBCIX

YTD

26.74%

1M

-5.82%

6M

1.74%

1Y

27.04%

5Y*

8.87%

10Y*

N/A

^GSPC (Benchmark)

YTD

24.34%

1M

0.23%

6M

8.53%

1Y

24.95%

5Y*

13.01%

10Y*

11.06%

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.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20243.57%7.86%2.12%-3.93%6.82%6.72%-2.27%2.30%2.70%0.18%6.00%26.74%
20239.55%-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%
20202.46%-6.09%-9.70%15.00%6.82%4.07%7.78%9.31%-4.72%-2.40%8.18%1.26%33.29%
201911.13%2.86%1.78%3.98%-5.84%6.29%1.45%-1.72%-1.31%1.91%4.99%1.92%29.94%
201810.70%-1.46%-3.06%1.76%3.43%0.46%2.15%3.87%0.33%-9.17%3.15%-10.48%-0.16%
20174.86%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%
20151.64%1.64%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of TBCIX is 72, indicating average performance compared to other mutual funds on our website. Here’s a breakdown of how it compares using common performance measures.


The Risk-Adjusted Performance Rank of TBCIX is 7272
Overall Rank
The Sharpe Ratio Rank of TBCIX is 7575
Sharpe Ratio Rank
The Sortino Ratio Rank of TBCIX is 7070
Sortino Ratio Rank
The Omega Ratio Rank of TBCIX is 7979
Omega Ratio Rank
The Calmar Ratio Rank of TBCIX is 6666
Calmar Ratio Rank
The Martin Ratio Rank of TBCIX is 7272
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.

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.


Sharpe ratio
The chart of Sharpe ratio for TBCIX, currently valued at 1.44, compared to the broader market-1.000.001.002.003.004.001.442.10
The chart of Sortino ratio for TBCIX, currently valued at 1.83, compared to the broader market-2.000.002.004.006.008.0010.001.832.80
The chart of Omega ratio for TBCIX, currently valued at 1.29, compared to the broader market0.501.001.502.002.503.003.501.291.39
The chart of Calmar ratio for TBCIX, currently valued at 0.98, compared to the broader market0.002.004.006.008.0010.0012.0014.000.983.09
The chart of Martin ratio for TBCIX, currently valued at 7.74, compared to the broader market0.0020.0040.0060.007.7413.49
TBCIX
^GSPC

The current T. Rowe Price Blue Chip Growth Fund I Class Sharpe ratio is 1.44. This value is calculated based on the past 1 year of trading data and takes into account price changes and dividends.

Use the chart below to compare the Sharpe ratio of T. Rowe Price Blue Chip Growth Fund I Class with the selected benchmark, providing insights into the investment's historical performance in terms of risk-adjusted returns. Go to the Sharpe ratio tool for more fine-grained control over the calculation options.


Rolling 12-month Sharpe Ratio1.001.502.002.503.003.50JulyAugustSeptemberOctoberNovemberDecember
1.44
2.10
TBCIX (T. Rowe Price Blue Chip Growth Fund I Class)
Benchmark (^GSPC)

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.


0.00%0.50%1.00%1.50%2.00%2.50%$0.00$0.50$1.00$1.50$2.00$2.5020162017201820192020202120222023
Dividends
Dividend Yield
PeriodTTM20232022202120202019201820172016
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.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
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$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.


-15.00%-10.00%-5.00%0.00%JulyAugustSeptemberOctoberNovemberDecember
-10.61%
-2.62%
TBCIX (T. Rowe Price Blue Chip Growth Fund I Class)
Benchmark (^GSPC)

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. Recovery took 479 trading sessions.

The current T. Rowe Price Blue Chip Growth Fund I Class drawdown is 10.61%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-50.64%Nov 17, 2021285Jan 5, 2023479Dec 2, 2024764
-30.78%Feb 20, 202023Mar 23, 202054Jun 9, 202077
-22.51%Oct 2, 201858Dec 24, 201881Apr 23, 2019139
-18.05%Dec 30, 201527Feb 8, 2016170Oct 10, 2016197
-12.02%Sep 3, 202014Sep 23, 202081Jan 20, 202195

Volatility

Volatility Chart

The current T. Rowe Price Blue Chip Growth Fund I Class volatility is 10.35%, 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.


2.00%4.00%6.00%8.00%10.00%JulyAugustSeptemberOctoberNovemberDecember
10.35%
3.79%
TBCIX (T. Rowe Price Blue Chip Growth Fund I Class)
Benchmark (^GSPC)
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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