T. Rowe Price Blue Chip Growth Fund (TRBCX)
Fund Info
US77954Q1067
77954Q106
Jun 30, 1993
Mega-Cap
Growth
Share Price Chart
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Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in T. Rowe Price Blue Chip Growth Fund, 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 had a return of 34.26% year-to-date (YTD) and 38.13% in the last 12 months. Over the past 10 years, T. Rowe Price Blue Chip Growth Fund had an annualized return of 14.67%, outperforming the S&P 500 benchmark which had an annualized return of 11.21%.
TRBCX
34.26%
3.57%
13.19%
38.13%
15.23%
14.67%
^GSPC (Benchmark)
25.15%
2.97%
12.53%
31.00%
13.95%
11.21%
Monthly Returns
The table below presents the monthly returns of TRBCX, 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 | 3.56% | 7.85% | 2.11% | -3.94% | 6.81% | 6.71% | -2.27% | 2.28% | 2.69% | 0.17% | 34.26% | ||
| 2023 | 9.54% | -1.83% | 8.25% | 2.29% | 6.73% | 6.23% | 3.24% | -0.76% | -5.20% | -0.63% | 10.86% | 3.42% | 49.42% |
| 2022 | -10.76% | -4.73% | 3.02% | -15.14% | -3.45% | -8.47% | 12.58% | -5.46% | -10.47% | 2.35% | 3.98% | -7.76% | -38.57% |
| 2021 | -1.34% | 1.90% | -0.08% | 7.47% | -1.62% | 5.97% | 2.57% | 3.86% | -5.72% | 5.81% | -1.47% | -0.26% | 17.54% |
| 2020 | 2.45% | -6.11% | -9.71% | 14.99% | 6.80% | 4.06% | 7.77% | 9.30% | -4.74% | -2.41% | 8.17% | 2.47% | 34.73% |
| 2019 | 11.11% | 2.87% | 1.63% | 3.97% | -5.85% | 6.28% | 1.44% | -1.72% | -1.33% | 1.90% | 4.99% | 2.20% | 29.97% |
| 2018 | 10.69% | -1.48% | -3.08% | 1.76% | 3.42% | 0.45% | 2.15% | 3.86% | 0.32% | -9.18% | 3.14% | -8.44% | 2.00% |
| 2017 | 4.86% | 3.80% | 1.44% | 3.74% | 3.57% | 0.60% | 4.48% | 1.36% | 0.97% | 4.66% | 2.23% | -0.00% | 36.54% |
| 2016 | -8.70% | -1.79% | 5.41% | -0.16% | 2.61% | -2.64% | 5.85% | 0.10% | 1.48% | -1.12% | 0.76% | 0.00% | 0.98% |
| 2015 | 0.10% | 6.37% | -0.49% | -0.45% | 1.72% | -0.76% | 4.97% | -6.12% | -3.58% | 9.90% | 0.48% | -0.49% | 11.18% |
| 2014 | -2.29% | 6.00% | -4.51% | -2.02% | 4.47% | 1.76% | 0.02% | 3.62% | -1.84% | 3.25% | 2.36% | -1.40% | 9.21% |
| 2013 | 4.43% | 1.07% | 2.47% | 1.38% | 3.88% | -1.54% | 6.61% | -1.45% | 6.55% | 5.59% | 3.36% | 3.34% | 41.57% |
Expense Ratio
TRBCX features an expense ratio of 0.69%, falling within the medium range.
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of TRBCX is 63, 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 (TRBCX) 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 provided a 2.60% dividend yield over the last twelve months, with an annual payout of $5.21 per share.
| Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $5.21 | $5.21 | $6.07 | $16.68 | $1.96 | $0.45 | $2.34 | $2.83 | $0.49 | $2.36 | $3.26 |
Dividend yield | 2.60% | 3.49% | 5.87% | 9.38% | 1.19% | 0.36% | 2.44% | 2.94% | 0.67% | 3.26% | 4.85% |
Monthly Dividends
The table displays the monthly dividend distributions for T. Rowe Price Blue Chip Growth Fund. 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 | $5.21 | $5.21 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $6.07 | $6.07 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $16.68 | $16.68 |
| 2020 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.96 | $1.96 |
| 2019 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.45 | $0.45 |
| 2018 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $2.34 | $2.34 |
| 2017 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $2.83 | $2.83 |
| 2016 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.49 | $0.49 |
| 2015 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $2.36 | $2.36 |
| 2014 | $3.26 | $3.26 |
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. 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 was 54.56%, occurring on Nov 20, 2008. Recovery took 660 trading sessions.
The current T. Rowe Price Blue Chip Growth Fund drawdown is 1.61%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -54.56% | Oct 15, 2007 | 279 | Nov 20, 2008 | 660 | Jul 7, 2011 | 939 |
| -51.07% | Sep 5, 2000 | 523 | Oct 9, 2002 | 1164 | May 30, 2007 | 1687 |
| -43.63% | Nov 17, 2021 | 247 | Nov 9, 2022 | 342 | Mar 22, 2024 | 589 |
| -30.79% | Feb 20, 2020 | 23 | Mar 23, 2020 | 54 | Jun 9, 2020 | 77 |
| -24.19% | Jul 20, 1998 | 59 | Oct 8, 1998 | 54 | Dec 23, 1998 | 113 |
Volatility
Volatility Chart
The current T. Rowe Price Blue Chip Growth Fund volatility is 5.10%, 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.