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ISIN
US77954Q1067
CUSIP
77954Q106
Inception Date
Jun 30, 1993
Index Tracked
No Index (Active)
Distribution Policy
Distributing
Asset Class
Equity
Asset Class Size
Mega-Cap
Asset Class Style
Growth

Share Price Chart


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Performance

TRBCX Performance Chart

T. Rowe Price Blue Chip Growth Fund (TRBCX) is up 1.8% since the beginning of the year. TRBCX is currently trading at $214 per share. Investors who bought $1,000 worth of TRBCX shares 5 years ago would now be looking at an investment worth $1,765.


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S&P 500 Index

Returns By Period

T. Rowe Price Blue Chip Growth Fund (TRBCX) has returned 1.82% so far this year and 18.41% over the past 12 months. Looking at the last ten years, TRBCX has achieved an annualized return of 17.54%, outperforming the S&P 500 Index benchmark, which averaged 13.88% per year.


T. Rowe Price Blue Chip Growth Fund

1D
1.91%
1M
-1.68%
YTD
1.82%
6M
1.53%
1Y
18.41%
3Y*
26.37%
5Y*
12.04%
10Y*
17.54%

Benchmark (S&P 500 Index)

1D
-0.37%
1M
-0.01%
YTD
9.16%
6M
8.64%
1Y
25.22%
3Y*
19.78%
5Y*
11.99%
10Y*
13.88%
*Multi-year figures are annualized to reflect compound growth (CAGR)

TRBCX Monthly Returns History

Based on dividend-adjusted daily data since Jun 30, 1993, TRBCX's average daily return is +0.05%, while the average monthly return is +1.08%. At this rate, an investment would double in approximately 5.4 years.

Historically, 63% of months were positive and 37% were negative. The best month was Apr 2020 with a return of +15.0%, while the worst month was Oct 2008 at -18.8%. The longest winning streak lasted 13 consecutive months, and the longest losing streak was 5 months.

On a daily basis, TRBCX closed higher 54% of trading days. The best single day was Oct 13, 2008 with a return of +13.2%, while the worst single day was Mar 16, 2020 at -12.2%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2026-1.96%-4.40%-5.30%12.83%5.52%-3.66%1.82%
20252.82%-3.55%-8.39%1.67%9.82%6.27%3.63%0.64%3.52%2.94%-0.99%0.13%18.78%
20243.56%7.85%2.11%-3.94%6.81%6.71%-2.27%2.28%2.69%0.17%5.99%9.09%48.46%
20239.54%-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%

Benchmark Metrics

T. Rowe Price Blue Chip Growth Fund has an annualized alpha of 2.72%, beta of 1.06, and R2 of 0.90 versus S&P 500 Index. Calculated based on daily prices since June 30, 1993.

  • This fund captured 112.30% of S&P 500 Index gains but only 98.06% of its losses - a favorable profile for investors.
  • This fund generated an annualized alpha of 2.72% versus S&P 500 Index - delivering returns beyond what market exposure alone would predict.
  • With beta of 1.06 and R2 of 0.90, this fund moves broadly in line with S&P 500 Index - much of its variation is explained by market exposure rather than independent behavior.

Alpha
2.72%
Beta
1.06
0.90
Upside Capture
112.30%
Downside Capture
98.06%

Expense Ratio

TRBCX has an expense ratio of 0.69%, placing it in the medium range.


Return for Risk

Risk / Return Rank

TRBCX ranks 14 for risk / return — in the bottom 14% of mutual funds on our site. This means you're taking on significantly more risk than the returns justify. Consider whether the potential upside is worth the volatility, or explore alternatives with better risk / return profiles.


TRBCX Risk / Return Rank: 1414
Overall Rank
TRBCX Sharpe Ratio Rank: 1515
Sharpe Ratio Rank
TRBCX Sortino Ratio Rank: 1414
Sortino Ratio Rank
TRBCX Omega Ratio Rank: 1515
Omega Ratio Rank
TRBCX Calmar Ratio Rank: 1212
Calmar Ratio Rank
TRBCX Martin Ratio Rank: 1313
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

Return / Risk — by metrics

The table below present risk-adjusted performance metrics for T. Rowe Price Blue Chip Growth Fund (TRBCX) and compare them to S&P 500 Index.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


TRBCXBenchmarkDifference
Sharpe ratioReturn per unit of total volatility

-1.00

Sortino ratioReturn per unit of downside risk

-1.31

Omega ratioGain probability vs. loss probability

1.19

1.37

-0.18

Calmar ratioReturn relative to maximum drawdown

1.06

2.78

-1.73

Martin ratioReturn relative to average drawdown

3.50

12.44

-8.94

Dividends

Dividend History

T. Rowe Price Blue Chip Growth Fund provided a 5.15% dividend yield over the last twelve months, with an annual payout of $11.03 per share.


0.00%5.00%10.00%15.00%20.00%$0.00$5.00$10.00$15.00$20.00$25.00$30.00$35.0020152016201720182019202020212022202320242025
Dividends
Dividend Yield
PeriodTTM20252024202320222021202020192018201720162015
Dividend$11.03$11.03$33.82$5.21$6.07$16.68$1.96$0.45$2.34$2.83$0.49$2.36

Dividend yield

5.15%5.25%18.16%3.49%5.87%9.38%1.19%0.36%2.44%2.94%0.67%3.26%

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.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2026$0.00$0.00$0.00$0.00$0.00$0.00$0.00
2025$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$11.03$11.03
2024$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$33.82$33.82
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

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.


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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 4.14%.


Related event

Drawdown

Fall

Recovery

Underwater

Financial crisis2007–2009
-54.56%Nov 2008
1y 1mo2y 7mo
3y 8moOct 2007 - Jul 2011
Dot-com crash2000–2002
-51.06%Oct 2002
2y 1mo4y 7mo
6y 8moSep 2000 - May 2007
Bear market2022
-43.63%Nov 2022
11mo 27d1y 4mo
2y 4moNov 2021 - Mar 2024
COVID crash2020
-30.79%Mar 2020
1mo 2d2mo 18d
3mo 20dFeb 2020 - Jun 2020
1998 bear market1998
-24.19%Oct 1998
2mo 20d2mo 15d
5mo 5dJul 1998 - Dec 1998

Drawdown Indicators


TRBCXBenchmarkDifference

Max Drawdown

Largest peak-to-trough decline

-54.56%

-56.78%

+2.22%

Max Drawdown (1Y)

Largest decline over 1 year

-17.01%

-9.10%

-7.91%

Max Drawdown (3Y)

Largest decline over 3 years

-23.08%

-18.90%

-4.18%

Max Drawdown (5Y)

Largest decline over 5 years

-43.63%

-25.43%

-18.20%

Max Drawdown (10Y)

Largest decline over 10 years

-43.63%

-33.92%

-9.71%

Current Drawdown

Current decline from peak

-4.14%

-1.80%

-2.34%

Average Drawdown

Average peak-to-trough decline

-11.29%

-10.71%

-0.58%

Ulcer Index

Depth and duration of drawdowns from previous peaks

5.12%

2.03%

+3.09%

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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Portfolio Analyzer

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