IAXIX vs. TBCIX
Compare and contrast key facts about VY T. Rowe Price Diversified Mid Cap Growth Portfolio (IAXIX) and T. Rowe Price Blue Chip Growth Fund I Class (TBCIX).
IAXIX is managed by T. Rowe Price. It was launched on Dec 10, 2001. TBCIX is managed by T. Rowe Price.
Performance
IAXIX vs. TBCIX - Performance Comparison
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IAXIX vs. TBCIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
IAXIX VY T. Rowe Price Diversified Mid Cap Growth Portfolio | -9.28% | 10.02% | 23.56% | 20.96% | -24.03% | 13.90% | 31.84% | 37.03% | -3.25% | 24.82% |
TBCIX T. Rowe Price Blue Chip Growth Fund I Class | -14.54% | 18.94% | 48.73% | 49.61% | -38.48% | 18.30% | 34.90% | 30.30% | 2.13% | 36.68% |
Returns By Period
In the year-to-date period, IAXIX achieves a -9.28% return, which is significantly higher than TBCIX's -14.54% return. Over the past 10 years, IAXIX has underperformed TBCIX with an annualized return of 11.65%, while TBCIX has yielded a comparatively higher 15.65% annualized return.
IAXIX
- 1D
- -1.19%
- 1M
- -10.02%
- YTD
- -9.28%
- 6M
- -12.24%
- 1Y
- 7.52%
- 3Y*
- 11.43%
- 5Y*
- 5.24%
- 10Y*
- 11.65%
TBCIX
- 1D
- -0.35%
- 1M
- -8.84%
- YTD
- -14.54%
- 6M
- -12.75%
- 1Y
- 11.84%
- 3Y*
- 24.77%
- 5Y*
- 10.38%
- 10Y*
- 15.65%
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IAXIX vs. TBCIX - Expense Ratio Comparison
IAXIX has a 0.78% expense ratio, which is higher than TBCIX's 0.56% expense ratio.
Return for Risk
IAXIX vs. TBCIX — Risk / Return Rank
IAXIX
TBCIX
IAXIX vs. TBCIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for VY T. Rowe Price Diversified Mid Cap Growth Portfolio (IAXIX) and T. Rowe Price Blue Chip Growth Fund I Class (TBCIX). 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.
| IAXIX | TBCIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.28 | 0.54 | -0.25 |
Sortino ratioReturn per unit of downside risk | 0.59 | 0.94 | -0.35 |
Omega ratioGain probability vs. loss probability | 1.08 | 1.13 | -0.05 |
Calmar ratioReturn relative to maximum drawdown | -0.35 | 0.50 | -0.85 |
Martin ratioReturn relative to average drawdown | -1.12 | 1.75 | -2.86 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| IAXIX | TBCIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.28 | 0.54 | -0.25 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.24 | 0.44 | -0.20 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.55 | 0.69 | -0.14 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.42 | 0.66 | -0.24 |
Correlation
The correlation between IAXIX and TBCIX is 0.83, 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.
Dividends
IAXIX vs. TBCIX - Dividend Comparison
IAXIX's dividend yield for the trailing twelve months is around 16.34%, more than TBCIX's 6.09% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IAXIX VY T. Rowe Price Diversified Mid Cap Growth Portfolio | 16.34% | 14.82% | 10.16% | 0.13% | 33.01% | 16.53% | 7.02% | 10.49% | 11.65% | 7.56% | 13.36% | 17.67% |
TBCIX T. Rowe Price Blue Chip Growth Fund I Class | 6.09% | 5.20% | 18.28% | 3.47% | 5.84% | 10.03% | 1.18% | 0.59% | 2.50% | 3.05% | 0.81% | 0.00% |
Drawdowns
IAXIX vs. TBCIX - Drawdown Comparison
The maximum IAXIX drawdown since its inception was -57.55%, which is greater than TBCIX's maximum drawdown of -43.26%. Use the drawdown chart below to compare losses from any high point for IAXIX and TBCIX.
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Drawdown Indicators
| IAXIX | TBCIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -57.55% | -43.26% | -14.29% |
Max Drawdown (1Y)Largest decline over 1 year | -14.20% | -16.96% | +2.76% |
Max Drawdown (5Y)Largest decline over 5 years | -35.55% | -43.26% | +7.71% |
Max Drawdown (10Y)Largest decline over 10 years | -35.92% | -43.26% | +7.34% |
Current DrawdownCurrent decline from peak | -14.20% | -16.96% | +2.76% |
Average DrawdownAverage peak-to-trough decline | -9.30% | -8.15% | -1.15% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 7.89% | 4.87% | +3.02% |
Volatility
IAXIX vs. TBCIX - Volatility Comparison
VY T. Rowe Price Diversified Mid Cap Growth Portfolio (IAXIX) has a higher volatility of 6.07% compared to T. Rowe Price Blue Chip Growth Fund I Class (TBCIX) at 5.58%. This indicates that IAXIX's price experiences larger fluctuations and is considered to be riskier than TBCIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| IAXIX | TBCIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.07% | 5.58% | +0.49% |
Volatility (6M)Calculated over the trailing 6-month period | 13.08% | 11.76% | +1.32% |
Volatility (1Y)Calculated over the trailing 1-year period | 24.96% | 22.49% | +2.47% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.52% | 23.88% | -1.36% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.51% | 22.69% | -1.18% |