IAXIX vs. TRBCX
IAXIX (VY T. Rowe Price Diversified Mid Cap Growth Portfolio) and TRBCX (T. Rowe Price Blue Chip Growth Fund) are both mutual funds - IAXIX is a Mid Cap Growth Equities fund managed by T. Rowe Price, while TRBCX is a Large Cap Growth Equities fund actively managed by T. Rowe Price. Over the past 10 years, IAXIX returned 12.41%/yr vs 16.56%/yr for TRBCX. Their correlation of 0.89 means they have usually moved in the same direction. IAXIX charges 0.78%/yr vs 0.69%/yr for TRBCX.
Performance
IAXIX vs. TRBCX - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, IAXIX achieves a 2.00% return, which is significantly higher than TRBCX's -1.84% return. Over the past 10 years, IAXIX has underperformed TRBCX with an annualized return of 12.41%, while TRBCX has yielded a comparatively higher 16.56% annualized return.
IAXIX
- 1D
- -0.27%
- 1M
- -3.86%
- 6M
- 1.72%
- YTD
- 2.00%
- 1Y
- -0.72%
- 3Y*
- 12.70%
- 5Y*
- 5.34%
- 10Y*
- 12.41%
- ALL TIME*
- 9.55%
TRBCX
- 1D
- 1.54%
- 1M
- -0.95%
- 6M
- -0.12%
- YTD
- -1.84%
- 1Y
- 6.79%
- 3Y*
- 23.00%
- 5Y*
- 10.10%
- 10Y*
- 16.56%
- ALL TIME*
- 12.01%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
IAXIX vs. TRBCX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
IAXIX VY T. Rowe Price Diversified Mid Cap Growth Portfolio | 2.00% | 10.02% | 23.56% | 20.96% | -24.03% | 13.90% | 31.84% | 37.03% | -3.25% | 24.82% |
TRBCX T. Rowe Price Blue Chip Growth Fund | -1.84% | 18.78% | 48.46% | 49.42% | -38.57% | 17.54% | 34.73% | 29.97% | 2.00% | 36.54% |
Correlation
The correlation between IAXIX and TRBCX is 0.68, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.68 |
Correlation (3Y) Balances recent behavior with more history. | 0.68 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.79 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.82 |
Correlation (All Time) Calculated using the full available price history since Dec 10, 2001 | 0.89 |
Over the past year, the correlation between IAXIX and TRBCX has dropped to 0.68 - well below their long-term average of 0.89, suggesting their price drivers have been diverging.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
IAXIX vs. TRBCX — Risk / Return Rank
IAXIX
TRBCX
IAXIX vs. TRBCX - 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 (TRBCX). 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.
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.
| IAXIX | TRBCX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.28 | ||
| Sortino ratioReturn per unit of downside risk | -0.38 | ||
| Omega ratioGain probability vs. loss probability | 1.01 | 1.05 | -0.05 |
| Calmar ratioReturn relative to maximum drawdown | -0.05 | 0.26 | -0.31 |
| Martin ratioReturn relative to average drawdown | -0.16 | 0.78 | -0.94 |
Loading charts...
Drawdowns
IAXIX vs. TRBCX - Drawdown Comparison
The maximum IAXIX drawdown since its inception was -57.55%, which is greater than TRBCX's maximum drawdown of -54.56%. Use the drawdown chart below to compare losses from any high point for IAXIX and TRBCX.
Loading charts...
Drawdown Indicators
| IAXIX | TRBCX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -57.55% | -54.56% | -2.99% |
Max Drawdown (1Y)Largest decline over 1 year | -14.20% | -17.01% | +2.81% |
Max Drawdown (3Y)Largest decline over 3 years | -25.22% | -23.08% | -2.14% |
Max Drawdown (5Y)Largest decline over 5 years | -35.55% | -43.63% | +8.08% |
Max Drawdown (10Y)Largest decline over 10 years | -35.92% | -43.63% | +7.71% |
Current DrawdownCurrent decline from peak | -6.11% | -7.58% | +1.47% |
Average DrawdownAverage peak-to-trough decline | -9.22% | -11.28% | +2.06% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.67% | 5.67% | -1.00% |
Volatility
IAXIX vs. TRBCX - Volatility Comparison
The current volatility for VY T. Rowe Price Diversified Mid Cap Growth Portfolio (IAXIX) is 5.23%, while T. Rowe Price Blue Chip Growth Fund (TRBCX) has a volatility of 6.15%. This indicates that IAXIX experiences smaller price fluctuations and is considered to be less risky than TRBCX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| IAXIX | TRBCX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.23% | 6.15% | -0.92% |
Volatility (6M)Calculated over the trailing 6-month period | 14.49% | 15.49% | -1.00% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.48% | 18.64% | -0.16% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.72% | 24.27% | -1.55% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.62% | 22.89% | -1.27% |
IAXIX vs. TRBCX - Expense Ratio Comparison
IAXIX has a 0.78% expense ratio, which is higher than TRBCX's 0.69% expense ratio.
Dividends
IAXIX vs. TRBCX - Dividend Comparison
IAXIX's dividend yield for the trailing twelve months is around 14.53%, more than TRBCX's 5.34% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IAXIX VY T. Rowe Price Diversified Mid Cap Growth Portfolio | 14.53% | 14.82% | 10.16% | 0.13% | 33.01% | 16.53% | 7.02% | 10.49% | 11.65% | 7.56% | 13.36% | 17.67% |
TRBCX T. Rowe Price Blue Chip Growth Fund | 5.34% | 5.25% | 18.16% | 3.49% | 5.87% | 9.38% | 1.19% | 0.36% | 2.44% | 2.94% | 0.67% | 3.26% |
Frequently Asked Questions
IAXIX and TRBCX have a correlation of 0.68, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
TRBCX has higher volatility (6.15%) compared to IAXIX (5.23%). In terms of maximum drawdown, IAXIX dropped -57.55% vs TRBCX's -54.56%.
TRBCX currently has the higher Sharpe Ratio (0.24 vs -0.04), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
Find the right allocation for IAXIX and TRBCX
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer