IEMFX vs. TRBCX
Compare and contrast key facts about T. Rowe Price Institutional Emerging Markets Equity Fund (IEMFX) and T. Rowe Price Blue Chip Growth Fund (TRBCX).
IEMFX is managed by T. Rowe Price. It was launched on Oct 30, 2002. TRBCX is managed by T. Rowe Price. It was launched on Jun 30, 1993.
Performance
IEMFX vs. TRBCX - Performance Comparison
Loading graphics...
IEMFX vs. TRBCX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
IEMFX T. Rowe Price Institutional Emerging Markets Equity Fund | 2.37% | 32.91% | -1.60% | 2.26% | -23.34% | -10.61% | 17.81% | 26.62% | -16.02% | 42.87% |
TRBCX T. Rowe Price Blue Chip Growth Fund | -11.24% | 18.78% | 48.46% | 49.42% | -38.57% | 17.54% | 34.73% | 29.97% | 2.00% | 36.54% |
Returns By Period
In the year-to-date period, IEMFX achieves a 2.37% return, which is significantly higher than TRBCX's -11.24% return. Over the past 10 years, IEMFX has underperformed TRBCX with an annualized return of 6.02%, while TRBCX has yielded a comparatively higher 15.86% annualized return.
IEMFX
- 1D
- 2.90%
- 1M
- -9.54%
- YTD
- 2.37%
- 6M
- 8.72%
- 1Y
- 31.63%
- 3Y*
- 9.06%
- 5Y*
- -1.75%
- 10Y*
- 6.02%
TRBCX
- 1D
- 3.90%
- 1M
- -5.48%
- YTD
- -11.24%
- 6M
- -10.00%
- 1Y
- 15.04%
- 3Y*
- 26.18%
- 5Y*
- 10.52%
- 10Y*
- 15.86%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
IEMFX vs. TRBCX - Expense Ratio Comparison
IEMFX has a 1.06% expense ratio, which is higher than TRBCX's 0.69% expense ratio.
Return for Risk
IEMFX vs. TRBCX — Risk / Return Rank
IEMFX
TRBCX
IEMFX vs. TRBCX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for T. Rowe Price Institutional Emerging Markets Equity Fund (IEMFX) 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.
| IEMFX | TRBCX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.77 | 0.69 | +1.08 |
Sortino ratioReturn per unit of downside risk | 2.31 | 1.14 | +1.17 |
Omega ratioGain probability vs. loss probability | 1.34 | 1.16 | +0.18 |
Calmar ratioReturn relative to maximum drawdown | 2.36 | 0.76 | +1.59 |
Martin ratioReturn relative to average drawdown | 9.56 | 2.68 | +6.88 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| IEMFX | TRBCX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.77 | 0.69 | +1.08 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.10 | 0.44 | -0.54 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.33 | 0.70 | -0.37 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.42 | 0.57 | -0.16 |
Correlation
The correlation between IEMFX and TRBCX is 0.66, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
IEMFX vs. TRBCX - Dividend Comparison
IEMFX's dividend yield for the trailing twelve months is around 2.37%, less than TRBCX's 5.91% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IEMFX T. Rowe Price Institutional Emerging Markets Equity Fund | 2.37% | 2.43% | 0.92% | 1.88% | 3.87% | 3.07% | 0.56% | 1.43% | 1.15% | 0.54% | 0.83% | 0.69% |
TRBCX T. Rowe Price Blue Chip Growth Fund | 5.91% | 5.25% | 18.16% | 3.49% | 5.87% | 9.38% | 1.19% | 0.36% | 2.44% | 2.94% | 0.67% | 3.26% |
Drawdowns
IEMFX vs. TRBCX - Drawdown Comparison
The maximum IEMFX drawdown since its inception was -71.65%, which is greater than TRBCX's maximum drawdown of -54.56%. Use the drawdown chart below to compare losses from any high point for IEMFX and TRBCX.
Loading graphics...
Drawdown Indicators
| IEMFX | TRBCX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -71.65% | -54.56% | -17.09% |
Max Drawdown (1Y)Largest decline over 1 year | -13.49% | -17.01% | +3.52% |
Max Drawdown (5Y)Largest decline over 5 years | -43.26% | -43.63% | +0.37% |
Max Drawdown (10Y)Largest decline over 10 years | -46.27% | -43.63% | -2.64% |
Current DrawdownCurrent decline from peak | -14.95% | -13.77% | -1.18% |
Average DrawdownAverage peak-to-trough decline | -19.87% | -11.35% | -8.52% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.33% | 4.86% | -1.53% |
Volatility
IEMFX vs. TRBCX - Volatility Comparison
T. Rowe Price Institutional Emerging Markets Equity Fund (IEMFX) has a higher volatility of 10.00% compared to T. Rowe Price Blue Chip Growth Fund (TRBCX) at 7.01%. This indicates that IEMFX's price experiences larger fluctuations and is considered to be riskier than TRBCX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| IEMFX | TRBCX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 10.00% | 7.01% | +2.99% |
Volatility (6M)Calculated over the trailing 6-month period | 14.43% | 13.72% | +0.71% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.34% | 23.49% | -5.15% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.42% | 24.05% | -6.63% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.37% | 22.76% | -4.39% |