PAFRX vs. TBCIX
Compare and contrast key facts about T. Rowe Price Floating Rate Fund (PAFRX) and T. Rowe Price Blue Chip Growth Fund I Class (TBCIX).
PAFRX is managed by T. Rowe Price. It was launched on Jul 28, 2011. TBCIX is managed by T. Rowe Price.
Performance
PAFRX vs. TBCIX - Performance Comparison
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PAFRX vs. TBCIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PAFRX T. Rowe Price Floating Rate Fund | -1.14% | 6.37% | 7.89% | 10.68% | -2.11% | 4.38% | 1.53% | 8.32% | -0.29% | 3.27% |
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, PAFRX achieves a -1.14% return, which is significantly higher than TBCIX's -14.54% return. Over the past 10 years, PAFRX has underperformed TBCIX with an annualized return of 4.40%, while TBCIX has yielded a comparatively higher 15.65% annualized return.
PAFRX
- 1D
- 0.00%
- 1M
- -0.11%
- YTD
- -1.14%
- 6M
- 0.32%
- 1Y
- 4.53%
- 3Y*
- 6.78%
- 5Y*
- 4.82%
- 10Y*
- 4.40%
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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PAFRX vs. TBCIX - Expense Ratio Comparison
PAFRX has a 0.97% expense ratio, which is higher than TBCIX's 0.56% expense ratio.
Return for Risk
PAFRX vs. TBCIX — Risk / Return Rank
PAFRX
TBCIX
PAFRX vs. TBCIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for T. Rowe Price Floating Rate Fund (PAFRX) 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.
| PAFRX | TBCIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.87 | 0.54 | +1.33 |
Sortino ratioReturn per unit of downside risk | 3.11 | 0.94 | +2.17 |
Omega ratioGain probability vs. loss probability | 1.59 | 1.13 | +0.46 |
Calmar ratioReturn relative to maximum drawdown | 2.25 | 0.50 | +1.75 |
Martin ratioReturn relative to average drawdown | 9.16 | 1.75 | +7.42 |
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
| PAFRX | TBCIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.87 | 0.54 | +1.33 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 1.84 | 0.44 | +1.40 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 1.17 | 0.69 | +0.47 |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.21 | 0.66 | +0.54 |
Correlation
The correlation between PAFRX and TBCIX is 0.23, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
PAFRX vs. TBCIX - Dividend Comparison
PAFRX's dividend yield for the trailing twelve months is around 6.28%, more than TBCIX's 6.09% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PAFRX T. Rowe Price Floating Rate Fund | 6.28% | 6.81% | 7.34% | 6.87% | 3.85% | 3.66% | 3.79% | 4.62% | 4.64% | 3.83% | 3.87% | 3.96% |
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
PAFRX vs. TBCIX - Drawdown Comparison
The maximum PAFRX drawdown since its inception was -19.95%, smaller than the maximum TBCIX drawdown of -43.26%. Use the drawdown chart below to compare losses from any high point for PAFRX and TBCIX.
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Drawdown Indicators
| PAFRX | TBCIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -19.95% | -43.26% | +23.31% |
Max Drawdown (1Y)Largest decline over 1 year | -2.06% | -16.96% | +14.90% |
Max Drawdown (5Y)Largest decline over 5 years | -6.03% | -43.26% | +37.23% |
Max Drawdown (10Y)Largest decline over 10 years | -19.95% | -43.26% | +23.31% |
Current DrawdownCurrent decline from peak | -1.25% | -16.96% | +15.71% |
Average DrawdownAverage peak-to-trough decline | -0.71% | -8.15% | +7.44% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.53% | 4.87% | -4.34% |
Volatility
PAFRX vs. TBCIX - Volatility Comparison
The current volatility for T. Rowe Price Floating Rate Fund (PAFRX) is 0.74%, while T. Rowe Price Blue Chip Growth Fund I Class (TBCIX) has a volatility of 5.58%. This indicates that PAFRX experiences smaller price fluctuations and is considered to be less risky 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
| PAFRX | TBCIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.74% | 5.58% | -4.84% |
Volatility (6M)Calculated over the trailing 6-month period | 1.65% | 11.76% | -10.11% |
Volatility (1Y)Calculated over the trailing 1-year period | 2.69% | 22.49% | -19.80% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 2.63% | 23.88% | -21.25% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 3.78% | 22.69% | -18.91% |