QDIBX vs. TBCIX
Compare and contrast key facts about Fisher Investments Institutional Group Fixed Income Fund for Retirement Plans (QDIBX) and T. Rowe Price Blue Chip Growth Fund I Class (TBCIX).
QDIBX is managed by T. Rowe Price. It was launched on Dec 13, 2019. TBCIX is managed by T. Rowe Price.
Performance
QDIBX vs. TBCIX - Performance Comparison
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QDIBX vs. TBCIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
QDIBX Fisher Investments Institutional Group Fixed Income Fund for Retirement Plans | 0.00% | 7.72% | 1.66% | 6.71% | -14.11% | -0.17% | 6.77% | -0.10% |
TBCIX T. Rowe Price Blue Chip Growth Fund I Class | -11.20% | 18.94% | 48.73% | 49.61% | -38.48% | 18.30% | 34.90% | 2.42% |
Returns By Period
QDIBX
- 1D
- 0.22%
- 1M
- -1.22%
- YTD
- 0.00%
- 6M
- 0.90%
- 1Y
- 4.08%
- 3Y*
- 4.27%
- 5Y*
- 0.37%
- 10Y*
- —
TBCIX
- 1D
- 3.90%
- 1M
- -5.46%
- YTD
- -11.20%
- 6M
- -9.94%
- 1Y
- 15.19%
- 3Y*
- 26.37%
- 5Y*
- 10.79%
- 10Y*
- 16.10%
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QDIBX vs. TBCIX - Expense Ratio Comparison
QDIBX has a 0.03% expense ratio, which is lower than TBCIX's 0.56% expense ratio.
Return for Risk
QDIBX vs. TBCIX — Risk / Return Rank
QDIBX
TBCIX
QDIBX vs. TBCIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fisher Investments Institutional Group Fixed Income Fund for Retirement Plans (QDIBX) 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.
| QDIBX | TBCIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.06 | 0.72 | +0.34 |
Sortino ratioReturn per unit of downside risk | 1.55 | 1.21 | +0.34 |
Omega ratioGain probability vs. loss probability | 1.19 | 1.17 | +0.02 |
Calmar ratioReturn relative to maximum drawdown | 1.81 | 0.78 | +1.04 |
Martin ratioReturn relative to average drawdown | 5.30 | 2.71 | +2.59 |
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
| QDIBX | TBCIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.06 | 0.72 | +0.34 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.06 | 0.45 | -0.40 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.71 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.17 | 0.68 | -0.51 |
Correlation
The correlation between QDIBX and TBCIX is 0.15, 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
QDIBX vs. TBCIX - Dividend Comparison
QDIBX's dividend yield for the trailing twelve months is around 3.50%, less than TBCIX's 5.86% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
QDIBX Fisher Investments Institutional Group Fixed Income Fund for Retirement Plans | 3.50% | 3.50% | 3.55% | 3.65% | 2.51% | 1.80% | 3.25% | 0.00% | 0.00% | 0.00% | 0.00% |
TBCIX T. Rowe Price Blue Chip Growth Fund I Class | 5.86% | 5.20% | 18.28% | 3.47% | 5.84% | 10.03% | 1.18% | 0.59% | 2.50% | 3.05% | 0.81% |
Drawdowns
QDIBX vs. TBCIX - Drawdown Comparison
The maximum QDIBX drawdown since its inception was -19.63%, smaller than the maximum TBCIX drawdown of -43.26%. Use the drawdown chart below to compare losses from any high point for QDIBX and TBCIX.
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Drawdown Indicators
| QDIBX | TBCIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -19.63% | -43.26% | +23.63% |
Max Drawdown (1Y)Largest decline over 1 year | -2.58% | -16.96% | +14.38% |
Max Drawdown (5Y)Largest decline over 5 years | -19.63% | -43.26% | +23.63% |
Max Drawdown (10Y)Largest decline over 10 years | — | -43.26% | — |
Current DrawdownCurrent decline from peak | -1.76% | -13.72% | +11.96% |
Average DrawdownAverage peak-to-trough decline | -6.52% | -8.15% | +1.63% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.88% | 4.86% | -3.98% |
Volatility
QDIBX vs. TBCIX - Volatility Comparison
The current volatility for Fisher Investments Institutional Group Fixed Income Fund for Retirement Plans (QDIBX) is 1.46%, while T. Rowe Price Blue Chip Growth Fund I Class (TBCIX) has a volatility of 7.01%. This indicates that QDIBX 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
| QDIBX | TBCIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.46% | 7.01% | -5.55% |
Volatility (6M)Calculated over the trailing 6-month period | 2.54% | 12.40% | -9.86% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.32% | 22.77% | -18.45% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 6.58% | 23.94% | -17.36% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 6.32% | 22.73% | -16.41% |