QDISX vs. TBCIX
Compare and contrast key facts about Fisher Investments Institutional Group Stock Fund for Retirement Plans (QDISX) and T. Rowe Price Blue Chip Growth Fund I Class (TBCIX).
QDISX is managed by T. Rowe Price. It was launched on Dec 12, 2019. TBCIX is managed by T. Rowe Price.
Performance
QDISX vs. TBCIX - Performance Comparison
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QDISX vs. TBCIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
QDISX Fisher Investments Institutional Group Stock Fund for Retirement Plans | -0.11% | 25.34% | 22.02% | 36.03% | -24.15% | 20.28% | 27.76% | 1.00% |
TBCIX T. Rowe Price Blue Chip Growth Fund I Class | -10.48% | 18.94% | 48.73% | 49.61% | -38.48% | 18.30% | 34.90% | 2.42% |
Returns By Period
In the year-to-date period, QDISX achieves a -0.11% return, which is significantly higher than TBCIX's -10.48% return.
QDISX
- 1D
- 1.61%
- 1M
- -2.22%
- YTD
- -0.11%
- 6M
- 3.68%
- 1Y
- 27.30%
- 3Y*
- 21.94%
- 5Y*
- 12.39%
- 10Y*
- —
TBCIX
- 1D
- 0.81%
- 1M
- -4.05%
- YTD
- -10.48%
- 6M
- -9.35%
- 1Y
- 15.16%
- 3Y*
- 26.71%
- 5Y*
- 10.97%
- 10Y*
- 16.19%
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QDISX vs. TBCIX - Expense Ratio Comparison
QDISX has a 0.00% expense ratio, which is lower than TBCIX's 0.56% expense ratio.
Return for Risk
QDISX vs. TBCIX — Risk / Return Rank
QDISX
TBCIX
QDISX vs. TBCIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fisher Investments Institutional Group Stock Fund for Retirement Plans (QDISX) 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.
| QDISX | TBCIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.67 | 0.71 | +0.96 |
Sortino ratioReturn per unit of downside risk | 2.32 | 1.20 | +1.12 |
Omega ratioGain probability vs. loss probability | 1.35 | 1.17 | +0.18 |
Calmar ratioReturn relative to maximum drawdown | 2.27 | 1.02 | +1.26 |
Martin ratioReturn relative to average drawdown | 9.68 | 3.50 | +6.18 |
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
| QDISX | TBCIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.67 | 0.71 | +0.96 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.67 | 0.46 | +0.21 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.71 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.72 | 0.69 | +0.03 |
Correlation
The correlation between QDISX and TBCIX is 0.89, 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
QDISX vs. TBCIX - Dividend Comparison
QDISX's dividend yield for the trailing twelve months is around 12.69%, more than TBCIX's 5.81% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
QDISX Fisher Investments Institutional Group Stock Fund for Retirement Plans | 12.69% | 12.68% | 4.04% | 5.53% | 1.88% | 1.14% | 1.19% | 0.00% | 0.00% | 0.00% | 0.00% |
TBCIX T. Rowe Price Blue Chip Growth Fund I Class | 5.81% | 5.20% | 18.28% | 3.47% | 5.84% | 10.03% | 1.18% | 0.59% | 2.50% | 3.05% | 0.81% |
Drawdowns
QDISX vs. TBCIX - Drawdown Comparison
The maximum QDISX drawdown since its inception was -33.97%, smaller than the maximum TBCIX drawdown of -43.26%. Use the drawdown chart below to compare losses from any high point for QDISX and TBCIX.
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Drawdown Indicators
| QDISX | TBCIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -33.97% | -43.26% | +9.29% |
Max Drawdown (1Y)Largest decline over 1 year | -9.97% | -16.96% | +6.99% |
Max Drawdown (5Y)Largest decline over 5 years | -33.97% | -43.26% | +9.29% |
Max Drawdown (10Y)Largest decline over 10 years | — | -43.26% | — |
Current DrawdownCurrent decline from peak | -6.25% | -13.02% | +6.77% |
Average DrawdownAverage peak-to-trough decline | -7.16% | -8.15% | +0.99% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.96% | 4.93% | -1.97% |
Volatility
QDISX vs. TBCIX - Volatility Comparison
The current volatility for Fisher Investments Institutional Group Stock Fund for Retirement Plans (QDISX) is 5.55%, while T. Rowe Price Blue Chip Growth Fund I Class (TBCIX) has a volatility of 7.08%. This indicates that QDISX 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
| QDISX | TBCIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.55% | 7.08% | -1.53% |
Volatility (6M)Calculated over the trailing 6-month period | 9.52% | 12.41% | -2.89% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.86% | 22.78% | -5.92% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.55% | 23.93% | -5.38% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.30% | 22.72% | -1.42% |