RPMGX vs. BQMGX
RPMGX (T. Rowe Price Mid-Cap Growth Fund) and BQMGX (Bright Rock Mid Cap Growth Fund) are both Mid Cap Growth Equities funds. Over the past 10 years, RPMGX returned 11.37%/yr vs 9.05%/yr for BQMGX. Their correlation of 0.92 suggests significant overlap in exposure. RPMGX charges 0.72%/yr vs 1.07%/yr for BQMGX.
Performance
RPMGX vs. BQMGX - Performance Comparison
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Returns By Period
In the year-to-date period, RPMGX achieves a 1.94% return, which is significantly higher than BQMGX's -2.93% return. Over the past 10 years, RPMGX has outperformed BQMGX with an annualized return of 11.37%, while BQMGX has yielded a comparatively lower 9.05% annualized return.
RPMGX
- 1D
- 0.19%
- 1M
- 0.91%
- YTD
- 1.94%
- 6M
- 0.62%
- 1Y
- 6.25%
- 3Y*
- 12.05%
- 5Y*
- 4.75%
- 10Y*
- 11.37%
BQMGX
- 1D
- -0.09%
- 1M
- 0.31%
- YTD
- -2.93%
- 6M
- -4.11%
- 1Y
- -2.85%
- 3Y*
- 5.22%
- 5Y*
- 2.65%
- 10Y*
- 9.05%
RPMGX vs. BQMGX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
RPMGX T. Rowe Price Mid-Cap Growth Fund | 1.94% | 3.65% | 21.08% | 20.27% | -22.51% | 14.94% | 24.16% | 31.53% | -2.12% | 24.80% |
BQMGX Bright Rock Mid Cap Growth Fund | -2.93% | -0.29% | 14.16% | 13.00% | -19.44% | 23.02% | 19.62% | 32.05% | -6.68% | 22.16% |
Correlation
The correlation between RPMGX and BQMGX is 0.83, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.83 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.86 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.91 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.91 |
Correlation (All Time) Calculated using the full available price history since May 26, 2010 | 0.92 |
The correlation between RPMGX and BQMGX has been stable across timeframes, ranging from 0.83 to 0.92 - a consistent structural relationship.
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Return for Risk
RPMGX vs. BQMGX — Risk / Return Rank
RPMGX
BQMGX
RPMGX vs. BQMGX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for T. Rowe Price Mid-Cap Growth Fund (RPMGX) and Bright Rock Mid Cap Growth Fund (BQMGX). 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.
| RPMGX | BQMGX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.64 | ||
| Sortino ratioReturn per unit of downside risk | +0.94 | ||
| Omega ratioGain probability vs. loss probability | 1.09 | 0.99 | +0.11 |
| Calmar ratioReturn relative to maximum drawdown | 0.68 | -0.15 | +0.83 |
| Martin ratioReturn relative to average drawdown | 2.32 | -0.33 | +2.65 |
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Drawdowns
RPMGX vs. BQMGX - Drawdown Comparison
The maximum RPMGX drawdown since its inception was -54.66%, which is greater than BQMGX's maximum drawdown of -36.05%. Use the drawdown chart below to compare losses from any high point for RPMGX and BQMGX.
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Drawdown Indicators
| RPMGX | BQMGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -54.66% | -36.05% | -18.61% |
Max Drawdown (1Y)Largest decline over 1 year | -10.21% | -11.62% | +1.41% |
Max Drawdown (3Y)Largest decline over 3 years | -21.52% | -18.72% | -2.80% |
Max Drawdown (5Y)Largest decline over 5 years | -32.08% | -25.92% | -6.16% |
Max Drawdown (10Y)Largest decline over 10 years | -35.96% | -36.05% | +0.09% |
Current DrawdownCurrent decline from peak | -1.92% | -8.84% | +6.92% |
Average DrawdownAverage peak-to-trough decline | -6.96% | -5.88% | -1.08% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.01% | 5.19% | -2.18% |
Volatility
RPMGX vs. BQMGX - Volatility Comparison
T. Rowe Price Mid-Cap Growth Fund (RPMGX) has a higher volatility of 4.39% compared to Bright Rock Mid Cap Growth Fund (BQMGX) at 3.35%. This indicates that RPMGX's price experiences larger fluctuations and is considered to be riskier than BQMGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| RPMGX | BQMGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.39% | 3.35% | +1.04% |
Volatility (6M)Calculated over the trailing 6-month period | 10.72% | 9.31% | +1.41% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.90% | 12.30% | +1.60% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.16% | 16.85% | +2.31% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.02% | 17.99% | +1.03% |
RPMGX vs. BQMGX - Expense Ratio Comparison
RPMGX has a 0.72% expense ratio, which is lower than BQMGX's 1.07% expense ratio.
Dividends
RPMGX vs. BQMGX - Dividend Comparison
RPMGX's dividend yield for the trailing twelve months is around 6.23%, more than BQMGX's 4.24% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BQMGX Bright Rock Mid Cap Growth Fund | 4.24% | 4.12% | 5.99% | 0.00% | 5.90% | 8.05% | 5.27% | 3.50% | 0.00% | 0.08% | 1.07% | 5.80% |
RPMGX T. Rowe Price Mid-Cap Growth Fund | 6.23% | 6.35% | 20.43% | 6.35% | 2.60% | 10.52% | 4.53% | 5.29% | 12.12% | 8.04% | 3.45% | 9.51% |
Frequently Asked Questions
RPMGX and BQMGX have a correlation of 0.83, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
RPMGX has higher volatility (4.39%) compared to BQMGX (3.35%). In terms of maximum drawdown, RPMGX dropped -54.66% vs BQMGX's -36.05%.
RPMGX currently has the higher Sharpe Ratio (0.50 vs -0.14), 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.
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