SGRNX vs. TBCIX
SGRNX (Allspring Growth Fund) and TBCIX (T. Rowe Price Blue Chip Growth Fund I Class) are both Large Cap Growth Equities funds. Over the past 10 years, SGRNX returned 15.04%/yr vs 18.01%/yr for TBCIX. Their correlation of 0.93 suggests significant overlap in exposure. SGRNX charges 0.75%/yr vs 0.56%/yr for TBCIX.
Performance
SGRNX vs. TBCIX - Performance Comparison
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Returns By Period
In the year-to-date period, SGRNX achieves a 7.48% return, which is significantly higher than TBCIX's 6.27% return. Over the past 10 years, SGRNX has underperformed TBCIX with an annualized return of 15.04%, while TBCIX has yielded a comparatively higher 18.01% annualized return.
SGRNX
- 1D
- 1.24%
- 1M
- 3.45%
- YTD
- 7.48%
- 6M
- 5.56%
- 1Y
- 19.98%
- 3Y*
- 21.11%
- 5Y*
- 7.86%
- 10Y*
- 15.04%
TBCIX
- 1D
- 0.50%
- 1M
- 5.56%
- YTD
- 6.27%
- 6M
- 6.21%
- 1Y
- 23.68%
- 3Y*
- 29.30%
- 5Y*
- 14.00%
- 10Y*
- 18.01%
SGRNX vs. TBCIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SGRNX Allspring Growth Fund | 7.48% | 15.34% | 29.43% | 34.06% | -36.92% | 7.43% | 49.20% | 37.61% | 0.69% | 35.24% |
TBCIX T. Rowe Price Blue Chip Growth Fund I Class | 6.27% | 18.94% | 48.73% | 49.61% | -38.48% | 18.30% | 34.90% | 30.30% | 2.13% | 36.68% |
Correlation
The correlation between SGRNX and TBCIX is 0.86, 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 | 0.86 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.90 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.93 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.93 |
Correlation (All Time) Calculated using the full available price history since Jan 5, 2016 | 0.93 |
The correlation between SGRNX and TBCIX has been stable across timeframes, ranging from 0.86 to 0.93 - a consistent structural relationship.
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Return for Risk
SGRNX vs. TBCIX — Risk / Return Rank
SGRNX
TBCIX
SGRNX vs. TBCIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Allspring Growth Fund (SGRNX) 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.
| SGRNX | TBCIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.16 | 1.59 | -0.42 |
Sortino ratioReturn per unit of downside risk | 1.66 | 2.20 | -0.54 |
Omega ratioGain probability vs. loss probability | 1.21 | 1.27 | -0.06 |
Calmar ratioReturn relative to maximum drawdown | 1.14 | 1.47 | -0.33 |
Martin ratioReturn relative to average drawdown | 3.57 | 4.99 | -1.42 |
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
| SGRNX | TBCIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.16 | 1.59 | -0.42 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.30 | 0.59 | -0.28 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.62 | 0.79 | -0.18 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.42 | 0.76 | -0.34 |
Drawdowns
SGRNX vs. TBCIX - Drawdown Comparison
The maximum SGRNX drawdown since its inception was -52.68%, which is greater than TBCIX's maximum drawdown of -43.26%. Use the drawdown chart below to compare losses from any high point for SGRNX and TBCIX.
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Drawdown Indicators
| SGRNX | TBCIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -52.68% | -43.26% | -9.42% |
Max Drawdown (1Y)Largest decline over 1 year | -18.99% | -16.96% | -2.03% |
Max Drawdown (3Y)Largest decline over 3 years | -25.66% | -23.06% | -2.60% |
Max Drawdown (5Y)Largest decline over 5 years | -49.79% | -43.26% | -6.53% |
Max Drawdown (10Y)Largest decline over 10 years | -49.79% | -43.26% | -6.53% |
Current DrawdownCurrent decline from peak | 0.00% | 0.00% | 0.00% |
Average DrawdownAverage peak-to-trough decline | -15.63% | -8.07% | -7.56% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.07% | 5.01% | +1.06% |
Volatility
SGRNX vs. TBCIX - Volatility Comparison
Allspring Growth Fund (SGRNX) has a higher volatility of 4.68% compared to T. Rowe Price Blue Chip Growth Fund I Class (TBCIX) at 3.44%. This indicates that SGRNX's price experiences larger fluctuations and is considered to be riskier 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
| SGRNX | TBCIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.68% | 3.44% | +1.24% |
Volatility (6M)Calculated over the trailing 6-month period | 14.32% | 12.00% | +2.32% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.37% | 15.65% | +2.72% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 25.87% | 23.91% | +1.96% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 24.49% | 22.76% | +1.73% |
SGRNX vs. TBCIX - Expense Ratio Comparison
SGRNX has a 0.75% expense ratio, which is higher than TBCIX's 0.56% expense ratio.
Dividends
SGRNX vs. TBCIX - Dividend Comparison
SGRNX's dividend yield for the trailing twelve months is around 19.71%, more than TBCIX's 4.90% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SGRNX Allspring Growth Fund | 19.71% | 21.19% | 21.72% | 7.14% | 4.93% | 16.48% | 10.02% | 9.81% | 19.24% | 27.01% | 18.95% | 13.11% |
TBCIX T. Rowe Price Blue Chip Growth Fund I Class | 4.90% | 5.20% | 18.28% | 3.47% | 5.84% | 10.03% | 1.18% | 0.59% | 2.50% | 3.05% | 0.81% | 0.00% |
Frequently Asked Questions
SGRNX and TBCIX have a correlation of 0.86, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
SGRNX has higher volatility (4.68%) compared to TBCIX (3.44%). In terms of maximum drawdown, SGRNX dropped -52.68% vs TBCIX's -43.26%.
TBCIX currently has the higher Sharpe Ratio (1.59 vs 1.16), 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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