TRBCX vs. BOND
Compare and contrast key facts about T. Rowe Price Blue Chip Growth Fund (TRBCX) and PIMCO Active Bond ETF (BOND).
TRBCX is managed by T. Rowe Price. It was launched on Jun 30, 1993. BOND is an actively managed fund by PIMCO. It was launched on Mar 1, 2012.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: TRBCX or BOND.
Key characteristics
| TRBCX | BOND | |
|---|---|---|
| YTD Return | 35.92% | 3.55% |
| 1Y Return | 47.46% | 11.10% |
| 3Y Return (Ann) | 6.45% | -1.90% |
| 5Y Return (Ann) | 15.98% | 0.44% |
| 10Y Return (Ann) | 14.93% | 1.99% |
| Sharpe Ratio | 2.55 | 1.83 |
| Sortino Ratio | 3.31 | 2.66 |
| Omega Ratio | 1.47 | 1.33 |
| Calmar Ratio | 2.35 | 0.66 |
| Martin Ratio | 14.04 | 7.74 |
| Ulcer Index | 3.30% | 1.34% |
| Daily Std Dev | 18.17% | 5.68% |
| Max Drawdown | -54.56% | -19.71% |
| Current Drawdown | 0.00% | -6.40% |
Correlation
The correlation between TRBCX and BOND is -0.01. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
Performance
TRBCX vs. BOND - Performance Comparison
In the year-to-date period, TRBCX achieves a 35.92% return, which is significantly higher than BOND's 3.55% return. Over the past 10 years, TRBCX has outperformed BOND with an annualized return of 14.93%, while BOND has yielded a comparatively lower 1.99% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
TRBCX vs. BOND - Expense Ratio Comparison
TRBCX has a 0.69% expense ratio, which is higher than BOND's 0.57% expense ratio.
Risk-Adjusted Performance
TRBCX vs. BOND - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for T. Rowe Price Blue Chip Growth Fund (TRBCX) and PIMCO Active Bond ETF (BOND). 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.
Dividends
TRBCX vs. BOND - Dividend Comparison
TRBCX's dividend yield for the trailing twelve months is around 2.57%, less than BOND's 5.54% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TRBCX T. Rowe Price Blue Chip Growth Fund | 2.57% | 3.49% | 5.87% | 9.38% | 1.19% | 0.36% | 2.44% | 2.94% | 0.67% | 3.26% | 4.85% | 0.00% |
BOND PIMCO Active Bond ETF | 5.54% | 4.78% | 3.44% | 2.58% | 2.66% | 3.38% | 3.47% | 2.87% | 2.85% | 4.14% | 4.13% | 2.82% |
Drawdowns
TRBCX vs. BOND - Drawdown Comparison
The maximum TRBCX drawdown since its inception was -54.56%, which is greater than BOND's maximum drawdown of -19.71%. Use the drawdown chart below to compare losses from any high point for TRBCX and BOND. For additional features, visit the drawdowns tool.
Volatility
TRBCX vs. BOND - Volatility Comparison
T. Rowe Price Blue Chip Growth Fund (TRBCX) has a higher volatility of 4.93% compared to PIMCO Active Bond ETF (BOND) at 1.55%. This indicates that TRBCX's price experiences larger fluctuations and is considered to be riskier than BOND based on this measure. The chart below showcases a comparison of their rolling one-month volatility.