TRBFX vs. TBCIX
Compare and contrast key facts about T. Rowe Price Limited Duration Inflation Focused Bond Fund (TRBFX) and T. Rowe Price Blue Chip Growth Fund I Class (TBCIX).
TRBFX is managed by T. Rowe Price. It was launched on Sep 28, 2006. TBCIX is managed by T. Rowe Price.
Performance
TRBFX vs. TBCIX - Performance Comparison
Loading graphics...
TRBFX vs. TBCIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
TRBFX T. Rowe Price Limited Duration Inflation Focused Bond Fund | 0.71% | 10.17% | 4.60% | 3.01% | -5.19% | 5.77% | 5.65% | 6.53% | 0.28% | 0.80% |
TBCIX T. Rowe Price Blue Chip Growth Fund I Class | -14.54% | 18.94% | 48.73% | 49.61% | -38.48% | 18.30% | 34.90% | 30.30% | 2.13% | 36.68% |
Returns By Period
In the year-to-date period, TRBFX achieves a 0.71% return, which is significantly higher than TBCIX's -14.54% return. Over the past 10 years, TRBFX has underperformed TBCIX with an annualized return of 3.22%, while TBCIX has yielded a comparatively higher 15.65% annualized return.
TRBFX
- 1D
- 0.21%
- 1M
- -0.42%
- YTD
- 0.71%
- 6M
- 4.30%
- 1Y
- 7.34%
- 3Y*
- 5.46%
- 5Y*
- 3.38%
- 10Y*
- 3.22%
TBCIX
- 1D
- -0.35%
- 1M
- -8.84%
- YTD
- -14.54%
- 6M
- -12.75%
- 1Y
- 11.84%
- 3Y*
- 24.77%
- 5Y*
- 10.38%
- 10Y*
- 15.65%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
TRBFX vs. TBCIX - Expense Ratio Comparison
TRBFX has a 0.41% expense ratio, which is lower than TBCIX's 0.56% expense ratio.
Return for Risk
TRBFX vs. TBCIX — Risk / Return Rank
TRBFX
TBCIX
TRBFX vs. TBCIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for T. Rowe Price Limited Duration Inflation Focused Bond Fund (TRBFX) 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.
| TRBFX | TBCIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.87 | 0.54 | +1.33 |
Sortino ratioReturn per unit of downside risk | 4.22 | 0.94 | +3.28 |
Omega ratioGain probability vs. loss probability | 1.67 | 1.13 | +0.54 |
Calmar ratioReturn relative to maximum drawdown | 7.09 | 0.50 | +6.58 |
Martin ratioReturn relative to average drawdown | 22.76 | 1.75 | +21.01 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| TRBFX | TBCIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.87 | 0.54 | +1.33 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.69 | 0.44 | +0.25 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.83 | 0.69 | +0.14 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.82 | 0.66 | +0.15 |
Correlation
The correlation between TRBFX and TBCIX is 0.05, 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
TRBFX vs. TBCIX - Dividend Comparison
TRBFX's dividend yield for the trailing twelve months is around 8.46%, more than TBCIX's 6.09% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
TRBFX T. Rowe Price Limited Duration Inflation Focused Bond Fund | 8.46% | 8.56% | 4.48% | 3.64% | 6.11% | 4.99% | 1.38% | 3.27% | 2.34% | 1.61% | 1.10% |
TBCIX T. Rowe Price Blue Chip Growth Fund I Class | 6.09% | 5.20% | 18.28% | 3.47% | 5.84% | 10.03% | 1.18% | 0.59% | 2.50% | 3.05% | 0.81% |
Drawdowns
TRBFX vs. TBCIX - Drawdown Comparison
The maximum TRBFX drawdown since its inception was -7.33%, smaller than the maximum TBCIX drawdown of -43.26%. Use the drawdown chart below to compare losses from any high point for TRBFX and TBCIX.
Loading graphics...
Drawdown Indicators
| TRBFX | TBCIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -7.33% | -43.26% | +35.93% |
Max Drawdown (1Y)Largest decline over 1 year | -1.24% | -16.96% | +15.72% |
Max Drawdown (5Y)Largest decline over 5 years | -7.33% | -43.26% | +35.93% |
Max Drawdown (10Y)Largest decline over 10 years | -7.33% | -43.26% | +35.93% |
Current DrawdownCurrent decline from peak | -0.63% | -16.96% | +16.33% |
Average DrawdownAverage peak-to-trough decline | -1.34% | -8.15% | +6.81% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.39% | 4.87% | -4.48% |
Volatility
TRBFX vs. TBCIX - Volatility Comparison
The current volatility for T. Rowe Price Limited Duration Inflation Focused Bond Fund (TRBFX) is 0.86%, while T. Rowe Price Blue Chip Growth Fund I Class (TBCIX) has a volatility of 5.58%. This indicates that TRBFX 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.
Loading graphics...
Volatility by Period
| TRBFX | TBCIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.86% | 5.58% | -4.72% |
Volatility (6M)Calculated over the trailing 6-month period | 3.52% | 11.76% | -8.24% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.26% | 22.49% | -18.23% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 4.97% | 23.88% | -18.91% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 3.89% | 22.69% | -18.80% |