TRBUX vs. TBCIX
Compare and contrast key facts about T. Rowe Price Ultra Short-Term Bond Fund (TRBUX) and T. Rowe Price Blue Chip Growth Fund I Class (TBCIX).
TRBUX is managed by T. Rowe Price. It was launched on Dec 3, 2012. TBCIX is managed by T. Rowe Price.
Performance
TRBUX vs. TBCIX - Performance Comparison
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TRBUX vs. TBCIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
TRBUX T. Rowe Price Ultra Short-Term Bond Fund | 0.65% | 8.98% | 6.48% | 6.99% | -1.28% | 0.22% | 3.11% | 3.60% | 1.88% | 1.83% |
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, TRBUX achieves a 0.65% return, which is significantly higher than TBCIX's -14.54% return. Over the past 10 years, TRBUX has underperformed TBCIX with an annualized return of 3.34%, while TBCIX has yielded a comparatively higher 15.65% annualized return.
TRBUX
- 1D
- 0.00%
- 1M
- -0.39%
- YTD
- 0.65%
- 6M
- 3.19%
- 1Y
- 8.39%
- 3Y*
- 7.01%
- 5Y*
- 4.28%
- 10Y*
- 3.34%
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%
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TRBUX vs. TBCIX - Expense Ratio Comparison
TRBUX has a 0.31% expense ratio, which is lower than TBCIX's 0.56% expense ratio.
Return for Risk
TRBUX vs. TBCIX — Risk / Return Rank
TRBUX
TBCIX
TRBUX vs. TBCIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for T. Rowe Price Ultra Short-Term Bond Fund (TRBUX) 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.
| TRBUX | TBCIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 4.54 | 0.54 | +4.01 |
Sortino ratioReturn per unit of downside risk | 14.92 | 0.94 | +13.98 |
Omega ratioGain probability vs. loss probability | 5.90 | 1.13 | +4.77 |
Calmar ratioReturn relative to maximum drawdown | 22.36 | 0.50 | +21.86 |
Martin ratioReturn relative to average drawdown | 69.43 | 1.75 | +67.68 |
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
| TRBUX | TBCIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 4.54 | 0.54 | +4.01 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 2.55 | 0.44 | +2.12 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 2.21 | 0.69 | +1.52 |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.95 | 0.66 | +1.28 |
Correlation
The correlation between TRBUX and TBCIX is 0.02, 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
TRBUX vs. TBCIX - Dividend Comparison
TRBUX's dividend yield for the trailing twelve months is around 8.06%, more than TBCIX's 6.09% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TRBUX T. Rowe Price Ultra Short-Term Bond Fund | 8.06% | 8.17% | 5.05% | 4.48% | 1.53% | 1.21% | 1.86% | 2.73% | 2.47% | 1.62% | 1.18% | 0.81% |
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% | 0.00% |
Drawdowns
TRBUX vs. TBCIX - Drawdown Comparison
The maximum TRBUX drawdown since its inception was -4.15%, smaller than the maximum TBCIX drawdown of -43.26%. Use the drawdown chart below to compare losses from any high point for TRBUX and TBCIX.
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Drawdown Indicators
| TRBUX | TBCIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -4.15% | -43.26% | +39.11% |
Max Drawdown (1Y)Largest decline over 1 year | -0.39% | -16.96% | +16.57% |
Max Drawdown (5Y)Largest decline over 5 years | -2.68% | -43.26% | +40.58% |
Max Drawdown (10Y)Largest decline over 10 years | -4.15% | -43.26% | +39.11% |
Current DrawdownCurrent decline from peak | -0.39% | -16.96% | +16.57% |
Average DrawdownAverage peak-to-trough decline | -0.22% | -8.15% | +7.93% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.13% | 4.87% | -4.74% |
Volatility
TRBUX vs. TBCIX - Volatility Comparison
The current volatility for T. Rowe Price Ultra Short-Term Bond Fund (TRBUX) is 0.27%, while T. Rowe Price Blue Chip Growth Fund I Class (TBCIX) has a volatility of 5.58%. This indicates that TRBUX 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
| TRBUX | TBCIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.27% | 5.58% | -5.31% |
Volatility (6M)Calculated over the trailing 6-month period | 1.32% | 11.76% | -10.44% |
Volatility (1Y)Calculated over the trailing 1-year period | 2.06% | 22.49% | -20.43% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 1.70% | 23.88% | -22.18% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 1.52% | 22.69% | -21.17% |