TTMIX vs. TBCIX

Last updated Jun 4, 2026

TTMIX (T. Rowe Price Total Return Fund Class I) and TBCIX (T. Rowe Price Blue Chip Growth Fund I Class) are both mutual funds - TTMIX is a Global Allocation fund managed by T. Rowe Price, while TBCIX is a Large Cap Growth Equities fund managed by T. Rowe Price. Over the past 10 years, TTMIX returned 14.87%/yr vs 17.93%/yr for TBCIX. Their correlation of 0.92 suggests significant overlap in exposure. TTMIX charges 0.37%/yr vs 0.56%/yr for TBCIX.

Performance

TTMIX vs. TBCIX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in T. Rowe Price Total Return Fund Class I (TTMIX) and T. Rowe Price Blue Chip Growth Fund I Class (TBCIX). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, TTMIX achieves a 4.11% return, which is significantly lower than TBCIX's 5.54% return. Over the past 10 years, TTMIX has underperformed TBCIX with an annualized return of 14.87%, while TBCIX has yielded a comparatively higher 17.93% annualized return.

TTMIX

• 1D: -0.38%
• 1M: 4.29%
• YTD: 4.11%
• 6M: 2.80%
• 1Y: 4.25%
• 3Y*: 21.19%
• 5Y*: 5.98%
• 10Y*: 14.87%

TBCIX

• 1D: -0.69%
• 1M: 5.17%
• YTD: 5.54%
• 6M: 5.71%
• 1Y: 22.23%
• 3Y*: 29.00%
• 5Y*: 14.09%
• 10Y*: 17.93%

*Multi-year figures are annualized to reflect compound growth (CAGR)

TTMIX vs. TBCIX - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
TTMIX T. Rowe Price Total Return Fund Class I	4.11%	6.97%	38.33%	39.41%	-40.85%	9.92%	53.86%	35.84%	-1.73%	33.14%
TBCIX T. Rowe Price Blue Chip Growth Fund I Class	5.54%	18.94%	48.73%	49.61%	-38.48%	18.30%	34.90%	30.30%	2.13%	36.68%

Correlation

The correlation between TTMIX and TBCIX is 0.76, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.76
Correlation (3Y) Calculated over the trailing 3-year period	0.88
Correlation (5Y) Calculated over the trailing 5-year period	0.92
Correlation (10Y) Calculated over the trailing 10-year period	0.92
Correlation (All Time) Calculated using the full available price history since Mar 29, 2016	0.92

The correlation between TTMIX and TBCIX shifts across timeframes, from 0.76 (1 year) to 0.92 (5 years), reflecting how their relationship changes across market environments.

Return for Risk

TTMIX vs. TBCIX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

TTMIX

TTMIX Risk / Return Rank: 4
TTMIX Sharpe Ratio Rank: 4
TTMIX Sortino Ratio Rank: 4
TTMIX Omega Ratio Rank: 4
TTMIX Calmar Ratio Rank: 4
TTMIX Martin Ratio Rank: 4

TBCIX

TBCIX Risk / Return Rank: 21
TBCIX Sharpe Ratio Rank: 27
TBCIX Sortino Ratio Rank: 25
TBCIX Omega Ratio Rank: 24
TBCIX Calmar Ratio Rank: 15
TBCIX Martin Ratio Rank: 16

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

TTMIX vs. TBCIX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for T. Rowe Price Total Return Fund Class I (TTMIX) 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.

	TTMIX	TBCIX	Difference
Sharpe ratio: Return per unit of total volatility	0.28	1.47	-1.20
Sortino ratio: Return per unit of downside risk	0.49	2.06	-1.57
Omega ratio: Gain probability vs. loss probability	1.06	1.26	-0.20
Calmar ratio: Return relative to maximum drawdown	0.23	1.36	-1.12
Martin ratio: Return relative to average drawdown	0.56	4.57	-4.01
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

TTMIX vs. TBCIX - Sharpe Ratio Comparison

The current TTMIX Sharpe Ratio is 0.28, which is lower than the TBCIX Sharpe Ratio of 1.47. The chart below compares the historical Sharpe Ratios of TTMIX and TBCIX, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Sharpe Ratios by Period

	TTMIX	TBCIX	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	0.28	1.47	-1.20
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.28	0.59	-0.31
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	0.72	0.79	-0.07
Sharpe Ratio (All Time) Calculated using the full available price history	0.74	0.76	-0.02

Drawdowns

TTMIX vs. TBCIX - Drawdown Comparison

The maximum TTMIX drawdown since its inception was -47.11%, which is greater than TBCIX's maximum drawdown of -43.26%. Use the drawdown chart below to compare losses from any high point for TTMIX and TBCIX.

Drawdown Indicators

	TTMIX	TBCIX	Difference
Max Drawdown Largest peak-to-trough decline	-47.11%	-43.26%	-3.85%
Max Drawdown (1Y) Largest decline over 1 year	-17.25%	-16.96%	-0.29%
Max Drawdown (3Y) Largest decline over 3 years	-20.68%	-23.06%	+2.38%
Max Drawdown (5Y) Largest decline over 5 years	-47.11%	-43.26%	-3.85%
Max Drawdown (10Y) Largest decline over 10 years	-47.11%	-43.26%	-3.85%
Current Drawdown Current decline from peak	-4.08%	-0.69%	-3.39%
Average Drawdown Average peak-to-trough decline	-10.27%	-8.07%	-2.20%
Ulcer Index Depth and duration of drawdowns from previous peaks	7.16%	5.01%	+2.15%

Volatility

TTMIX vs. TBCIX - Volatility Comparison

T. Rowe Price Total Return Fund Class I (TTMIX) and T. Rowe Price Blue Chip Growth Fund I Class (TBCIX) have volatilities of 3.67% and 3.57%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	TTMIX	TBCIX	Difference
Volatility (1M) Calculated over the trailing 1-month period	3.67%	3.57%	+0.10%
Volatility (6M) Calculated over the trailing 6-month period	10.95%	12.01%	-1.06%
Volatility (1Y) Calculated over the trailing 1-year period	14.55%	15.64%	-1.09%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	21.21%	23.91%	-2.70%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	20.73%	22.76%	-2.03%

TTMIX vs. TBCIX - Expense Ratio Comparison

TTMIX has a 0.37% expense ratio, which is lower than TBCIX's 0.56% expense ratio.

Dividends

TTMIX vs. TBCIX - Dividend Comparison

TTMIX's dividend yield for the trailing twelve months is around 24.28%, more than TBCIX's 4.93% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016
TBCIX T. Rowe Price Blue Chip Growth Fund I Class	4.93%	5.20%	18.28%	3.47%	5.84%	10.03%	1.18%	0.59%	2.50%	3.05%	0.81%
TTMIX T. Rowe Price Total Return Fund Class I	24.28%	25.27%	7.45%	7.80%	17.43%	8.53%	5.27%	2.44%	1.41%	2.47%	2.23%

Frequently Asked Questions

Can I hold both TTMIX and TBCIX in my portfolio?

TTMIX and TBCIX have a correlation of 0.76, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, TTMIX or TBCIX?

TTMIX has higher volatility (3.67%) compared to TBCIX (3.57%). In terms of maximum drawdown, TTMIX dropped -47.11% vs TBCIX's -43.26%.

Which has better risk-adjusted returns?

TBCIX currently has the higher Sharpe Ratio (1.47 vs 0.28), 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.