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VCTPX vs. VCBCX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

VCTPX vs. VCBCX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in VALIC Company I Inflation Protected Fund (VCTPX) and VALIC Company I Blue Chip Growth Fund (VCBCX). The values are adjusted to include any dividend payments, if applicable.

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VCTPX vs. VCBCX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
VCTPX
VALIC Company I Inflation Protected Fund
0.73%4.22%1.15%4.03%-10.23%5.10%8.76%8.66%-3.13%4.86%
VCBCX
VALIC Company I Blue Chip Growth Fund
-13.29%7.70%34.71%44.42%-38.26%16.36%35.27%29.63%-3.72%36.31%

Returns By Period

In the year-to-date period, VCTPX achieves a 0.73% return, which is significantly higher than VCBCX's -13.29% return. Over the past 10 years, VCTPX has underperformed VCBCX with an annualized return of 2.32%, while VCBCX has yielded a comparatively higher 12.26% annualized return.


VCTPX

1D
0.58%
1M
-1.27%
YTD
0.73%
6M
0.73%
1Y
3.28%
3Y*
2.20%
5Y*
1.23%
10Y*
2.32%

VCBCX

1D
-0.43%
1M
-8.54%
YTD
-13.29%
6M
-12.39%
1Y
13.66%
3Y*
16.10%
5Y*
5.41%
10Y*
12.26%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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VCTPX vs. VCBCX - Expense Ratio Comparison

VCTPX has a 0.52% expense ratio, which is lower than VCBCX's 0.76% expense ratio.


Return for Risk

VCTPX vs. VCBCX — Risk / Return Rank

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

VCTPX
VCTPX Risk / Return Rank: 4646
Overall Rank
VCTPX Sharpe Ratio Rank: 5252
Sharpe Ratio Rank
VCTPX Sortino Ratio Rank: 4747
Sortino Ratio Rank
VCTPX Omega Ratio Rank: 4242
Omega Ratio Rank
VCTPX Calmar Ratio Rank: 5252
Calmar Ratio Rank
VCTPX Martin Ratio Rank: 4040
Martin Ratio Rank

VCBCX
VCBCX Risk / Return Rank: 2424
Overall Rank
VCBCX Sharpe Ratio Rank: 2626
Sharpe Ratio Rank
VCBCX Sortino Ratio Rank: 3131
Sortino Ratio Rank
VCBCX Omega Ratio Rank: 2828
Omega Ratio Rank
VCBCX Calmar Ratio Rank: 1717
Calmar Ratio Rank
VCBCX Martin Ratio Rank: 1717
Martin Ratio Rank
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.

VCTPX vs. VCBCX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for VALIC Company I Inflation Protected Fund (VCTPX) and VALIC Company I Blue Chip Growth Fund (VCBCX). 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.


VCTPXVCBCXDifference

Sharpe ratio

Return per unit of total volatility

0.99

0.65

+0.35

Sortino ratio

Return per unit of downside risk

1.39

1.11

+0.28

Omega ratio

Gain probability vs. loss probability

1.19

1.15

+0.04

Calmar ratio

Return relative to maximum drawdown

1.27

0.50

+0.76

Martin ratio

Return relative to average drawdown

4.18

1.74

+2.44

VCTPX vs. VCBCX - Sharpe Ratio Comparison

The current VCTPX Sharpe Ratio is 0.99, which is higher than the VCBCX Sharpe Ratio of 0.65. The chart below compares the historical Sharpe Ratios of VCTPX and VCBCX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


VCTPXVCBCXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.99

0.65

+0.35

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.22

0.23

-0.01

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.48

0.54

-0.06

Sharpe Ratio (All Time)

Calculated using the full available price history

0.25

0.29

-0.04

Correlation

The correlation between VCTPX and VCBCX is -0.04. 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.


Dividends

VCTPX vs. VCBCX - Dividend Comparison

VCTPX's dividend yield for the trailing twelve months is around 2.59%, less than VCBCX's 16.88% yield.


TTM202520242023202220212020201920182017
VCTPX
VALIC Company I Inflation Protected Fund
2.59%0.00%13.97%13.35%8.00%1.86%2.20%1.63%1.98%0.39%
VCBCX
VALIC Company I Blue Chip Growth Fund
16.88%0.00%10.23%16.65%25.75%8.99%8.63%11.48%0.07%8.44%

Drawdowns

VCTPX vs. VCBCX - Drawdown Comparison

The maximum VCTPX drawdown since its inception was -17.48%, smaller than the maximum VCBCX drawdown of -55.01%. Use the drawdown chart below to compare losses from any high point for VCTPX and VCBCX.


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Drawdown Indicators


VCTPXVCBCXDifference

Max Drawdown

Largest peak-to-trough decline

-17.48%

-55.01%

+37.53%

Max Drawdown (1Y)

Largest decline over 1 year

-3.45%

-15.94%

+12.49%

Max Drawdown (5Y)

Largest decline over 5 years

-12.81%

-43.31%

+30.50%

Max Drawdown (10Y)

Largest decline over 10 years

-12.81%

-43.31%

+30.50%

Current Drawdown

Current decline from peak

-1.27%

-15.94%

+14.67%

Average Drawdown

Average peak-to-trough decline

-5.88%

-13.55%

+7.67%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.04%

4.60%

-3.56%

Volatility

VCTPX vs. VCBCX - Volatility Comparison

The current volatility for VALIC Company I Inflation Protected Fund (VCTPX) is 1.32%, while VALIC Company I Blue Chip Growth Fund (VCBCX) has a volatility of 4.90%. This indicates that VCTPX experiences smaller price fluctuations and is considered to be less risky than VCBCX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


VCTPXVCBCXDifference

Volatility (1M)

Calculated over the trailing 1-month period

1.32%

4.90%

-3.58%

Volatility (6M)

Calculated over the trailing 6-month period

2.14%

11.08%

-8.94%

Volatility (1Y)

Calculated over the trailing 1-year period

3.94%

21.48%

-17.54%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

5.61%

23.87%

-18.26%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

4.86%

22.72%

-17.86%