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RRBGX: T. ROWE PRICE BLUE CHIP GROWTH FUND INC. T. ROWE PRICE BLUE CHIP GROWTH FUND-R CLASS (MUTUAL FUND)
Basic Info 147.48 1.41(0.97%) April 22
Asset Class: | LARGE GROWTH |
MyPlanIQ Rating: | (40%) |
Start Date: | 11/06/2002 |
Last Dividend Date: | 12/13/2023 |
12-Mo. Yield | 3.88% |
Expenses | 1.23% |
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Performance Analytics (As of 04/19/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 11/06/2002 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | -2.4 | 8.5 | 38.5 | 2.8 | 11.2 | 13.1 | 15.5 | 10.3 | 10.8 | 48.7 | -38.9 | 16.9 | 34.0 | 29.3 | 1.5 | 35.8 | 0.5 | 10.6 | 8.6 | 40.9 | 17.8 | 1.0 | 15.9 | 42.0 | -42.9 | 12.6 | 9.3 | 5.5 | 8.8 | 29.2 | -6.2 |
Sharpe Ratio | NA | 1.36 | 1.99 | 0.0 | 0.36 | 0.55 | NA | NA | 0.45 | 2.55 | -1.15 | 0.92 | 0.95 | 1.8 | 0.01 | 3.77 | 0.02 | 0.61 | 0.56 | 3.08 | 1.18 | 0.04 | 0.79 | 1.57 | -1.07 | 0.56 | 0.52 | 0.31 | 0.64 | 1.56 | -1.59 |
Draw Down(%) | NA | 6.5 | 9.6 | 43.9 | 43.9 | 43.9 | NA | NA | 54.8 | 9.6 | 41.2 | 9.2 | 30.8 | 8.3 | 20.8 | 3.0 | 16.6 | 12.9 | 10.1 | 6.5 | 11.3 | 19.2 | 17.1 | 18.6 | 52.4 | 9.4 | 9.3 | 8.5 | 10.5 | 13.0 | 7.8 |
Standard Deviation(%) | NA | 17.0 | 16.4 | 24.8 | 26.1 | 21.7 | NA | NA | 21.4 | 17.6 | 35.3 | 18.4 | 35.4 | 15.5 | 21.9 | 9.4 | 15.7 | 17.3 | 15.4 | 13.2 | 15.2 | 25.8 | 20.1 | 26.6 | 40.8 | 17.0 | 11.7 | 10.8 | 12.4 | 18.3 | 22.7 |
Treynor Ratio | NA | 0.26 | 0.36 | 0.0 | 0.1 | 0.13 | NA | NA | 0.1 | 0.5 | -0.43 | 0.21 | 0.35 | 0.39 | 0.0 | 0.34 | 0.0 | 0.1 | 0.08 | 0.38 | 0.17 | 0.01 | 0.15 | 0.39 | -0.4 | 0.09 | 0.07 | 0.04 | 0.1 | 0.3 | -0.38 |
Alpha | NA | 0.04 | 0.03 | 0.01 | 0.0 | 0.0 | NA | NA | 0.0 | 0.02 | -0.01 | 0.02 | -0.06 | -0.01 | 0.0 | 0.01 | 0.01 | 0.01 | -0.02 | 0.01 | 0.0 | 0.01 | 0.01 | 0.01 | -0.01 | 0.01 | 0.03 | -0.02 | 0.01 | 0.02 | 0.05 |
Beta | NA | 0.9 | 0.9 | 0.92 | 0.93 | 0.94 | NA | NA | 0.98 | 0.91 | 0.94 | 0.82 | 0.97 | 0.71 | 1.04 | 1.04 | 1.04 | 1.05 | 1.11 | 1.07 | 1.03 | 0.97 | 1.04 | 1.07 | 1.08 | 1.02 | 0.88 | 0.88 | 0.82 | 0.94 | 0.95 |
RSquared | NA | 0.97 | 0.95 | 0.96 | 0.96 | 0.94 | NA | NA | 0.95 | 0.94 | 0.98 | 0.9 | 0.97 | 0.7 | 0.98 | 0.92 | 0.97 | 0.96 | 0.97 | 0.95 | 0.96 | 0.99 | 0.98 | 0.97 | 0.98 | 0.97 | 0.94 | 0.93 | 0.93 | 0.97 | 0.98 |
Yield(%) | N/A | 0.0 | 4.7 | 5.6 | 5.5 | 6.5 | 11.3 | 6.9 | N/A | 5.5 | 3.7 | 10.5 | 1.6 | 0.4 | 2.5 | 3.4 | 0.7 | 3.6 | 5.2 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.2 | 0.0 | 0.3 | 0.1 | 0.0 |
Dividend Growth(%) | N/A | -100.0 | -14.2 | 488.6 | 174.4 | 30976.9 | N/A | N/A | N/A | -14.2 | -62.1 | 717.9 | 476.5 | -85.5 | -2.1 | 443.2 | -81.4 | -27.6 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | -100.0 | N/A | -100.0 | 166.7 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 11/06/2002
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