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TBCIX: T. ROWE PRICE BLUE CHIP GROWTH FUND INC. T. ROWE PRICE BLUE CHIP GROWTH FUND-I CLASS (MUTUAL FUND)
Basic Info 165.5 0.58(0.35%) April 18
Asset Class: | Large Growth |
MyPlanIQ Rating: | Not Rated |
Start Date: | 12/17/2015 |
Last Dividend Date: | 12/13/2023 |
12-Mo. Yield | 3.52% |
Expenses | 1.23% |
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Performance Analytics (As of 04/16/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | Since 12/17/2015 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | -4.1 | 10.2 | 40.6 | 3.4 | 12.1 | 13.9 | 49.6 | -38.5 | 17.7 | 34.9 | 30.3 | 2.1 | 36.7 | 1.1 | -0.0 |
Sharpe Ratio | NA | 3.18 | 2.69 | 0.1 | 0.43 | 0.58 | 2.61 | -1.13 | 0.96 | 0.98 | 1.87 | 0.04 | 3.73 | 0.06 | -0.08 |
Draw Down(%) | NA | 2.7 | 9.5 | 43.6 | 43.6 | 43.6 | 9.5 | 40.9 | 9.1 | 30.8 | 8.2 | 20.7 | 2.9 | 16.6 | 1.8 |
Standard Deviation(%) | NA | 16.4 | 16.2 | 24.8 | 26.0 | 22.7 | 17.6 | 35.3 | 18.4 | 35.4 | 15.4 | 22.0 | 9.7 | 15.7 | 15.8 |
Treynor Ratio | NA | 0.39 | 0.35 | 0.02 | 0.1 | 0.11 | 0.38 | -0.29 | 0.15 | 0.36 | 0.25 | 0.01 | 0.3 | 0.01 | -0.01 |
Alpha | NA | 0.04 | 0.04 | -0.02 | -0.01 | 0.0 | 0.05 | -0.07 | -0.05 | 0.05 | -0.02 | 0.03 | 0.03 | -0.04 | -0.02 |
Beta | NA | 1.33 | 1.25 | 1.33 | 1.13 | 1.14 | 1.22 | 1.39 | 1.21 | 0.97 | 1.17 | 1.22 | 1.19 | 1.12 | 0.93 |
RSquared | NA | 0.85 | 0.82 | 0.87 | 0.86 | 0.86 | 0.83 | 0.91 | 0.74 | 0.9 | 0.89 | 0.9 | 0.67 | 0.87 | 0.95 |
Yield(%) | N/A | 0.0 | 4.3 | 5.3 | 5.4 | N/A | 5.0 | 3.4 | 10.4 | 1.5 | 0.8 | 2.5 | 4.0 | 0.8 | 0.0 |
Dividend Growth(%) | N/A | -100.0 | -14.2 | 453.5 | N/A | N/A | -14.2 | -64.2 | 764.8 | 164.9 | -69.2 | -18.1 | 396.6 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/17/2015
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