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TRBCX: T. Rowe Price Blue Chip Growth (MUTUAL FUND)
Basic Info 118.45 0.99(0.84%) March 30
Asset Class: | LARGE GROWTH |
MyPlanIQ Rating: | (100%) |
Start Date: | 07/01/1993 |
Last Dividend Date: | 12/13/2022 |
12-Mo. Yield | 0.00% |
Expenses | 0.72% |
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Performance Analytics (As of 03/29/2023)
Not up-to-date? TryLast 1 Week* | YTD*(2023) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Inception** | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
AR(%) | 1.4 | 14.4 | -17.7 | 10.4 | 8.1 | 13.1 | 11.1 | 10.5 | -35.0 | 7.4 | 34.7 | 30.0 | 2.0 | 36.5 | 1.0 | 11.1 | 9.3 | 41.6 | 18.4 | 1.5 | 16.5 | 42.6 | -42.6 | 13.0 | 9.7 | 5.9 | 9.2 | 29.8 | -24.2 | -14.4 | -2.5 | 20.0 | 28.8 | 27.6 | 27.8 | 37.2 | -0.2 | 12.9 |
SR | NA | 2.93 | -0.57 | 0.4 | 0.26 | 0.57 | NA | 0.43 | -1.02 | 0.35 | 0.97 | 1.85 | 0.03 | 3.84 | 0.05 | 0.64 | 0.6 | 3.14 | 1.21 | 0.06 | 0.82 | 1.6 | -1.06 | 0.59 | 0.55 | 0.35 | 0.67 | 1.58 | -0.92 | -0.74 | -0.26 | 0.92 | 1.23 | -1.79 | 2.23 | 4.72 | -0.36 | 3.46 |
DD(%) | NA | 8.7 | 34.3 | 43.6 | 43.6 | 43.6 | NA | 54.6 | 40.9 | 16.9 | 30.8 | 8.2 | 20.7 | 2.9 | 16.6 | 12.8 | 10.0 | 6.5 | 11.2 | 19.1 | 17.0 | 18.5 | 52.2 | 9.3 | 9.3 | 8.4 | 10.4 | 13.0 | 33.8 | 32.3 | 18.3 | 12.1 | 24.2 | 9.2 | 7.3 | 3.0 | 6.3 | 3.3 |
SD(%) | NA | 22.3 | 33.1 | 27.8 | 26.9 | 21.8 | NA | 20.7 | 35.9 | 21.4 | 35.4 | 15.4 | 21.9 | 9.4 | 15.7 | 17.3 | 15.4 | 13.2 | 15.3 | 25.8 | 20.1 | 26.6 | 40.8 | 17.0 | 11.7 | 10.8 | 12.4 | 18.3 | 27.6 | 23.1 | 25.8 | 18.3 | 20.8 | 15.4 | 10.8 | 7.1 | 8.8 | 7.2 |
TR | NA | 0.71 | -0.2 | 0.13 | 0.08 | 0.14 | NA | 0.1 | -0.38 | 0.12 | 0.35 | 0.38 | 0.01 | 0.35 | 0.01 | 0.11 | 0.08 | 0.39 | 0.18 | 0.02 | 0.16 | 0.4 | -0.4 | 0.1 | 0.07 | 0.04 | 0.1 | 0.31 | -0.3 | -0.27 | -0.09 | 0.21 | 0.32 | -0.38 | 0.4 | 0.65 | -0.04 | 0.42 |
Alpha(%) | NA | 0.04 | 0.02 | -0.01 | -0.02 | 0.0 | NA | 0.01 | 0.02 | -0.03 | -0.06 | -0.01 | 0.01 | 0.01 | 0.01 | 0.01 | -0.02 | 0.01 | 0.0 | 0.01 | 0.02 | 0.01 | -0.01 | 0.01 | 0.03 | -0.02 | 0.01 | 0.02 | 0.04 | 0.02 | 0.04 | 0.02 | 0.01 | -0.02 | 0.05 | 0.06 | -0.01 | 0.08 |
Beta(%) | NA | 0.91 | 0.96 | 0.85 | 0.88 | 0.92 | NA | 0.88 | 0.95 | 0.6 | 0.97 | 0.74 | 1.04 | 1.04 | 1.05 | 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 | 0.85 | 0.62 | 0.7 | 0.8 | 0.79 | 0.73 | 0.6 | 0.51 | 0.73 | 0.6 |
RS | NA | 0.96 | 0.95 | 0.88 | 0.89 | 0.9 | NA | 0.9 | 0.95 | 0.56 | 0.97 | 0.73 | 0.98 | 0.92 | 0.97 | 0.96 | 0.97 | 0.95 | 0.97 | 0.99 | 0.98 | 0.97 | 0.98 | 0.97 | 0.94 | 0.92 | 0.93 | 0.97 | 0.96 | 0.89 | 0.87 | 0.86 | 0.84 | 0.9 | 0.62 | 0.57 | 0.78 | 0.47 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/01/1993
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