Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TRZBX (T. Rowe Price Blue Chip Growth Fund Z Class) | 1.20% | 17.55% | 23.93% | 11.26% | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 02/25/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TRZBX (T. Rowe Price Blue Chip Growth Fund Z Class) | 02/25/2021 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -4.52 | 17.55 | 23.93 | 11.26 | NA | NA | NA | … | … | 1.20 | 19.62 | 36.50 | 50.46 | -38.12 | 18.00 |
| Sharpe Ratio | NA | 0.90 | 1.04 | 0.37 | NA | NA | NA | … | … | 0.02 | 0.70 | 1.83 | 2.69 | -1.13 | 1.20 |
| Standard Deviation(%) | NA | 16.51 | 19.87 | 23.51 | NA | NA | NA | … | … | 18.60 | 23.96 | 17.96 | 17.56 | 35.25 | 17.79 |
| Draw Down(%) | NA | 16.76 | 22.60 | 43.25 | NA | NA | NA | … | … | 15.36 | 22.60 | 12.83 | 9.34 | 40.56 | 9.06 |
| Yield(%) | 0.00 | 5.66 | 8.42 | 6.61 | 3.52 | 2.35 | 1.76 | … | … | 0.00 | 5.83 | 12.15 | 5.02 | 3.40 | 10.81 |
Data as of 06/05/2026, Common starting date is 02/25/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TRZBX (T. Rowe Price Blue Chip Growth Fund Z Class) |
3.79%
Apr 2021 – Apr 2024 |
9.71%
Mar 2021 – Mar 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TRZBX (T. Rowe Price Blue Chip Growth Fund Z Class) |
34.93%
Dec 2022 – Dec 2025 |
12.35%
May 2021 – May 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart
