Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| TRZBX (T. Rowe Price Blue Chip Growth Fund Z Class) | 9.87% | 20.13% | 27.32% | NA | NA | NA | NA | 13.29% |
Data as of 07/17/2025, AR inception 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 | 07/17/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.95 | 20.13 | 27.32 | NA | NA | NA | NA | 13.29 | 9.87 | 36.50 | 50.46 | -38.12 | 18.00 |
| Sharpe Ratio | NA | 0.50 | 1.01 | NA | NA | NA | NA | 0.39 | 0.48 | 1.83 | 2.69 | -1.13 | 1.20 |
| Standard Deviation(%) | NA | 25.46 | 22.78 | NA | NA | NA | NA | 24.46 | 29.87 | 17.96 | 17.56 | 35.25 | 17.79 |
| Draw Down(%) | NA | 22.60 | 23.94 | NA | NA | NA | NA | 43.25 | 22.60 | 12.83 | 9.34 | 40.56 | 9.06 |
| Yield(%) | 0.00 | 9.59 | 8.16 | 5.71 | 2.86 | 1.90 | 1.43 | 7.14 | 0.00 | 12.15 | 5.02 | 3.40 | 10.81 |
Data as of 07/17/2025, AR inception 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 |
0.00%
NA |
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) |
27.76%
Jun 2022 - Jun 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart