PMEGX: T. ROWE PRICE INSTITUTIONAL MID-CAP EQUITY GROWTH FUND T. ROWE PRICE INSTITUTIONAL MID-CAP EQUITY GROWTH FUND (MUTUAL FUND)
Basic Info 68.27 0.83(1.23%) March 27
Asset Class: | Mid-Cap Growth |
MyPlanIQ Rating: | (87%) |
Start Date: | 12/26/1996 |
Last Dividend Date: | 12/19/2023 |
12-Mo. Yield | 1.39% |
Expenses | 0.61% |
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Performance Analytics (As of 03/22/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 03/25/1997 |
2023 | 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 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 1.6 | 8.5 | 26.2 | 4.7 | 10.6 | 11.6 | 15.8 | 11.8 | 11.8 | 20.7 | -23.2 | 15.5 | 23.9 | 33.1 | -2.2 | 26.0 | 6.9 | 6.8 | 13.9 | 38.0 | 14.5 | -1.3 | 29.2 | 46.8 | -40.6 | 18.2 | 6.8 | 15.4 | 19.0 | 40.3 | -21.6 | -1.2 | 7.7 | 25.1 | 21.5 | 18.4 | 1.7 |
Sharpe Ratio | NA | 2.57 | 1.62 | 0.07 | 0.39 | 0.54 | NA | NA | 0.48 | 1.09 | -0.89 | 1.02 | 0.69 | 2.35 | -0.21 | 3.07 | 0.44 | 0.47 | 1.06 | 3.03 | 0.95 | -0.05 | 1.41 | 1.57 | -1.02 | 0.96 | 0.27 | 1.13 | 1.31 | 2.25 | -0.84 | -0.13 | 0.12 | 1.3 | 0.8 | 1.04 | 52.07 |
Draw Down(%) | NA | 2.9 | 14.2 | 32.9 | 37.2 | 37.2 | NA | NA | 55.9 | 14.2 | 30.3 | 8.3 | 37.2 | 7.1 | 19.9 | 3.3 | 14.6 | 10.4 | 9.1 | 4.9 | 11.1 | 23.8 | 15.0 | 22.3 | 54.2 | 9.9 | 13.2 | 6.8 | 11.3 | 12.8 | 35.2 | 26.6 | 15.2 | 15.7 | 32.8 | 12.8 | 0.0 |
Standard Deviation(%) | NA | 12.3 | 13.6 | 19.8 | 22.8 | 18.8 | NA | NA | 21.0 | 15.2 | 27.8 | 15.2 | 34.4 | 13.5 | 16.6 | 8.3 | 15.3 | 14.4 | 13.2 | 12.5 | 15.3 | 26.5 | 20.6 | 29.8 | 40.6 | 15.8 | 13.1 | 11.7 | 13.8 | 17.6 | 26.9 | 26.7 | 28.9 | 16.8 | 22.7 | 14.2 | 5.7 |
Treynor Ratio | NA | 0.39 | 0.25 | 0.02 | 0.1 | 0.11 | NA | NA | 0.11 | 0.19 | -0.29 | 0.19 | 0.25 | 0.34 | -0.04 | 0.26 | 0.07 | 0.08 | 0.15 | 0.41 | 0.16 | -0.01 | 0.31 | 0.47 | -0.49 | 0.17 | 0.04 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Alpha | NA | 0.04 | 0.01 | 0.0 | 0.0 | 0.01 | NA | NA | 0.02 | 0.0 | 0.01 | 0.0 | -0.03 | 0.0 | 0.01 | 0.02 | 0.0 | 0.03 | 0.0 | 0.03 | 0.0 | 0.01 | 0.01 | 0.01 | 0.0 | 0.01 | 0.0 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
Beta | NA | 0.81 | 0.89 | 0.85 | 0.89 | 0.9 | NA | NA | 0.9 | 0.88 | 0.85 | 0.79 | 0.95 | 0.94 | 0.89 | 0.97 | 0.95 | 0.89 | 0.94 | 0.93 | 0.93 | 0.93 | 0.93 | 0.99 | 0.85 | 0.9 | 0.93 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
RSquared | NA | 0.92 | 0.93 | 0.96 | 0.96 | 0.96 | NA | NA | 0.64 | 0.94 | 0.97 | 0.9 | 0.97 | 0.94 | 0.96 | 0.92 | 0.96 | 0.95 | 0.96 | 0.96 | 0.97 | 0.99 | 0.98 | 0.99 | 0.96 | 0.96 | 0.22 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 03/25/1997
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