Find A Portfolio/Ticker
Comparison Box
PRWAX: T. ROWE PRICE NEW AMERICA GROWTH FUND T. ROWE PRICE NEW AMERICA GROWTH FUND (MUTUAL FUND)
Basic Info 69.4 0.28(0.40%) April 18
Asset Class: | LARGE GROWTH |
MyPlanIQ Rating: | (90%) |
Start Date: | 01/08/1986 |
Last Dividend Date: | 12/15/2023 |
12-Mo. Yield | 5.16% |
Expenses | 1.06% |
Sign up to get fund ranking change alerts |
Performance Analytics (As of 04/17/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 05/09/1989 |
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 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | -4.0 | 8.5 | 28.6 | 6.4 | 17.0 | 16.2 | 17.0 | 12.1 | 11.3 | 29.0 | -21.4 | 20.6 | 44.7 | 35.1 | 1.3 | 34.5 | 1.4 | 8.9 | 9.3 | 37.8 | 13.6 | -0.5 | 19.3 | 49.3 | -38.3 | 13.8 | 7.3 | 4.4 | 11.1 | 35.2 | -28.5 | -11.9 | -10.8 | 12.8 | 17.9 | 21.2 | 20.0 | 44.3 | -7.4 | 17.4 | 9.9 | 61.9 | -12.2 | 38.4 | 18.5 | -20.1 | 12.5 |
Sharpe Ratio | NA | 3.39 | 2.51 | 0.32 | 0.74 | 0.83 | NA | NA | 0.46 | 1.95 | -0.91 | 1.36 | 1.31 | 2.37 | 0.0 | 4.24 | 0.07 | 0.5 | 0.62 | 3.11 | 1.03 | -0.02 | 1.03 | 1.89 | -0.96 | 0.69 | 0.34 | 0.21 | 0.81 | 1.89 | -1.01 | -0.48 | -0.53 | 0.55 | 0.62 | 1.14 | 1.27 | 3.94 | -0.88 | 1.27 | 0.51 | 3.68 | -0.9 | 2.62 | 0.9 | -0.79 | 0.6 |
Draw Down(%) | NA | 2.3 | 8.1 | 29.4 | 30.5 | 30.5 | NA | NA | 55.1 | 8.1 | 27.1 | 8.0 | 30.5 | 7.5 | 20.5 | 2.9 | 17.4 | 13.9 | 9.7 | 6.1 | 11.1 | 19.5 | 17.3 | 17.0 | 51.5 | 9.4 | 11.1 | 8.1 | 10.3 | 13.3 | 41.0 | 35.9 | 19.8 | 17.7 | 35.6 | 12.2 | 11.7 | 4.7 | 14.8 | 11.6 | 19.2 | 6.8 | 31.1 | 12.0 | 8.9 | 38.2 | 16.5 |
Standard Deviation(%) | NA | 12.7 | 12.1 | 18.1 | 21.7 | 18.8 | NA | NA | 19.7 | 12.8 | 25.1 | 15.1 | 33.7 | 14.2 | 19.1 | 8.0 | 15.8 | 17.5 | 15.0 | 12.1 | 13.2 | 24.2 | 18.7 | 26.1 | 40.6 | 15.8 | 11.8 | 10.8 | 12.6 | 18.2 | 29.5 | 30.2 | 27.9 | 17.5 | 23.7 | 15.5 | 12.8 | 10.3 | 11.8 | 12.1 | 14.5 | 15.7 | 19.3 | 12.5 | 15.3 | 30.7 | 14.3 |
Treynor Ratio | NA | 0.63 | 0.47 | 0.09 | 0.21 | 0.2 | NA | NA | 0.12 | 0.4 | -0.35 | 0.34 | 0.48 | 0.52 | 0.0 | 0.38 | 0.01 | 0.08 | 0.09 | 0.39 | 0.15 | -0.01 | 0.2 | 0.47 | -0.37 | 0.12 | 0.05 | 0.03 | 0.12 | 0.38 | -0.33 | -0.17 | -0.21 | 0.15 | 0.18 | 0.27 | 0.28 | 0.84 | -0.12 | 0.17 | 0.08 | 0.69 | -0.2 | 0.41 | 0.18 | -1.25 | 0.26 |
Alpha | NA | 0.05 | 0.02 | 0.02 | 0.02 | 0.01 | NA | NA | 0.02 | 0.0 | 0.03 | 0.04 | -0.02 | 0.02 | 0.0 | 0.02 | 0.01 | 0.0 | -0.02 | 0.01 | -0.01 | 0.0 | 0.03 | 0.04 | 0.01 | 0.01 | 0.02 | -0.02 | 0.02 | 0.03 | 0.02 | 0.07 | 0.01 | 0.01 | -0.02 | 0.02 | 0.03 | 0.08 | -0.04 | 0.07 | 0.03 | 0.07 | -0.06 | 0.03 | 0.04 | -0.06 | 0.05 |
Beta | NA | 0.69 | 0.65 | 0.64 | 0.75 | 0.79 | NA | NA | 0.78 | 0.62 | 0.65 | 0.61 | 0.92 | 0.65 | 0.91 | 0.9 | 1.04 | 1.06 | 1.08 | 0.98 | 0.88 | 0.9 | 0.96 | 1.04 | 1.07 | 0.93 | 0.86 | 0.87 | 0.84 | 0.92 | 0.91 | 0.83 | 0.71 | 0.65 | 0.8 | 0.65 | 0.58 | 0.48 | 0.85 | 0.9 | 0.96 | 0.84 | 0.89 | 0.79 | 0.74 | 0.19 | 0.33 |
RSquared | NA | 0.95 | 0.89 | 0.88 | 0.89 | 0.88 | NA | NA | 0.74 | 0.84 | 0.92 | 0.74 | 0.95 | 0.7 | 0.98 | 0.92 | 0.95 | 0.95 | 0.96 | 0.94 | 0.94 | 0.97 | 0.97 | 0.96 | 0.96 | 0.94 | 0.9 | 0.89 | 0.93 | 0.94 | 0.95 | 0.92 | 0.78 | 0.63 | 0.66 | 0.73 | 0.42 | 0.24 | 0.59 | 0.55 | 0.54 | 0.7 | 0.77 | 0.7 | 0.59 | 0.06 | 0.25 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/09/1989
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See LARGE GROWTH Asset Class Trend Rankings |
Top Rated Funds in LARGE GROWTH
Best Mutual Funds
- SEQUX (SEQUOIA FUND INC SEQUOIA FUND INC) 0.41% (100%)
- JENSX (THE JENSEN PORTFOLIO DOING BUSINESS AS JENSEN QUALITY GROWTH FUND J SHARES) 0.24% (100%)
- PRGFX (T. ROWE PRICE GROWTH STOCK FUND INC. T. ROWE PRICE GROWTH STOCK FUND INC.) 0.55% (100%)
- FFIDX (FIDELITY FUND FIDELITY FUND) 0.50% (100%)
- TRBCX (T. ROWE PRICE BLUE CHIP GROWTH FUND INC. T. ROWE PRICE BLUE CHIP GROWTH FUND INC.) 0.35% (100%)
- NBSRX (NEUBERGER BERMAN SOCIALLY RESPONSIVE FUND INVESTOR CLASS) 0.37% (99%)
- PRSGX (SPECTRUM GROWTH FUND SPECTRUM GROWTH FUND) 0.16% (99%)
- NGUAX (NEUBERGER BERMAN GUARDIAN FUND INVESTOR CLASS) 0.49% (99%)
- VWUSX (VANGUARD U.S. GROWTH FUND INVESTOR SHARES) 0.46% (99%)
- FBGRX (FIDELITY BLUE CHIP GROWTH FUND FIDELITY BLUE CHIP GROWTH FUND) 0.33% (99%)
Best ETFs
- IVW (iShares S&P 500 Growth ETF) 0.59% (99%)
- VUG (Vanguard Growth Index Fund ETF Shares) 0.61% (99%)
- IWF (iShares Russell 1000 Growth ETF) 0.54% (99%)
- QQQQ (PowerShares QQQ) 0.57% (97%)
- ONEQ (Fidelity® Nasdaq Composite Index® ETF) 0.42% (97%)
- FPX (First Trust US Equity Opportunities ETF) 0.39% (97%)
- FTC (First Trust Large Cap Growth AlphaDEX® Fund) 0.69% (97%)
- JKE (iShares Morningstar Growth ETF) (96%)
- MGK (Vanguard Mega Cap Growth Index Fund ETF Shares) 0.62% (96%)
- PWB (Invesco Dynamic Large Cap Growth ETF) 0.66% (96%)
Best Closed End Funds
- EOI (Eaton Vance Enhanced Equity Income Closed Fund) 0.06% (98%)
- EOS (Eaton Vance Enhanced Equity Income II Closed Fund) 0.15% (98%)
- ETJ (Eaton Vance Risk Managed Diversified Equity Income Closed Fund) 0.24% (98%)
- ETV (Eaton Vance Tax Managed Buy Write Opportunities Closed Fund) 0.16% (98%)
- GAM (General American Investors Closed Fund) 0.20% (97%)
- MCN (Madison Covered Call and Equity Strategy Closed Fund) 0.72% (97%)
- JCE (Nuveen Core Equity Alpha Closed Fund) 0.15% (97%)
- FXBY (Foxby Corp) 0.0% (64%)
- HEQ (John Hancock Hedged Equity & Income Fund) 0.21% (22%)