Find A Portfolio/Ticker
Comparison Box
RRGSX: T. ROWE PRICE GROWTH STOCK FUND INC. T. ROWE PRICE GROWTH STOCK FUND-R CLASS (MUTUAL FUND)
Basic Info 85.33 0.48(0.56%) April 18
Asset Class: | LARGE GROWTH |
MyPlanIQ Rating: | (35%) |
Start Date: | 10/22/2002 |
Last Dividend Date: | 12/13/2023 |
12-Mo. Yield | 3.69% |
Expenses | 1.20% |
Sign up to get fund ranking change alerts |
Performance Analytics (As of 04/18/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 10/22/2002 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | -0.4 | -90.8 | -88.6 | 12.4 | -32.4 | -12.1 | 14.6 | 10.0 | 10.7 | 44.6 | -40.4 | 19.2 | 36.2 | 30.1 | -1.6 | 32.9 | 0.9 | 10.4 | 8.2 | 38.6 | 18.3 | -1.5 | 16.3 | 42.6 | -42.5 | 9.9 | 13.5 | 6.1 | 9.7 | 30.6 | -2.1 |
Sharpe Ratio | NA | 2.65 | 2.38 | -0.02 | 0.38 | 0.56 | NA | NA | 0.48 | 2.47 | -1.21 | 1.05 | 1.01 | 1.95 | -0.14 | 3.72 | 0.04 | 0.61 | 0.54 | 3.01 | 1.25 | -0.06 | 0.8 | 1.77 | -1.13 | 0.43 | 0.95 | 0.39 | 0.73 | 1.73 | -0.56 |
Draw Down(%) | NA | 2.9 | 9.2 | 46.7 | 46.7 | 46.7 | NA | NA | 54.3 | 9.2 | 41.9 | 12.5 | 32.2 | 8.7 | 20.9 | 2.6 | 16.8 | 12.6 | 10.2 | 6.6 | 10.9 | 20.1 | 16.5 | 17.2 | 52.0 | 10.1 | 9.0 | 7.9 | 10.5 | 13.1 | 6.9 |
Standard Deviation(%) | NA | 15.7 | 15.2 | 24.2 | 25.7 | 21.3 | NA | NA | 20.6 | 16.5 | 34.6 | 18.3 | 35.5 | 14.7 | 20.7 | 8.7 | 15.8 | 16.9 | 15.1 | 12.8 | 14.7 | 26.0 | 20.2 | 24.1 | 38.2 | 16.0 | 10.8 | 10.0 | 12.0 | 17.3 | 20.5 |
Treynor Ratio | NA | 0.49 | 0.42 | 0.0 | 0.11 | 0.13 | NA | NA | 0.1 | 0.48 | -0.45 | 0.24 | 0.37 | 0.42 | -0.03 | 0.33 | 0.01 | 0.1 | 0.07 | 0.37 | 0.19 | -0.02 | 0.16 | 0.44 | -0.43 | 0.07 | 0.13 | 0.05 | 0.11 | 0.34 | -0.13 |
Alpha | NA | 0.02 | 0.01 | 0.0 | -0.01 | 0.0 | NA | NA | 0.0 | 0.02 | -0.02 | 0.03 | -0.06 | 0.0 | -0.01 | 0.01 | 0.01 | 0.01 | -0.02 | 0.0 | 0.0 | 0.0 | 0.02 | 0.03 | -0.03 | 0.0 | 0.04 | -0.01 | 0.01 | 0.02 | 0.05 |
Beta | NA | 0.86 | 0.85 | 0.9 | 0.92 | 0.92 | NA | NA | 0.94 | 0.85 | 0.93 | 0.8 | 0.97 | 0.68 | 0.98 | 0.97 | 1.05 | 1.02 | 1.09 | 1.04 | 1.0 | 0.98 | 1.04 | 0.97 | 1.01 | 0.95 | 0.8 | 0.81 | 0.78 | 0.88 | 0.86 |
RSquared | NA | 0.97 | 0.95 | 0.96 | 0.96 | 0.94 | NA | NA | 0.95 | 0.95 | 0.98 | 0.87 | 0.96 | 0.7 | 0.98 | 0.92 | 0.97 | 0.96 | 0.96 | 0.95 | 0.97 | 0.99 | 0.97 | 0.97 | 0.97 | 0.96 | 0.91 | 0.91 | 0.9 | 0.96 | 0.96 |
Yield(%) | N/A | 0.0 | 4.4 | 4.9 | 5.9 | 8.4 | 14.1 | 8.7 | N/A | 5.1 | 2.2 | 10.6 | 4.3 | 2.2 | 8.1 | 16.0 | 2.3 | 7.7 | 9.7 | 0.1 | 0.0 | 0.0 | 0.0 | 0.0 | 0.2 | 3.4 | 2.1 | 0.0 | 0.4 | 0.2 | 0.2 |
Dividend Growth(%) | N/A | -100.0 | 32.0 | 60.9 | -18.5 | 2138.2 | N/A | N/A | N/A | 32.0 | -76.8 | 215.4 | 151.3 | -75.4 | -40.9 | 618.4 | -70.6 | -20.7 | 24350.0 | N/A | N/A | N/A | N/A | -100.0 | -92.4 | 72.1 | N/A | -100.0 | 150.0 | 0.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 10/22/2002
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) (98%)
- EOS (Eaton Vance Enhanced Equity Income II Closed Fund) (98%)
- ETJ (Eaton Vance Risk Managed Diversified Equity Income Closed Fund) (98%)
- ETV (Eaton Vance Tax Managed Buy Write Opportunities Closed Fund) (98%)
- GAM (General American Investors Closed Fund) (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) (22%)