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TRSAX: T. Rowe Price Growth Stock Adv (MUTUAL FUND)
Basic Info 74.34 0.83(1.10%) August 09
Asset Class: | LARGE GROWTH |
MyPlanIQ Rating: | (37%) |
Start Date: | 01/10/2002 |
Last Dividend Date: | 12/14/2021 |
12-Mo. Yield | 3.29% |
Expenses | 0.93% |
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Performance Analytics (As of 08/05/2022)
Not up-to-date? TryLast 1 Week* | YTD*(2022) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Inception** | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
AR(%) | 1.5 | -28.0 | -27.2 | 8.3 | 10.2 | 13.5 | 9.6 | 8.8 | 9.4 | 36.5 | 30.4 | -1.3 | 33.3 | 1.2 | 10.6 | 8.6 | 38.9 | 18.7 | -1.2 | 16.7 | 42.9 | -42.4 | 10.1 | 13.8 | 6.3 | 10.0 | 31.0 | -23.0 |
SR | NA | -1.12 | -0.86 | 0.34 | 0.39 | 0.65 | NA | 0.39 | 0.44 | 1.02 | 1.97 | -0.13 | 3.76 | 0.06 | 0.62 | 0.57 | 3.03 | 1.27 | -0.05 | 0.82 | 1.78 | -1.13 | 0.45 | 0.97 | 0.42 | 0.76 | 1.75 | -0.93 |
DD(%) | NA | 38.9 | 43.9 | 43.9 | 43.9 | 43.9 | NA | 54.1 | 19.9 | 32.2 | 8.7 | 20.9 | 2.6 | 16.8 | 12.6 | 10.1 | 6.6 | 10.8 | 20.0 | 16.4 | 17.1 | 51.9 | 10.0 | 9.0 | 7.8 | 10.4 | 13.0 | 32.4 |
SD(%) | NA | 37.4 | 31.2 | 28.9 | 24.9 | 20.3 | NA | 21.0 | 21.1 | 35.5 | 14.8 | 20.7 | 8.7 | 15.8 | 16.9 | 15.1 | 12.8 | 14.7 | 25.9 | 20.2 | 24.1 | 38.3 | 16.0 | 10.8 | 10.0 | 12.0 | 17.3 | 26.5 |
TR | NA | -0.46 | -0.35 | 0.12 | 0.11 | 0.15 | NA | 0.09 | 0.16 | 0.37 | 0.41 | -0.03 | 0.34 | 0.01 | 0.1 | 0.08 | 0.37 | 0.19 | -0.01 | 0.16 | 0.44 | -0.43 | 0.07 | 0.13 | 0.05 | 0.12 | 0.34 | -0.31 |
Alpha(%) | NA | -0.01 | -0.06 | -0.02 | -0.02 | -0.01 | NA | 0.0 | -0.02 | -0.05 | 0.0 | -0.01 | 0.01 | 0.01 | 0.01 | -0.02 | 0.01 | 0.0 | 0.0 | 0.02 | 0.03 | -0.03 | 0.0 | 0.04 | -0.01 | 0.02 | 0.03 | 0.04 |
Beta(%) | NA | 0.92 | 0.77 | 0.86 | 0.86 | 0.89 | NA | 0.92 | 0.57 | 0.97 | 0.71 | 0.98 | 0.97 | 1.05 | 1.02 | 1.09 | 1.04 | 1.0 | 0.97 | 1.04 | 0.97 | 1.01 | 0.95 | 0.8 | 0.81 | 0.78 | 0.88 | 0.81 |
RS | NA | 0.99 | 0.83 | 0.89 | 0.89 | 0.9 | NA | 0.93 | 0.53 | 0.96 | 0.74 | 0.98 | 0.92 | 0.97 | 0.96 | 0.96 | 0.95 | 0.97 | 0.99 | 0.97 | 0.97 | 0.98 | 0.96 | 0.91 | 0.91 | 0.91 | 0.96 | 0.95 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/10/2002
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