Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PAULX (T. ROWE PRICE U.S. LARGE-CAP CORE FUND INC. T. ROWE PRICE U.S. LARGE-CAP CORE FUND-ADVISOR CLASS) | 8.87% | 19.90% | 19.46% | 9.12% | 12.00% | 12.43% | NA | … | … |
Data as of 06/04/2026, Common starting date is 06/29/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PAULX (T. ROWE PRICE U.S. LARGE-CAP CORE FUND INC. T. ROWE PRICE U.S. LARGE-CAP CORE FUND-ADVISOR CLASS) | 06/29/2009 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.34 | 19.90 | 19.46 | 9.12 | 12.00 | 12.43 | NA | … | … | 8.87 | 12.42 | 22.59 | 22.23 | -18.60 | 17.07 | 14.71 | 29.16 | -3.65 | 20.62 | 6.76 | 8.02 | 11.67 | 31.74 | 16.37 | 1.12 | 14.29 | 18.33 |
| Sharpe Ratio | NA | 1.64 | 1.19 | 0.40 | 0.60 | NA | NA | … | … | 1.53 | 0.56 | 1.55 | 1.57 | -0.87 | 1.19 | 0.44 | 2.42 | -0.33 | 3.26 | 0.53 | 0.55 | 1.04 | 3.00 | 1.40 | 0.05 | 0.79 | 2.51 |
| Standard Deviation(%) | NA | 10.98 | 13.78 | 16.28 | 17.18 | NA | NA | … | … | 12.65 | 17.11 | 12.22 | 11.96 | 23.24 | 14.28 | 32.89 | 11.44 | 15.47 | 6.15 | 12.38 | 14.48 | 11.19 | 10.58 | 11.73 | 22.84 | 17.89 | 15.48 |
| Draw Down(%) | NA | 8.61 | 17.32 | 27.07 | 33.69 | NA | NA | … | … | 8.61 | 16.83 | 9.11 | 7.04 | 22.72 | 9.25 | 33.69 | 5.88 | 17.16 | 2.15 | 9.87 | 10.30 | 7.86 | 5.01 | 9.16 | 19.78 | 16.23 | 5.06 |
| Yield(%) | 0.00 | 7.59 | 6.20 | 3.38 | 4.60 | 6.70 | 7.03 | … | … | 0.00 | 7.75 | 7.31 | 0.20 | 0.00 | 0.07 | 0.15 | 4.02 | 6.74 | 2.85 | 0.64 | 5.38 | 10.89 | 6.17 | 4.35 | 1.50 | 3.47 | 0.00 |
Data as of 06/04/2026, Common starting date is 06/29/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PAULX (T. ROWE PRICE U.S. LARGE-CAP CORE FUND INC. T. ROWE PRICE U.S. LARGE-CAP CORE FUND-ADVISOR CLASS) |
3.01%
Dec 2019 – Dec 2022 |
5.95%
Jan 2018 – Jan 2023 |
9.29%
Oct 2013 – Oct 2023 |
11.37%
Mar 2011 – Mar 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PAULX (T. ROWE PRICE U.S. LARGE-CAP CORE FUND INC. T. ROWE PRICE U.S. LARGE-CAP CORE FUND-ADVISOR CLASS) |
22.53%
Sep 2011 – Sep 2014 |
17.48%
Jun 2010 – Jun 2015 |
15.85%
Sep 2011 – Sep 2021 |
13.31%
Aug 2010 – Aug 2025 |
Annualized Rolling Returns Comparison Chart
