Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| PAULX (T. ROWE PRICE U.S. LARGE-CAP CORE FUND INC. T. ROWE PRICE U.S. LARGE-CAP CORE FUND-ADVISOR CLASS) | 2.60% | -0.19% | 14.77% | 10.80% | 10.01% | 11.98% | NA | 13.21% |
Data as of 06/16/2025, AR inception 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 | 06/16/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.05 | -0.19 | 14.77 | 10.80 | 10.01 | 11.98 | NA | 13.21 | 2.60 | 15.80 | 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 | -0.19 | 0.62 | 0.54 | 0.48 | NA | NA | 0.68 | 0.04 | 0.67 | 1.52 | -0.86 | 1.19 | 0.44 | 2.43 | -0.32 | 3.27 | 0.53 | 0.55 | 1.04 | 3.00 | 1.40 | 0.05 | 0.79 | 2.51 |
| Standard Deviation(%) | NA | 19.43 | 16.82 | 17.08 | 17.62 | NA | NA | 16.80 | 23.19 | 13.68 | 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 | 21.90 | 21.90 | 27.07 | 33.69 | NA | NA | 33.69 | 16.83 | 10.03 | 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 | 0.22 | 0.18 | 0.17 | 2.23 | 4.77 | 4.21 | 5.62 | 0.00 | 0.26 | 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 06/16/2025, AR inception 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 |
10.99%
Apr 2010 - Apr 2025 |
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 |
12.72%
Jul 2009 - Jul 2024 |
Annualized Rolling Returns Comparison Chart