Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PAWAX (T. ROWE PRICE NEW AMERICA GROWTH FUND T. ROWE PRICE NEW AMERICA GROWTH FUND-ADVISOR CLASS) | -1.84% | 9.95% | 16.95% | 9.09% | 17.00% | 15.14% | 13.11% | … | … |
Data as of 06/11/2026, Common starting date is 01/06/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PAWAX (T. ROWE PRICE NEW AMERICA GROWTH FUND T. ROWE PRICE NEW AMERICA GROWTH FUND-ADVISOR CLASS) | 01/06/2006 | 06/11/2026 |
| 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 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.48 | 9.95 | 16.95 | 9.09 | 17.00 | 15.14 | 13.11 | … | … | -1.84 | 16.06 | 24.94 | 28.71 | -21.58 | 20.28 | 44.33 | 34.69 | 0.99 | 34.16 | 1.10 | 8.58 | 8.97 | 37.39 | 13.26 | -0.66 | 19.12 | 48.98 | -38.42 | 13.51 | 4.23 |
| Sharpe Ratio | NA | 0.55 | 0.91 | 0.38 | 0.80 | NA | NA | … | … | -0.47 | 0.72 | 1.59 | 1.98 | -0.92 | 1.33 | 1.30 | 2.33 | -0.02 | 4.19 | 0.06 | 0.49 | 0.60 | 3.07 | 1.01 | -0.03 | 1.02 | 1.87 | -0.97 | 0.66 | 0.08 |
| Standard Deviation(%) | NA | 13.93 | 15.37 | 17.56 | 18.75 | NA | NA | … | … | 16.29 | 18.49 | 13.42 | 12.78 | 25.12 | 15.18 | 33.69 | 14.25 | 19.11 | 8.03 | 15.83 | 17.55 | 14.98 | 12.17 | 13.24 | 24.17 | 18.69 | 26.09 | 40.61 | 15.79 | 11.77 |
| Draw Down(%) | NA | 14.16 | 18.94 | 29.55 | 30.51 | NA | NA | … | … | 14.09 | 18.94 | 8.91 | 8.17 | 27.26 | 8.07 | 30.51 | 7.51 | 20.50 | 2.92 | 17.43 | 13.97 | 9.75 | 6.10 | 11.19 | 19.53 | 17.31 | 17.02 | 51.55 | 9.51 | 11.12 |
| Yield(%) | 0.00 | 9.03 | 9.54 | 8.57 | 15.01 | 15.07 | 13.68 | … | … | 0.00 | 9.37 | 11.08 | 6.30 | 2.44 | 21.07 | 19.04 | 8.71 | 11.18 | 14.51 | 6.11 | 8.65 | 13.98 | 13.73 | 0.38 | 2.97 | 1.52 | 0.00 | 2.72 | 11.93 | 8.65 |
Data as of 06/11/2026, Common starting date is 01/06/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PAWAX (T. ROWE PRICE NEW AMERICA GROWTH FUND T. ROWE PRICE NEW AMERICA GROWTH FUND-ADVISOR CLASS) |
-11.89%
Feb 2006 – Feb 2009 |
2.53%
Oct 2007 – Oct 2012 |
7.83%
Feb 2006 – Feb 2016 |
10.74%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PAWAX (T. ROWE PRICE NEW AMERICA GROWTH FUND T. ROWE PRICE NEW AMERICA GROWTH FUND-ADVISOR CLASS) |
32.73%
Dec 2018 – Dec 2021 |
26.04%
Jun 2016 – Jun 2021 |
19.88%
Sep 2011 – Sep 2021 |
18.27%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart