Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PDGIX (T. ROWE PRICE DIVIDEND GROWTH FUND INC. T. ROWE PRICE DIVIDEND GROWTH FUND-I CLASS) | 7.71% | 17.53% | 15.90% | 10.12% | 12.95% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 12/18/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PDGIX (T. ROWE PRICE DIVIDEND GROWTH FUND INC. T. ROWE PRICE DIVIDEND GROWTH FUND-I CLASS) | 12/18/2015 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.02 | 17.53 | 15.90 | 10.12 | 12.95 | NA | NA | … | … | 7.71 | 14.91 | 13.63 | 13.82 | -10.08 | 26.19 | 14.08 | 31.16 | -0.93 | 19.47 | 11.74 | 1.93 |
| Sharpe Ratio | NA | 1.53 | 1.06 | 0.53 | 0.71 | NA | NA | … | … | 1.32 | 0.80 | 1.01 | 0.93 | -0.57 | 2.23 | 0.43 | 2.76 | -0.16 | 3.06 | 0.96 | 6.52 |
| Standard Deviation(%) | NA | 9.74 | 12.00 | 13.99 | 15.87 | NA | NA | … | … | 11.29 | 15.11 | 9.89 | 10.99 | 20.27 | 11.72 | 32.29 | 10.75 | 14.54 | 6.18 | 12.00 | 12.64 |
| Draw Down(%) | NA | 7.62 | 14.12 | 19.21 | 33.17 | NA | NA | … | … | 7.62 | 14.12 | 5.87 | 9.18 | 19.03 | 5.07 | 33.17 | 4.87 | 15.24 | 2.23 | 8.47 | 1.58 |
| Yield(%) | 0.00 | 7.99 | 6.19 | 4.87 | 6.01 | 4.35 | 3.26 | … | … | 0.00 | 8.70 | 5.22 | 3.21 | 3.46 | 2.63 | 1.29 | 2.45 | 3.63 | 2.67 | 3.52 | 0.00 |
Data as of 06/04/2026, Common starting date is 12/18/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PDGIX (T. ROWE PRICE DIVIDEND GROWTH FUND INC. T. ROWE PRICE DIVIDEND GROWTH FUND-I CLASS) |
5.16%
Dec 2021 – Dec 2024 |
9.74%
Sep 2018 – Sep 2023 |
12.47%
Mar 2016 – Mar 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PDGIX (T. ROWE PRICE DIVIDEND GROWTH FUND INC. T. ROWE PRICE DIVIDEND GROWTH FUND-I CLASS) |
23.60%
Dec 2018 – Dec 2021 |
17.45%
Oct 2016 – Oct 2021 |
13.82%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart