Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PNAIX (T. ROWE PRICE NEW AMERICA GROWTH FUND T. ROWE PRICE NEW AMERICA GROWTH FUND-I CLASS) | -0.95% | 10.94% | 17.69% | 9.67% | 17.60% | NA | NA | … | … |
Data as of 06/12/2026, Common starting date is 12/18/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PNAIX (T. ROWE PRICE NEW AMERICA GROWTH FUND T. ROWE PRICE NEW AMERICA GROWTH FUND-I CLASS) | 12/18/2015 | 06/12/2026 |
| 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 (%) | 1.11 | 10.94 | 17.69 | 9.67 | 17.60 | NA | NA | … | … | -0.95 | 9.17 | 25.43 | 29.18 | -21.25 | 20.76 | 44.92 | 35.69 | 1.40 | 34.71 | 1.52 | 1.43 |
| Sharpe Ratio | NA | 0.58 | 0.93 | 0.41 | 0.84 | NA | NA | … | … | -0.28 | 0.32 | 1.63 | 2.01 | -0.91 | 1.37 | 1.32 | 2.41 | 0.00 | 4.14 | 0.08 | 4.39 |
| Standard Deviation(%) | NA | 14.24 | 15.45 | 17.61 | 18.79 | NA | NA | … | … | 16.59 | 20.11 | 13.42 | 12.79 | 25.13 | 15.18 | 33.70 | 14.22 | 19.12 | 8.26 | 15.82 | 12.78 |
| Draw Down(%) | NA | 14.02 | 18.89 | 29.29 | 30.49 | NA | NA | … | … | 14.02 | 18.89 | 8.89 | 8.08 | 27.03 | 8.03 | 30.49 | 7.48 | 20.43 | 2.88 | 17.40 | 1.71 |
| Yield(%) | 0.00 | 8.81 | 9.46 | 8.56 | 15.29 | 9.92 | 7.44 | … | … | 0.00 | 9.17 | 10.88 | 6.47 | 2.52 | 20.93 | 19.14 | 9.36 | 11.40 | 14.78 | 6.24 | 0.00 |
Data as of 06/12/2026, 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 |
|---|---|---|---|---|
| PNAIX (T. ROWE PRICE NEW AMERICA GROWTH FUND T. ROWE PRICE NEW AMERICA GROWTH FUND-I CLASS) |
6.32%
Apr 2021 – Apr 2024 |
9.31%
Mar 2021 – Mar 2026 |
16.61%
Mar 2016 – Mar 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PNAIX (T. ROWE PRICE NEW AMERICA GROWTH FUND T. ROWE PRICE NEW AMERICA GROWTH FUND-I CLASS) |
33.42%
Dec 2018 – Dec 2021 |
26.65%
Jun 2016 – Jun 2021 |
18.30%
Jan 2016 – Jan 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart