Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| PREIX (T. ROWE PRICE EQUITY INDEX 500 FUND T. ROWE PRICE EQUITY INDEX 500 FUND) | 5.69% | 14.19% | 18.92% | 16.22% | 13.29% | 14.60% | 10.45% | 9.66% |
Data as of 07/01/2025, AR inception is 03/30/1990
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PREIX (T. ROWE PRICE EQUITY INDEX 500 FUND T. ROWE PRICE EQUITY INDEX 500 FUND) | 03/30/1990 | 07/01/2025 |
| 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 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.48 | 14.19 | 18.92 | 16.22 | 13.29 | 14.60 | 10.45 | 9.66 | 5.69 | 24.78 | 26.07 | -18.27 | 28.48 | 18.19 | 31.23 | -4.58 | 21.55 | 11.70 | 1.11 | 13.40 | 32.02 | 15.68 | 1.87 | 14.71 | 26.33 | -37.06 | 5.18 | 15.41 | 4.62 | 10.51 | 28.31 | -22.21 | -12.17 | -9.30 | 18.51 | 26.54 | 29.70 | 18.19 | 31.47 | -2.89 | 6.73 | 4.38 | 24.49 | -2.80 |
| Sharpe Ratio | NA | 0.52 | 0.85 | 0.86 | 0.63 | NA | NA | 0.42 | 0.33 | 1.67 | 1.73 | -0.82 | 2.20 | 0.52 | 2.39 | -0.35 | 3.15 | 0.88 | 0.07 | 1.18 | 2.89 | 1.24 | 0.08 | 0.81 | 0.96 | -0.92 | 0.13 | 1.20 | 0.23 | 0.86 | 1.62 | -0.90 | -0.69 | -0.61 | 0.84 | 1.13 | 1.42 | 1.20 | 3.36 | -0.58 | 0.53 | 0.19 | 1.48 | -0.58 |
| Standard Deviation(%) | NA | 19.80 | 17.24 | 17.41 | 18.47 | NA | NA | 18.17 | 24.40 | 12.67 | 13.09 | 24.19 | 12.92 | 34.67 | 12.47 | 17.13 | 6.67 | 13.11 | 15.51 | 11.39 | 11.08 | 12.75 | 23.38 | 18.07 | 27.23 | 40.99 | 16.02 | 10.01 | 10.28 | 11.09 | 17.01 | 25.97 | 21.54 | 22.20 | 17.97 | 20.40 | 18.23 | 12.05 | 8.18 | 10.25 | 8.58 | 9.76 | 13.86 | 15.67 |
| Draw Down(%) | NA | 18.77 | 18.77 | 24.60 | 33.81 | NA | NA | 55.31 | 18.77 | 8.46 | 9.98 | 24.60 | 5.14 | 33.81 | 6.65 | 19.40 | 2.61 | 10.30 | 12.07 | 7.32 | 5.61 | 9.62 | 18.76 | 15.68 | 27.17 | 47.75 | 9.89 | 7.51 | 7.03 | 7.56 | 13.80 | 33.05 | 29.22 | 16.66 | 12.11 | 19.19 | 10.82 | 7.89 | 3.49 | 9.32 | 5.43 | 6.54 | 5.56 | 19.89 |
| Yield(%) | 0.00 | 0.95 | 1.55 | 2.08 | 2.82 | 4.75 | 3.53 | 7.10 | 0.26 | 1.45 | 1.65 | 1.20 | 2.01 | 2.25 | 2.51 | 2.41 | 2.06 | 2.25 | 2.00 | 1.90 | 2.06 | 2.24 | 1.75 | 1.77 | 2.06 | 1.68 | 1.71 | 1.85 | 1.55 | 1.71 | 1.51 | 1.10 | 0.96 | 1.05 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 07/01/2025, AR inception is 03/30/1990
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PREIX (T. ROWE PRICE EQUITY INDEX 500 FUND T. ROWE PRICE EQUITY INDEX 500 FUND) |
-16.31%
Mar 2000 - Mar 2003 |
-6.87%
Feb 2004 - Feb 2009 |
-3.86%
Feb 1999 - Feb 2009 |
3.50%
Aug 2000 - Aug 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PREIX (T. ROWE PRICE EQUITY INDEX 500 FUND T. ROWE PRICE EQUITY INDEX 500 FUND) |
28.04%
Mar 1995 - Mar 1998 |
24.76%
Dec 1994 - Dec 1999 |
16.39%
Feb 2009 - Feb 2019 |
15.78%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart