Performance Comparison
Portfolio Performance Comparison
Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
---|---|---|---|---|---|---|---|---|
PRGIX (T. ROWE PRICE GROWTH & INCOME FUND INC. T. ROWE PRICE GROWTH & INCOME FUND INC.) | NA | 26.09% | 13.33% | 14.60% | 12.72% | 9.42% | 7.66% | 9.00% |
Data as of 03/05/2021, AR inception is 04/21/1983
More Performance Analytics Comparison
Name | Start Date | End Date |
---|---|---|
PRGIX (T. ROWE PRICE GROWTH & INCOME FUND INC. T. ROWE PRICE GROWTH & INCOME FUND INC.) | 04/21/1983 | 03/05/2021 |
Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 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 | 1989 | 1988 | 1987 | 1986 | 1985 | 1984 | 1983 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return (%) | 1.26 | 26.09 | 13.33 | 14.60 | 12.72 | 9.42 | 7.66 | 9.00 | 2.03 | 15.75 | 29.68 | -3.17 | 21.04 | 7.43 | 3.83 | 12.89 | 32.95 | 14.85 | -0.14 | 13.92 | 30.56 | -36.62 | 6.29 | 14.47 | 2.61 | 10.87 | 28.67 | -23.41 | -2.21 | 8.95 | 3.84 | 9.98 | 23.59 | 25.08 | 26.78 | -2.74 | 9.77 | 14.23 | 31.52 | -11.21 | 12.57 | 20.54 | -12.59 | -3.69 | 19.57 | 1.66 | 15.99 |
Sharpe Ratio | NA | 0.80 | 0.56 | 0.76 | 0.72 | NA | NA | 0.38 | 0.59 | 0.47 | 2.46 | -0.30 | 3.32 | 0.58 | 0.25 | 1.12 | 2.99 | 1.20 | -0.01 | 0.77 | 1.15 | -0.96 | 0.20 | 1.15 | 0.04 | 0.88 | 1.67 | -0.93 | -0.26 | 0.27 | 0.04 | 0.43 | 1.53 | 2.38 | 3.61 | -0.74 | 1.04 | 1.49 | 2.41 | -1.26 | 0.62 | 1.13 | -0.67 | -0.58 | 1.68 | -0.38 | 1.47 |
Standard Deviation(%) | NA | 32.58 | 22.21 | 18.22 | 16.92 | NA | NA | 16.47 | 21.24 | 32.97 | 11.45 | 15.48 | 6.17 | 12.39 | 14.99 | 11.54 | 11.00 | 12.48 | 23.05 | 17.91 | 26.39 | 39.18 | 15.44 | 9.64 | 9.99 | 11.19 | 16.76 | 26.46 | 18.31 | 17.39 | 13.10 | 15.11 | 12.94 | 8.91 | 6.31 | 7.89 | 7.24 | 7.82 | 11.42 | 13.24 | 10.71 | 13.77 | 24.81 | 13.93 | 8.37 | 14.27 | 11.73 |
Draw Down(%) | NA | 25.62 | 33.70 | 33.70 | 33.70 | NA | NA | 52.30 | 6.29 | 33.70 | 5.91 | 17.03 | 2.13 | 9.84 | 10.61 | 7.42 | 5.43 | 9.59 | 18.96 | 15.83 | 24.47 | 47.39 | 9.49 | 7.56 | 6.79 | 8.51 | 14.21 | 34.40 | 22.89 | 11.89 | 14.12 | 16.63 | 7.99 | 5.02 | 2.72 | 8.78 | 3.34 | 4.87 | 5.86 | 22.59 | 12.04 | 6.53 | 31.88 | 11.97 | 7.29 | 12.67 | 4.51 |
Yield(%) | 0.00 | 2.71 | 6.16 | 9.19 | 9.43 | 7.30 | 5.96 | 10.84 | 0.00 | 2.52 | 5.01 | 11.77 | 7.75 | 19.44 | 15.58 | 4.11 | 1.26 | 1.49 | 1.13 | 1.07 | 1.32 | 1.05 | 5.87 | 6.75 | 11.08 | 7.06 | 1.40 | 1.85 | 4.35 | 9.10 | 10.51 | 10.08 | 6.82 | 6.85 | 3.76 | 2.97 | 3.03 | 4.24 | 5.02 | 4.16 | 5.23 | 4.46 | 6.67 | 5.02 | 4.95 | 6.05 | 5.09 |
Data as of 03/05/2021, AR inception is 04/21/1983
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
---|---|---|---|---|
PRGIX (T. ROWE PRICE GROWTH & INCOME FUND INC. T. ROWE PRICE GROWTH & INCOME FUND INC.) |
-13.65%
Feb 2006 - Feb 2009 |
-6.21%
Feb 2004 - Feb 2009 |
-1.76%
Feb 1999 - Feb 2009 |
3.69%
Feb 1994 - Feb 2009 |
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
---|---|---|---|---|
PRGIX (T. ROWE PRICE GROWTH & INCOME FUND INC. T. ROWE PRICE GROWTH & INCOME FUND INC.) |
26.53%
Mar 1995 - Mar 1998 |
21.77%
Feb 2009 - Feb 2014 |
15.91%
Oct 1990 - Oct 2000 |
11.68%
Jul 1984 - Jul 1999 |
Annualized Rolling Returns Comparison Chart