Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PRUIX (T. ROWE PRICE EQUITY INDEX 500 FUND T. ROWE PRICE EQUITY INDEX 500 FUND-I CLASS) | 11.00% | 29.86% | 23.08% | 14.20% | 15.63% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 08/31/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PRUIX (T. ROWE PRICE EQUITY INDEX 500 FUND T. ROWE PRICE EQUITY INDEX 500 FUND-I CLASS) | 08/31/2015 | 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 (%) | 0.31 | 29.86 | 23.08 | 14.20 | 15.63 | NA | NA | … | … | 11.00 | 19.40 | 24.95 | 26.24 | -18.14 | 28.62 | 18.33 | 31.39 | -4.44 | 21.73 | 11.87 | 4.32 |
| Sharpe Ratio | NA | 2.40 | 1.38 | 0.70 | 0.78 | NA | NA | … | … | 1.93 | 0.89 | 1.68 | 1.74 | -0.81 | 2.21 | 0.52 | 2.40 | -0.34 | 3.15 | 0.89 | 0.78 |
| Standard Deviation(%) | NA | 11.86 | 14.80 | 16.88 | 18.09 | NA | NA | … | … | 13.61 | 18.59 | 12.67 | 13.10 | 24.19 | 12.92 | 34.65 | 12.48 | 17.12 | 6.72 | 13.12 | 16.97 |
| Draw Down(%) | NA | 9.17 | 18.76 | 24.52 | 33.80 | NA | NA | … | … | 9.17 | 18.76 | 8.45 | 9.95 | 24.52 | 5.13 | 33.80 | 6.63 | 19.38 | 2.59 | 10.28 | 5.65 |
| Yield(%) | 0.00 | 3.99 | 2.98 | 2.49 | 3.93 | 2.91 | 2.18 | … | … | 0.00 | 4.35 | 1.59 | 1.80 | 1.35 | 2.11 | 2.39 | 2.66 | 2.56 | 2.23 | 2.40 | 1.13 |
Data as of 06/04/2026, Common starting date is 08/31/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PRUIX (T. ROWE PRICE EQUITY INDEX 500 FUND T. ROWE PRICE EQUITY INDEX 500 FUND-I CLASS) |
5.04%
Mar 2017 – Mar 2020 |
9.17%
Sep 2017 – Sep 2022 |
14.21%
Mar 2016 – Mar 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PRUIX (T. ROWE PRICE EQUITY INDEX 500 FUND T. ROWE PRICE EQUITY INDEX 500 FUND-I CLASS) |
25.99%
Dec 2018 – Dec 2021 |
18.84%
Oct 2016 – Oct 2021 |
15.70%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart