Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TADGX (T. ROWE PRICE DIVIDEND GROWTH FUND INC. T. ROWE PRICE DIVIDEND GROWTH FUND-ADVISOR CLASS) | 7.65% | 17.20% | 15.49% | 8.88% | 12.09% | 12.20% | 9.90% | … | … |
Data as of 06/04/2026, Common starting date is 01/06/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TADGX (T. ROWE PRICE DIVIDEND GROWTH FUND INC. T. ROWE PRICE DIVIDEND GROWTH FUND-ADVISOR CLASS) | 01/06/2006 | 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 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.01 | 17.20 | 15.49 | 8.88 | 12.09 | 12.20 | 9.90 | … | … | 7.65 | 14.46 | 13.20 | 13.38 | -12.70 | 24.13 | 13.61 | 30.67 | -1.35 | 19.03 | 11.35 | 1.98 | 12.07 | 29.96 | 14.54 | 3.26 | 13.17 | 25.88 | -33.48 | 6.71 | 12.90 |
| Sharpe Ratio | NA | 1.50 | 1.02 | 0.44 | 0.66 | NA | NA | … | … | 1.31 | 0.77 | 0.97 | 0.89 | -0.70 | 2.03 | 0.41 | 2.72 | -0.19 | 3.02 | 0.93 | 0.14 | 1.12 | 2.92 | 1.25 | 0.15 | 0.77 | 1.00 | -0.92 | 0.24 | 1.05 |
| Standard Deviation(%) | NA | 9.73 | 12.00 | 14.04 | 15.89 | NA | NA | … | … | 11.27 | 15.11 | 9.87 | 10.99 | 20.37 | 11.85 | 32.31 | 10.75 | 14.54 | 6.10 | 11.98 | 14.26 | 10.76 | 10.24 | 11.68 | 21.89 | 17.07 | 25.74 | 37.27 | 15.04 | 9.32 |
| Draw Down(%) | NA | 7.56 | 14.16 | 19.46 | 33.20 | NA | NA | … | … | 7.56 | 14.16 | 5.88 | 9.29 | 19.28 | 5.11 | 33.20 | 4.89 | 15.32 | 2.26 | 8.51 | 10.94 | 7.07 | 4.79 | 8.38 | 17.76 | 15.60 | 24.11 | 44.35 | 9.30 | 7.58 |
| Yield(%) | 0.00 | 7.71 | 5.80 | 3.70 | 4.68 | 6.26 | 5.51 | … | … | 0.00 | 8.31 | 4.81 | 2.82 | 0.77 | 0.68 | 0.88 | 1.96 | 3.22 | 2.22 | 3.14 | 6.93 | 4.60 | 2.04 | 1.65 | 1.21 | 1.42 | 1.47 | 2.19 | 6.23 | 4.40 |
Data as of 06/04/2026, Common starting date is 01/06/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TADGX (T. ROWE PRICE DIVIDEND GROWTH FUND INC. T. ROWE PRICE DIVIDEND GROWTH FUND-ADVISOR CLASS) |
-12.03%
Feb 2006 – Feb 2009 |
-0.16%
May 2007 – May 2012 |
6.78%
Feb 2006 – Feb 2016 |
8.01%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TADGX (T. ROWE PRICE DIVIDEND GROWTH FUND INC. T. ROWE PRICE DIVIDEND GROWTH FUND-ADVISOR CLASS) |
22.75%
Feb 2009 – Feb 2012 |
20.92%
Feb 2009 – Feb 2014 |
15.59%
Feb 2009 – Feb 2019 |
14.25%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart