Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| TADGX (T. ROWE PRICE DIVIDEND GROWTH FUND INC. T. ROWE PRICE DIVIDEND GROWTH FUND-ADVISOR CLASS) | 7.54% | 5.51% | 10.28% | 11.08% | 10.56% | 12.26% | NA | 9.42% |
Data as of 07/11/2025, AR inception 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 | 07/11/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.13 | 5.51 | 10.28 | 11.08 | 10.56 | 12.26 | NA | 9.42 | 7.54 | 9.34 | 11.53 | -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 | 0.27 | 0.50 | 0.64 | 0.57 | NA | NA | 0.45 | 0.74 | 0.26 | 0.67 | -0.69 | 2.03 | 0.41 | 2.72 | -0.18 | 3.03 | 0.93 | 0.14 | 1.12 | 2.92 | 1.25 | 0.15 | 0.77 | 1.00 | -0.92 | 0.25 | 1.06 |
| Standard Deviation(%) | NA | 16.36 | 14.43 | 14.72 | 16.33 | NA | NA | 17.88 | 19.60 | 10.60 | 10.93 | 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 | 16.69 | 16.69 | 19.46 | 33.20 | NA | NA | 50.06 | 14.16 | 9.08 | 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 | 0.57 | 0.92 | 1.02 | 2.47 | 4.17 | 3.39 | 3.57 | 0.18 | 0.84 | 1.02 | 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 07/11/2025, AR inception 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 |
14.13%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart