Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| TGTIX (T. ROWE PRICE GROWTH & INCOME FUND INC. T. ROWE PRICE GROWTH & INCOME FUND-I CLASS) | NA | 26.54% | 13.49% | NA | NA | NA | NA | 11.03% |
Data as of 03/05/2021, AR inception is 11/30/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TGTIX (T. ROWE PRICE GROWTH & INCOME FUND INC. T. ROWE PRICE GROWTH & INCOME FUND-I CLASS) | 11/30/2016 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.63 | 26.54 | 13.49 | NA | NA | NA | NA | 11.03 | -3.27 | 15.71 | 25.70 | -13.96 | 21.18 | -15.79 |
| Sharpe Ratio | NA | 0.60 | 0.47 | NA | NA | NA | NA | 0.38 | -1.00 | 0.47 | 2.09 | -0.80 | 3.25 | -1.37 |
| Standard Deviation(%) | NA | 32.23 | 22.04 | NA | NA | NA | NA | 20.98 | 17.77 | 32.96 | 11.74 | 19.01 | 6.34 | 63.20 |
| Draw Down(%) | NA | 25.61 | 33.71 | NA | NA | NA | NA | 33.71 | 8.43 | 33.71 | 5.91 | 26.32 | 2.13 | 17.56 |
| Yield(%) | 5.68 | 9.55 | 8.44 | 6.24 | 3.12 | 2.08 | 1.56 | 7.80 | 5.82 | 2.45 | 5.09 | 11.87 | 7.79 | 0.00 |
Data as of 03/05/2021, AR inception is 11/30/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TGTIX (T. ROWE PRICE GROWTH & INCOME FUND INC. T. ROWE PRICE GROWTH & INCOME FUND-I CLASS) |
4.39%
Mar 2017 - Mar 2020 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TGTIX (T. ROWE PRICE GROWTH & INCOME FUND INC. T. ROWE PRICE GROWTH & INCOME FUND-I CLASS) |
15.05%
Dec 2016 - Dec 2019 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart