Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TRCSX (T. Rowe Price Small-Cap Index Fund I Class) | 18.85% | 41.57% | 19.11% | 6.51% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 05/14/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TRCSX (T. Rowe Price Small-Cap Index Fund I Class) | 05/14/2021 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 41.57 | 19.11 | 6.51 | NA | NA | NA | … | … | 18.85 | 12.72 | 11.36 | 16.97 | -20.47 | 1.52 |
| Sharpe Ratio | NA | 2.08 | 0.77 | 0.18 | NA | NA | NA | … | … | 2.36 | 0.43 | 0.37 | 0.67 | -0.78 | 0.12 |
| Standard Deviation(%) | NA | 19.08 | 21.22 | 22.57 | NA | NA | NA | … | … | 20.29 | 22.97 | 20.70 | 19.99 | 28.16 | 19.49 |
| Draw Down(%) | NA | 10.96 | 27.58 | 31.94 | NA | NA | NA | … | … | 10.96 | 23.83 | 10.08 | 17.94 | 26.98 | 12.27 |
| Yield(%) | 0.00 | 2.79 | 2.82 | 1.89 | 0.97 | 0.65 | 0.49 | … | … | 0.00 | 2.64 | 3.46 | 1.48 | 1.22 | 1.68 |
Data as of 06/04/2026, Common starting date is 05/14/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TRCSX (T. Rowe Price Small-Cap Index Fund I Class) |
-2.63%
Jun 2021 – Jun 2024 |
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 |
|---|---|---|---|---|
| TRCSX (T. Rowe Price Small-Cap Index Fund I Class) |
20.16%
May 2023 – May 2026 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart