Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| TRGOX (T. Rowe Price Large Cap Growth Fund Investor Class) | 7.67% | 13.41% | 25.27% | 14.58% | NA | NA | NA | 18.18% |
Data as of 07/14/2025, AR inception is 05/05/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TRGOX (T. Rowe Price Large Cap Growth Fund Investor Class) | 05/05/2020 | 07/14/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.19 | 13.41 | 25.27 | 14.58 | NA | NA | NA | 18.18 | 7.67 | 30.82 | 46.03 | -35.36 | 23.04 | 40.90 |
| Sharpe Ratio | NA | 0.45 | 0.98 | 0.53 | NA | NA | NA | 0.68 | 0.41 | 1.68 | 2.62 | -1.11 | 1.27 | 3.13 |
| Standard Deviation(%) | NA | 23.64 | 21.15 | 22.76 | NA | NA | NA | 22.76 | 28.01 | 16.17 | 16.30 | 33.22 | 18.10 | 21.63 |
| Draw Down(%) | NA | 21.22 | 21.22 | 40.54 | NA | NA | NA | 40.54 | 21.05 | 11.09 | 8.09 | 36.93 | 10.10 | 11.57 |
| Yield(%) | 0.00 | 4.95 | 4.80 | 3.60 | 2.10 | 1.40 | 1.05 | 4.20 | 0.00 | 6.24 | 2.93 | 2.42 | 2.94 | 0.50 |
Data as of 07/14/2025, AR inception is 05/05/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TRGOX (T. Rowe Price Large Cap Growth Fund Investor Class) |
4.19%
Apr 2021 - Apr 2024 |
15.48%
Jun 2020 - Jun 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TRGOX (T. Rowe Price Large Cap Growth Fund Investor Class) |
25.67%
Jun 2022 - Jun 2025 |
15.48%
Jun 2020 - Jun 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart