Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| TRHZX (T. Rowe Price Equity Index 500 Fund Z Class) | 6.84% | 13.22% | 19.22% | 16.36% | NA | NA | NA | 21.77% |
Data as of 07/11/2025, AR inception is 03/17/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TRHZX (T. Rowe Price Equity Index 500 Fund Z Class) | 03/17/2020 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.49 | 13.22 | 19.22 | 16.36 | NA | NA | NA | 21.77 | 6.84 | 25.01 | 26.31 | -18.10 | 28.68 | 50.58 |
| Sharpe Ratio | NA | 0.51 | 0.92 | 0.81 | NA | NA | NA | 0.96 | 0.44 | 1.69 | 1.75 | -0.81 | 2.22 | 2.46 |
| Standard Deviation(%) | NA | 19.80 | 17.18 | 17.37 | NA | NA | NA | 19.25 | 23.65 | 12.67 | 13.09 | 24.20 | 12.93 | 27.26 |
| Draw Down(%) | NA | 18.74 | 18.74 | 24.49 | NA | NA | NA | 24.49 | 18.74 | 8.45 | 9.95 | 24.49 | 5.12 | 11.53 |
| Yield(%) | 0.00 | 1.07 | 1.74 | 2.29 | 1.53 | 1.02 | 0.77 | 3.07 | 0.30 | 1.65 | 1.85 | 1.38 | 2.18 | 3.11 |
Data as of 07/11/2025, AR inception is 03/17/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TRHZX (T. Rowe Price Equity Index 500 Fund Z Class) |
8.07%
Apr 2021 - Apr 2024 |
15.61%
Apr 2020 - Apr 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TRHZX (T. Rowe Price Equity Index 500 Fund Z Class) |
19.59%
Jun 2022 - Jun 2025 |
16.56%
Jun 2020 - Jun 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart