Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| TRIVX (T. Rowe Price Instl Concntrtd Lg Cap Val) | NA | -51.64% | NA | NA | NA | NA | NA | -30.96% |
Data as of 05/01/2009, AR inception is 10/04/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TRIVX (T. Rowe Price Instl Concntrtd Lg Cap Val) | 10/04/2006 | 05/01/2009 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -51.64 | NA | NA | NA | NA | NA | -30.96 | -16.43 | -42.54 | -7.78 | 7.64 |
| Sharpe Ratio | NA | -1.05 | NA | NA | NA | NA | NA | -0.80 | -1.08 | -0.93 | -0.68 | 4.95 |
| Standard Deviation(%) | NA | 49.68 | NA | NA | NA | NA | NA | 33.74 | 39.05 | 46.37 | 15.97 | 6.63 |
| Draw Down(%) | NA | 59.38 | NA | NA | NA | NA | NA | 65.02 | 32.05 | 53.69 | 16.12 | 1.34 |
| Yield(%) | 0.00 | 0.00 | 0.53 | 0.32 | 0.16 | 0.11 | 0.08 | 0.79 | 0.00 | 0.00 | 1.47 | 0.00 |
Data as of 05/01/2009, AR inception is 10/04/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TRIVX (T. Rowe Price Instl Concntrtd Lg Cap Val) |
0.00%
NA |
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 |
|---|---|---|---|---|
| TRIVX (T. Rowe Price Instl Concntrtd Lg Cap Val) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart