Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TRJZX (T. Rowe Price Growth Stock Fund Z Class) | 6.00% | 21.61% | 22.43% | 9.57% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 03/17/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TRJZX (T. Rowe Price Growth Stock Fund Z Class) | 03/17/2020 | 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 | 2020 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.60 | 21.61 | 22.43 | 9.57 | NA | NA | NA | … | … | 6.00 | 16.39 | 30.40 | 46.28 | -39.72 | 20.60 | 71.67 |
| Sharpe Ratio | NA | 1.41 | 1.07 | 0.32 | NA | NA | NA | … | … | 0.88 | 0.59 | 1.57 | 2.61 | -1.19 | 1.13 | 3.37 |
| Standard Deviation(%) | NA | 15.92 | 18.87 | 22.78 | NA | NA | NA | … | … | 17.84 | 22.83 | 17.10 | 16.46 | 34.59 | 18.26 | 28.75 |
| Draw Down(%) | NA | 17.78 | 22.58 | 46.04 | NA | NA | NA | … | … | 15.01 | 22.58 | 12.66 | 8.94 | 41.17 | 12.42 | 11.45 |
| Yield(%) | 0.00 | 13.57 | 10.55 | 7.24 | 7.12 | 4.75 | 3.56 | … | … | 0.00 | 13.77 | 8.38 | 5.21 | 2.05 | 11.16 | 6.62 |
Data as of 06/04/2026, Common starting date is 03/17/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TRJZX (T. Rowe Price Growth Stock Fund Z Class) |
1.20%
Apr 2021 – Apr 2024 |
6.92%
Mar 2021 – Mar 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TRJZX (T. Rowe Price Growth Stock Fund Z Class) |
30.46%
Dec 2022 – Dec 2025 |
13.74%
Oct 2020 – Oct 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart