Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| TRJZX (T. Rowe Price Growth Stock Fund Z Class) | 7.63% | 16.18% | 23.61% | 12.49% | NA | NA | NA | 20.71% |
Data as of 07/17/2025, AR inception 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 | 07/17/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.18 | 16.18 | 23.61 | 12.49 | NA | NA | NA | 20.71 | 7.63 | 30.40 | 46.28 | -39.72 | 20.60 | 71.67 |
| Sharpe Ratio | NA | 0.36 | 0.90 | 0.42 | NA | NA | NA | 0.70 | 0.32 | 1.57 | 2.61 | -1.19 | 1.13 | 3.37 |
| Standard Deviation(%) | NA | 24.15 | 21.68 | 23.39 | NA | NA | NA | 24.46 | 28.20 | 17.10 | 16.46 | 34.59 | 18.26 | 28.75 |
| Draw Down(%) | NA | 22.58 | 22.58 | 46.04 | NA | NA | NA | 46.04 | 22.58 | 12.66 | 8.94 | 41.17 | 12.42 | 11.45 |
| Yield(%) | 0.00 | 6.83 | 6.04 | 6.49 | 4.62 | 3.08 | 2.31 | 9.23 | 0.00 | 8.38 | 5.21 | 2.05 | 11.16 | 6.62 |
Data as of 07/17/2025, 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 |
|---|---|---|---|---|
| TRJZX (T. Rowe Price Growth Stock Fund Z Class) |
1.20%
Apr 2021 - Apr 2024 |
12.39%
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 |
|---|---|---|---|---|
| TRJZX (T. Rowe Price Growth Stock Fund Z Class) |
24.13%
Jun 2022 - Jun 2025 |
13.06%
Jun 2020 - Jun 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart