Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| TRLUX (T. Rowe Price Large-Cap Value Fund) | 4.08% | 5.89% | 9.99% | 13.51% | NA | NA | NA | 15.42% |
Data as of 07/11/2025, AR inception is 05/05/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TRLUX (T. Rowe Price Large-Cap Value Fund) | 05/05/2020 | 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 (%) | 0.38 | 5.89 | 9.99 | 13.51 | NA | NA | NA | 15.42 | 4.08 | 11.14 | 9.51 | -5.25 | 25.73 | 35.73 |
| Sharpe Ratio | NA | 0.17 | 0.45 | 0.74 | NA | NA | NA | 0.78 | 0.25 | 0.71 | 0.46 | -0.34 | 1.85 | 2.53 |
| Standard Deviation(%) | NA | 16.14 | 14.80 | 15.55 | NA | NA | NA | 16.45 | 19.38 | 10.52 | 12.76 | 19.62 | 13.92 | 23.15 |
| Draw Down(%) | NA | 15.59 | 15.59 | 18.06 | NA | NA | NA | 18.06 | 14.19 | 8.32 | 11.19 | 18.06 | 6.29 | 11.86 |
| Yield(%) | 0.00 | 7.79 | 10.63 | 10.84 | 5.89 | 3.93 | 2.95 | 11.78 | 0.00 | 8.48 | 8.32 | 15.13 | 8.03 | 3.96 |
Data as of 07/11/2025, 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 |
|---|---|---|---|---|
| TRLUX (T. Rowe Price Large-Cap Value Fund) |
4.86%
Dec 2021 - Dec 2024 |
13.54%
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 |
|---|---|---|---|---|
| TRLUX (T. Rowe Price Large-Cap Value Fund) |
15.16%
Jun 2020 - Jun 2023 |
13.54%
Jun 2020 - Jun 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart