Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TRLUX (T. Rowe Price Large-Cap Value Fund) | 16.16% | 43.53% | 21.74% | 11.67% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 05/05/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TRLUX (T. Rowe Price Large-Cap Value Fund) | 05/05/2020 | 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 (%) | 0.76 | 43.53 | 21.74 | 11.67 | NA | NA | NA | … | … | 16.16 | 24.74 | 11.14 | 9.51 | -5.25 | 25.73 | 35.73 |
| Sharpe Ratio | NA | 2.64 | 1.32 | 0.59 | NA | NA | NA | … | … | 3.08 | 1.18 | 0.71 | 0.46 | -0.34 | 1.85 | 2.53 |
| Standard Deviation(%) | NA | 14.78 | 14.02 | 15.30 | NA | NA | NA | … | … | 12.18 | 18.62 | 10.52 | 12.76 | 19.62 | 13.92 | 23.15 |
| Draw Down(%) | NA | 7.02 | 15.59 | 18.06 | NA | NA | NA | … | … | 7.02 | 14.19 | 8.32 | 11.19 | 18.06 | 6.29 | 11.86 |
| Yield(%) | 0.00 | 22.78 | 13.93 | 10.61 | 8.85 | 5.90 | 4.42 | … | … | 0.00 | 23.05 | 8.48 | 8.32 | 15.13 | 8.03 | 3.96 |
Data as of 06/04/2026, Common starting date 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 |
10.39%
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 |
|---|---|---|---|---|
| TRLUX (T. Rowe Price Large-Cap Value Fund) |
22.23%
May 2023 – May 2026 |
13.57%
Jan 2021 – Jan 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart