Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| TRMSX (T. Rowe Price Mid-Cap Index Fund I Class) | 6.38% | 19.85% | 17.86% | NA | NA | NA | NA | 5.62% |
Data as of 07/11/2025, AR inception is 05/14/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TRMSX (T. Rowe Price Mid-Cap Index Fund I Class) | 05/14/2021 | 07/11/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.22 | 19.85 | 17.86 | NA | NA | NA | NA | 5.62 | 6.38 | 19.98 | 29.89 | -28.56 | 5.08 |
| Sharpe Ratio | NA | 0.67 | 0.65 | NA | NA | NA | NA | 0.13 | 0.33 | 0.96 | 1.42 | -0.93 | 0.49 |
| Standard Deviation(%) | NA | 24.94 | 22.28 | NA | NA | NA | NA | 23.49 | 29.18 | 16.96 | 18.71 | 32.26 | 16.41 |
| Draw Down(%) | NA | 26.02 | 26.02 | NA | NA | NA | NA | 37.34 | 25.13 | 9.36 | 14.52 | 32.19 | 11.74 |
| Yield(%) | 0.00 | 2.19 | 1.95 | 1.66 | 0.83 | 0.55 | 0.42 | 2.08 | 0.00 | 2.37 | 1.11 | 1.34 | 4.04 |
Data as of 07/11/2025, AR inception is 05/14/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TRMSX (T. Rowe Price Mid-Cap Index Fund I Class) |
-1.53%
Jun 2021 - Jun 2024 |
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 |
|---|---|---|---|---|
| TRMSX (T. Rowe Price Mid-Cap Index Fund I Class) |
18.57%
Jun 2022 - Jun 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart