Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TRMSX (T. Rowe Price Mid-Cap Index Fund I Class) | 11.46% | 23.33% | 21.06% | 7.40% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date 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 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.33 | 23.33 | 21.06 | 7.40 | NA | NA | NA | … | … | 11.46 | 12.61 | 19.98 | 29.89 | -28.56 | 5.08 |
| Sharpe Ratio | NA | 1.29 | 0.94 | 0.20 | NA | NA | NA | … | … | 1.26 | 0.42 | 0.96 | 1.42 | -0.93 | 0.49 |
| Standard Deviation(%) | NA | 16.03 | 19.49 | 22.48 | NA | NA | NA | … | … | 17.84 | 23.53 | 16.96 | 18.71 | 32.26 | 16.41 |
| Draw Down(%) | NA | 9.51 | 26.02 | 37.34 | NA | NA | NA | … | … | 9.51 | 25.13 | 9.36 | 14.52 | 32.19 | 11.74 |
| Yield(%) | 0.00 | 6.75 | 4.39 | 3.05 | 1.57 | 1.05 | 0.78 | … | … | 0.00 | 6.84 | 2.37 | 1.11 | 1.34 | 4.04 |
Data as of 06/04/2026, Common starting date 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) |
22.39%
Sep 2022 – Sep 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart