Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| TRNEX (T. ROWE PRICE NEW ERA FUND INC. T. ROWE PRICE NEW ERA FUND-I CLASS) | 9.22% | 5.28% | 10.59% | 14.19% | NA | NA | NA | 8.66% |
Data as of 07/11/2025, AR inception is 12/18/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TRNEX (T. ROWE PRICE NEW ERA FUND INC. T. ROWE PRICE NEW ERA FUND-I CLASS) | 12/18/2015 | 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 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.17 | 5.28 | 10.59 | 14.19 | NA | NA | NA | 8.66 | 9.22 | 4.63 | 1.19 | 7.32 | 25.53 | -2.45 | 17.05 | -16.10 | 10.70 | 25.20 | 2.10 |
| Sharpe Ratio | NA | 0.04 | 0.30 | 0.61 | NA | NA | NA | 0.31 | 0.57 | 0.07 | -0.14 | 0.24 | 1.57 | -0.07 | 1.12 | -1.04 | 0.96 | 1.23 | 3.69 |
| Standard Deviation(%) | NA | 20.10 | 19.34 | 19.36 | NA | NA | NA | 21.35 | 24.13 | 14.20 | 17.36 | 24.50 | 16.20 | 40.90 | 13.96 | 16.88 | 10.48 | 20.32 | 24.95 |
| Draw Down(%) | NA | 19.55 | 19.55 | 21.48 | NA | NA | NA | 49.51 | 18.05 | 11.29 | 12.96 | 21.48 | 8.64 | 46.18 | 12.66 | 24.04 | 6.63 | 12.73 | 2.26 |
| Yield(%) | 0.00 | 4.63 | 7.41 | 7.39 | 4.68 | 3.12 | 2.34 | 5.20 | 0.00 | 5.02 | 10.84 | 4.81 | 2.73 | 2.56 | 2.62 | 1.52 | 2.15 | 1.73 | 0.00 |
Data as of 07/11/2025, AR inception is 12/18/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TRNEX (T. ROWE PRICE NEW ERA FUND INC. T. ROWE PRICE NEW ERA FUND-I CLASS) |
-11.06%
Mar 2017 - Mar 2020 |
3.38%
May 2018 - May 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TRNEX (T. ROWE PRICE NEW ERA FUND INC. T. ROWE PRICE NEW ERA FUND-I CLASS) |
26.51%
Mar 2020 - Mar 2023 |
17.83%
Mar 2020 - Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart