Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| TROW (T. Rowe Price Group, Inc.) | -7.78% | -8.99% | 0.96% | -0.50% | 6.29% | 8.70% | 9.06% | 15.20% |
Data as of 07/11/2025, AR inception is 04/02/1986
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TROW (T. Rowe Price Group, Inc.) | 04/02/1986 | 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 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.60 | -8.99 | 0.96 | -0.50 | 6.29 | 8.70 | 9.06 | 15.20 | -7.78 | 9.68 | 3.35 | -42.24 | 34.91 | 28.11 | 35.61 | -9.75 | 43.38 | 8.47 | -12.27 | 4.73 | 31.28 | 18.67 | -9.80 | 23.70 | 54.06 | -40.56 | 41.00 | 23.04 | 17.57 | 33.16 | 77.06 | -19.79 | -16.29 | 15.92 | 7.85 | 8.95 | 44.54 | 76.65 | 64.17 | 3.45 | 27.47 | 1.11 | 87.50 | -17.95 | 69.57 | 72.50 | -34.43 | 18.45 |
| Sharpe Ratio | NA | -0.42 | -0.08 | -0.08 | 0.17 | NA | NA | 0.35 | -0.53 | 0.26 | -0.01 | -1.04 | 1.38 | 0.58 | 1.50 | -0.44 | 2.38 | 0.36 | -0.65 | 0.27 | 1.57 | 0.88 | -0.24 | 0.76 | 0.85 | -0.54 | 1.07 | 0.89 | 0.89 | 1.37 | 2.46 | -0.49 | -0.47 | 0.21 | 0.09 | 0.10 | 0.89 | 1.82 | 1.64 | 0.01 | 0.92 | -0.05 | 2.12 | -0.53 | 3.26 | 2.38 | -0.83 | 0.57 |
| Standard Deviation(%) | NA | 29.06 | 30.98 | 30.50 | 29.85 | NA | NA | 37.15 | 33.16 | 23.03 | 28.82 | 42.26 | 25.21 | 48.03 | 22.73 | 25.62 | 18.00 | 22.81 | 18.99 | 17.34 | 19.93 | 21.26 | 41.12 | 30.96 | 63.75 | 76.51 | 35.43 | 22.03 | 17.18 | 23.56 | 31.08 | 42.96 | 40.56 | 56.48 | 48.64 | 56.37 | 45.68 | 39.62 | 36.67 | 36.84 | 27.35 | 27.91 | 39.18 | 44.01 | 19.51 | 28.31 | 46.16 | 37.21 |
| Draw Down(%) | NA | 34.05 | 34.05 | 58.16 | 58.16 | NA | NA | 67.45 | 30.39 | 15.78 | 29.50 | 48.59 | 15.38 | 37.96 | 9.71 | 31.39 | 13.67 | 18.07 | 17.37 | 13.18 | 12.34 | 15.95 | 34.39 | 25.67 | 43.27 | 61.34 | 14.97 | 17.90 | 13.06 | 19.32 | 19.67 | 48.15 | 38.95 | 28.76 | 35.32 | 46.39 | 30.28 | 24.39 | 15.77 | 33.99 | 18.50 | 32.65 | 21.88 | 54.00 | 8.18 | 13.57 | 65.02 | 33.92 |
| Yield(%) | 0.00 | 4.28 | 4.36 | 4.11 | 5.03 | 6.96 | 8.35 | 177.76 | 2.24 | 4.60 | 4.47 | 2.47 | 4.96 | 2.88 | 3.31 | 2.72 | 3.01 | 3.08 | 4.76 | 2.13 | 2.27 | 4.10 | 1.89 | 1.99 | 2.75 | 1.63 | 1.64 | 1.42 | 1.57 | 1.65 | 2.44 | 1.88 | 1.52 | 1.54 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 07/11/2025, AR inception is 04/02/1986
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TROW (T. Rowe Price Group, Inc.) |
-18.92%
Aug 2021 - Aug 2024 |
-4.91%
Sep 1997 - Sep 2002 |
4.40%
Apr 2015 - Apr 2025 |
6.34%
Apr 2010 - Apr 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TROW (T. Rowe Price Group, Inc.) |
67.61%
Jan 1995 - Jan 1998 |
48.90%
Sep 1992 - Sep 1997 |
38.52%
Nov 1987 - Nov 1997 |
26.88%
Oct 1990 - Oct 2005 |
Annualized Rolling Returns Comparison Chart