Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TRQZX (T. Rowe Price Mid-Cap Growth Fund Z Class) | 2.83% | 8.67% | 9.87% | 4.05% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 03/17/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TRQZX (T. Rowe Price Mid-Cap Growth Fund Z Class) | 03/17/2020 | 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 (%) | 0.29 | 8.67 | 9.87 | 4.05 | NA | NA | NA | … | … | 2.83 | 4.47 | 10.17 | 21.20 | -21.90 | 15.76 | 68.57 |
| Sharpe Ratio | NA | 0.57 | 0.44 | 0.08 | NA | NA | NA | … | … | 0.28 | 0.08 | 0.48 | 1.18 | -0.86 | 1.04 | 3.38 |
| Standard Deviation(%) | NA | 13.45 | 15.79 | 18.40 | NA | NA | NA | … | … | 15.37 | 18.88 | 13.50 | 14.98 | 27.08 | 15.10 | 27.31 |
| Draw Down(%) | NA | 10.07 | 22.86 | 31.61 | NA | NA | NA | … | … | 10.07 | 21.28 | 7.50 | 13.94 | 29.12 | 8.11 | 10.18 |
| Yield(%) | 0.00 | 6.98 | 8.60 | 6.77 | 6.57 | 4.38 | 3.28 | … | … | 0.00 | 6.90 | 10.89 | 7.94 | 2.23 | 11.86 | 7.99 |
Data as of 06/04/2026, Common starting date is 03/17/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TRQZX (T. Rowe Price Mid-Cap Growth Fund Z Class) |
0.92%
Oct 2021 – Oct 2024 |
3.26%
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 |
|---|---|---|---|---|
| TRQZX (T. Rowe Price Mid-Cap Growth Fund Z Class) |
14.42%
Sep 2022 – Sep 2025 |
9.50%
Apr 2020 – Apr 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart