Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| TRQZX (T. Rowe Price Mid-Cap Growth Fund Z Class) | 2.26% | 6.00% | 12.58% | 9.08% | NA | NA | NA | 15.78% |
Data as of 07/14/2025, AR inception 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 | 07/14/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.23 | 6.00 | 12.58 | 9.08 | NA | NA | NA | 15.78 | 2.26 | 10.17 | 21.20 | -21.90 | 15.76 | 68.57 |
| Sharpe Ratio | NA | 0.18 | 0.46 | 0.37 | NA | NA | NA | 0.62 | 0.04 | 0.48 | 1.18 | -0.86 | 1.04 | 3.38 |
| Standard Deviation(%) | NA | 19.83 | 18.18 | 18.83 | NA | NA | NA | 20.58 | 23.38 | 13.50 | 14.98 | 27.08 | 15.10 | 27.31 |
| Draw Down(%) | NA | 22.86 | 22.86 | 31.61 | NA | NA | NA | 31.61 | 21.28 | 7.50 | 13.94 | 29.12 | 8.11 | 10.18 |
| Yield(%) | 0.00 | 10.15 | 7.80 | 8.29 | 5.58 | 3.72 | 2.79 | 11.17 | 0.00 | 10.89 | 7.94 | 2.23 | 11.86 | 7.99 |
Data as of 07/14/2025, AR inception 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 |
8.69%
May 2020 - May 2025 |
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) |
12.21%
Jun 2022 - Jun 2025 |
9.50%
Apr 2020 - Apr 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart