Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| TRSYX (T. Rowe Price Small-Cap Index Fund) | 1.03% | 2.97% | 10.19% | NA | NA | NA | NA | 4.33% |
Data as of 07/18/2025, AR inception is 01/05/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TRSYX (T. Rowe Price Small-Cap Index Fund) | 01/05/2021 | 07/18/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.19 | 2.97 | 10.19 | NA | NA | NA | NA | 4.33 | 1.03 | 11.20 | 16.80 | -20.57 | 13.65 |
| Sharpe Ratio | NA | -0.01 | 0.30 | NA | NA | NA | NA | 0.07 | -0.04 | 0.37 | 0.66 | -0.78 | 0.62 |
| Standard Deviation(%) | NA | 24.35 | 22.55 | NA | NA | NA | NA | 23.32 | 25.96 | 20.74 | 20.02 | 28.15 | 22.08 |
| Draw Down(%) | NA | 27.58 | 27.58 | NA | NA | NA | NA | 32.02 | 23.80 | 10.07 | 17.97 | 27.03 | 12.33 |
| Yield(%) | 0.00 | 2.82 | 2.11 | 1.46 | 0.73 | 0.49 | 0.36 | 1.82 | 0.00 | 3.10 | 1.32 | 1.11 | 1.76 |
Data as of 07/18/2025, AR inception is 01/05/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TRSYX (T. Rowe Price Small-Cap Index Fund) |
-3.37%
Apr 2021 - Apr 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 |
|---|---|---|---|---|
| TRSYX (T. Rowe Price Small-Cap Index Fund) |
9.78%
Jun 2022 - Jun 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart