Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TRSYX (T. Rowe Price Small-Cap Index Fund) | 18.68% | 41.28% | 18.91% | 6.32% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 01/05/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TRSYX (T. Rowe Price Small-Cap Index Fund) | 01/05/2021 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.05 | 41.28 | 18.91 | 6.32 | NA | NA | NA | … | … | 18.68 | 12.55 | 11.20 | 16.80 | -20.57 | 13.65 |
| Sharpe Ratio | NA | 2.08 | 0.76 | 0.17 | NA | NA | NA | … | … | 2.36 | 0.42 | 0.37 | 0.66 | -0.78 | 0.62 |
| Standard Deviation(%) | NA | 19.01 | 21.20 | 22.55 | NA | NA | NA | … | … | 20.17 | 22.91 | 20.74 | 20.02 | 28.15 | 22.08 |
| Draw Down(%) | NA | 11.00 | 27.58 | 32.02 | NA | NA | NA | … | … | 11.00 | 23.80 | 10.07 | 17.97 | 27.03 | 12.33 |
| Yield(%) | 0.00 | 2.64 | 2.58 | 1.74 | 1.00 | 0.67 | 0.50 | … | … | 0.00 | 2.50 | 3.10 | 1.32 | 1.11 | 1.76 |
Data as of 06/04/2026, Common starting date 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 |
3.53%
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 |
|---|---|---|---|---|
| TRSYX (T. Rowe Price Small-Cap Index Fund) |
19.98%
May 2023 – May 2026 |
6.37%
May 2021 – May 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart