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Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
TRSZX (T. Rowe Price Mid-Cap Index Fund Z Class) 8.53% 23.45% 17.26% 12.81% NA NA NA 16.20%
Data as of 07/24/2025, AR inception is 05/18/2020
More Performance Analytics Comparison
Name Start Date End Date
TRSZX (T. Rowe Price Mid-Cap Index Fund Z Class) 05/18/2020 07/24/2025
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Inception YTD 2024 2023 2022 2021 2020
Annualized Return (%) 0.35 23.45 17.26 12.81 NA NA NA 16.20 8.53 20.10 30.12 -28.46 10.95 57.33
Sharpe Ratio NA 0.74 0.70 0.46 NA NA NA 0.59 0.45 0.97 1.43 -0.93 0.59 4.76
Standard Deviation(%) NA 24.80 22.26 23.09 NA NA NA 23.25 28.77 16.93 18.70 32.35 18.63 22.24
Draw Down(%) NA 25.99 25.99 37.24 NA NA NA 37.24 25.12 9.35 14.45 32.09 11.73 9.27
Yield(%) 0.00 2.34 2.02 3.34 1.94 1.29 0.97 3.87 0.00 2.51 1.26 1.45 4.49 5.28
Data as of 07/24/2025, AR inception is 05/18/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
TRSZX (T. Rowe Price Mid-Cap Index Fund Z Class) -1.43%
Apr 2021 - Apr 2024
13.31%
Jun 2020 - Jun 2025
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
TRSZX (T. Rowe Price Mid-Cap Index Fund Z Class) 18.74%
Jun 2022 - Jun 2025
13.31%
Jun 2020 - Jun 2025
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart