Performance Comparison
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