Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TRUZX (T. Rowe Price New Horizons Fund Z Class) | 15.40% | 27.75% | 11.17% | 1.43% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 03/17/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TRUZX (T. Rowe Price New Horizons Fund Z Class) | 03/17/2020 | 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 | 2020 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.18 | 27.75 | 11.17 | 1.43 | NA | NA | NA | … | … | 15.40 | 4.08 | 4.64 | 22.28 | -36.45 | 10.78 | 94.53 |
| Sharpe Ratio | NA | 1.43 | 0.44 | -0.06 | NA | NA | NA | … | … | 1.65 | 0.05 | 0.06 | 0.98 | -1.03 | 0.55 | 4.88 |
| Standard Deviation(%) | NA | 19.40 | 20.40 | 24.42 | NA | NA | NA | … | … | 23.24 | 23.58 | 17.13 | 19.10 | 36.86 | 19.57 | 26.70 |
| Draw Down(%) | NA | 13.00 | 28.89 | 48.11 | NA | NA | NA | … | … | 13.00 | 26.51 | 11.20 | 16.88 | 42.18 | 14.37 | 7.18 |
| Yield(%) | 0.00 | 11.38 | 5.65 | 5.99 | 7.53 | 5.02 | 3.76 | … | … | 0.00 | 10.72 | 4.87 | 0.00 | 2.88 | 17.03 | 24.01 |
Data as of 06/04/2026, Common starting date is 03/17/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TRUZX (T. Rowe Price New Horizons Fund Z Class) |
-9.40%
Aug 2021 – Aug 2024 |
-1.28%
Dec 2020 – Dec 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TRUZX (T. Rowe Price New Horizons Fund Z Class) |
12.31%
May 2023 – May 2026 |
4.60%
Apr 2020 – Apr 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart