Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| TRZDX (T. Rowe Price Dividend Growth Fund Z Class) | 7.82% | 9.98% | 14.07% | NA | NA | NA | NA | 12.49% |
Data as of 07/11/2025, AR inception is 02/25/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TRZDX (T. Rowe Price Dividend Growth Fund Z Class) | 02/25/2021 | 07/11/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.12 | 9.98 | 14.07 | NA | NA | NA | NA | 12.49 | 7.82 | 14.22 | 14.41 | -9.64 | 25.77 |
| Sharpe Ratio | NA | 0.56 | 0.78 | NA | NA | NA | NA | 0.64 | 0.77 | 1.06 | 0.99 | -0.55 | 2.73 |
| Standard Deviation(%) | NA | 15.91 | 14.24 | NA | NA | NA | NA | 14.61 | 19.61 | 9.96 | 10.97 | 20.27 | 11.27 |
| Draw Down(%) | NA | 14.07 | 14.20 | NA | NA | NA | NA | 18.89 | 14.07 | 5.83 | 9.07 | 18.71 | 5.04 |
| Yield(%) | 0.00 | 4.77 | 4.79 | 3.77 | 1.89 | 1.26 | 0.94 | 4.72 | 0.40 | 5.73 | 3.71 | 3.88 | 2.98 |
Data as of 07/11/2025, AR inception is 02/25/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TRZDX (T. Rowe Price Dividend Growth Fund Z Class) |
5.70%
Dec 2021 - Dec 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 |
|---|---|---|---|---|
| TRZDX (T. Rowe Price Dividend Growth Fund Z Class) |
14.42%
Jun 2022 - Jun 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart