Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| TRZIX (T. Rowe Price Small-Cap Index Fund Z Class) | -0.38% | 2.22% | 9.85% | 9.85% | NA | NA | NA | 12.21% |
Data as of 07/15/2025, AR inception is 05/18/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TRZIX (T. Rowe Price Small-Cap Index Fund Z Class) | 05/18/2020 | 07/15/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.02 | 2.22 | 9.85 | 9.85 | NA | NA | NA | 12.21 | -0.38 | 11.56 | 17.12 | -20.33 | 14.68 | 49.62 |
| Sharpe Ratio | NA | 0.14 | 0.32 | 0.39 | NA | NA | NA | 0.43 | -0.05 | 0.38 | 0.68 | -0.78 | 0.67 | 3.43 |
| Standard Deviation(%) | NA | 24.65 | 22.54 | 23.20 | NA | NA | NA | 23.71 | 26.24 | 20.71 | 20.02 | 28.10 | 22.00 | 26.25 |
| Draw Down(%) | NA | 27.48 | 27.48 | 31.89 | NA | NA | NA | 31.89 | 23.72 | 10.02 | 17.94 | 26.93 | 12.32 | 11.76 |
| Yield(%) | 0.00 | 3.29 | 2.48 | 3.07 | 1.71 | 1.14 | 0.85 | 3.41 | 0.00 | 3.60 | 1.60 | 1.33 | 2.07 | 4.59 |
Data as of 07/15/2025, 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 |
|---|---|---|---|---|
| TRZIX (T. Rowe Price Small-Cap Index Fund Z Class) |
-3.08%
Apr 2021 - Apr 2024 |
10.11%
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 |
|---|---|---|---|---|
| TRZIX (T. Rowe Price Small-Cap Index Fund Z Class) |
12.11%
Jul 2020 - Jul 2023 |
10.11%
Jun 2020 - Jun 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart