Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| TRZLX (T. Rowe Price U.S. Large-Cap Core Fund Z Class) | 6.03% | 7.51% | 20.31% | 16.40% | NA | NA | NA | 21.92% |
Data as of 07/14/2025, AR inception is 03/17/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TRZLX (T. Rowe Price U.S. Large-Cap Core Fund Z Class) | 03/17/2020 | 07/14/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.09 | 7.51 | 20.31 | 16.40 | NA | NA | NA | 21.92 | 6.03 | 23.76 | 27.75 | -14.60 | 26.37 | 48.88 |
| Sharpe Ratio | NA | 0.29 | 0.99 | 0.88 | NA | NA | NA | 1.02 | 0.40 | 1.65 | 1.91 | -0.70 | 2.18 | 2.52 |
| Standard Deviation(%) | NA | 18.50 | 16.25 | 16.45 | NA | NA | NA | 18.21 | 21.79 | 12.22 | 12.74 | 23.01 | 12.09 | 25.70 |
| Draw Down(%) | NA | 17.07 | 17.07 | 22.53 | NA | NA | NA | 22.53 | 16.66 | 9.07 | 6.93 | 22.14 | 5.71 | 10.72 |
| Yield(%) | 0.00 | 6.90 | 6.79 | 7.01 | 4.42 | 2.95 | 2.21 | 8.84 | 0.00 | 8.47 | 5.25 | 4.10 | 9.25 | 2.06 |
Data as of 07/14/2025, AR inception is 03/17/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TRZLX (T. Rowe Price U.S. Large-Cap Core Fund Z Class) |
9.87%
Nov 2020 - Nov 2023 |
16.35%
Apr 2020 - Apr 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TRZLX (T. Rowe Price U.S. Large-Cap Core Fund Z Class) |
20.20%
Jun 2022 - Jun 2025 |
17.21%
Jun 2020 - Jun 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart