Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| TRZZX (T. Rowe Price Small-Cap Stock Fund Z Class) | 2.00% | 10.66% | 10.98% | 11.34% | NA | NA | NA | 17.10% |
Data as of 07/11/2025, AR inception is 03/17/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TRZZX (T. Rowe Price Small-Cap Stock Fund Z Class) | 03/17/2020 | 07/11/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.98 | 10.66 | 10.98 | 11.34 | NA | NA | NA | 17.10 | 2.00 | 12.49 | 18.65 | -22.77 | 18.06 | 77.38 |
| Sharpe Ratio | NA | 0.34 | 0.39 | 0.45 | NA | NA | NA | 0.64 | 0.03 | 0.53 | 0.88 | -0.95 | 1.06 | 3.39 |
| Standard Deviation(%) | NA | 21.74 | 19.66 | 19.82 | NA | NA | NA | 22.13 | 24.42 | 16.76 | 17.26 | 25.58 | 16.97 | 30.98 |
| Draw Down(%) | NA | 23.26 | 23.26 | 32.10 | NA | NA | NA | 32.10 | 20.30 | 8.00 | 15.31 | 27.80 | 11.08 | 9.48 |
| Yield(%) | 0.00 | 15.84 | 9.18 | 9.29 | 5.98 | 3.99 | 2.99 | 11.96 | 0.00 | 16.56 | 5.23 | 3.65 | 8.80 | 5.04 |
Data as of 07/11/2025, 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 |
|---|---|---|---|---|
| TRZZX (T. Rowe Price Small-Cap Stock Fund Z Class) |
-1.87%
Apr 2021 - Apr 2024 |
10.41%
May 2020 - May 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TRZZX (T. Rowe Price Small-Cap Stock Fund Z Class) |
11.63%
Apr 2020 - Apr 2023 |
10.98%
Apr 2020 - Apr 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart