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TPLGX: T. ROWE PRICE INSTITUTIONAL LARGE-CAP CORE GROWTH FUND T. ROWE PRICE INSTITUTIONAL LARGE-CAP CORE GR (MUTUAL FUND)
Basic Info 71.77 2.46(3.31%) June 05
| Asset Class: | LARGE GROWTH |
| MyPlanIQ Rating: | (82%) |
| Start Date: | 10/29/2003 |
| Last Dividend Date: | 12/17/2025 |
| 12-Mo. Yield | 19.69% |
| Expenses | 0.56% |
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Performance Analytics (As of 05/29/2026)
Not up-to-date? Try| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 10/29/2003 |
2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -4.5 | 0.9 | 16.5 | 23.0 | 7.7 | 14.6 | 14.5 | 11.9 | 11.2 | 18.7 | 35.2 | 49.6 | -41.0 | 8.1 | 33.9 | 30.1 | 2.2 | 36.5 | 1.1 | 11.3 | 9.3 | 41.4 | 18.5 | 1.5 | 16.9 | 43.0 | -42.6 | 13.0 | 9.1 | 4.6 | 7.3 | 5.7 |
| Sharpe Ratio | NA | 0.67 | 1.29 | 1.14 | 0.26 | 0.6 | NA | NA | 0.48 | 0.66 | 1.77 | 2.65 | -1.2 | 0.39 | 0.95 | 1.87 | 0.04 | 3.85 | 0.06 | 0.66 | 0.6 | 3.13 | 1.22 | 0.06 | 0.84 | 1.61 | -1.06 | 0.58 | 0.5 | 0.23 | 0.54 | 3.39 |
| Draw Down(%) | NA | 15.4 | 17.2 | 22.6 | 49.8 | 49.8 | NA | NA | 54.6 | 22.6 | 12.8 | 9.5 | 42.7 | 16.5 | 30.7 | 8.2 | 20.6 | 2.9 | 16.5 | 12.8 | 10.1 | 6.4 | 11.1 | 19.1 | 16.6 | 18.4 | 52.2 | 9.2 | 9.0 | 7.8 | 10.2 | 2.7 |
| Standard Deviation(%) | NA | 18.0 | 16.1 | 19.7 | 23.9 | 22.7 | NA | NA | 21.4 | 23.9 | 17.9 | 17.5 | 35.6 | 20.5 | 35.2 | 15.4 | 21.9 | 9.3 | 15.7 | 17.3 | 15.4 | 13.2 | 15.2 | 25.7 | 20.0 | 26.6 | 40.9 | 16.9 | 11.4 | 10.5 | 11.8 | 11.1 |
| Treynor Ratio | NA | 0.13 | 0.22 | 0.24 | 0.07 | 0.15 | NA | NA | 0.11 | 0.17 | 0.35 | 0.51 | -0.45 | 0.1 | 0.37 | 0.41 | 0.01 | 0.35 | 0.01 | 0.11 | 0.08 | 0.39 | 0.18 | 0.01 | 0.16 | 0.4 | -0.4 | 0.1 | 0.07 | 0.03 | 0.08 | 0.47 |
| Alpha | NA | 0.01 | 0.02 | 0.01 | 0.0 | 0.0 | NA | NA | 0.0 | 0.01 | 0.02 | 0.02 | -0.02 | -0.01 | -0.05 | 0.0 | 0.01 | 0.01 | 0.01 | 0.01 | -0.02 | 0.01 | 0.0 | 0.01 | 0.02 | 0.02 | -0.01 | 0.01 | 0.03 | -0.02 | 0.01 | 0.06 |
| Beta | NA | 0.94 | 0.95 | 0.93 | 0.93 | 0.92 | NA | NA | 0.97 | 0.96 | 0.91 | 0.9 | 0.95 | 0.81 | 0.91 | 0.71 | 1.04 | 1.04 | 1.04 | 1.05 | 1.11 | 1.07 | 1.03 | 0.97 | 1.03 | 1.07 | 1.08 | 1.02 | 0.85 | 0.85 | 0.78 | 0.8 |
| RSquared | NA | 0.95 | 0.95 | 0.97 | 0.93 | 0.91 | NA | NA | 0.93 | 0.98 | 0.97 | 0.94 | 0.96 | 0.73 | 0.88 | 0.7 | 0.98 | 0.91 | 0.97 | 0.96 | 0.96 | 0.95 | 0.96 | 0.99 | 0.98 | 0.97 | 0.98 | 0.97 | 0.93 | 0.9 | 0.92 | 0.95 |
| Yield(%) | N/A | 0.0 | 19.5 | 16.0 | 7.5 | 10.2 | 13.3 | 12.0 | N/A | 20.0 | 15.7 | 5.4 | 0.0 | 0.0 | 0.0 | 0.8 | 1.6 | 1.9 | 0.3 | 0.5 | 1.6 | 0.2 | 0.4 | 0.3 | 0.8 | 0.2 | 0.3 | 3.9 | 0.5 | 1.2 | 1.0 | 0.0 |
| Dividend Growth(%) | N/A | -100.0 | 55.4 | 162047.5 | 1611.3 | 1908.7 | N/A | N/A | N/A | 55.4 | 318.5 | N/A | N/A | -100.0 | -94.5 | -53.2 | 19.2 | 642.9 | -41.7 | -67.6 | 957.1 | -41.7 | 50.0 | -56.5 | 360.0 | -60.0 | -90.4 | 766.7 | -57.1 | 27.3 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 10/29/2003
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