Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TRGOX (T. Rowe Price Large Cap Growth Fund Investor Class) | 0.15% | 14.27% | 21.18% | 10.27% | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 05/05/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TRGOX (T. Rowe Price Large Cap Growth Fund Investor Class) | 05/05/2020 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -4.53 | 14.27 | 21.18 | 10.27 | NA | NA | NA | … | … | 0.15 | 17.31 | 30.82 | 46.03 | -35.36 | 23.04 | 40.90 |
| Sharpe Ratio | NA | 0.71 | 0.96 | 0.35 | NA | NA | NA | … | … | -0.11 | 0.64 | 1.68 | 2.62 | -1.11 | 1.27 | 3.13 |
| Standard Deviation(%) | NA | 16.44 | 18.65 | 22.18 | NA | NA | NA | … | … | 19.03 | 22.53 | 16.17 | 16.30 | 33.22 | 18.10 | 21.63 |
| Draw Down(%) | NA | 18.23 | 21.22 | 40.54 | NA | NA | NA | … | … | 16.05 | 21.05 | 11.09 | 8.09 | 36.93 | 10.10 | 11.57 |
| Yield(%) | 0.00 | 13.76 | 9.78 | 6.12 | 4.75 | 3.17 | 2.38 | … | … | 0.00 | 14.15 | 6.24 | 2.93 | 2.42 | 2.94 | 0.50 |
Data as of 06/05/2026, Common starting date is 05/05/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TRGOX (T. Rowe Price Large Cap Growth Fund Investor Class) |
4.19%
Apr 2021 – Apr 2024 |
8.77%
Mar 2021 – Mar 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TRGOX (T. Rowe Price Large Cap Growth Fund Investor Class) |
30.86%
Dec 2022 – Dec 2025 |
16.05%
Oct 2020 – Oct 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart