Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TRSZX (T. Rowe Price Mid-Cap Index Fund Z Class) | 8.14% | 19.63% | 20.00% | 6.74% | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 05/18/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TRSZX (T. Rowe Price Mid-Cap Index Fund Z Class) | 05/18/2020 | 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 (%) | -1.28 | 19.63 | 20.00 | 6.74 | NA | NA | NA | … | … | 8.14 | 12.79 | 20.10 | 30.12 | -28.46 | 10.95 | 57.33 |
| Sharpe Ratio | NA | 1.04 | 0.86 | 0.19 | NA | NA | NA | … | … | 0.96 | 0.42 | 0.97 | 1.43 | -0.93 | 0.59 | 4.76 |
| Standard Deviation(%) | NA | 16.40 | 19.53 | 22.52 | NA | NA | NA | … | … | 18.28 | 23.53 | 16.93 | 18.70 | 32.35 | 18.63 | 22.24 |
| Draw Down(%) | NA | 9.46 | 25.99 | 37.24 | NA | NA | NA | … | … | 9.46 | 25.12 | 9.35 | 14.45 | 32.09 | 11.73 | 9.27 |
| Yield(%) | 0.00 | 6.87 | 4.55 | 3.15 | 3.14 | 2.10 | 1.57 | … | … | 0.00 | 6.97 | 2.51 | 1.26 | 1.45 | 4.49 | 5.28 |
Data as of 06/05/2026, Common starting date is 05/18/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TRSZX (T. Rowe Price Mid-Cap Index Fund Z Class) |
-1.43%
Apr 2021 – Apr 2024 |
5.62%
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 |
|---|---|---|---|---|
| TRSZX (T. Rowe Price Mid-Cap Index Fund Z Class) |
22.58%
Sep 2022 – Sep 2025 |
13.31%
Jun 2020 – Jun 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart