Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TRZDX (T. Rowe Price Dividend Growth Fund Z Class) | 6.58% | 16.78% | 15.99% | 10.48% | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 02/25/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TRZDX (T. Rowe Price Dividend Growth Fund Z Class) | 02/25/2021 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.29 | 16.78 | 15.99 | 10.48 | NA | NA | NA | … | … | 6.58 | 15.48 | 14.22 | 14.41 | -9.64 | 25.77 |
| Sharpe Ratio | NA | 1.43 | 1.06 | 0.56 | NA | NA | NA | … | … | 1.19 | 0.84 | 1.06 | 0.99 | -0.55 | 2.73 |
| Standard Deviation(%) | NA | 9.90 | 12.03 | 14.02 | NA | NA | NA | … | … | 11.34 | 15.14 | 9.96 | 10.97 | 20.27 | 11.27 |
| Draw Down(%) | NA | 7.69 | 14.07 | 18.89 | NA | NA | NA | … | … | 7.69 | 14.07 | 5.83 | 9.07 | 18.71 | 5.04 |
| Yield(%) | 0.00 | 8.34 | 6.69 | 5.37 | 3.00 | 2.00 | 1.50 | … | … | 0.00 | 9.19 | 5.73 | 3.71 | 3.88 | 2.98 |
Data as of 06/05/2026, Common starting date is 02/25/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TRZDX (T. Rowe Price Dividend Growth Fund Z Class) |
5.70%
Dec 2021 – Dec 2024 |
10.28%
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 |
|---|---|---|---|---|
| TRZDX (T. Rowe Price Dividend Growth Fund Z Class) |
17.70%
Sep 2022 – Sep 2025 |
10.51%
May 2021 – May 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart