Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TRZIX (T. Rowe Price Small-Cap Index Fund Z Class) | 16.12% | 35.52% | 17.09% | 5.78% | NA | NA | NA | … | … |
Data as of 06/09/2026, Common starting date is 05/18/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TRZIX (T. Rowe Price Small-Cap Index Fund Z Class) | 05/18/2020 | 06/09/2026 |
| 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 (%) | -2.20 | 35.52 | 17.09 | 5.78 | NA | NA | NA | … | … | 16.12 | 12.91 | 11.56 | 17.12 | -20.33 | 14.68 | 49.62 |
| Sharpe Ratio | NA | 1.77 | 0.69 | 0.15 | NA | NA | NA | … | … | 1.71 | 0.44 | 0.38 | 0.68 | -0.78 | 0.67 | 3.43 |
| Standard Deviation(%) | NA | 19.38 | 21.20 | 22.58 | NA | NA | NA | … | … | 20.71 | 22.93 | 20.71 | 20.02 | 28.10 | 22.00 | 26.25 |
| Draw Down(%) | NA | 10.95 | 27.48 | 31.89 | NA | NA | NA | … | … | 10.95 | 23.72 | 10.02 | 17.94 | 26.93 | 12.32 | 11.76 |
| Yield(%) | 0.00 | 2.86 | 2.87 | 1.97 | 2.15 | 1.43 | 1.07 | … | … | 0.00 | 2.77 | 3.60 | 1.61 | 1.33 | 2.07 | 4.59 |
Data as of 06/09/2026, 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 |
|---|---|---|---|---|
| TRZIX (T. Rowe Price Small-Cap Index Fund Z Class) |
-3.08%
Apr 2021 – Apr 2024 |
3.85%
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 |
|---|---|---|---|---|
| TRZIX (T. Rowe Price Small-Cap Index Fund Z Class) |
20.37%
May 2023 – May 2026 |
11.63%
Sep 2020 – Sep 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart