Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TRZLX (T. Rowe Price U.S. Large-Cap Core Fund Z Class) | 5.64% | 15.95% | 18.90% | 11.68% | NA | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 03/17/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TRZLX (T. Rowe Price U.S. Large-Cap Core Fund Z Class) | 03/17/2020 | 06/10/2026 |
| 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 (%) | -2.93 | 15.95 | 18.90 | 11.68 | NA | NA | NA | … | … | 5.64 | 13.51 | 23.76 | 23.41 | -14.60 | 26.37 | 48.88 |
| Sharpe Ratio | NA | 1.44 | 1.20 | 0.60 | NA | NA | NA | … | … | 1.19 | 0.62 | 1.65 | 1.66 | -0.70 | 2.18 | 2.52 |
| Standard Deviation(%) | NA | 11.31 | 13.85 | 15.89 | NA | NA | NA | … | … | 12.77 | 17.21 | 12.22 | 11.97 | 23.01 | 12.09 | 25.70 |
| Draw Down(%) | NA | 8.53 | 17.07 | 22.53 | NA | NA | NA | … | … | 8.53 | 16.66 | 9.07 | 6.93 | 22.14 | 5.71 | 10.72 |
| Yield(%) | 0.00 | 8.50 | 7.31 | 6.45 | 5.59 | 3.73 | 2.80 | … | … | 0.00 | 8.80 | 8.47 | 1.19 | 4.10 | 9.25 | 2.06 |
Data as of 06/10/2026, Common starting date is 03/17/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TRZLX (T. Rowe Price U.S. Large-Cap Core Fund Z Class) |
9.26%
Dec 2021 – Dec 2024 |
11.51%
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 |
|---|---|---|---|---|
| TRZLX (T. Rowe Price U.S. Large-Cap Core Fund Z Class) |
23.04%
Sep 2022 – Sep 2025 |
16.44%
Oct 2020 – Oct 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart