Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TRZZX (T. Rowe Price Small-Cap Stock Fund Z Class) | 9.09% | 19.19% | 14.13% | 5.25% | 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 |
|---|---|---|
| TRZZX (T. Rowe Price Small-Cap Stock 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 (%) | -1.12 | 19.19 | 14.13 | 5.25 | NA | NA | NA | … | … | 9.09 | 9.40 | 12.49 | 18.65 | -22.77 | 18.06 | 77.38 |
| Sharpe Ratio | NA | 0.99 | 0.63 | 0.14 | NA | NA | NA | … | … | 0.86 | 0.32 | 0.53 | 0.88 | -0.95 | 1.06 | 3.39 |
| Standard Deviation(%) | NA | 17.60 | 18.57 | 19.87 | NA | NA | NA | … | … | 20.34 | 20.67 | 16.76 | 17.26 | 25.58 | 16.97 | 30.98 |
| Draw Down(%) | NA | 10.68 | 23.26 | 32.10 | NA | NA | NA | … | … | 10.68 | 20.30 | 8.00 | 15.31 | 27.80 | 11.08 | 9.48 |
| Yield(%) | 0.00 | 7.97 | 10.12 | 6.91 | 7.19 | 4.79 | 3.60 | … | … | 0.00 | 8.01 | 16.56 | 5.23 | 3.65 | 8.80 | 5.04 |
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 |
|---|---|---|---|---|
| TRZZX (T. Rowe Price Small-Cap Stock Fund Z Class) |
-1.87%
Apr 2021 – Apr 2024 |
4.52%
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 |
|---|---|---|---|---|
| TRZZX (T. Rowe Price Small-Cap Stock Fund Z Class) |
17.40%
May 2023 – May 2026 |
10.98%
Apr 2020 – Apr 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart