Performance Comparison
Comparison Box

Portfolio Performance Comparison
The return data shown below all have the same latest date: 04/28/2025.
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
PRWAX (T. ROWE PRICE NEW AMERICA GROWTH FUND T. ROWE PRICE NEW AMERICA GROWTH FUND) -4.95% -0.79% 5.53% 5.64% 9.15% 11.13% 9.99% 9.66%
More Performance Analytics Comparison
Name Start Date End Date
PRWAX (T. ROWE PRICE NEW AMERICA GROWTH FUND T. ROWE PRICE NEW AMERICA GROWTH FUND) 01/08/1986 04/28/2025
The return data shown below all have the same latest date: 04/28/2025.
AR inception is since 01/08/1986.
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Inception YTD 2024 2023 2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011 2010 2009 2008 2007 2006 2005 2004 2003 2002 2001 2000 1999 1998 1997 1996 1995 1994 1993 1992 1991 1990 1989 1988 1987 1986
Annualized Return (%) 6.85 -0.79 5.53 5.64 9.15 11.13 9.99 9.66 -4.95 15.05 22.94 -23.67 -0.10 24.81 35.08 1.26 34.51 1.37 8.86 9.27 37.78 13.56 -0.48 19.34 49.33 -38.30 13.79 7.27 4.40 11.10 35.22 -28.54 -11.89 -10.77 12.83 17.93 21.20 20.01 44.31 -7.43 17.44 9.89 61.95 -12.24 38.41 18.47 -20.14 12.52
Sharpe Ratio NA -0.29 0.05 0.13 0.35 NA NA 0.37 -0.64 0.54 1.37 -0.98 -0.01 0.66 2.37 0.00 4.24 0.07 0.50 0.62 3.11 1.03 -0.02 1.03 1.89 -0.96 0.69 0.34 0.21 0.81 1.89 -1.01 -0.48 -0.53 0.55 0.62 1.14 1.27 3.94 -0.88 1.27 0.51 3.68 -0.90 2.62 0.90 -0.79 0.60
Standard Deviation(%) NA 20.80 19.57 22.23 21.08 NA NA 20.11 27.88 15.62 13.75 25.58 25.07 36.82 14.22 19.11 8.04 15.80 17.53 14.98 12.15 13.22 24.15 18.67 26.08 40.62 15.80 11.77 10.82 12.61 18.25 29.49 30.17 27.89 17.45 23.71 15.45 12.85 10.27 11.84 12.09 14.53 15.73 19.31 12.47 15.26 30.67 14.25
Draw Down(%) NA 25.00 25.00 41.52 41.52 NA NA 55.06 18.90 12.19 8.10 27.11 23.84 30.50 7.49 20.46 2.91 17.40 13.92 9.72 6.07 11.11 19.49 17.32 17.02 51.51 9.45 11.12 8.09 10.25 13.25 40.99 35.91 19.85 17.69 35.61 12.17 11.71 4.65 14.84 11.60 19.16 6.81 31.09 12.04 8.91 38.18 16.52
Yield(%) 0.00 0.07 0.10 0.07 4.75 7.59 7.32 15.86 0.00 0.08 0.25 0.00 0.00 0.04 8.83 11.26 14.63 6.07 8.84 14.14 13.90 0.62 3.03 1.60 0.00 2.71 12.00 8.80 8.40 0.00 0.00 0.00 1.89 16.04 11.43 8.69 5.80 10.00 6.96 1.91 4.56 0.80 6.03 0.99 1.86 0.00 0.45 0.85
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
PRWAX (T. ROWE PRICE NEW AMERICA GROWTH FUND T. ROWE PRICE NEW AMERICA GROWTH FUND) -18.32%
Mar 2000 - Mar 2003 		-8.77%
Mar 1998 - Mar 2003 		-3.31%
Feb 1999 - Feb 2009 		3.20%
Feb 1994 - Feb 2009
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
PRWAX (T. ROWE PRICE NEW AMERICA GROWTH FUND T. ROWE PRICE NEW AMERICA GROWTH FUND) 33.02%
Oct 1990 - Oct 1993 		25.13%
Feb 2009 - Feb 2014 		19.77%
Mar 1988 - Mar 1998 		15.34%
Feb 2009 - Feb 2024
Annualized Rolling Returns Comparison Chart