Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 04/17/2025.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| TILCX (T. ROWE PRICE INSTITUTIONAL LARGE-CAP VALUE FUND T. ROWE PRICE INSTITUTIONAL LARGE-CAP VALUE FUND) | -4.41% | -3.18% | -5.53% | 5.87% | 4.37% | 7.22% | 6.33% | 5.78% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TILCX (T. ROWE PRICE INSTITUTIONAL LARGE-CAP VALUE FUND T. ROWE PRICE INSTITUTIONAL LARGE-CAP VALUE FUND) | 12/12/2000 | 04/17/2025 |
The return data shown below all have the same latest date: 04/17/2025.
AR inception is since 12/12/2000.
AR inception is since 12/12/2000.
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.52 | -3.18 | -5.53 | 5.87 | 4.37 | 7.22 | 6.33 | 5.78 | -4.41 | 4.85 | 3.30 | -18.48 | 19.47 | 2.10 | 26.67 | -9.38 | 16.81 | 16.21 | -3.42 | 13.13 | 33.98 | 17.85 | -1.19 | 13.60 | 28.09 | -36.17 | 1.76 | 20.94 | 4.83 | 16.09 | 29.06 | -15.88 | -8.38 | 1.91 |
| Sharpe Ratio | NA | -0.56 | -0.51 | 0.17 | 0.14 | NA | NA | 0.22 | -0.74 | -0.14 | -0.07 | -0.76 | 1.33 | 0.05 | 2.20 | -0.72 | 2.28 | 1.13 | -0.22 | 1.17 | 3.01 | 1.35 | -0.05 | 0.72 | 0.92 | -0.87 | -0.08 | 1.87 | 0.27 | 1.40 | 1.64 | -0.67 | -0.51 | 1.84 |
| Standard Deviation(%) | NA | 16.95 | 19.40 | 19.07 | 19.10 | NA | NA | 20.03 | 23.30 | 12.53 | 14.42 | 26.19 | 14.58 | 37.82 | 11.47 | 14.89 | 7.14 | 14.21 | 15.66 | 11.22 | 11.30 | 13.32 | 24.26 | 18.89 | 30.29 | 42.30 | 15.74 | 9.49 | 9.94 | 10.84 | 17.33 | 25.26 | 21.26 | 24.24 |
| Draw Down(%) | NA | 20.46 | 24.79 | 26.90 | 39.85 | NA | NA | 57.59 | 14.19 | 13.65 | 11.17 | 22.39 | 8.67 | 39.85 | 6.40 | 19.70 | 3.24 | 10.81 | 14.35 | 8.88 | 5.06 | 11.49 | 22.83 | 16.84 | 30.86 | 47.51 | 11.19 | 7.31 | 6.25 | 6.84 | 17.20 | 32.88 | 19.22 | 4.21 |
| Yield(%) | 0.00 | 1.97 | 1.80 | 2.69 | 4.04 | 5.38 | 4.99 | 4.70 | 0.00 | 2.03 | 2.34 | 1.87 | 1.98 | 2.11 | 6.77 | 6.38 | 5.30 | 4.64 | 5.48 | 3.33 | 1.72 | 2.00 | 1.56 | 2.89 | 1.92 | 2.01 | 4.07 | 4.29 | 3.81 | 3.37 | 0.00 | 0.00 | 0.00 | 1.15 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TILCX (T. ROWE PRICE INSTITUTIONAL LARGE-CAP VALUE FUND T. ROWE PRICE INSTITUTIONAL LARGE-CAP VALUE FUND) |
-15.52%
Feb 2006 - Feb 2009 |
-6.25%
Feb 2004 - Feb 2009 |
2.31%
Sep 2001 - Sep 2011 |
5.09%
Jan 2001 - Jan 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TILCX (T. ROWE PRICE INSTITUTIONAL LARGE-CAP VALUE FUND T. ROWE PRICE INSTITUTIONAL LARGE-CAP VALUE FUND) |
25.12%
Feb 2009 - Feb 2012 |
23.56%
Feb 2009 - Feb 2014 |
15.55%
Feb 2009 - Feb 2019 |
11.56%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart