Performance Comparison
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 |
|---|---|---|---|---|---|---|---|---|
| TRULX (T. ROWE PRICE U.S. LARGE-CAP CORE FUND INC. T. ROWE PRICE U.S. LARGE-CAP CORE FUND INC.) | -4.81% | -0.78% | 7.10% | 11.16% | 9.61% | 11.15% | NA | 12.95% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TRULX (T. ROWE PRICE U.S. LARGE-CAP CORE FUND INC. T. ROWE PRICE U.S. LARGE-CAP CORE FUND INC.) | 06/26/2009 | 04/28/2025 |
The return data shown below all have the same latest date: 04/28/2025.
AR inception is since 06/26/2009.
AR inception is since 06/26/2009.
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 6.49 | -0.78 | 7.10 | 11.16 | 9.61 | 11.15 | NA | 12.95 | -4.81 | 16.16 | 22.61 | -18.34 | 17.42 | 15.03 | 29.51 | -3.38 | 20.91 | 7.10 | 8.22 | 11.71 | 31.78 | 16.43 | 1.19 | 14.38 | 19.40 |
| Sharpe Ratio | NA | -0.31 | 0.15 | 0.50 | 0.45 | NA | NA | 0.66 | -0.67 | 0.70 | 1.55 | -0.85 | 1.22 | 0.45 | 2.45 | -0.30 | 3.31 | 0.56 | 0.57 | 1.05 | 3.00 | 1.41 | 0.05 | 0.80 | 2.66 |
| Standard Deviation(%) | NA | 19.13 | 17.83 | 17.40 | 17.60 | NA | NA | 16.83 | 26.36 | 13.67 | 11.99 | 23.24 | 14.31 | 32.93 | 11.45 | 15.48 | 6.16 | 12.36 | 14.46 | 11.15 | 10.57 | 11.73 | 22.87 | 17.89 | 15.37 |
| Draw Down(%) | NA | 21.81 | 21.81 | 26.87 | 33.68 | NA | NA | 33.68 | 16.76 | 10.04 | 7.01 | 22.54 | 9.24 | 33.68 | 5.84 | 17.12 | 2.14 | 9.84 | 10.28 | 7.89 | 5.01 | 9.15 | 19.82 | 16.15 | 4.98 |
| Yield(%) | 0.00 | 0.61 | 0.48 | 0.64 | 2.72 | 4.95 | 4.72 | 6.30 | 0.00 | 0.68 | 0.55 | 0.18 | 0.56 | 0.44 | 4.44 | 7.07 | 3.48 | 1.01 | 5.38 | 10.93 | 6.16 | 4.42 | 1.57 | 3.47 | 0.00 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TRULX (T. ROWE PRICE U.S. LARGE-CAP CORE FUND INC. T. ROWE PRICE U.S. LARGE-CAP CORE FUND INC.) |
3.32%
Dec 2019 - Dec 2022 |
6.25%
Jan 2018 - Jan 2023 |
9.57%
Oct 2013 - Oct 2023 |
11.42%
Mar 2010 - Mar 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TRULX (T. ROWE PRICE U.S. LARGE-CAP CORE FUND INC. T. ROWE PRICE U.S. LARGE-CAP CORE FUND INC.) |
22.55%
Sep 2011 - Sep 2014 |
17.55%
Jun 2010 - Jun 2015 |
16.07%
Sep 2011 - Sep 2021 |
12.94%
Jul 2009 - Jul 2024 |
Annualized Rolling Returns Comparison Chart