TRUZX
T. Rowe Price New Horizon Fund-Z Class
Mutual fund
$59.05+0.60 (+1.03%)Close Oct 2, 2026
Mar 16, 2020 – Oct 2, 2026, Dividends reinvested
- Final balance
- $20,941
- CAGR
- +11.95%
- Max drawdown
- −48.11%
- Sharpe ratio
- 0.58
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Growth of $10,000
Trailing returns (%)
Annualized from 3Y- 1M
- −1.63%
- 3M
- −5.47%
- 6M
- +9.88%
- YTD
- +9.96%
- 1Y
- +11.18%
- 3Y
- +9.79%
- 5Y
- −2.26%
- Since 2020
- +11.95%
Metrics
Since 2020| Volatility | 24.53% |
|---|---|
| Sortino ratio | 0.85 |
| Calmar ratio | 0.25 |
| Best year, 2023 | +22.28% |
| Worst year, 2022 | −36.45% |
| Positive years | 4 of 5 |
| Longest drawdown | 4.9 years |
Worst drawdowns
Since 2020| Decline | Peak | Bottom | Recovered | Length |
|---|---|---|---|---|
| −48.1% | Nov 2021 | Jun 2022 | Not yet | 4.9 years so far |
| −12.0% | Feb 2021 | Mar 2021 | Jun 2021 | 4 months |
| −7.2% | Sep 2020 | Sep 2020 | Oct 2020 | 4 weeks |
| −7.2% | Mar 2020 | Apr 2020 | Apr 2020 | 1 week |
| −6.7% | Sep 2021 | Oct 2021 | Oct 2021 | 2 months |
Annual returns
2020 from Mar 16 · 2026 through Oct 2