TRZDX
T. Rowe Price Dividend Growth Fund Z Class
Mutual fund
$88.50+0.63 (+0.72%)Close Oct 2, 2026
Feb 24, 2021 – Oct 2, 2026, Dividends reinvested
- Final balance
- $18,462
- CAGR
- +11.57%
- Max drawdown
- −18.89%
- Sharpe ratio
- 0.87
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Growth of $10,000
Trailing returns (%)
Annualized from 3Y- 1M
- −1.98%
- 3M
- −1.13%
- 6M
- +9.56%
- YTD
- +9.53%
- 1Y
- +12.43%
- 3Y
- +17.08%
- 5Y
- +10.50%
- Since 2021
- +11.57%
Metrics
Since 2021| Volatility | 13.65% |
|---|---|
| Sortino ratio | 1.27 |
| Calmar ratio | 0.61 |
| Best year, 2025 | +15.48% |
| Worst year, 2022 | −9.64% |
| Positive years | 3 of 4 |
| Longest drawdown | 1.9 years |
Worst drawdowns
Since 2021| Decline | Peak | Bottom | Recovered | Length |
|---|---|---|---|---|
| −18.9% | Dec 2021 | Oct 2022 | Dec 2023 | 1.9 years |
| −14.1% | Feb 2025 | Apr 2025 | Jun 2025 | 4 months |
| −7.3% | Feb 2026 | Mar 2026 | Apr 2026 | 2 months |
| −6.0% | Nov 2024 | Jan 2025 | Feb 2025 | 2 months |
| −5.0% | Sep 2021 | Sep 2021 | Oct 2021 | 2 months |
Annual returns
2021 from Feb 24 · 2026 through Oct 2