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Inception Date
Apr 11, 1950
Index Tracked
S&P 500
Distribution Policy
Distributing
Asset Class
Equity

Share Price Chart


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Performance

PRUFX Performance Chart

T. Rowe Price Growth Stock I (PRUFX) is up 3.6% since the beginning of the year. PRUFX is currently trading at $112 per share. Investors who bought $1,000 worth of PRUFX shares 5 years ago would now be looking at an investment worth $1,541.


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S&P 500 Index

Returns By Period

T. Rowe Price Growth Stock I (PRUFX) has returned 3.59% so far this year and 19.98% over the past 12 months. Looking at the last ten years, PRUFX has achieved an annualized return of 16.14%, outperforming the S&P 500 Index benchmark, which averaged 13.88% per year.


T. Rowe Price Growth Stock I

1D
1.71%
1M
-0.72%
YTD
3.59%
6M
3.01%
1Y
19.98%
3Y*
22.81%
5Y*
9.04%
10Y*
16.14%

Benchmark (S&P 500 Index)

1D
-0.37%
1M
-0.01%
YTD
9.16%
6M
8.64%
1Y
25.22%
3Y*
19.78%
5Y*
11.99%
10Y*
13.88%
*Multi-year figures are annualized to reflect compound growth (CAGR)

PRUFX Monthly Returns History

Based on dividend-adjusted daily data since Jan 4, 2016, PRUFX's average daily return is +0.07%, while the average monthly return is +1.31%. At this rate, an investment would double in approximately 4.4 years.

Historically, 63% of months were positive and 37% were negative. The best month was Apr 2020 with a return of +14.3%, while the worst month was Apr 2022 at -15.3%. The longest winning streak lasted 13 consecutive months, and the longest losing streak was 5 months.

On a daily basis, PRUFX closed higher 55% of trading days. The best single day was Apr 9, 2025 with a return of +10.9%, while the worst single day was Mar 16, 2020 at -12.4%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2026-2.12%-4.04%-5.48%12.49%6.97%-3.04%3.59%
20252.45%-3.32%-8.62%1.20%8.55%6.06%3.36%0.67%4.56%3.52%-1.57%-0.95%15.79%
20243.01%6.98%1.84%-4.73%5.82%6.61%-1.89%1.75%2.08%-0.46%6.38%6.43%38.50%
20239.72%-1.59%7.59%2.13%5.42%5.74%3.79%-0.42%-5.01%-0.96%9.69%3.15%45.49%
2022-12.25%-3.68%0.56%-15.28%-3.64%-8.62%12.64%-5.14%-9.49%3.93%3.14%-8.76%-40.03%
20210.33%2.16%0.08%6.94%-1.49%7.00%1.85%2.97%-5.41%5.78%-0.07%-1.03%20.01%

Benchmark Metrics

T. Rowe Price Growth Stock I has an annualized alpha of 0.55%, beta of 1.13, and R2 of 0.85 versus S&P 500 Index. Calculated based on daily prices since January 04, 2016.

  • This fund captured 110.14% of S&P 500 Index gains and 103.46% of its losses - amplifying both gains and losses, but participating more in upside than downside.
  • With beta of 1.13 and R2 of 0.85, this fund moves broadly in line with S&P 500 Index - much of its variation is explained by market exposure rather than independent behavior.

Alpha
0.55%
Beta
1.13
0.85
Upside Capture
110.14%
Downside Capture
103.46%

Expense Ratio

PRUFX has an expense ratio of 0.52%, placing it in the medium range.


Return for Risk

Risk / Return Rank

PRUFX ranks 16 for risk / return — in the bottom 16% of mutual funds on our site. This means you're taking on significantly more risk than the returns justify. Consider whether the potential upside is worth the volatility, or explore alternatives with better risk / return profiles.


PRUFX Risk / Return Rank: 1616
Overall Rank
PRUFX Sharpe Ratio Rank: 1919
Sharpe Ratio Rank
PRUFX Sortino Ratio Rank: 1818
Sortino Ratio Rank
PRUFX Omega Ratio Rank: 1818
Omega Ratio Rank
PRUFX Calmar Ratio Rank: 1212
Calmar Ratio Rank
PRUFX Martin Ratio Rank: 1313
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

Return / Risk — by metrics

The table below present risk-adjusted performance metrics for T. Rowe Price Growth Stock I (PRUFX) and compare them to S&P 500 Index.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


PRUFXBenchmarkDifference
Sharpe ratioReturn per unit of total volatility

-0.87

Sortino ratioReturn per unit of downside risk

-1.11

Omega ratioGain probability vs. loss probability

1.21

1.37

-0.16

Calmar ratioReturn relative to maximum drawdown

1.08

2.78

-1.71

Martin ratioReturn relative to average drawdown

3.40

12.44

-9.04

Dividends

Dividend History

T. Rowe Price Growth Stock I provided a 13.03% dividend yield over the last twelve months, with an annual payout of $14.61 per share. The fund has been increasing its distributions for 3 consecutive years.


2.00%4.00%6.00%8.00%10.00%12.00%14.00%$0.00$5.00$10.00$15.002016201720182019202020212022202320242025
Dividends
Dividend Yield
PeriodTTM2025202420232022202120202019201820172016
Dividend$14.61$14.61$13.99$2.89$2.19$10.10$3.53$1.85$5.29$8.60$1.27

Dividend yield

13.03%13.50%13.20%3.33%3.54%9.50%3.64%2.52%9.26%13.72%2.38%

Monthly Dividends

The table displays the monthly dividend distributions for T. Rowe Price Growth Stock I. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2026$0.00$0.00$0.00$0.00$0.00$0.00$0.00
2025$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$14.61$14.61
2024$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$13.99$13.99
2023$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$2.89$2.89
2022$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$2.19$2.19
2021$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$10.10$10.10

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.


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Worst Drawdowns

The table below displays the maximum drawdowns of the T. Rowe Price Growth Stock I. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the T. Rowe Price Growth Stock I was 46.35%, occurring on Dec 28, 2022. Recovery took 383 trading sessions.

The current T. Rowe Price Growth Stock I drawdown is 3.64%.


Related event

Drawdown

Fall

Recovery

Underwater

Bear market2022
-46.35%Dec 2022
1y 1mo1y 6mo
2y 7moNov 2021 - Jul 2024
COVID crash2020
-32.21%Mar 2020
1mo 2d3mo 2d
4mo 4dFeb 2020 - Jun 2020
2025 selloff2025
-22.66%Apr 2025
2mo 11d2mo 20d
5mo 1dJan 2025 - Jun 2025
Rate-hike selloffLate 2018
-20.78%Dec 2018
3mo 26d3mo 8d
7mo 4dAug 2018 - Apr 2019
2026 correction2026
-17.97%Mar 2026
5mo 1d1mo 15d
6mo 16dOct 2025 - May 2026

Drawdown Indicators


PRUFXBenchmarkDifference

Max Drawdown

Largest peak-to-trough decline

-46.35%

-56.78%

+10.43%

Max Drawdown (1Y)

Largest decline over 1 year

-17.97%

-9.10%

-8.87%

Max Drawdown (3Y)

Largest decline over 3 years

-22.66%

-18.90%

-3.76%

Max Drawdown (5Y)

Largest decline over 5 years

-46.35%

-25.43%

-20.92%

Max Drawdown (10Y)

Largest decline over 10 years

-46.35%

-33.92%

-12.43%

Current Drawdown

Current decline from peak

-3.64%

-1.80%

-1.84%

Average Drawdown

Average peak-to-trough decline

-9.54%

-10.71%

+1.17%

Ulcer Index

Depth and duration of drawdowns from previous peaks

5.69%

2.03%

+3.66%

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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Portfolio Analyzer

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