T. Rowe Price Institutional Large Cap Core Growth Fund (TPLGX)
The fund will normally invest at least 80% of its net assets (including any borrowings for investment purposes) in large-cap companies. The managers define a large-cap company as one whose market capitalization is larger than the median market capitalization of companies in the Russell 1000 Growth Index, a widely used benchmark of the largest U.S. growth stocks. It is non-diversified.
Fund Info
US45775L5075
Sep 30, 2003
$1,000,000
Large-Cap
Growth
Expense Ratio
TPLGX has an expense ratio of 0.57%, placing it in the medium range.
Share Price Chart
Loading data...
Compare to other instruments
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Performance
Performance Chart
Loading data...
Returns By Period
T. Rowe Price Institutional Large Cap Core Growth Fund (TPLGX) returned 1.51% year-to-date (YTD) and 15.67% over the past 12 months. Over the past 10 years, TPLGX delivered an annualized return of 14.33%, outperforming the S&P 500 benchmark at 10.88%.
TPLGX
1.51%
10.22%
0.99%
15.67%
20.58%
13.74%
14.33%
^GSPC (Benchmark)
0.68%
7.17%
-1.66%
11.63%
12.51%
14.34%
10.88%
Monthly Returns
The table below presents the monthly returns of TPLGX, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2025 | 2.83% | -3.49% | -8.34% | 1.66% | 9.77% | 1.51% | |||||||
2024 | 3.57% | 7.88% | 2.11% | -3.92% | 6.82% | 6.73% | -2.24% | 2.29% | 2.67% | 0.21% | 6.00% | -0.77% | 35.22% |
2023 | 9.53% | -1.82% | 8.28% | 2.29% | 6.75% | 6.25% | 3.26% | -0.74% | -5.18% | -0.60% | 10.88% | 3.41% | 49.63% |
2022 | -10.69% | -4.72% | 3.04% | -15.10% | -3.47% | -8.45% | 12.62% | -5.44% | -10.45% | 2.35% | 3.91% | -7.80% | -38.49% |
2021 | -1.27% | 1.94% | -0.03% | 7.43% | -1.60% | 5.97% | 2.56% | 3.84% | -5.70% | 5.82% | -1.45% | -0.16% | 17.84% |
2020 | 2.44% | -6.08% | -9.67% | 14.96% | 6.78% | 4.06% | 7.71% | 9.29% | -4.71% | -2.38% | 8.11% | 2.47% | 34.70% |
2019 | 11.16% | 2.84% | 1.65% | 3.98% | -5.83% | 6.28% | 1.45% | -1.71% | -1.30% | 1.92% | 4.97% | 2.20% | 30.15% |
2018 | 10.66% | -1.45% | -3.04% | 1.74% | 3.43% | 0.46% | 2.17% | 3.86% | 0.32% | -9.14% | 3.14% | -8.37% | 2.18% |
2017 | 4.82% | 3.78% | 1.45% | 3.72% | 3.58% | 0.61% | 4.46% | 1.36% | 1.00% | 4.65% | 2.21% | 0.04% | 36.49% |
2016 | -8.71% | -1.75% | 5.38% | -0.15% | 2.61% | -2.58% | 5.85% | 0.11% | 1.45% | -1.07% | 0.76% | 0.03% | 1.12% |
2015 | 0.16% | 6.39% | -0.49% | -0.42% | 1.71% | -0.75% | 4.94% | -6.08% | -3.56% | 9.88% | 0.51% | -0.51% | 11.34% |
2014 | -2.25% | 5.98% | -4.51% | -2.06% | 4.47% | 1.75% | 0.04% | 3.61% | -1.83% | 3.26% | 2.36% | -1.30% | 9.34% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of TPLGX is 65, indicating average performance compared to other mutual funds on our website. Here’s a breakdown of how it compares using common performance measures.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for T. Rowe Price Institutional Large Cap Core Growth Fund (TPLGX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Loading data...
Dividends
Dividend History
T. Rowe Price Institutional Large Cap Core Growth Fund provided a 12.68% dividend yield over the last twelve months, with an annual payout of $9.29 per share. The fund has been increasing its distributions for 2 consecutive years.
Period | TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
---|---|---|---|---|---|---|---|---|---|---|---|---|
Dividend | $9.29 | $9.29 | $2.22 | $1.82 | $6.21 | $0.39 | $0.29 | $0.62 | $0.52 | $0.07 | $0.12 | $0.37 |
Dividend yield | 12.68% | 12.87% | 3.70% | 4.39% | 8.81% | 0.59% | 0.60% | 1.65% | 1.39% | 0.25% | 0.44% | 1.49% |
Monthly Dividends
The table displays the monthly dividend distributions for T. Rowe Price Institutional Large Cap Core Growth Fund. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2025 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | |||||||
2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $9.29 | $9.29 |
2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $2.22 | $2.22 |
2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.82 | $1.82 |
2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $6.21 | $6.21 |
2020 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.39 | $0.39 |
2019 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.29 | $0.29 |
2018 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.62 | $0.62 |
2017 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.52 | $0.52 |
2016 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.07 | $0.07 |
2015 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.12 | $0.12 |
2014 | $0.37 | $0.37 |
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.
Loading data...
Worst Drawdowns
The table below displays the maximum drawdowns of the T. Rowe Price Institutional Large Cap Core Growth Fund. 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 Institutional Large Cap Core Growth Fund was 54.57%, occurring on Nov 20, 2008. Recovery took 660 trading sessions.
The current T. Rowe Price Institutional Large Cap Core Growth Fund drawdown is 3.39%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
---|---|---|---|---|---|---|
-54.57% | Oct 15, 2007 | 279 | Nov 20, 2008 | 660 | Jul 7, 2011 | 939 |
-43.45% | Nov 17, 2021 | 247 | Nov 9, 2022 | 340 | Mar 20, 2024 | 587 |
-30.71% | Feb 20, 2020 | 23 | Mar 23, 2020 | 54 | Jun 9, 2020 | 77 |
-22.58% | Jan 24, 2025 | 52 | Apr 8, 2025 | — | — | — |
-20.63% | Oct 2, 2018 | 58 | Dec 24, 2018 | 59 | Mar 21, 2019 | 117 |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
Loading data...