PortfoliosLab logoPortfoliosLab logo
PRNHX vs. VTI
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

PRNHX vs. VTI - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in T. Rowe Price New Horizons Fund (PRNHX) and Vanguard Total Stock Market ETF (VTI). The values are adjusted to include any dividend payments, if applicable.

Loading charts...

Returns By Period

In the year-to-date period, PRNHX achieves a 16.23% return, which is significantly higher than VTI's 10.35% return. Both investments have delivered pretty close results over the past 10 years, with PRNHX having a 14.90% annualized return and VTI not far ahead at 15.31%.


PRNHX

1D
2.65%
1M
3.82%
YTD
16.23%
6M
12.84%
1Y
30.14%
3Y*
11.51%
5Y*
0.56%
10Y*
14.90%

VTI

1D
-0.32%
1M
0.55%
YTD
10.35%
6M
9.59%
1Y
27.18%
3Y*
21.19%
5Y*
12.36%
10Y*
15.31%
*Multi-year figures are annualized to reflect compound growth (CAGR)

PRNHX vs. VTI - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
PRNHX
T. Rowe Price New Horizons Fund
16.23%3.27%8.80%21.35%-36.96%9.96%58.05%56.50%3.79%31.59%
VTI
Vanguard Total Stock Market ETF
10.35%17.10%23.81%26.05%-19.52%25.68%21.08%30.67%-5.23%21.21%

Correlation

The correlation between PRNHX and VTI is 0.84, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.84

Correlation (3Y)
Calculated over the trailing 3-year period

0.83

Correlation (5Y)
Calculated over the trailing 5-year period

0.85

Correlation (10Y)
Calculated over the trailing 10-year period

0.83

Correlation (All Time)
Calculated using the full available price history since May 31, 2001

0.88

The correlation between PRNHX and VTI has been stable across timeframes, ranging from 0.83 to 0.88 - a consistent structural relationship.

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Return for Risk

PRNHX vs. VTI — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

PRNHX
PRNHX Risk / Return Rank: 3333
Overall Rank
PRNHX Sharpe Ratio Rank: 2929
Sharpe Ratio Rank
PRNHX Sortino Ratio Rank: 2727
Sortino Ratio Rank
PRNHX Omega Ratio Rank: 2727
Omega Ratio Rank
PRNHX Calmar Ratio Rank: 4040
Calmar Ratio Rank
PRNHX Martin Ratio Rank: 4444
Martin Ratio Rank

VTI
VTI Risk / Return Rank: 6868
Overall Rank
VTI Sharpe Ratio Rank: 6868
Sharpe Ratio Rank
VTI Sortino Ratio Rank: 6666
Sortino Ratio Rank
VTI Omega Ratio Rank: 6767
Omega Ratio Rank
VTI Calmar Ratio Rank: 6464
Calmar Ratio Rank
VTI Martin Ratio Rank: 7474
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.

PRNHX vs. VTI - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for T. Rowe Price New Horizons Fund (PRNHX) and Vanguard Total Stock Market ETF (VTI). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

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.


PRNHXVTIDifference
Sharpe ratioReturn per unit of total volatility

-0.70

Sortino ratioReturn per unit of downside risk

-0.89

Omega ratioGain probability vs. loss probability

1.25

1.38

-0.13

Calmar ratioReturn relative to maximum drawdown

2.30

3.06

-0.76

Martin ratioReturn relative to average drawdown

8.76

13.68

-4.92

PRNHX vs. VTI - Sharpe Ratio Comparison

The current PRNHX Sharpe Ratio is 1.44, which is lower than the VTI Sharpe Ratio of 2.14. The chart below compares the historical Sharpe Ratios of PRNHX and VTI, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


Loading charts...

Drawdowns

PRNHX vs. VTI - Drawdown Comparison

The maximum PRNHX drawdown since its inception was -70.96%, which is greater than VTI's maximum drawdown of -55.45%. Use the drawdown chart below to compare losses from any high point for PRNHX and VTI.


Loading charts...

Drawdown Indicators


PRNHXVTIDifference

Max Drawdown

Largest peak-to-trough decline

-70.96%

-55.45%

-15.51%

Max Drawdown (1Y)

Largest decline over 1 year

-13.12%

-8.92%

-4.20%

Max Drawdown (3Y)

Largest decline over 3 years

-26.65%

-19.30%

-7.35%

Max Drawdown (5Y)

Largest decline over 5 years

-48.37%

-25.36%

-23.01%

Max Drawdown (10Y)

Largest decline over 10 years

-48.37%

-35.00%

-13.37%

Current Drawdown

Current decline from peak

-10.46%

-1.48%

-8.98%

Average Drawdown

Average peak-to-trough decline

-18.37%

-8.01%

-10.36%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.43%

1.99%

+1.44%

Volatility

PRNHX vs. VTI - Volatility Comparison

T. Rowe Price New Horizons Fund (PRNHX) has a higher volatility of 9.16% compared to Vanguard Total Stock Market ETF (VTI) at 4.74%. This indicates that PRNHX's price experiences larger fluctuations and is considered to be riskier than VTI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


Loading charts...

Volatility by Period


PRNHXVTIDifference

Volatility (1M)

Calculated over the trailing 1-month period

9.16%

4.74%

+4.42%

Volatility (6M)

Calculated over the trailing 6-month period

17.18%

9.96%

+7.22%

Volatility (1Y)

Calculated over the trailing 1-year period

20.87%

12.76%

+8.11%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

24.79%

17.49%

+7.30%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

22.95%

18.35%

+4.60%

PRNHX vs. VTI - Expense Ratio Comparison

PRNHX has a 0.75% expense ratio, which is higher than VTI's 0.03% expense ratio.


Dividends

PRNHX vs. VTI - Dividend Comparison

PRNHX's dividend yield for the trailing twelve months is around 10.20%, more than VTI's 1.02% yield.


PositionTTM20252024202320222021202020192018201720162015
PRNHX
T. Rowe Price New Horizons Fund
10.20%11.85%9.82%0.00%4.72%17.09%13.67%23.46%13.94%8.27%5.77%7.72%
VTI
Vanguard Total Stock Market ETF
1.02%1.12%1.27%1.44%1.66%1.21%1.42%1.78%2.04%1.71%1.92%1.98%

Frequently Asked Questions


PRNHX and VTI have a correlation of 0.84, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

PRNHX has higher volatility (9.16%) compared to VTI (4.74%). In terms of maximum drawdown, PRNHX dropped -70.96% vs VTI's -55.45%.

VTI currently has the higher Sharpe Ratio (2.14 vs 1.44), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

Portfolio Optimizer

Find the right allocation for PRNHX and VTI

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

Open Portfolio Optimizer