TRLGX vs. HD
Compare and contrast key facts about T. Rowe Price Large-Cap Growth Fund (TRLGX) and The Home Depot, Inc. (HD).
TRLGX is managed by T. Rowe Price. It was launched on Oct 31, 2001.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: TRLGX or HD.
Key characteristics
| TRLGX | HD | |
|---|---|---|
| YTD Return | 21.89% | 12.93% |
| 1Y Return | 34.54% | 25.23% |
| 3Y Return (Ann) | 5.49% | 7.27% |
| 5Y Return (Ann) | 17.44% | 14.10% |
| 10Y Return (Ann) | 16.12% | 18.08% |
| Sharpe Ratio | 2.06 | 1.18 |
| Daily Std Dev | 16.51% | 20.52% |
| Max Drawdown | -55.56% | -70.47% |
| Current Drawdown | -2.95% | -1.56% |
Correlation
The correlation between TRLGX and HD is 0.59, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
TRLGX vs. HD - Performance Comparison
In the year-to-date period, TRLGX achieves a 21.89% return, which is significantly higher than HD's 12.93% return. Over the past 10 years, TRLGX has underperformed HD with an annualized return of 16.12%, while HD has yielded a comparatively higher 18.08% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
TRLGX vs. HD - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for T. Rowe Price Large-Cap Growth Fund (TRLGX) and The Home Depot, Inc. (HD). 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.
Dividends
TRLGX vs. HD - Dividend Comparison
TRLGX's dividend yield for the trailing twelve months is around 1.67%, less than HD's 2.30% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TRLGX T. Rowe Price Large-Cap Growth Fund | 1.67% | 2.04% | 3.88% | 2.56% | 0.42% | 7.76% | 7.93% | 9.27% | 1.64% | 4.71% | 7.64% | 0.04% |
HD The Home Depot, Inc. | 2.30% | 2.41% | 2.41% | 1.59% | 2.26% | 2.49% | 2.40% | 1.88% | 2.06% | 1.78% | 1.79% | 1.89% |
Drawdowns
TRLGX vs. HD - Drawdown Comparison
The maximum TRLGX drawdown since its inception was -55.56%, smaller than the maximum HD drawdown of -70.47%. Use the drawdown chart below to compare losses from any high point for TRLGX and HD. For additional features, visit the drawdowns tool.
Volatility
TRLGX vs. HD - Volatility Comparison
T. Rowe Price Large-Cap Growth Fund (TRLGX) and The Home Depot, Inc. (HD) have volatilities of 4.85% and 4.70%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.