All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)
| Thu 2017-05-04? to Tue 2025-07-15 |
YTD
Return |
TR
Price |
||||
|---|---|---|---|---|---|---|
| VEIRX × |
+7.04%
2025-07-15 |
7.314 TR
2025-07-15 |
||||
| Vanguard Equity Income Fund Admiral Shares Mutual Fund | ||||||
| FSMDX × |
+5.11%
2025-07-15 |
4.884 TR
2025-07-15 |
||||
| Fidelity Mid Cap Index Fund Institutional Premium Class Mutual Fund | ||||||
| PFRSX × |
+2.38%
2025-07-15 |
1.789 TR
2025-07-15 |
||||
| Real Estate Securities Fund R-6 Mutual Fund | ||||||
| RPTTX × |
+9.56%
2025-07-15 |
2.823 TR
2025-07-15 |
||||
| T. Rowe Price Diversified Mid-Cap Growth Fund Inc. T. Rowe Price Diversified Mid-Cap Growth Fund- I Class Mutual Fund | ||||||
| Thu 2017-05-04? to Tue 2025-07-15 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| VEIRX × |
+128.94%
+10.63%/yr |
+10.30%/yr
(R2=0.926) |
||||
| Vanguard Equity Income Fund Admiral Shares Mutual Fund | ||||||
| FSMDX × |
+124.91%
+10.39%/yr |
+9.78%/yr
(R2=0.845) |
||||
| Fidelity Mid Cap Index Fund Institutional Premium Class Mutual Fund | ||||||
| PFRSX × |
+68.48%
+6.57%/yr |
+6.34%/yr
(R2=0.697) |
||||
| Real Estate Securities Fund R-6 Mutual Fund | ||||||
| RPTTX × |
+182.34%
+13.50%/yr |
+11.30%/yr
(R2=0.821) |
||||
| T. Rowe Price Diversified Mid-Cap Growth Fund Inc. T. Rowe Price Diversified Mid-Cap Growth Fund- I Class Mutual Fund | ||||||
| Thu 2017-05-04? to Tue 2025-07-15 |
Start
Value |
End
Value |
||||
|---|---|---|---|---|---|---|
| VEIRX × |
$10,000.00
2017-05-04 |
$22,894.07
2025-07-15 |
||||
| Vanguard Equity Income Fund Admiral Shares Mutual Fund | ||||||
| FSMDX × |
$10,000.00
2017-05-04 |
$22,490.96
2025-07-15 |
||||
| Fidelity Mid Cap Index Fund Institutional Premium Class Mutual Fund | ||||||
| PFRSX × |
$10,000.00
2017-05-04 |
$16,848.21
2025-07-15 |
||||
| Real Estate Securities Fund R-6 Mutual Fund | ||||||
| RPTTX × |
$10,000.00
2017-05-04 |
$28,233.75
2025-07-15 |
||||
| T. Rowe Price Diversified Mid-Cap Growth Fund Inc. T. Rowe Price Diversified Mid-Cap Growth Fund- I Class Mutual Fund | ||||||
| Year | VEIRX | FSMDX | PFRSX | RPTTX |
|---|---|---|---|---|
| 2025 (YTD) | +7.04% | +5.11% | +2.38% | +9.56% |
| 2024 | +14.91% | +15.39% | +5.49% | +23.99% |
| 2023 | +7.76% | +17.20% | +13.39% | +21.00% |
| 2022 | −0.08% | −17.27% | −25.17% | −24.50% |
| 2021 | +25.49% | +22.56% | +39.72% | +13.69% |
| 2020 | +3.08% | +17.13% | −3.22% | +32.02% |
| 2019 | +25.34% | +30.53% | +31.21% | +38.08% |
| 2018 | −5.68% | −9.07% | −4.25% | −3.02% |
| 2017 | +18.50% | +18.49% | +9.06% | +13.20% |
| 2016 | +14.83% | +13.85% | +5.35% | — |
| 2015 | +0.90% | −2.49% | — | — |
| 2014 | +11.47% | +13.17% | — | — |
| 2013 | +30.18% | +34.81% | — | — |
| 2012 | +13.59% | +17.24% | — | — |
| 2011 | +10.71% | +3.60% | — | — |
| 2010 | +14.99% | — | — | — |
| 2009 | +17.32% | — | — | — |
| 2008 | −30.81% | — | — | — |
| 2007 | +4.90% | — | — | — |
| 2006 | +20.78% | — | — | — |
| 2005 | +4.52% | — | — | — |
| 2004 | +15.16% | — | — | — |
| 2003 | +23.61% | — | — | — |
| 2002 | −15.60% | — | — | — |
| 2001 | −2.95% | — | — | — |
| Thu 2017-05-04? to Tue 2025-07-15 |
Current
Drawdown |
Worst
Drawdown |
||||
|---|---|---|---|---|---|---|
| VEIRX × | −1.78% |
−35.26%
2020-03-23 |
||||
| Vanguard Equity Income Fund Admiral Shares Mutual Fund | ||||||
| FSMDX × | −2.34% |
−40.35%
2020-03-23 |
||||
| Fidelity Mid Cap Index Fund Institutional Premium Class Mutual Fund | ||||||
| PFRSX × | −8.36% |
−41.24%
2020-03-23 |
||||
| Real Estate Securities Fund R-6 Mutual Fund | ||||||
| RPTTX × | −1.55% |
−35.91%
2020-03-23 |
||||
| T. Rowe Price Diversified Mid-Cap Growth Fund Inc. T. Rowe Price Diversified Mid-Cap Growth Fund- I Class Mutual Fund | ||||||