T Rowe Price Growth Stock Fund Class I Growth Strategy

The T Rowe Price Growth Stock Fund Class I Growth Strategy is a great way to invest in the stock market. It focuses on long-term growth by investing in high-quality companies with strong financials and a competitive edge.

This strategy is designed to outperform the market over the long haul, with a focus on companies that have the potential to grow their earnings and revenue over time.

The fund's managers actively research and select the companies they believe have the best growth prospects, with a focus on quality and valuation.

They look for companies with strong financials, competitive advantages, and a proven track record of success.

The T. Rowe Price Growth Stock Fund - Class I has shown a remarkable growth over the years. According to the Returns By Period section, the fund had an annualized return of 7.65% over the past 10 years, which is lower than the S&P 500's annualized return of 11.41%.

The fund's performance varies from year to year, with some years seeing significant growth and others experiencing losses. For example, in 2020, the fund had a return of 32.16%, while in 2022, it had a return of -42.05%. This volatility can be seen in the Monthly Returns table, which shows the fund's performance on a monthly basis.

Here's a snapshot of the fund's performance over the past few years:

Keep in mind that past performance is not a guarantee of future results, and it's essential to consider other factors, such as the fund's management team and investment process, when making investment decisions.

The Performance Chart is a valuable tool for investors, showing the growth of an initial investment over time. The chart in question compares the performance of the T. Rowe Price Growth Stock Fund to the S&P 500 index, a widely recognized benchmark.

By adjusting prices for splits and dividends, the chart provides a clear picture of the fund's performance. This adjustment ensures that the comparison is fair and accurate.

The initial investment of $10,000 is a good starting point for evaluating the fund's growth, and it's interesting to see how it compares to the benchmark.

Let's take a closer look at the performance of the T. Rowe Price Growth Stock Fund over different periods.

The fund had a return of -0.08% year-to-date (YTD) and 21.14% in the last 12 months. This is a significant difference from the S&P 500, which had an annualized return of 11.41% over the same period.

The fund's performance over the past 10 years has been steady, with an annualized return of 7.65%. However, it still lags behind the S&P 500's annualized return of 11.41%.

Here's a breakdown of the fund's performance over the past few years:

As you can see, the fund's performance has been quite volatile over the years, with some years showing significant gains and others showing significant losses.

Risk-Adjusted Performance Indicators are a crucial aspect of evaluating an investment's performance. They help investors understand whether their investments are generating returns that are commensurate with the risks taken.

T. Rowe Price Growth Stock Fund (PRGFX) is a prime example of this, as its charts show risk-adjusted performance metrics that can be compared to a benchmark like ^GSPC.

These metrics evaluate an investment's returns against its associated risks, providing a more accurate picture of its performance. This is especially important for investors who want to make informed decisions about their portfolios.

Risk-adjusted performance metrics can help investors identify whether their investments are truly performing well, or if the returns are just a result of taking on excessive risk.

To determine if PRUFX will outperform in the future, we need to consider its Process, People, and Parent Pillars.

The Process Pillar assesses how sensible, clearly defined, and repeatable PRUFX's performance objective and investment process is. This includes security selection and portfolio construction.

High-quality management teams deliver superior performance relative to their benchmarks and/or peers. The People Pillar evaluates the PRUFX management team's experience and ability.

PRUFX's parent organization's priorities are rated in the Parent Pillar. This assesses whether their priorities are in line with investors' interests.

Here's a breakdown of the three Pillars that contribute to PRUFX's potential for outperformance:

The T. Rowe Price Growth Stock Fund is known for its volatility, with a current reading of 6.02%. This represents the average percentage change in the fund's value over the past month.

This level of volatility can be a bit unsettling for investors, but it's essential to remember that it's a natural part of investing in the stock market.

The Sharpe ratio is a key metric to gauge an investment's performance. The T. Rowe Price Growth Stock Fund has a Sharpe ratio of 1.11, calculated over the past year. This value takes into account price changes and dividends.

The Sharpe ratio provides insights into an investment's historical performance in terms of risk-adjusted returns. This can be compared with a benchmark to see how the investment has performed.

A Sharpe ratio of 1.11 indicates that the T. Rowe Price Growth Stock Fund has delivered returns that are significantly higher than the risk-free rate.

The Volatility Chart is a useful tool for investors, showing the average percentage change in a fund's value over a set period.

The current T. Rowe Price Growth Stock Fund volatility is 6.02%.

This percentage represents the fund's value fluctuating up or down over the past month.

The chart below shows the rolling one-month volatility, giving a clear picture of the fund's recent performance.

The Worst Drawdowns of the T. Rowe Price Growth Stock Fund were a major concern for investors. The maximum drawdown was 57.19%, occurring on October 9, 2002.

This significant drop in value took a long time to recover from, with 2369 trading sessions passing before the fund's value returned to its previous peak. The current drawdown is 17.06%, a much more manageable number.

Here's a breakdown of the worst drawdowns for the T. Rowe Price Growth Stock Fund:

The T. Rowe Price Growth Stock Fund has experienced some significant drawdowns, but it's worth noting that the current drawdown of 17.06% is much more manageable than the 57.19% maximum drawdown in 2002.

The T. Rowe Price Growth Stock Fund - Class I portfolio is a diverse mix of holdings. The current portfolio date is December 31, 2024.

The fund's equity holdings are significant, but the details are not provided. The bond and other holdings sections are also blank.

The top 10 holdings account for 65.1% of the fund's assets. This concentration of assets in a small number of holdings is worth noting.

Here are the top 10 holdings, along with their percentage of the portfolio weight and market value in USD: