It is the internal testing website that you are visiting. Please go to our official customer website (www.myplaniq.com).
Find A Portfolio/Ticker
Comparison Box
PAMCX: T. ROWE PRICE MID-CAP GROWTH FUND INC. T. ROWE PRICE MID-CAP GROWTH FUND-ADVISOR CLASS (MUTUAL FUND)
Basic Info 91.45 1.75(1.88%) June 05
| Asset Class: | Mid-Cap Growth |
| MyPlanIQ Rating: | (58%) |
| Start Date: | 04/11/2000 |
| Last Dividend Date: | 12/11/2025 |
| 12-Mo. Yield | 6.79% |
| Expenses | 1.29% |
| Sign up to get fund ranking change alerts | |
Performance Analytics (As of 06/05/2026)
| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception** | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -1.8 | 0.5 | 5.3 | 8.1 | 2.6 | 9.4 | 10.3 | 9.7 | 9.1 | -1.7 | -1.1 | 12.4 | -24.7 | 3.3 | 18.1 | 31.2 | -2.4 | 24.5 | 6.0 | 6.3 | 12.8 | 36.6 | 13.6 | -1.6 | 27.8 | 45.2 | -39.8 | 17.5 | 6.6 | 14.6 | 18.1 | 37.9 | -21.5 | -1.1 | 3.2 |
| Sharpe Ratio | NA | -0.09 | 0.19 | 0.3 | 0.0 | 0.41 | NA | NA | 0.38 | -0.23 | -0.45 | 0.53 | -0.97 | 0.17 | 0.53 | 2.3 | -0.23 | 3.01 | 0.39 | 0.45 | 1.0 | 2.98 | 0.92 | -0.06 | 1.39 | 1.57 | -1.03 | 0.95 | 0.26 | 1.09 | 1.29 | 2.21 | -0.87 | -0.14 | 0.01 |
| Draw Down(%) | NA | 10.2 | 10.2 | 23.1 | 32.2 | 36.0 | NA | NA | 54.8 | 21.4 | 15.3 | 14.2 | 29.7 | 17.1 | 36.0 | 6.9 | 19.2 | 3.2 | 14.2 | 10.2 | 8.8 | 4.8 | 10.8 | 23.3 | 14.6 | 21.5 | 53.1 | 9.6 | 12.9 | 6.6 | 11.1 | 12.4 | 34.5 | 26.0 | 14.5 |
| Standard Deviation(%) | NA | 15.3 | 13.6 | 15.8 | 18.4 | 18.7 | NA | NA | 20.2 | 19.8 | 17.0 | 15.5 | 27.1 | 19.0 | 33.7 | 12.9 | 15.8 | 8.0 | 14.8 | 14.0 | 12.8 | 12.2 | 14.8 | 25.9 | 19.9 | 28.8 | 39.3 | 15.4 | 12.9 | 11.3 | 13.3 | 16.8 | 26.0 | 25.5 | 27.2 |
| Treynor Ratio | NA | -0.02 | 0.04 | 0.06 | 0.0 | 0.09 | NA | NA | 0.09 | -0.06 | -0.09 | 0.1 | -0.32 | 0.04 | 0.19 | 0.33 | -0.04 | 0.26 | 0.06 | 0.07 | 0.14 | 0.4 | 0.15 | -0.02 | 0.31 | 0.47 | -0.49 | 0.17 | 0.04 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Alpha | NA | -0.03 | -0.01 | -0.02 | -0.01 | 0.0 | NA | NA | 0.01 | -0.05 | -0.06 | -0.02 | 0.0 | -0.05 | -0.04 | 0.0 | 0.01 | 0.01 | 0.0 | 0.03 | 0.0 | 0.02 | 0.0 | 0.01 | 0.01 | 0.01 | 0.0 | 0.01 | -0.01 | NA | NA | NA | NA | NA | NA |
| Beta | NA | 0.73 | 0.74 | 0.83 | 0.83 | 0.86 | NA | NA | 0.87 | 0.83 | 0.86 | 0.82 | 0.83 | 0.84 | 0.92 | 0.9 | 0.85 | 0.93 | 0.91 | 0.87 | 0.91 | 0.91 | 0.9 | 0.91 | 0.9 | 0.96 | 0.82 | 0.87 | 0.91 | NA | NA | NA | NA | NA | NA |
| RSquared | NA | 0.83 | 0.77 | 0.88 | 0.93 | 0.94 | NA | NA | 0.72 | 0.8 | 0.61 | 0.8 | 0.96 | 0.68 | 0.95 | 0.94 | 0.96 | 0.92 | 0.96 | 0.95 | 0.96 | 0.96 | 0.97 | 0.99 | 0.98 | 0.99 | 0.96 | 0.96 | 0.22 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Yield(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 6.6 | 10.8 | 7.3 | 2.1 | 11.3 | 5.5 | 6.6 | 10.6 | 9.2 | 3.4 | 9.2 | 9.1 | 7.5 | 6.5 | 8.1 | 4.8 | 0.1 | 3.5 | 9.9 | 7.4 | 6.2 | 2.1 | 0.0 | 0.0 | 0.0 | 7.8 |
| Dividend Growth(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | -39.4 | 66.5 | 165.4 | -80.9 | 135.4 | 5.8 | -46.2 | 32.5 | 186.5 | -64.9 | 4.7 | 53.2 | 24.2 | -28.3 | 108.4 | 8630.8 | -98.7 | -62.1 | 30.6 | 32.2 | 237.8 | N/A | N/A | N/A | -100.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 04/07/2000
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
|
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See Mid-Cap Growth Asset Class Trend Rankings |
Top Rated Funds in Mid-Cap Growth
Best Mutual Funds
- MVALX (MERIDIAN CONTRARIAN FUND LEGACY CLASS) (100%)
- NICSX (NICHOLAS FUND INC NICHOLAS FUND INC) (100%)
- FAMVX (FAM VALUE FUND INVESTOR CLASS) (99%)
- VMGIX (VANGUARD MID-CAP GROWTH INDEX FUND INVESTOR SHARES) (98%)
- BPTRX (BARON PARTNERS FUND BARON PARTNERS FUND) (98%)
- NBGEX (NEUBERGER BERMAN GENESIS FUND TRUST CLASS) (96%)
- SMIFX (SOUND MIND INVESTING FUND SOUND MIND INVESTING FUND) (96%)
- TWHIX (HERITAGE FUND INVESTOR CLASS) (96%)
- RPFIX (ROYCE PREMIER FUND INSTITUTIONAL CLASS) (96%)
- RPRCX (ROYCE PREMIER FUND CONSULTANT CLASS) (95%)
Best ETFs
- FAD (First Trust Multi Cap Growth AlphaDEX Fund) 3.95% (98%)
- IJK (iShares S&P Mid-Cap 400 Growth ETF) 2.69% (98%)
- IWP (iShares Russell Mid-Cap Growth ETF) 2.75% (97%)
- PDP (Invesco Dorsey Wright Momentum ETF) 3.56% (97%)
- RFG (Invesco S&P Midcap 400 Pure Growth ETF) 3.41% (97%)
- VOT (Vanguard Mid-Cap Growth ETF) 3.46% (97%)
- IVOG (Vanguard S&P Mid-Cap 400 Growth ETF) 2.64% (26%)
- MDYG (SPDR S&P 400 Mid Cap Growth ETF) 2.78% (23%)
- FNY (First Trust Mid Cap Growth AlphaDEX Fund) 3.37% (23%)
Best Closed End Funds
- GDL (GDL Closed Fund) (99%)
- ASG (Liberty All Star Growth Closed Fund) (99%)
- SOR (Source Capital Closed Fund) (99%)
