T. Rowe Price Group, Inc. (TROW) Total Return:16.42%(TTM)
Over the latest trailing 12-month period, T. Rowe Price Group, Inc. (TROW)'s total return cagr is +16.42%. The comparable SPY value is +22.76%. Year-to-date total return is +5.53%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in TROW
$335,351
(33.5x return)
Invested on Jun 24, 1996
Growth of $10,000 in SPY (S&P 500)
$184,593
(18.5x return)
Invested on Jun 24, 1996
Hypothetical Growth of $10,000
This chart illustrates the cumulative performance of a hypothetical $10,000 investment. It assumes that all dividends paid by both the stock and SPY are reinvested in additional shares on the payment date, showing the true long-term compounding impact of distributions.
Recent Performance Indicators
YTD Total Return
+5.5%
1-Year Total Return
+16.4%
Current Dividend Yield
4.89%
Price CAGR vs. Total Return CAGR
Compound Annual Growth Rate (CAGR) is shown below. The difference between price CAGR and total return CAGR is the compound contribution of dividends reinvested.
| Holding Period | Price CAGR | Total Return CAGR | Dividend Addition |
|---|---|---|---|
| 1 Year | +10.6% | +16.4% | +5.8% |
| 3 Years | (0.4%) | +4.5% | +4.9% |
| 5 Years | (11.6%) | (7.7%) | +3.9% |
| 10 Years | +4.2% | +8.1% | +3.9% |
| 15 Years | +4.2% | +7.9% | +3.7% |
| 20 Years | +5.4% | +8.7% | +3.3% |
About T. Rowe Price Group, Inc.
T. Rowe Price Group, Inc. operates as a publicly traded entity specializing in investment management. The firm extends its financial expertise to a diverse range of clients, including individual investors, institutional organizations, retirement benefit plans, and financial intermediaries. It is responsible for the establishment and ongoing management of both equity and fixed income mutual funds. The company's investment activities encompass public stock and bond markets worldwide. Employing a bottom-up methodology, the firm integrates both fundamental and quantitative analysis, leveraging insights from both internal research capabilities and external sources for its investment decisions. A core tenet of its investment philosophy is socially responsible investing, with a significant emphasis on environmental, social, and governance (ESG) factors. Furthermore, T. Rowe Price engages in late-stage venture capital transactions, typically committing between $3 million and $5 million per investment. Historically, the firm was known as T. Rowe Group, Inc. and T. Rowe Price Associates, Inc. Established in 1937, its global headquarters are situated in Baltimore, Maryland. The firm maintains a substantial international presence, with additional offices in Colorado Springs, Colorado; Owings Mills, Maryland; San Francisco, California; New York, New York; Philadelphia, Pennsylvania; Tampa, Florida; Toronto, Ontario; Hellerup, Denmark; Amsterdam, The Netherlands; Luxembourg, Grand Duchy of Luxembourg; Zurich, Switzerland; Dubai, United Arab Emirates; London, United Kingdom; Sydney, New South Wales; Hong Kong; Tokyo, Japan; Singapore; Frankfurt, Germany; Madrid, Spain; Milan, Italy; Stockholm, Sweden; Melbourne, Australia; and Amsterdam, Netherlands.
- Sector
- Financial Services
- Industry
- Asset Management
- CEO
- Robert W. Sharps