Performance Comparison
Portfolio Performance Comparison
Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
---|---|---|---|---|---|---|---|---|
PASVX (T. ROWE PRICE SMALL-CAP VALUE FUND INC. T. ROWE PRICE SMALL-CAP VALUE FUND-ADVISOR CLASS) | 0.61% | -3.20% | 2.88% | 6.10% | 5.35% | 7.94% | 6.60% | 9.07% |
Data as of 07/14/2025, AR inception is 04/11/2000
More Performance Analytics Comparison
Name | Start Date | End Date |
---|---|---|
PASVX (T. ROWE PRICE SMALL-CAP VALUE FUND INC. T. ROWE PRICE SMALL-CAP VALUE FUND-ADVISOR CLASS) | 04/11/2000 | 07/14/2025 |
Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 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 (%) | 1.34 | -3.20 | 2.88 | 6.10 | 5.35 | 7.94 | 6.60 | 9.07 | 0.61 | 1.92 | 8.89 | -22.47 | 17.02 | 10.23 | 25.45 | -11.66 | 12.90 | 28.45 | -5.13 | -0.24 | 32.41 | 17.47 | -0.93 | 24.97 | 26.64 | -28.52 | -0.10 | 16.02 | 8.63 | 25.38 | 36.24 | -2.02 | 21.84 | 15.20 |
Sharpe Ratio | NA | -0.19 | -0.05 | 0.20 | 0.19 | NA | NA | 0.36 | -0.11 | -0.24 | 0.25 | -1.01 | 0.83 | 0.24 | 1.79 | -0.85 | 1.11 | 1.82 | -0.36 | -0.02 | 2.38 | 1.08 | -0.03 | 1.10 | 0.80 | -0.71 | -0.18 | 0.84 | 0.45 | 1.77 | 2.52 | -0.17 | 1.35 | 1.30 |
Standard Deviation(%) | NA | 23.56 | 20.76 | 21.00 | 21.41 | NA | NA | 21.21 | 23.91 | 19.75 | 18.53 | 23.61 | 20.39 | 40.95 | 13.43 | 15.38 | 11.07 | 15.49 | 14.33 | 13.70 | 13.63 | 16.20 | 30.65 | 22.64 | 33.12 | 41.39 | 17.07 | 15.23 | 14.22 | 13.81 | 14.12 | 18.10 | 14.73 | 13.40 |
Draw Down(%) | NA | 30.50 | 30.50 | 37.44 | 41.00 | NA | NA | 55.50 | 20.79 | 15.98 | 17.85 | 24.78 | 16.29 | 41.00 | 7.78 | 24.32 | 5.01 | 10.56 | 12.01 | 13.50 | 5.53 | 10.52 | 25.52 | 17.97 | 33.10 | 45.94 | 12.69 | 13.42 | 9.79 | 7.80 | 11.41 | 28.20 | 17.11 | 7.96 |
Yield(%) | 0.00 | 0.35 | 0.22 | 0.18 | 3.69 | 5.56 | 4.91 | 8.89 | 0.00 | 0.38 | 0.26 | 0.00 | 0.00 | 0.10 | 5.12 | 7.34 | 4.13 | 4.43 | 17.11 | 6.71 | 3.60 | 3.70 | 3.50 | 2.37 | 1.22 | 5.61 | 12.37 | 4.31 | 5.29 | 4.07 | 2.25 | 1.42 | 3.47 | 10.26 |
Data as of 07/14/2025, AR inception is 04/11/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
---|---|---|---|---|
PASVX (T. ROWE PRICE SMALL-CAP VALUE FUND INC. T. ROWE PRICE SMALL-CAP VALUE FUND-ADVISOR CLASS) |
-15.72%
Feb 2006 - Feb 2009 |
-3.23%
Feb 2004 - Feb 2009 |
4.20%
Oct 2013 - Oct 2023 |
5.89%
Mar 2005 - Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
---|---|---|---|---|
PASVX (T. ROWE PRICE SMALL-CAP VALUE FUND INC. T. ROWE PRICE SMALL-CAP VALUE FUND-ADVISOR CLASS) |
30.49%
Mar 2003 - Mar 2006 |
25.40%
Feb 2009 - Feb 2014 |
15.74%
Feb 2009 - Feb 2019 |
11.87%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart