Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PRFDX (T. ROWE PRICE EQUITY INCOME FUND T. ROWE PRICE EQUITY INCOME FUND) | 11.58% | 24.43% | 17.19% | 9.63% | 11.32% | 10.66% | 8.53% | … | … |
Data as of 06/03/2026, Common starting date is 01/08/1986
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PRFDX (T. ROWE PRICE EQUITY INCOME FUND T. ROWE PRICE EQUITY INCOME FUND) | 01/08/1986 | 06/03/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 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 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.42 | 24.43 | 17.19 | 9.63 | 11.32 | 10.66 | 8.53 | … | … | 11.58 | 15.88 | 11.85 | 9.75 | -3.25 | 25.60 | 1.28 | 26.67 | -9.29 | 16.16 | 19.35 | -6.78 | 7.51 | 29.75 | 17.25 | -0.73 | 15.16 | 25.61 | -35.81 | 3.34 | 19.16 | 4.28 | 15.08 | 25.79 | -13.05 | 1.60 | 13.20 | 3.88 | 9.23 | 28.94 | 20.40 | 33.35 | 4.53 | 14.84 | 14.13 | 25.28 | -6.79 | 13.74 | 24.20 | -7.37 | 24.19 |
| Sharpe Ratio | NA | 2.10 | 1.13 | 0.49 | 0.55 | NA | NA | … | … | 2.40 | 0.83 | 0.79 | 0.47 | -0.24 | 1.82 | 0.03 | 2.21 | -0.72 | 2.12 | 1.29 | -0.45 | 0.74 | 2.78 | 1.37 | -0.03 | 0.80 | 0.80 | -0.87 | 0.01 | 1.75 | 0.22 | 1.40 | 1.59 | -0.63 | -0.06 | 0.54 | 0.04 | 0.41 | 2.10 | 2.02 | 5.59 | 0.21 | 2.11 | 1.61 | 2.12 | -1.13 | 1.03 | 2.07 | -0.71 | 2.52 |
| Standard Deviation(%) | NA | 10.79 | 12.81 | 14.69 | 17.70 | NA | NA | … | … | 11.80 | 15.70 | 10.47 | 13.05 | 19.71 | 14.02 | 38.21 | 11.40 | 14.86 | 7.33 | 14.88 | 15.13 | 10.19 | 10.68 | 12.69 | 23.15 | 18.81 | 31.74 | 42.08 | 14.93 | 9.06 | 9.35 | 10.09 | 15.73 | 22.62 | 14.92 | 16.62 | 12.98 | 13.93 | 11.98 | 8.21 | 5.25 | 6.78 | 5.98 | 7.18 | 10.04 | 10.83 | 7.55 | 9.31 | 16.34 | 8.05 |
| Draw Down(%) | NA | 7.34 | 14.35 | 18.08 | 39.71 | NA | NA | … | … | 7.34 | 13.73 | 7.66 | 11.17 | 18.08 | 6.54 | 39.71 | 6.49 | 19.57 | 3.36 | 10.40 | 15.47 | 7.94 | 5.38 | 9.84 | 20.38 | 17.14 | 32.62 | 47.87 | 10.42 | 6.75 | 5.96 | 5.75 | 15.60 | 29.48 | 17.53 | 14.65 | 13.00 | 15.53 | 7.40 | 4.74 | 1.70 | 7.02 | 2.71 | 4.16 | 4.88 | 18.69 | 7.46 | 3.77 | 25.87 | 4.83 |
| Yield(%) | 0.00 | 4.11 | 6.87 | 6.30 | 8.02 | 8.56 | 6.85 | … | … | 0.23 | 4.32 | 9.11 | 6.37 | 5.95 | 10.27 | 3.45 | 8.72 | 9.36 | 10.05 | 8.67 | 6.49 | 7.50 | 5.14 | 2.39 | 1.88 | 2.06 | 2.21 | 4.69 | 8.14 | 4.87 | 6.79 | 4.73 | 3.24 | 3.42 | 5.58 | 13.00 | 9.49 | 8.06 | 12.47 | 7.41 | 7.42 | 8.41 | 8.06 | 6.98 | 5.82 | 5.89 | 8.63 | 5.45 | 6.27 | 5.90 |
Data as of 06/03/2026, Common starting date is 01/08/1986
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PRFDX (T. ROWE PRICE EQUITY INCOME FUND T. ROWE PRICE EQUITY INCOME FUND) |
-16.11%
Feb 2006 – Feb 2009 |
-6.69%
Feb 2004 – Feb 2009 |
-0.08%
Feb 1999 – Feb 2009 |
4.98%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PRFDX (T. ROWE PRICE EQUITY INCOME FUND T. ROWE PRICE EQUITY INCOME FUND) |
27.72%
Mar 1995 – Mar 1998 |
22.96%
Feb 2009 – Feb 2014 |
17.19%
Oct 1990 – Oct 2000 |
13.31%
Oct 1990 – Oct 2005 |
Annualized Rolling Returns Comparison Chart