Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| REIPX (T. ROWE PRICE EQUITY INCOME FUND T. ROWE PRICE EQUITY INCOME FUND-I CLASS) | 12.58% | 24.76% | 17.22% | 9.62% | 11.27% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 12/18/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| REIPX (T. ROWE PRICE EQUITY INCOME FUND T. ROWE PRICE EQUITY INCOME FUND-I CLASS) | 12/18/2015 | 06/04/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.72 | 24.76 | 17.22 | 9.62 | 11.27 | NA | NA | … | … | 12.58 | 14.74 | 11.96 | 9.84 | -3.09 | 25.70 | 1.35 | 26.78 | -9.21 | 16.31 | 19.40 | 2.26 |
| Sharpe Ratio | NA | 1.95 | 1.10 | 0.48 | 0.54 | NA | NA | … | … | 2.32 | 0.76 | 0.80 | 0.48 | -0.23 | 1.83 | 0.03 | 2.22 | -0.72 | 2.13 | 1.29 | 6.85 |
| Standard Deviation(%) | NA | 10.80 | 12.80 | 14.68 | 17.70 | NA | NA | … | … | 11.92 | 15.66 | 10.44 | 13.06 | 19.69 | 14.01 | 38.25 | 11.41 | 14.83 | 7.37 | 14.86 | 14.93 |
| Draw Down(%) | NA | 7.56 | 14.32 | 18.02 | 39.69 | NA | NA | … | … | 7.56 | 13.70 | 7.64 | 11.15 | 18.02 | 6.51 | 39.69 | 6.46 | 19.49 | 3.36 | 10.40 | 1.62 |
| Yield(%) | 0.00 | 2.78 | 6.45 | 6.13 | 7.88 | 5.80 | 4.35 | … | … | 0.00 | 3.21 | 9.25 | 6.49 | 6.16 | 10.40 | 3.54 | 8.83 | 9.45 | 10.15 | 8.81 | 0.00 |
Data as of 06/04/2026, Common starting date is 12/18/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| REIPX (T. ROWE PRICE EQUITY INCOME FUND T. ROWE PRICE EQUITY INCOME FUND-I CLASS) |
-2.46%
Mar 2017 – Mar 2020 |
5.82%
Sep 2017 – Sep 2022 |
10.55%
Mar 2016 – Mar 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| REIPX (T. ROWE PRICE EQUITY INCOME FUND T. ROWE PRICE EQUITY INCOME FUND-I CLASS) |
19.64%
Mar 2020 – Mar 2023 |
17.14%
Mar 2020 – Mar 2025 |
11.98%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart