Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| REIPX (T. ROWE PRICE EQUITY INCOME FUND T. ROWE PRICE EQUITY INCOME FUND-I CLASS) | 6.93% | 8.68% | 12.49% | 14.44% | NA | NA | NA | 11.45% |
Data as of 07/14/2025, AR inception 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 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.63 | 8.68 | 12.49 | 14.44 | NA | NA | NA | 11.45 | 6.93 | 11.96 | 9.84 | -3.09 | 25.70 | 1.35 | 26.78 | -9.21 | 16.31 | 19.40 | 2.26 |
| Sharpe Ratio | NA | 0.37 | 0.56 | 0.81 | NA | NA | NA | 0.51 | 0.54 | 0.80 | 0.48 | -0.23 | 1.83 | 0.03 | 2.22 | -0.72 | 2.13 | 1.29 | 6.85 |
| Standard Deviation(%) | NA | 16.05 | 14.90 | 15.69 | NA | NA | NA | 18.17 | 19.35 | 10.44 | 13.06 | 19.69 | 14.01 | 38.25 | 11.41 | 14.83 | 7.37 | 14.86 | 14.93 |
| Draw Down(%) | NA | 14.32 | 14.86 | 18.02 | NA | NA | NA | 39.69 | 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 | 7.81 | 7.58 | 8.86 | 8.34 | 5.56 | 4.17 | 9.26 | 0.33 | 9.25 | 6.49 | 6.16 | 10.40 | 3.54 | 8.83 | 9.45 | 10.15 | 8.81 | 0.00 |
Data as of 07/14/2025, AR inception 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 |
0.00%
NA |
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 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart