Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| RRFDX (T. ROWE PRICE EQUITY INCOME FUND T. ROWE PRICE EQUITY INCOME FUND-R CLASS) | 5.91% | 0.15% | 5.50% | 8.23% | 6.08% | 8.33% | 6.02% | 7.42% |
Data as of 07/18/2025, AR inception is 10/22/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RRFDX (T. ROWE PRICE EQUITY INCOME FUND T. ROWE PRICE EQUITY INCOME FUND-R CLASS) | 10/22/2002 | 07/18/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.66 | 0.15 | 5.50 | 8.23 | 6.08 | 8.33 | 6.02 | 7.42 | 5.91 | 4.32 | 4.69 | -7.84 | 16.45 | -0.66 | 25.99 | -9.83 | 15.50 | 18.68 | -7.29 | 6.91 | 29.07 | 16.62 | -1.24 | 14.58 | 25.04 | -36.05 | 2.80 | 18.56 | 3.76 | 14.53 | 25.27 | 2.78 |
| Sharpe Ratio | NA | -0.17 | 0.14 | 0.36 | 0.25 | NA | NA | 0.31 | 0.43 | -0.18 | 0.03 | -0.46 | 1.03 | -0.02 | 2.16 | -0.75 | 2.03 | 1.24 | -0.48 | 0.68 | 2.72 | 1.31 | -0.05 | 0.77 | 0.79 | -0.88 | -0.01 | 1.70 | 0.17 | 1.35 | 1.57 | 0.81 |
| Standard Deviation(%) | NA | 17.44 | 15.55 | 16.46 | 18.51 | NA | NA | 19.17 | 19.05 | 12.53 | 13.16 | 20.06 | 15.98 | 38.23 | 11.39 | 14.85 | 7.36 | 14.88 | 15.14 | 10.18 | 10.68 | 12.72 | 23.18 | 18.83 | 31.77 | 42.05 | 14.93 | 9.01 | 9.36 | 10.05 | 15.70 | 18.11 |
| Draw Down(%) | NA | 19.82 | 19.82 | 20.07 | 39.75 | NA | NA | 58.44 | 13.75 | 13.43 | 11.29 | 18.37 | 10.08 | 39.75 | 6.49 | 19.98 | 3.47 | 10.48 | 15.63 | 8.09 | 5.43 | 9.92 | 20.55 | 17.24 | 32.67 | 48.06 | 10.57 | 6.77 | 6.01 | 5.79 | 15.65 | 4.78 |
| Yield(%) | 0.00 | 0.94 | 1.51 | 1.81 | 4.60 | 6.36 | 4.83 | 6.51 | 0.18 | 1.63 | 1.64 | 1.49 | 1.40 | 1.59 | 8.06 | 8.80 | 9.46 | 8.10 | 5.97 | 6.97 | 4.56 | 1.80 | 1.34 | 1.60 | 1.71 | 4.34 | 7.66 | 4.43 | 6.39 | 4.32 | 2.85 | 2.34 |
Data as of 07/18/2025, AR inception is 10/22/2002
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RRFDX (T. ROWE PRICE EQUITY INCOME FUND T. ROWE PRICE EQUITY INCOME FUND-R CLASS) |
-16.49%
Feb 2006 - Feb 2009 |
-7.13%
Feb 2004 - Feb 2009 |
4.25%
Feb 2006 - Feb 2016 |
4.43%
Mar 2005 - Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RRFDX (T. ROWE PRICE EQUITY INCOME FUND T. ROWE PRICE EQUITY INCOME FUND-R CLASS) |
25.56%
Feb 2009 - Feb 2012 |
22.32%
Feb 2009 - Feb 2014 |
14.04%
Feb 2009 - Feb 2019 |
11.20%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart