Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 05/02/2025.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| TEQI (T. Rowe Price Equity Income ETF) | -0.42% | 5.86% | 7.06% | NA | NA | NA | NA | 15.59% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TEQI (T. Rowe Price Equity Income ETF) | 08/06/2020 | 05/02/2025 |
The return data shown below all have the same latest date: 05/02/2025.
AR inception is since 08/06/2020.
AR inception is since 08/06/2020.
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.74 | 5.86 | 7.06 | NA | NA | NA | NA | 15.59 | -0.42 | 13.14 | 9.64 | -3.36 | 26.23 | 18.46 |
| Sharpe Ratio | NA | -0.03 | 0.17 | NA | NA | NA | NA | 0.64 | -0.18 | 0.62 | 0.42 | -0.25 | 1.85 | 2.55 |
| Standard Deviation(%) | NA | 16.14 | 15.68 | NA | NA | NA | NA | 15.94 | 23.43 | 10.49 | 13.08 | 19.33 | 14.20 | 20.37 |
| Draw Down(%) | NA | 15.12 | 15.12 | NA | NA | NA | NA | 17.83 | 14.34 | 7.64 | 10.84 | 17.83 | 6.61 | 8.15 |
| Yield(%) | 0.00 | 1.43 | 2.06 | 2.91 | 1.46 | 0.97 | 0.73 | 3.64 | 0.00 | 2.06 | 2.27 | 2.17 | 3.77 | 0.97 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TEQI (T. Rowe Price Equity Income ETF) |
6.23%
Dec 2021 - Dec 2024 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TEQI (T. Rowe Price Equity Income ETF) |
13.55%
Sep 2020 - Sep 2023 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart