Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TQMVX (T. ROWE PRICE QM U.S. VALUE EQUITY FUND T. ROWE PRICE QM U.S. VALUE EQUITY FUND) | 13.37% | 32.59% | 20.47% | 11.62% | 12.03% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 03/01/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TQMVX (T. ROWE PRICE QM U.S. VALUE EQUITY FUND T. ROWE PRICE QM U.S. VALUE EQUITY FUND) | 03/01/2016 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.66 | 32.59 | 20.47 | 11.62 | 12.03 | NA | NA | … | … | 13.37 | 18.53 | 16.02 | 11.64 | -3.55 | 28.90 | -0.52 | 25.38 | -10.92 | 15.91 | 21.46 |
| Sharpe Ratio | NA | 2.64 | 1.35 | 0.62 | 0.56 | NA | NA | … | … | 2.51 | 1.01 | 1.12 | 0.63 | -0.25 | 1.93 | -0.02 | 1.80 | -0.76 | 1.88 | 2.10 |
| Standard Deviation(%) | NA | 10.98 | 12.91 | 14.79 | 18.47 | NA | NA | … | … | 12.26 | 15.60 | 11.06 | 12.76 | 19.71 | 14.94 | 40.17 | 13.25 | 16.16 | 8.16 | 12.28 |
| Draw Down(%) | NA | 7.31 | 15.68 | 18.73 | 40.70 | NA | NA | … | … | 7.31 | 14.23 | 8.28 | 10.08 | 18.73 | 6.54 | 40.70 | 8.38 | 21.93 | 4.98 | 6.31 |
| Yield(%) | 0.00 | 8.82 | 8.98 | 6.54 | 6.94 | 5.03 | 3.77 | … | … | 0.00 | 8.94 | 8.78 | 7.66 | 5.54 | 3.20 | 2.19 | 4.51 | 4.69 | 4.00 | 2.07 |
Data as of 06/04/2026, Common starting date is 03/01/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TQMVX (T. ROWE PRICE QM U.S. VALUE EQUITY FUND T. ROWE PRICE QM U.S. VALUE EQUITY FUND) |
-4.20%
Mar 2017 – Mar 2020 |
5.28%
Sep 2017 – Sep 2022 |
11.88%
Apr 2016 – Apr 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TQMVX (T. ROWE PRICE QM U.S. VALUE EQUITY FUND T. ROWE PRICE QM U.S. VALUE EQUITY FUND) |
21.16%
May 2023 – May 2026 |
18.55%
Mar 2020 – Mar 2025 |
12.01%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart