Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| TRMCX (T. ROWE PRICE MID-CAP VALUE FUND INC. T. ROWE PRICE MID-CAP VALUE FUND INC.) | -2.38% | 5.34% | 12.01% | 16.00% | 9.17% | 11.14% | 9.46% | 11.47% |
Data as of 06/26/2025, AR inception is 08/01/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TRMCX (T. ROWE PRICE MID-CAP VALUE FUND INC. T. ROWE PRICE MID-CAP VALUE FUND INC.) | 08/01/1996 | 06/26/2025 |
| 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 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.73 | 5.34 | 12.01 | 16.00 | 9.17 | 11.14 | 9.46 | 11.47 | -2.38 | 16.21 | 18.99 | -4.16 | 24.51 | 9.84 | 19.59 | -10.66 | 11.59 | 24.23 | -3.49 | 10.37 | 31.55 | 19.62 | -4.86 | 16.46 | 46.69 | -34.55 | 0.71 | 20.24 | 7.73 | 20.56 | 39.00 | -7.38 | 14.36 | 22.75 | 3.52 | 1.39 | 27.11 | 17.96 |
| Sharpe Ratio | NA | 0.11 | 0.49 | 0.77 | 0.41 | NA | NA | 0.53 | -0.33 | 0.95 | 0.95 | -0.26 | 1.59 | 0.25 | 1.50 | -0.91 | 1.39 | 1.56 | -0.26 | 0.95 | 2.78 | 1.54 | -0.21 | 0.88 | 1.54 | -0.95 | -0.18 | 1.83 | 0.56 | 1.82 | 2.60 | -0.40 | 0.77 | 1.17 | 0.01 | -0.15 | 2.59 | 8.69 |
| Standard Deviation(%) | NA | 19.44 | 17.96 | 18.01 | 18.96 | NA | NA | 18.00 | 23.88 | 13.29 | 16.25 | 21.53 | 15.42 | 37.84 | 12.06 | 13.21 | 7.88 | 15.36 | 13.49 | 10.93 | 11.34 | 12.82 | 23.88 | 18.54 | 30.26 | 37.37 | 13.91 | 9.23 | 9.69 | 10.75 | 14.70 | 21.46 | 15.73 | 15.84 | 10.98 | 13.99 | 9.01 | 5.18 |
| Draw Down(%) | NA | 21.93 | 21.93 | 21.93 | 39.41 | NA | NA | 55.28 | 20.13 | 7.61 | 14.06 | 21.39 | 9.35 | 39.41 | 8.09 | 19.08 | 4.66 | 9.10 | 12.89 | 9.37 | 5.78 | 10.59 | 22.33 | 16.30 | 26.89 | 47.97 | 12.89 | 7.19 | 6.49 | 6.95 | 14.66 | 29.94 | 17.21 | 9.27 | 8.64 | 24.86 | 6.47 | 1.74 |
| Yield(%) | 0.00 | 13.49 | 11.70 | 12.81 | 8.59 | 11.24 | 9.28 | 17.74 | 0.00 | 14.56 | 8.44 | 11.66 | 10.50 | 4.01 | 4.86 | 9.62 | 6.83 | 7.94 | 9.86 | 14.23 | 6.15 | 7.08 | 4.72 | 1.95 | 1.43 | 1.85 | 12.11 | 11.38 | 6.17 | 7.37 | 3.18 | 1.16 | 9.41 | 5.62 | 5.45 | 6.60 | 1.92 | 0.71 |
Data as of 06/26/2025, AR inception is 08/01/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TRMCX (T. ROWE PRICE MID-CAP VALUE FUND INC. T. ROWE PRICE MID-CAP VALUE FUND INC.) |
-13.62%
Feb 2006 - Feb 2009 |
-3.86%
Feb 2004 - Feb 2009 |
5.77%
Feb 1999 - Feb 2009 |
6.32%
Mar 2005 - Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TRMCX (T. ROWE PRICE MID-CAP VALUE FUND INC. T. ROWE PRICE MID-CAP VALUE FUND INC.) |
28.12%
Feb 2009 - Feb 2012 |
25.26%
Feb 2009 - Feb 2014 |
15.94%
Feb 2009 - Feb 2019 |
14.67%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart