Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TRPIX (T. ROWE PRICE VALUE FUND INC. T. ROWE PRICE VALUE FUND-I CLASS) | 11.58% | 25.23% | 18.69% | 10.00% | 12.19% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 09/09/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TRPIX (T. ROWE PRICE VALUE FUND INC. T. ROWE PRICE VALUE FUND-I CLASS) | 09/09/2015 | 06/05/2026 |
| 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 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.34 | 25.23 | 18.69 | 10.00 | 12.19 | NA | NA | … | … | 11.58 | 16.53 | 15.14 | 12.33 | -11.25 | 29.99 | 10.62 | 26.38 | -9.28 | 19.10 | 11.12 | 5.18 |
| Sharpe Ratio | NA | 2.06 | 1.27 | 0.54 | 0.61 | NA | NA | … | … | 2.47 | 0.88 | 1.11 | 0.74 | -0.69 | 2.16 | 0.27 | 2.21 | -0.72 | 2.60 | 0.75 | 1.08 |
| Standard Deviation(%) | NA | 11.06 | 12.57 | 14.02 | 17.35 | NA | NA | … | … | 11.89 | 15.62 | 10.35 | 11.78 | 18.45 | 13.88 | 37.83 | 11.28 | 14.93 | 7.14 | 14.51 | 16.10 |
| Draw Down(%) | NA | 7.04 | 12.98 | 20.27 | 38.64 | NA | NA | … | … | 7.04 | 12.43 | 8.03 | 9.18 | 20.27 | 5.89 | 38.64 | 5.17 | 19.47 | 3.44 | 11.68 | 7.11 |
| Yield(%) | 0.00 | 8.63 | 7.86 | 7.47 | 8.51 | 6.21 | 4.66 | … | … | 0.00 | 8.98 | 9.10 | 3.41 | 8.36 | 13.14 | 2.76 | 2.29 | 9.19 | 8.11 | 3.54 | 8.52 |
Data as of 06/05/2026, Common starting date is 09/09/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TRPIX (T. ROWE PRICE VALUE FUND INC. T. ROWE PRICE VALUE FUND-I CLASS) |
-0.92%
Mar 2017 – Mar 2020 |
6.92%
Sep 2017 – Sep 2022 |
10.54%
Oct 2015 – Oct 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TRPIX (T. ROWE PRICE VALUE FUND INC. T. ROWE PRICE VALUE FUND-I CLASS) |
22.03%
Dec 2018 – Dec 2021 |
18.35%
Mar 2020 – Mar 2025 |
13.03%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart