Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TRTZX (T. Rowe Price Mid-Cap Value Fund Z Class) | 16.20% | 28.58% | 19.09% | 11.19% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 03/17/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TRTZX (T. Rowe Price Mid-Cap Value Fund Z Class) | 03/17/2020 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.86 | 28.58 | 19.09 | 11.19 | NA | NA | NA | … | … | 16.20 | 7.03 | 17.16 | 19.94 | -3.35 | 25.47 | 56.35 |
| Sharpe Ratio | NA | 1.73 | 0.99 | 0.50 | NA | NA | NA | … | … | 2.46 | 0.22 | 1.02 | 1.01 | -0.22 | 1.65 | 2.31 |
| Standard Deviation(%) | NA | 14.31 | 16.10 | 17.35 | NA | NA | NA | … | … | 15.56 | 19.31 | 13.30 | 16.28 | 21.52 | 15.43 | 32.50 |
| Draw Down(%) | NA | 9.33 | 21.71 | 21.71 | NA | NA | NA | … | … | 9.33 | 20.00 | 7.58 | 13.88 | 21.09 | 9.25 | 13.01 |
| Yield(%) | 0.00 | 6.53 | 10.74 | 9.23 | 9.28 | 6.18 | 4.64 | … | … | 0.00 | 6.33 | 15.37 | 9.33 | 12.46 | 11.35 | 6.63 |
Data as of 06/04/2026, Common starting date is 03/17/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TRTZX (T. Rowe Price Mid-Cap Value Fund Z Class) |
7.66%
Apr 2022 – Apr 2025 |
10.54%
Mar 2021 – Mar 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TRTZX (T. Rowe Price Mid-Cap Value Fund Z Class) |
19.87%
May 2023 – May 2026 |
16.67%
Sep 2020 – Sep 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart