Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TRZAX (T. Rowe Price Value Fund Z Class) | 13.40% | 22.91% | 18.47% | 10.05% | 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 |
|---|---|---|
| TRZAX (T. Rowe Price 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 (%) | 0.78 | 22.91 | 18.47 | 10.05 | NA | NA | NA | … | … | 13.40 | 12.98 | 15.82 | 12.98 | -10.73 | 30.80 | 54.71 |
| Sharpe Ratio | NA | 1.80 | 1.22 | 0.53 | NA | NA | NA | … | … | 2.53 | 0.66 | 1.18 | 0.80 | -0.66 | 2.22 | 2.38 |
| Standard Deviation(%) | NA | 10.55 | 12.43 | 13.94 | NA | NA | NA | … | … | 11.89 | 15.28 | 10.36 | 11.79 | 18.44 | 13.86 | 30.53 |
| Draw Down(%) | NA | 7.01 | 12.81 | 19.93 | NA | NA | NA | … | … | 7.01 | 12.37 | 7.99 | 9.06 | 19.93 | 5.84 | 11.78 |
| Yield(%) | 0.00 | 5.42 | 6.99 | 7.22 | 7.04 | 4.69 | 3.52 | … | … | 0.00 | 5.66 | 9.70 | 4.00 | 8.87 | 13.77 | 4.68 |
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 |
|---|---|---|---|---|
| TRZAX (T. Rowe Price Value Fund Z Class) |
5.32%
Dec 2021 – Dec 2024 |
9.90%
May 2021 – May 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TRZAX (T. Rowe Price Value Fund Z Class) |
18.85%
May 2023 – May 2026 |
16.04%
Apr 2020 – Apr 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart