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Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
TRZAX (T. Rowe Price Value Fund Z Class) 8.01% 11.94% 13.66% 15.88% NA NA NA 20.62%
Data as of 07/10/2025, AR inception is 03/17/2020
More Performance Analytics Comparison
Name Start Date End Date
TRZAX (T. Rowe Price Value Fund Z Class) 03/17/2020 07/10/2025
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Inception YTD 2024 2023 2022 2021 2020
Annualized Return (%) -0.17 11.94 13.66 15.88 NA NA NA 20.62 8.01 15.82 12.98 -10.73 30.80 54.71
Sharpe Ratio NA 0.61 0.72 0.94 NA NA NA 0.97 0.72 1.18 0.80 -0.66 2.22 2.38
Standard Deviation(%) NA 15.89 14.03 14.94 NA NA NA 17.98 19.33 10.36 11.79 18.44 13.86 30.53
Draw Down(%) NA 12.81 13.92 19.93 NA NA NA 19.93 12.37 7.99 9.06 19.93 5.84 11.78
Yield(%) 0.00 8.71 7.99 10.00 6.11 4.08 3.06 12.23 0.00 9.70 4.00 8.87 13.77 4.68
Data as of 07/10/2025, AR inception 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
15.65%
May 2020 - May 2025
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) 17.33%
Apr 2020 - Apr 2023
16.04%
Apr 2020 - Apr 2025
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart