Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| TRZQX (T. Rowe Price Equity Income Fund Z Class) | 7.69% | 10.02% | 11.28% | NA | NA | NA | NA | 11.25% |
Data as of 07/25/2025, AR inception is 02/25/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TRZQX (T. Rowe Price Equity Income Fund Z Class) | 02/25/2021 | 07/25/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.28 | 10.02 | 11.28 | NA | NA | NA | NA | 11.25 | 7.69 | 12.58 | 10.50 | -2.56 | 17.34 |
| Sharpe Ratio | NA | 0.43 | 0.53 | NA | NA | NA | NA | 0.51 | 0.59 | 0.85 | 0.53 | -0.20 | 1.51 |
| Standard Deviation(%) | NA | 16.02 | 14.79 | NA | NA | NA | NA | 15.22 | 18.79 | 10.54 | 13.08 | 19.70 | 13.63 |
| Draw Down(%) | NA | 14.14 | 14.77 | NA | NA | NA | NA | 17.72 | 13.65 | 7.61 | 11.00 | 17.72 | 6.47 |
| Yield(%) | 0.00 | 8.21 | 7.67 | 6.85 | 3.43 | 2.28 | 1.71 | 8.57 | 0.47 | 9.80 | 7.02 | 6.60 | 9.93 |
Data as of 07/25/2025, AR inception is 02/25/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TRZQX (T. Rowe Price Equity Income Fund Z Class) |
6.62%
Dec 2021 - Dec 2024 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TRZQX (T. Rowe Price Equity Income Fund Z Class) |
11.76%
Jun 2022 - Jun 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart