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) | 7.23% | 9.79% | 11.12% | NA | NA | NA | NA | 11.13% |
Data as of 07/24/2025, 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 | 07/24/2025 |
Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return (%) | 0.63 | 9.79 | 11.12 | NA | NA | NA | NA | 11.13 | 7.23 | 12.58 | 10.50 | -2.56 | 17.34 |
Sharpe Ratio | NA | 0.29 | 0.59 | NA | NA | NA | NA | 0.49 | 0.47 | 0.85 | 0.53 | -0.20 | 1.51 |
Standard Deviation(%) | NA | 16.02 | 14.86 | NA | NA | NA | NA | 15.24 | 19.06 | 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 | 8.23 | 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 07/24/2025, 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