Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TRZQX (T. Rowe Price Equity Income Fund Z Class) | 14.12% | 25.57% | 16.93% | 10.74% | NA | NA | NA | … | … |
Data as of 06/15/2026, Common starting date 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 | 06/15/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.82 | 25.57 | 16.93 | 10.74 | NA | NA | NA | … | … | 14.12 | 15.40 | 12.58 | 10.50 | -2.56 | 17.34 |
| Sharpe Ratio | NA | 1.95 | 1.09 | 0.55 | NA | NA | NA | … | … | 2.50 | 0.80 | 0.85 | 0.53 | -0.20 | 1.51 |
| Standard Deviation(%) | NA | 11.18 | 12.88 | 14.76 | NA | NA | NA | … | … | 12.32 | 15.68 | 10.54 | 13.08 | 19.70 | 13.63 |
| Draw Down(%) | NA | 7.63 | 14.14 | 17.72 | NA | NA | NA | … | … | 7.63 | 13.65 | 7.61 | 11.00 | 17.72 | 6.47 |
| Yield(%) | 0.00 | 3.15 | 6.73 | 6.65 | 3.77 | 2.51 | 1.88 | … | … | 0.00 | 3.77 | 9.80 | 7.02 | 6.60 | 9.93 |
Data as of 06/15/2026, Common starting date 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 |
9.39%
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 |
|---|---|---|---|---|
| TRZQX (T. Rowe Price Equity Income Fund Z Class) |
18.36%
May 2023 – May 2026 |
10.19%
Apr 2021 – Apr 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart