Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 04/25/2025.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| PAFDX (T. ROWE PRICE EQUITY INCOME FUND T. ROWE PRICE EQUITY INCOME FUND-ADVISOR CLASS) | -1.57% | -3.08% | -0.17% | 8.40% | 5.37% | 7.11% | 6.13% | 6.19% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PAFDX (T. ROWE PRICE EQUITY INCOME FUND T. ROWE PRICE EQUITY INCOME FUND-ADVISOR CLASS) | 04/11/2000 | 04/25/2025 |
The return data shown below all have the same latest date: 04/25/2025.
AR inception is since 04/11/2000.
AR inception is since 04/11/2000.
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 4.24 | -3.08 | -0.17 | 8.40 | 5.37 | 7.11 | 6.13 | 6.19 | -1.57 | 4.57 | 4.96 | -7.61 | 16.78 | -0.35 | 26.26 | -9.56 | 15.82 | 19.00 | -7.03 | 7.18 | 29.44 | 16.92 | -0.94 | 14.98 | 25.40 | -35.88 | 3.03 | 18.92 | 4.03 | 14.85 | 24.53 | -15.14 | 1.51 | 13.31 |
| Sharpe Ratio | NA | -0.55 | -0.27 | 0.35 | 0.20 | NA | NA | 0.25 | -0.34 | -0.16 | 0.05 | -0.45 | 1.05 | -0.02 | 2.18 | -0.74 | 2.07 | 1.26 | -0.47 | 0.70 | 2.75 | 1.34 | -0.04 | 0.79 | 0.80 | -0.87 | 0.00 | 1.74 | 0.20 | 1.38 | 1.51 | -0.71 | -0.06 | 1.07 |
| Standard Deviation(%) | NA | 17.20 | 16.48 | 17.71 | 18.50 | NA | NA | 19.11 | 23.22 | 12.51 | 13.14 | 20.07 | 15.97 | 38.27 | 11.42 | 14.83 | 7.35 | 14.88 | 15.11 | 10.18 | 10.70 | 12.73 | 23.14 | 18.78 | 31.72 | 42.08 | 14.92 | 9.02 | 9.34 | 10.07 | 15.75 | 22.77 | 14.91 | 13.70 |
| Draw Down(%) | NA | 19.91 | 19.91 | 19.92 | 39.72 | NA | NA | 58.26 | 13.92 | 13.39 | 11.23 | 18.26 | 10.07 | 39.72 | 6.48 | 19.80 | 3.43 | 10.42 | 15.54 | 7.99 | 5.39 | 9.90 | 20.48 | 17.09 | 32.64 | 47.94 | 10.47 | 6.73 | 6.00 | 5.77 | 15.63 | 29.56 | 17.60 | 6.33 |
| Yield(%) | 0.00 | 1.45 | 1.62 | 2.30 | 4.77 | 5.87 | 5.31 | 5.55 | 0.00 | 1.86 | 1.91 | 1.67 | 1.69 | 1.84 | 8.38 | 9.08 | 9.73 | 8.40 | 6.26 | 7.18 | 4.85 | 2.10 | 1.67 | 1.94 | 1.99 | 4.56 | 7.92 | 4.65 | 6.61 | 4.53 | 2.21 | 1.44 | 5.58 | 9.74 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PAFDX (T. ROWE PRICE EQUITY INCOME FUND T. ROWE PRICE EQUITY INCOME FUND-ADVISOR CLASS) |
-16.27%
Feb 2006 - Feb 2009 |
-6.88%
Feb 2004 - Feb 2009 |
2.92%
Aug 2000 - Aug 2010 |
4.72%
Mar 2005 - Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PAFDX (T. ROWE PRICE EQUITY INCOME FUND T. ROWE PRICE EQUITY INCOME FUND-ADVISOR CLASS) |
25.97%
Feb 2009 - Feb 2012 |
22.69%
Feb 2009 - Feb 2014 |
14.37%
Feb 2009 - Feb 2019 |
11.51%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart