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 |
|---|---|---|---|---|---|---|---|---|
| PAVLX (T. ROWE PRICE VALUE FUND INC. T. ROWE PRICE VALUE FUND-ADVISOR CLASS) | 0.07% | -2.26% | 0.74% | 8.31% | 5.66% | 8.32% | 7.19% | 7.21% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PAVLX (T. ROWE PRICE VALUE FUND INC. T. ROWE PRICE VALUE 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 (%) | 3.50 | -2.26 | 0.74 | 8.31 | 5.66 | 8.32 | 7.19 | 7.21 | 0.07 | 7.05 | 10.00 | -18.70 | 17.07 | 8.33 | 25.87 | -9.65 | 18.59 | 10.70 | -1.98 | 12.92 | 36.98 | 19.19 | -2.16 | 15.82 | 37.00 | -39.85 | 0.57 | 19.61 | 6.15 | 15.22 | 30.67 | -16.06 | 1.45 | 13.69 |
| Sharpe Ratio | NA | -0.50 | -0.22 | 0.35 | 0.21 | NA | NA | 0.30 | -0.12 | 0.04 | 0.49 | -1.00 | 0.97 | 0.21 | 2.17 | -0.74 | 2.54 | 0.72 | -0.13 | 1.05 | 3.08 | 1.41 | -0.09 | 0.80 | 1.20 | -0.98 | -0.16 | 1.75 | 0.42 | 1.34 | 1.75 | -0.69 | -0.05 | 0.94 |
| Standard Deviation(%) | NA | 17.18 | 16.11 | 17.40 | 18.50 | NA | NA | 19.63 | 22.67 | 12.71 | 11.71 | 20.18 | 17.57 | 37.97 | 11.29 | 14.94 | 7.10 | 14.48 | 15.87 | 12.28 | 12.00 | 13.70 | 25.28 | 19.70 | 30.79 | 41.62 | 15.19 | 9.40 | 9.45 | 10.62 | 17.15 | 24.74 | 18.62 | 16.33 |
| Draw Down(%) | NA | 18.87 | 18.87 | 29.69 | 38.68 | NA | NA | 60.33 | 12.47 | 14.16 | 9.26 | 20.50 | 13.15 | 38.68 | 5.18 | 19.77 | 3.49 | 11.69 | 14.71 | 10.10 | 5.13 | 11.92 | 23.26 | 17.46 | 29.94 | 51.23 | 13.22 | 7.64 | 6.32 | 6.36 | 16.78 | 34.62 | 23.57 | 7.51 |
| Yield(%) | 0.00 | 0.96 | 1.10 | 1.23 | 3.38 | 5.51 | 5.11 | 5.65 | 0.00 | 1.05 | 1.29 | 1.13 | 0.50 | 0.61 | 1.80 | 8.87 | 7.66 | 3.13 | 7.74 | 10.50 | 8.62 | 2.15 | 1.15 | 2.01 | 1.92 | 1.54 | 4.91 | 3.95 | 4.29 | 0.80 | 1.85 | 1.71 | 3.02 | 5.90 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PAVLX (T. ROWE PRICE VALUE FUND INC. T. ROWE PRICE VALUE FUND-ADVISOR CLASS) |
-17.20%
Feb 2006 - Feb 2009 |
-7.10%
Feb 2004 - Feb 2009 |
3.42%
Aug 2000 - Aug 2010 |
5.99%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PAVLX (T. ROWE PRICE VALUE FUND INC. T. ROWE PRICE VALUE FUND-ADVISOR CLASS) |
27.88%
Feb 2009 - Feb 2012 |
25.97%
Feb 2009 - Feb 2014 |
16.38%
Feb 2009 - Feb 2019 |
12.95%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart