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 |
|---|---|---|---|---|---|---|---|---|
| TAMVX (T. ROWE PRICE MID-CAP VALUE FUND INC. T. ROWE PRICE MID-CAP VALUE FUND-ADVISOR CLASS) | -9.67% | -12.30% | -4.79% | 5.69% | 3.80% | 6.42% | 6.78% | 8.62% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TAMVX (T. ROWE PRICE MID-CAP VALUE FUND INC. T. ROWE PRICE MID-CAP VALUE FUND-ADVISOR CLASS) | 10/22/2002 | 04/25/2025 |
The return data shown below all have the same latest date: 04/25/2025.
AR inception is since 10/22/2002.
AR inception is since 10/22/2002.
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 4.56 | -12.30 | -4.79 | 5.69 | 3.80 | 6.42 | 6.78 | 8.62 | -9.67 | 3.25 | 10.98 | -15.29 | 14.35 | 6.55 | 19.28 | -10.91 | 11.29 | 23.93 | -3.72 | 10.10 | 31.25 | 19.27 | -5.06 | 16.19 | 46.43 | -34.71 | 0.52 | 19.98 | 7.45 | 20.24 | 38.89 | 3.97 |
| Sharpe Ratio | NA | -0.82 | -0.43 | 0.17 | 0.10 | NA | NA | 0.37 | -1.11 | -0.18 | 0.41 | -0.69 | 0.81 | 0.17 | 1.48 | -0.93 | 1.35 | 1.54 | -0.28 | 0.92 | 2.75 | 1.51 | -0.21 | 0.87 | 1.53 | -0.95 | -0.18 | 1.82 | 0.54 | 1.79 | 2.60 | 1.20 |
| Standard Deviation(%) | NA | 22.69 | 21.17 | 21.00 | 19.85 | NA | NA | 19.32 | 27.55 | 18.10 | 16.51 | 24.36 | 17.63 | 38.00 | 12.07 | 13.22 | 7.90 | 15.37 | 13.46 | 10.92 | 11.34 | 12.85 | 23.91 | 18.51 | 30.22 | 37.35 | 13.92 | 9.22 | 9.71 | 10.79 | 14.68 | 18.26 |
| Draw Down(%) | NA | 30.54 | 30.54 | 30.54 | 39.43 | NA | NA | 55.49 | 20.16 | 17.72 | 14.12 | 22.51 | 13.23 | 39.43 | 8.13 | 19.31 | 4.75 | 9.10 | 12.93 | 9.39 | 5.81 | 10.63 | 22.40 | 16.33 | 26.94 | 48.03 | 13.01 | 7.22 | 6.54 | 6.97 | 14.67 | 4.96 |
| Yield(%) | 0.00 | 1.13 | 0.78 | 1.13 | 3.95 | 5.80 | 6.35 | 9.32 | 0.00 | 1.21 | 0.96 | 0.45 | 0.82 | 0.86 | 4.55 | 9.30 | 6.49 | 7.69 | 9.59 | 14.02 | 5.85 | 6.78 | 4.49 | 1.73 | 1.23 | 1.63 | 11.85 | 11.22 | 5.97 | 7.29 | 3.18 | 1.30 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TAMVX (T. ROWE PRICE MID-CAP VALUE FUND INC. T. ROWE PRICE MID-CAP VALUE FUND-ADVISOR CLASS) |
-13.80%
Feb 2006 - Feb 2009 |
-4.07%
Feb 2004 - Feb 2009 |
4.64%
Mar 2015 - Mar 2025 |
6.06%
Mar 2005 - Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TAMVX (T. ROWE PRICE MID-CAP VALUE FUND INC. T. ROWE PRICE MID-CAP VALUE FUND-ADVISOR CLASS) |
27.82%
Feb 2009 - Feb 2012 |
24.96%
Feb 2009 - Feb 2014 |
15.66%
Feb 2009 - Feb 2019 |
12.13%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart