Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 04/15/2025.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| TEQI (T. Rowe Price Equity Income ETF) | -3.90% | 4.18% | 4.02% | NA | NA | NA | NA | 14.57% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TEQI (T. Rowe Price Equity Income ETF) | 08/06/2020 | 04/15/2025 |
The return data shown below all have the same latest date: 04/15/2025.
AR inception is since 08/06/2020.
AR inception is since 08/06/2020.
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 5.92 | 4.18 | 4.02 | NA | NA | NA | NA | 14.57 | -3.90 | 13.14 | 9.64 | -3.36 | 26.23 | 18.46 |
| Sharpe Ratio | NA | -32.34 | -3.95 | NA | NA | NA | NA | 58.96 | -76.58 | 62.46 | 41.53 | -24.64 | 184.51 | 254.85 |
| Standard Deviation(%) | NA | 15.80 | 15.77 | NA | NA | NA | NA | 15.92 | 24.45 | 10.49 | 13.08 | 19.33 | 14.20 | 20.37 |
| Draw Down(%) | NA | 15.12 | 17.53 | NA | NA | NA | NA | 17.83 | 14.34 | 7.64 | 10.84 | 17.83 | 6.61 | 8.15 |
| Yield(%) | 0.00 | 1.46 | 1.95 | 2.91 | 1.46 | 0.97 | 0.73 | 3.64 | 0.00 | 2.06 | 2.27 | 2.17 | 3.77 | 0.97 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TEQI (T. Rowe Price Equity Income ETF) |
6.23%
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 |
|---|---|---|---|---|
| TEQI (T. Rowe Price Equity Income ETF) |
13.55%
Sep 2020 - Sep 2023 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart