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 |
|---|---|---|---|---|---|---|---|---|
| TRMCX (T. ROWE PRICE MID-CAP VALUE FUND INC. T. ROWE PRICE MID-CAP VALUE FUND INC.) | -9.59% | -12.01% | -4.50% | 6.02% | 4.09% | 6.71% | 7.06% | 9.54% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TRMCX (T. ROWE PRICE MID-CAP VALUE FUND INC. T. ROWE PRICE MID-CAP VALUE FUND INC.) | 08/01/1996 | 04/25/2025 |
The return data shown below all have the same latest date: 04/25/2025.
AR inception is since 08/01/1996.
AR inception is since 08/01/1996.
| 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 | 1999 | 1998 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 4.57 | -12.01 | -4.50 | 6.02 | 4.09 | 6.71 | 7.06 | 9.54 | -9.59 | 3.56 | 11.30 | -15.04 | 14.75 | 6.85 | 19.59 | -10.66 | 11.59 | 24.23 | -3.49 | 10.37 | 31.55 | 19.62 | -4.86 | 16.46 | 46.69 | -34.55 | 0.71 | 20.24 | 7.73 | 20.56 | 39.00 | -7.38 | 14.36 | 22.75 | 3.52 | 1.39 | 27.11 | 17.96 |
| Sharpe Ratio | NA | -0.81 | -0.42 | 0.19 | 0.12 | NA | NA | 0.42 | -1.11 | -0.17 | 0.43 | -0.68 | 0.84 | 0.17 | 1.51 | -0.91 | 1.40 | 1.56 | -0.26 | 0.95 | 2.78 | 1.54 | -0.21 | 0.88 | 1.54 | -0.95 | -0.16 | 1.85 | 0.57 | 1.82 | 2.61 | -0.40 | 0.78 | 1.18 | 0.03 | -0.14 | 2.61 | 8.72 |
| Standard Deviation(%) | NA | 22.65 | 21.15 | 20.97 | 19.84 | NA | NA | 18.37 | 27.52 | 18.05 | 16.51 | 24.33 | 17.59 | 38.01 | 12.06 | 13.21 | 7.88 | 15.36 | 13.49 | 10.93 | 11.34 | 12.82 | 23.88 | 18.54 | 30.26 | 37.37 | 13.91 | 9.23 | 9.69 | 10.75 | 14.70 | 21.46 | 15.73 | 15.84 | 10.98 | 13.99 | 9.01 | 5.18 |
| Draw Down(%) | NA | 30.43 | 30.43 | 30.43 | 39.41 | NA | NA | 55.28 | 20.13 | 17.67 | 14.06 | 22.32 | 13.16 | 39.41 | 8.09 | 19.08 | 4.66 | 9.10 | 12.89 | 9.37 | 5.78 | 10.59 | 22.33 | 16.30 | 26.89 | 47.97 | 12.89 | 7.19 | 6.49 | 6.95 | 14.66 | 29.94 | 17.21 | 9.27 | 8.64 | 24.86 | 6.47 | 1.74 |
| Yield(%) | 0.00 | 1.38 | 1.04 | 1.51 | 4.23 | 6.13 | 6.66 | 12.89 | 0.00 | 1.47 | 1.26 | 0.75 | 1.15 | 1.07 | 4.86 | 9.62 | 6.83 | 7.94 | 9.86 | 14.23 | 6.15 | 7.08 | 4.72 | 1.95 | 1.43 | 1.85 | 12.11 | 11.38 | 6.17 | 7.37 | 3.18 | 1.16 | 9.41 | 5.62 | 5.45 | 6.60 | 1.92 | 0.71 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TRMCX (T. ROWE PRICE MID-CAP VALUE FUND INC. T. ROWE PRICE MID-CAP VALUE FUND INC.) |
-13.62%
Feb 2006 - Feb 2009 |
-3.86%
Feb 2004 - Feb 2009 |
4.93%
Mar 2015 - Mar 2025 |
6.32%
Mar 2005 - Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TRMCX (T. ROWE PRICE MID-CAP VALUE FUND INC. T. ROWE PRICE MID-CAP VALUE FUND INC.) |
28.12%
Feb 2009 - Feb 2012 |
25.26%
Feb 2009 - Feb 2014 |
15.94%
Feb 2009 - Feb 2019 |
12.51%
Feb 2000 - Feb 2015 |
Annualized Rolling Returns Comparison Chart