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 |
|---|---|---|---|---|---|---|---|---|
| TRVLX (T. ROWE PRICE VALUE FUND INC. T. ROWE PRICE VALUE FUND INC.) | 0.16% | -1.83% | 1.12% | 8.71% | 5.98% | 8.62% | 7.44% | 9.52% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TRVLX (T. ROWE PRICE VALUE FUND INC. T. ROWE PRICE VALUE FUND INC.) | 12/27/1994 | 04/25/2025 |
The return data shown below all have the same latest date: 04/25/2025.
AR inception is since 12/27/1994.
AR inception is since 12/27/1994.
| 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 | 1995 | 1994 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 3.50 | -1.83 | 1.12 | 8.71 | 5.98 | 8.62 | 7.44 | 9.52 | 0.16 | 7.53 | 10.29 | -18.35 | 17.60 | 8.65 | 26.20 | -9.44 | 18.89 | 10.92 | -1.74 | 13.16 | 37.31 | 19.46 | -2.00 | 15.96 | 37.15 | -39.76 | 0.75 | 19.75 | 6.30 | 15.36 | 30.00 | -16.58 | 1.60 | 15.75 | 9.16 | 6.75 | 29.37 | 27.36 | 31.70 | 0.30 |
| Sharpe Ratio | NA | -0.48 | -0.20 | 0.38 | 0.23 | NA | NA | 0.41 | -0.11 | 0.07 | 0.52 | -0.99 | 1.01 | 0.22 | 2.20 | -0.72 | 2.58 | 0.74 | -0.11 | 1.07 | 3.11 | 1.43 | -0.08 | 0.81 | 1.20 | -0.97 | -0.15 | 1.77 | 0.44 | 1.36 | 1.72 | -0.71 | -0.04 | 0.65 | 0.45 | 0.21 | 2.32 | 3.16 | 3.27 | 5.90 |
| Standard Deviation(%) | NA | 17.19 | 16.08 | 17.33 | 18.47 | NA | NA | 18.56 | 22.85 | 12.62 | 11.70 | 20.08 | 17.45 | 37.92 | 11.26 | 14.94 | 7.10 | 14.50 | 15.89 | 12.27 | 11.99 | 13.68 | 25.33 | 19.66 | 30.79 | 41.63 | 15.22 | 9.38 | 9.49 | 10.61 | 17.06 | 24.81 | 18.59 | 17.85 | 13.21 | 16.19 | 11.10 | 7.48 | 8.51 | 4.10 |
| Draw Down(%) | NA | 18.65 | 18.65 | 29.19 | 38.65 | NA | NA | 60.24 | 12.43 | 13.98 | 9.21 | 20.35 | 12.96 | 38.65 | 5.20 | 19.61 | 3.44 | 11.68 | 14.66 | 10.05 | 5.11 | 11.87 | 23.21 | 17.50 | 29.94 | 51.18 | 13.15 | 7.63 | 6.33 | 6.33 | 17.26 | 34.89 | 23.53 | 12.85 | 15.80 | 22.00 | 7.60 | 7.95 | 5.84 | 0.19 |
| Yield(%) | 0.00 | 1.25 | 1.24 | 1.49 | 3.60 | 5.79 | 5.36 | 10.75 | 0.00 | 1.36 | 1.44 | 1.13 | 0.89 | 0.73 | 2.10 | 9.03 | 7.94 | 3.34 | 7.90 | 10.53 | 8.72 | 2.35 | 1.35 | 1.92 | 1.91 | 1.65 | 5.06 | 4.01 | 4.27 | 0.90 | 1.31 | 1.00 | 3.01 | 6.25 | 13.06 | 6.37 | 13.04 | 7.79 | 2.53 | 0.68 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TRVLX (T. ROWE PRICE VALUE FUND INC. T. ROWE PRICE VALUE FUND INC.) |
-17.08%
Feb 2006 - Feb 2009 |
-6.98%
Feb 2004 - Feb 2009 |
0.10%
Feb 1999 - Feb 2009 |
5.90%
Jul 1997 - Jul 2012 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TRVLX (T. ROWE PRICE VALUE FUND INC. T. ROWE PRICE VALUE FUND INC.) |
28.94%
Mar 1995 - Mar 1998 |
26.20%
Feb 2009 - Feb 2014 |
16.61%
Feb 2009 - Feb 2019 |
13.23%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart