Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TQVAX (T. ROWE PRICE QM U.S. VALUE EQUITY FUND T. ROWE PRICE QM U.S. VALUE EQUITY FUND-ADVISOR CLASS) | 11.09% | 25.71% | 18.08% | 10.24% | 11.15% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 03/01/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TQVAX (T. ROWE PRICE QM U.S. VALUE EQUITY FUND T. ROWE PRICE QM U.S. VALUE EQUITY FUND-ADVISOR CLASS) | 03/01/2016 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.13 | 25.71 | 18.08 | 10.24 | 11.15 | NA | NA | … | … | 11.09 | 14.34 | 15.69 | 11.38 | -3.75 | 28.47 | -0.67 | 24.94 | -11.13 | 15.57 | 21.17 |
| Sharpe Ratio | NA | 2.11 | 1.16 | 0.52 | 0.52 | NA | NA | … | … | 2.04 | 0.75 | 1.09 | 0.61 | -0.26 | 1.92 | -0.02 | 1.78 | -0.78 | 1.82 | 2.09 |
| Standard Deviation(%) | NA | 10.94 | 12.83 | 14.75 | 18.45 | NA | NA | … | … | 12.40 | 15.43 | 11.07 | 12.77 | 19.70 | 14.85 | 40.17 | 13.18 | 16.17 | 8.23 | 12.15 |
| Draw Down(%) | NA | 7.30 | 15.74 | 18.78 | 40.76 | NA | NA | … | … | 7.30 | 14.23 | 8.30 | 10.12 | 18.78 | 6.58 | 40.76 | 8.40 | 22.07 | 5.07 | 6.40 |
| Yield(%) | 0.00 | 4.94 | 6.95 | 5.34 | 5.90 | 4.27 | 3.20 | … | … | 0.00 | 5.00 | 8.37 | 6.22 | 5.27 | 2.91 | 2.20 | 4.34 | 4.40 | 3.76 | 1.77 |
Data as of 06/05/2026, Common starting date is 03/01/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TQVAX (T. ROWE PRICE QM U.S. VALUE EQUITY FUND T. ROWE PRICE QM U.S. VALUE EQUITY FUND-ADVISOR CLASS) |
-4.43%
Mar 2017 – Mar 2020 |
5.01%
Sep 2017 – Sep 2022 |
11.22%
Apr 2016 – Apr 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TQVAX (T. ROWE PRICE QM U.S. VALUE EQUITY FUND T. ROWE PRICE QM U.S. VALUE EQUITY FUND-ADVISOR CLASS) |
20.39%
Mar 2020 – Mar 2023 |
18.25%
Mar 2020 – Mar 2025 |
11.35%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart