Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TRMIX (T. ROWE PRICE MID-CAP VALUE FUND INC. T. ROWE PRICE MID-CAP VALUE FUND-I CLASS) | 13.60% | 30.53% | 19.14% | 10.92% | 11.71% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 09/09/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TRMIX (T. ROWE PRICE MID-CAP VALUE FUND INC. T. ROWE PRICE MID-CAP VALUE FUND-I CLASS) | 09/09/2015 | 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 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.95 | 30.53 | 19.14 | 10.92 | 11.71 | NA | NA | … | … | 13.60 | 10.72 | 16.40 | 19.14 | -4.00 | 24.66 | 9.99 | 19.72 | -10.54 | 11.73 | 24.53 | 0.81 |
| Sharpe Ratio | NA | 1.88 | 0.98 | 0.48 | 0.54 | NA | NA | … | … | 2.05 | 0.40 | 0.96 | 0.96 | -0.25 | 1.60 | 0.26 | 1.51 | -0.91 | 1.42 | 1.58 | 0.18 |
| Standard Deviation(%) | NA | 14.84 | 16.15 | 17.42 | 18.86 | NA | NA | … | … | 15.65 | 19.54 | 13.32 | 16.28 | 21.52 | 15.42 | 37.82 | 12.06 | 13.19 | 7.82 | 15.34 | 14.42 |
| Draw Down(%) | NA | 9.39 | 21.91 | 21.91 | 39.39 | NA | NA | … | … | 9.39 | 20.10 | 7.61 | 14.02 | 21.33 | 9.33 | 39.39 | 8.09 | 19.00 | 4.63 | 9.00 | 5.77 |
| Yield(%) | 0.00 | 10.16 | 11.58 | 9.42 | 9.50 | 7.15 | 5.36 | … | … | 0.00 | 9.81 | 14.74 | 8.66 | 11.91 | 10.64 | 4.15 | 5.03 | 9.76 | 6.97 | 8.14 | 10.33 |
Data as of 06/05/2026, Common starting date is 09/09/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TRMIX (T. ROWE PRICE MID-CAP VALUE FUND INC. T. ROWE PRICE MID-CAP VALUE FUND-I CLASS) |
-6.14%
Mar 2017 – Mar 2020 |
5.44%
Sep 2017 – Sep 2022 |
10.65%
Oct 2015 – Oct 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TRMIX (T. ROWE PRICE MID-CAP VALUE FUND INC. T. ROWE PRICE MID-CAP VALUE FUND-I CLASS) |
23.92%
Mar 2020 – Mar 2023 |
19.94%
Mar 2020 – Mar 2025 |
13.05%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart