Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TRZVX (T. Rowe Price Small-Cap Value Fund Z Class) | 15.28% | 28.21% | 15.78% | 6.69% | NA | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 03/17/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TRZVX (T. Rowe Price Small-Cap Value Fund Z Class) | 03/17/2020 | 06/10/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.15 | 28.21 | 15.78 | 6.69 | NA | NA | NA | … | … | 15.28 | 9.18 | 11.70 | 13.24 | -17.88 | 26.40 | 65.69 |
| Sharpe Ratio | NA | 1.72 | 0.73 | 0.21 | NA | NA | NA | … | … | 2.05 | 0.31 | 0.46 | 0.51 | -0.83 | 1.39 | 2.46 |
| Standard Deviation(%) | NA | 16.64 | 18.67 | 19.68 | NA | NA | NA | … | … | 17.81 | 20.58 | 17.59 | 18.84 | 23.25 | 18.93 | 35.94 |
| Draw Down(%) | NA | 8.88 | 24.40 | 27.05 | NA | NA | NA | … | … | 8.88 | 20.59 | 8.93 | 17.16 | 22.71 | 10.42 | 12.53 |
| Yield(%) | 0.00 | 12.57 | 9.63 | 6.94 | 7.11 | 4.74 | 3.56 | … | … | 0.00 | 12.42 | 10.79 | 4.38 | 4.77 | 9.12 | 4.10 |
Data as of 06/10/2026, Common starting date is 03/17/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TRZVX (T. Rowe Price Small-Cap Value Fund Z Class) |
-0.48%
Apr 2021 – Apr 2024 |
5.75%
Mar 2021 – Mar 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TRZVX (T. Rowe Price Small-Cap Value Fund Z Class) |
18.69%
May 2023 – May 2026 |
12.42%
Sep 2020 – Sep 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart