PAFDX
T. Rowe Price Equity Income Fund Advisor Class
Mutual fund
$43.86+0.23 (+0.53%)Close Oct 2, 2026
Mar 31, 2000 – Oct 2, 2026, Dividends reinvested
- Final balance
- $78,437
- CAGR
- +8.08%
- Max drawdown
- −58.28%
- Sharpe ratio
- 0.51
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Growth of $10,000
Trailing returns (%)
Annualized from 3Y- 1M
- −3.27%
- 3M
- −0.58%
- 6M
- +13.58%
- YTD
- +15.06%
- 1Y
- +19.18%
- 3Y
- +17.92%
- 5Y
- +10.33%
- 10Y
- +10.74%
- 15Y
- +11.61%
- 20Y
- +8.06%
- 25Y
- +8.15%
- Since 2000
- +8.08%
Metrics
Since 2000| Volatility | 18.57% |
|---|---|
| Sortino ratio | 0.72 |
| Calmar ratio | 0.14 |
| Best year, 2013 | +29.44% |
| Worst year, 2008 | −35.93% |
| Positive years | 19 of 25 |
| Longest drawdown | 5.3 years |
Worst drawdowns
Since 2000| Decline | Peak | Bottom | Recovered | Length |
|---|---|---|---|---|
| −58.3% | Jul 2007 | Mar 2009 | Oct 2012 | 5.3 years |
| −39.7% | Jan 2020 | Mar 2020 | Jan 2021 | 1 year |
| −29.6% | Mar 2002 | Oct 2002 | Dec 2003 | 1.8 years |
| −19.8% | Jan 2018 | Dec 2018 | Jul 2019 | 1.5 years |
| −18.6% | May 2015 | Feb 2016 | Jul 2016 | 1.1 years |
Annual returns
2000 from Mar 31 · 2026 through Oct 2