PRFDX
T. Rowe Price Equity Income Fund
Mutual fund
$44.07+0.22 (+0.50%)Close Oct 2, 2026
Oct 31, 1985 – Oct 2, 2026, Dividends reinvested
- Final balance
- $558,184
- CAGR
- +10.33%
- Max drawdown
- −58.14%
- Sharpe ratio
- 0.69
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Growth of $10,000
Trailing returns (%)
Annualized from 3Y- 1M
- −3.26%
- 3M
- −0.50%
- 6M
- +13.77%
- YTD
- +15.30%
- 1Y
- +19.55%
- 3Y
- +18.29%
- 5Y
- +10.67%
- 10Y
- +11.08%
- 15Y
- +11.94%
- 20Y
- +8.35%
- 25Y
- +8.53%
- 30Y
- +8.91%
- Since 1985
- +10.33%
Metrics
Since 1985| Volatility | 16.16% |
|---|---|
| Sortino ratio | 0.97 |
| Calmar ratio | 0.18 |
| Best year, 1995 | +33.37% |
| Worst year, 2008 | −35.81% |
| Positive years | 32 of 40 |
| Longest drawdown | 5.2 years |
Worst drawdowns
Since 1985| Decline | Peak | Bottom | Recovered | Length |
|---|---|---|---|---|
| −58.1% | Jul 2007 | Mar 2009 | Sep 2012 | 5.2 years |
| −39.7% | Jan 2020 | Mar 2020 | Jan 2021 | 1 year |
| −29.5% | Mar 2002 | Oct 2002 | Dec 2003 | 1.7 years |
| −26.0% | Aug 1987 | Dec 1987 | Apr 1989 | 1.6 years |
| −22.4% | Jul 1999 | Feb 2000 | Dec 2000 | 1.4 years |
Annual returns
1985 from Oct 31 · 2026 through Oct 2