RRFDX
T. Rowe Price Equity Income Fund R Class
Mutual fund
$43.73+0.22 (+0.51%)Close Oct 2, 2026
Sep 30, 2002 – Oct 2, 2026, Dividends reinvested
- Final balance
- $80,043
- CAGR
- +9.05%
- Max drawdown
- −58.45%
- Sharpe ratio
- 0.56
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Growth of $10,000
Trailing returns (%)
Annualized from 3Y- 1M
- −3.29%
- 3M
- −0.64%
- 6M
- +13.44%
- YTD
- +14.84%
- 1Y
- +18.94%
- 3Y
- +17.66%
- 5Y
- +10.07%
- 10Y
- +10.46%
- 15Y
- +11.33%
- 20Y
- +7.77%
- Since 2002
- +9.05%
Metrics
Since 2002| Volatility | 18.72% |
|---|---|
| Sortino ratio | 0.78 |
| Calmar ratio | 0.15 |
| Best year, 2013 | +29.07% |
| Worst year, 2008 | −36.10% |
| Positive years | 18 of 23 |
| Longest drawdown | 5.5 years |
Worst drawdowns
Since 2002| Decline | Peak | Bottom | Recovered | Length |
|---|---|---|---|---|
| −58.5% | Jul 2007 | Mar 2009 | Jan 2013 | 5.5 years |
| −39.8% | Jan 2020 | Mar 2020 | Jan 2021 | 1 year |
| −20.0% | Jan 2018 | Dec 2018 | Oct 2019 | 1.8 years |
| −18.8% | May 2015 | Feb 2016 | Jul 2016 | 1.2 years |
| −18.4% | Feb 2022 | Sep 2022 | Dec 2023 | 1.9 years |
Annual returns
2002 from Sep 30 · 2026 through Oct 2