TRMCX
T. Rowe Price Mid-Cap Value Fund
Mutual fund
$36.89+0.36 (+0.99%)Close Oct 2, 2026
Jun 28, 1996 – Oct 2, 2026, Dividends reinvested
- Final balance
- $257,223
- CAGR
- +11.33%
- Max drawdown
- −55.28%
- Sharpe ratio
- 0.69
Loading the growth chart…
Growth of $10,000
Trailing returns (%)
Annualized from 3Y- 1M
- −3.86%
- 3M
- −4.50%
- 6M
- +9.96%
- YTD
- +14.67%
- 1Y
- +15.99%
- 3Y
- +17.63%
- 5Y
- +11.22%
- 10Y
- +10.91%
- 15Y
- +12.65%
- 20Y
- +9.73%
- 25Y
- +11.10%
- 30Y
- +11.21%
- Since 1996
- +11.33%
Metrics
Since 1996| Volatility | 17.78% |
|---|---|
| Sortino ratio | 0.98 |
| Calmar ratio | 0.20 |
| Best year, 2009 | +46.69% |
| Worst year, 2008 | −34.55% |
| Positive years | 23 of 29 |
| Longest drawdown | 3.5 years |
Worst drawdowns
Since 1996| Decline | Peak | Bottom | Recovered | Length |
|---|---|---|---|---|
| −55.3% | Jul 2007 | Mar 2009 | Dec 2010 | 3.5 years |
| −39.4% | Jan 2020 | Mar 2020 | Nov 2020 | 10 months |
| −29.9% | May 2002 | Oct 2002 | Sep 2003 | 1.3 years |
| −24.9% | May 1998 | Oct 1998 | May 2000 | 2 years |
| −22.3% | Apr 2011 | Oct 2011 | Aug 2012 | 1.3 years |
Annual returns
1996 from Jun 28 · 2026 through Oct 2