TRTZX
T. Rowe Price Mid-Cap Value Fund Z Class
Mutual fund
$37.18+0.36 (+0.98%)Close Oct 2, 2026
Mar 16, 2020 – Oct 2, 2026, Dividends reinvested
- Final balance
- $34,502
- CAGR
- +20.83%
- Max drawdown
- −21.71%
- Sharpe ratio
- 1.06
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Growth of $10,000
Trailing returns (%)
Annualized from 3Y- 1M
- −3.80%
- 3M
- −4.35%
- 6M
- +10.39%
- YTD
- +15.36%
- 1Y
- +16.95%
- 3Y
- +18.59%
- 5Y
- +12.12%
- Since 2020
- +20.83%
Metrics
Since 2020| Volatility | 19.68% |
|---|---|
| Sortino ratio | 1.59 |
| Calmar ratio | 0.96 |
| Best year, 2021 | +25.47% |
| Worst year, 2022 | −3.35% |
| Positive years | 4 of 5 |
| Longest drawdown | 1 year |
Worst drawdowns
Since 2020| Decline | Peak | Bottom | Recovered | Length |
|---|---|---|---|---|
| −21.7% | Nov 2024 | Apr 2025 | Dec 2025 | 1 year |
| −21.1% | Apr 2022 | Sep 2022 | Feb 2023 | 9 months |
| −13.9% | Jul 2023 | Oct 2023 | Dec 2023 | 4 months |
| −13.0% | Feb 2023 | Mar 2023 | Jul 2023 | 5 months |
| −13.0% | Mar 2020 | Mar 2020 | Mar 2020 | 1 week |
Annual returns
2020 from Mar 16 · 2026 through Oct 2