TRZQX
T. Rowe Price Equity Income Fund Z Class
Mutual fund
$44.16+0.23 (+0.52%)Close Oct 2, 2026
Feb 24, 2021 – Oct 2, 2026, Dividends reinvested
- Final balance
- $18,624
- CAGR
- +11.74%
- Max drawdown
- −17.72%
- Sharpe ratio
- 0.84
Loading the growth chart…
Growth of $10,000
Trailing returns (%)
Annualized from 3Y- 1M
- −3.20%
- 3M
- −0.33%
- 6M
- +14.15%
- YTD
- +15.90%
- 1Y
- +20.37%
- 3Y
- +19.10%
- 5Y
- +11.43%
- Since 2021
- +11.74%
Metrics
Since 2021| Volatility | 14.42% |
|---|---|
| Sortino ratio | 1.22 |
| Calmar ratio | 0.66 |
| Best year, 2025 | +15.40% |
| Worst year, 2022 | −2.56% |
| Positive years | 3 of 4 |
| Longest drawdown | 1.8 years |
Worst drawdowns
Since 2021| Decline | Peak | Bottom | Recovered | Length |
|---|---|---|---|---|
| −17.7% | Feb 2022 | Sep 2022 | Dec 2023 | 1.8 years |
| −14.1% | Nov 2024 | Apr 2025 | Jul 2025 | 7 months |
| −7.3% | Feb 2026 | Mar 2026 | Apr 2026 | 2 months |
| −6.5% | Nov 2021 | Dec 2021 | Dec 2021 | 1 month |
| −6.5% | Jun 2021 | Jul 2021 | Oct 2021 | 5 months |
Annual returns
2021 from Feb 24 · 2026 through Oct 2