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T. Rowe Price Mid-Cap Value Z (TRTZX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
Visitors trend10W9M
38.56+0.42 (+1.10%)
At close: 08:01PM EST

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return22.24%
5-Year Average Return0.00%
Number of Years Up2
Number of Years Down1
Best 1 Yr Total Return (Nov 20, 2024)25.50%
Worst 1 Yr Total Return (Nov 20, 2024)N/A
Best 3-Yr Total Return25.50%
Worst 3-Yr Total Return13.19%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnTRTZXCategory
YTD17.18%21.28%
1-Month-0.25%-1.96%
3-Month2.24%4.90%
1-Year39.93%55.83%
3-Year11.42%11.08%
5-Year15.06%11.93%
10-Year10.66%10.64%
Last Bull Market33.27%25.54%
Last Bear Market-13.80%-22.08%

Annual Total Return (%) History

Year
TRTZXCategory
2024
N/AN/A
2023
19.67%N/A
2022
-3.44%N/A
2021
25.50%N/A
2020
N/A2.63%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
202411.60%-2.73%8.21%N/A
20233.32%5.77%-3.45%13.43%
20224.76%-13.80%-6.09%13.87%
202114.64%4.72%-2.51%7.22%
202022.56%4.79%20.64%N/A

Rank In Category (By Total Return)

YTD5
1-Month18
3-Month23
1-Year5
3-Year2
5-Year4

Load Adjusted Returns

1-Year39.93%
3-Year11.42%
5-Year15.06%
10-Year10.66%