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T. Rowe Price Mid-Cap Value I (TRMIX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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33.46+0.45 (+1.36%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return7.52%
5-Year Average Return12.31%
Number of Years Up6
Number of Years Down2
Best 1 Yr Total Return (May 2, 2024)24.69%
Worst 1 Yr Total Return (May 2, 2024)N/A
Best 3-Yr Total Return24.69%
Worst 3-Yr Total Return5.66%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnTRMIXCategory
YTD6.23%21.28%
1-Month-4.67%-1.96%
3-Month6.00%4.90%
1-Year21.66%55.83%
3-Year8.24%11.08%
5-Year12.03%11.93%
10-Year9.78%10.64%
Last Bull Market32.96%25.54%
Last Bear Market-13.91%-22.08%

Annual Total Return (%) History

Year
TRMIXCategory
2024
N/AN/A
2023
18.89%N/A
2022
-4.08%N/A
2021
24.69%N/A
2020
10.03%2.63%
2019
19.75%25.18%
2018
-10.48%-12.86%
2017
11.79%13.22%
2016
24.54%18.06%
2015
N/A-5.41%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
202411.44%N/AN/AN/A
20233.14%5.62%-3.63%13.25%
20224.58%-13.91%-6.28%13.67%
202114.44%4.58%-2.68%7.06%
2020-28.66%22.42%4.59%20.46%
201910.82%1.26%-1.10%7.89%
2018-0.63%4.01%1.27%-14.48%
20173.24%-0.10%3.04%5.20%
20166.50%4.37%4.47%7.24%
20153.21%N/AN/AN/A

Rank In Category (By Total Return)

YTD3
1-Month34
3-Month12
1-Year11
3-Year8
5-Year9

Load Adjusted Returns

1-Year21.66%
3-Year8.24%
5-Year12.03%
10-Year9.78%