Ratings & Risk for T. Rowe Price Equity Income (PRFDX)

Morningstar Category: Large Value
Number of funds in Category: —

  • Morningstar Ratings

    Return Risk Rating # of Funds
    3-Year Above Average Average
    		312
    5-Year Average Average
    		276
    10-Year Above Average Average
    		183
    Overall Above Average Average
    		—
    Morningstar's Overall Rating is derived from a weighted average of the fund's 3, 5 and 10 year rating,
    which are based on risk-adjusted performance. Data as of 10/31/2009

  • Volatility Data

    Standard Deviation Mean Sharpe Ratio
    3-Year 21.33 -0.40 -0.34
    5-Year 17.17 0.19 -0.04
    10-Year 15.93 0.36 0.09
    15-Year 14.59 0.74 0.36
    20-Year 13.58 0.77 0.39
    Trailing data as of 10/31/2009

  • Modern Portfolio Theory Statistics

    R-Squared Beta Alpha
    1-Year 97.56 1.19 -1.28
    3-Year 96.24 1.07 1.01
    5-Year 96.05 1.05 0.75
    10-Year 78.21 0.87 3.68

    S&P 500 TR

    Trailing data as of 10/31/2009