Dow Up0.33% Nasdaq Up0.44%

T. Rowe Price Equity Income (PRFDX)

33.71 Up 0.07(0.21%) Dec 8

Performance Overview as of Nov 29, 2016Get Performance Overview for:
Performance Overview 
Morningstar Return Rating:3.00
Year-to-Date Return:17.32%
5-Year Average Return:12.78%
Number of Years Up:25
Number of Years Down:5
Best 1 Yr Total Return (2013-12-31):29.75%
Worst 1 Yr Total Return (2008-12-31):-35.75%
Best 3-Yr Total Return (N/A):17.81%
Worst 3-Yr Total Return (N/A):-7.53%
Load Adjusted Returns 
1-Year:14.65%
3-Year:6.33%
5-Year:12.78%
10-Year:5.70%
Trailing Returns (%) vs. Benchmarks 
ReturnPRFDXCategoryDiffIndex*Diff
Year To Date17.32N/AN/AN/AN/A
1-Month6.44N/AN/AN/AN/A
3-Month5.86N/AN/AN/AN/A
1-Year14.65N/AN/AN/AN/A
3-Year6.33N/AN/AN/AN/A
5-Year12.78N/AN/AN/AN/A
Last Bull Market (Sep 29, 2011 to Apr 29, 2012)23.56N/AN/AN/AN/A
Last Bear Market (Apr 29, 2011 to Sep 29, 2011)-18.08N/AN/AN/AN/A
Annual Total Return (%) History () 
YearPRFDXCategoryDiff
2016N/AN/AN/A
2015
 
-6.66N/AN/A
2014
 
7.49N/AN/A
2013
 
29.75N/AN/A
2012
 
17.25N/AN/A
2011
 
-0.72N/AN/A
2010
 
15.15N/AN/A
2009
 
25.62N/AN/A
2008
 
-35.75N/AN/A
2007
 
3.30N/AN/A
2006
 
19.14N/AN/A
2005
 
4.26N/AN/A
2004
 
15.05N/AN/A
2003
 
25.78N/AN/A
2002
 
-13.04N/AN/A
2001
 
1.64N/AN/A
2000
 
13.12N/AN/A
1999
 
3.82N/AN/A
1998
 
9.23N/AN/A
1997
 
28.82N/AN/A
1996
 
20.40N/AN/A
1995
 
33.35N/AN/A
1994
 
4.53N/AN/A
1993
 
14.84N/AN/A
1992
 
14.13N/AN/A
1991
 
25.28N/AN/A
1990
 
-6.79N/AN/A
1989
 
13.74N/AN/A
1988
 
27.69N/AN/A
1987
 
3.54N/AN/A
1986
 
26.74N/AN/A
Past Quarterly Returns (%) for PRFDX 
Q1Q2Q3Q4
20162.743.934.09N/A
2015-1.03-0.57-10.245.67
20141.594.46-1.683.02
201311.192.634.578.73
201211.23-2.736.321.92
20115.66-0.95-15.3412.05
20106.53-11.4710.0410.97
2009-15.3619.4417.945.35
2008-8.08-5.89-4.61-22.14
20071.266.76-1.34-3.14
20065.36-0.295.577.42
2005-0.620.342.881.63
20041.912.590.729.25
2003-6.0216.821.4912.90
20024.62-7.93-17.339.21
2001-2.815.76-8.287.81
2000-2.920.166.888.85
1999-0.6313.26-8.520.85
19988.83-2.35-7.4911.10
19972.9011.437.894.13
19964.943.003.597.53
19958.136.717.417.60
1994-2.781.955.53-0.06
19936.151.593.293.11
19923.493.962.603.40
199114.761.723.283.92
1990-2.201.33-13.468.69
19895.316.164.98-3.08
198812.756.164.322.26
198713.451.903.99-13.87
198615.204.65-1.556.78
Rank in Category (by total return) 
PeriodRankFunds in Category% Rank
Year To Date9N/A
1-Month34N/A
3-Month19N/A
6-Month17N/A
1-Year8N/A
3-Year67N/A
5-Year55N/A