Advertisement
Advertisement
U.S. Markets closed
Advertisement
Advertisement
Advertisement
Advertisement

T. Rowe Price Tax-Efficient Equity Fund (PREFX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
Add to watchlist
Visitors trend2W10W9M
46.53+1.50 (+3.33%)
At close: 08:01PM EDT
Advertisement

Performance Overview

Morningstar Return Rating★★★
Year-to-Date Return11.98%
5-Year Average Return12.31%
Number of Years Up15
Number of Years Down5
Best 1 Yr Total Return (Feb 3, 2019)41.73%
Worst 1 Yr Total Return (Feb 3, 2019)-43.45%
Best 3-Yr Total Return41.73%
Worst 3-Yr Total Return-11.40%

Trailing Returns (%) Vs. Benchmarks

ReturnPREFXCategory
YTD-14.25%12.38%
1-Month1.18%5.09%
3-Month-15.27%10.28%
1-Year4.44%41.70%
3-Year18.52%22.56%
5-Year18.62%21.98%
10-Year15.20%15.99%
Last Bull Market26.78%25.99%
Last Bear Market-17.66%-17.29%

Annual Total Return (%) History

Year
PREFXCategory
2021
22.22%N/A
2020
35.32%35.86%
2019
36.04%31.90%
2018
-0.47%-2.09%
2017
29.13%27.67%
2016
2.43%3.23%
2015
6.32%3.60%
2014
9.63%10.00%
2013
35.47%33.92%
2012
15.28%15.34%
2011
-0.92%-2.46%
2010
21.38%15.53%
2009
41.73%35.68%
2008
-43.45%-40.67%
2007
13.38%13.35%
2006
8.50%7.05%
2005
4.63%6.71%
2004
14.04%7.81%
2003
37.05%28.66%
2002
-23.48%-27.64%
2001
-9.70%-22.30%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20210.79%11.95%0.54%7.74%
2020-17.22%29.78%11.40%13.07%
201918.22%6.23%-0.81%9.21%
20184.05%4.86%7.21%-14.91%
20178.59%6.39%5.11%6.34%
2016-3.46%1.47%4.98%-0.39%
20156.00%0.44%-6.34%6.62%
2014-0.25%2.77%0.62%6.28%
20139.19%2.33%10.15%10.07%
201215.66%-5.31%5.13%0.13%
20116.44%0.28%-15.54%9.90%
20105.12%-10.93%14.57%13.15%
2009-2.04%17.40%15.27%6.91%
2008-11.58%4.88%-16.21%-27.22%
20072.20%6.23%4.88%-0.43%
20066.28%-5.25%0.70%6.98%
2005-4.81%2.33%3.90%3.39%
20043.91%2.74%-5.14%12.62%
2003-2.17%19.23%5.09%11.81%
20022.66%-14.46%-18.66%7.13%
2001-18.50%18.77%-25.21%24.72%

Rank In Category (By Total Return)

YTD46
1-Month52
3-Month42
1-Year35
3-Year33
5-Year37

Load Adjusted Returns

1-Year28.27%
3-Year21.12%
5-Year21.73%
10-Year18.59%
Advertisement
Advertisement