Nasdaq - Delayed Quote USD

T. Rowe Price Tax-Efficient Equity (PREFX)

62.76 +1.14 (+1.85%)
At close: 8:01 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 7.84%
5y Average Return 13.52%
Number of Years Up 17
Number of Years Down 6
Best 1Y Total Return (Apr 25, 2024) 41.73%
Worst 1Y Total Return (Apr 25, 2024) --
Best 3Y Total Return 41.73%
Worst 3Y Total Return 4.75%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
PREFX
Category
YTD
12.83%
12.38%
1-Month
1.90%
5.09%
3-Month
12.83%
10.28%
1-Year
37.92%
41.70%
3-Year
9.21%
22.56%
5-Year
15.37%
21.98%
10-Year
14.03%
15.99%
Last Bull Market
38.54%
25.99%
Last Bear Market
-20.69%
-17.29%

Annual Total Return (%) History

Year
PREFX
Category
2024
--
--
2023
36.98%
--
2022
-30.50%
--
2021
22.22%
--
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
2024 12.83% -- -- --
2023 12.06% 11.52% -3.74% 13.87%
2022 -11.85% -20.69% -3.17% 2.67%
2021 0.79% 11.95% 0.54% 7.74%
2020 -17.22% 29.78% 11.40% 13.07%
2019 18.22% 6.23% -0.81% 9.21%
2018 4.05% 4.86% 7.21% -14.91%
2017 8.59% 6.39% 5.11% 6.34%
2016 -3.46% 1.47% 4.98% -0.39%
2015 6.00% 0.44% -6.34% 6.62%

2014 -0.25% 2.77% 0.62% 6.28%
2013 9.19% 2.33% 10.15% 10.07%
2012 15.66% -5.31% 5.13% 0.13%
2011 6.44% 0.28% -15.54% 9.90%
2010 5.12% -10.93% 14.57% 13.15%
2009 -2.04% 17.40% 15.27% 6.91%
2008 -11.58% 4.88% -16.21% -27.22%
2007 2.20% 6.23% 4.88% -0.43%
2006 6.28% -5.25% 0.70% 6.98%
2005 -4.81% 2.33% 3.90% 3.39%
2004 3.91% 2.74% -5.14% 12.62%
2003 -2.17% 19.23% 5.09% 11.81%
2002 2.66% -14.46% -18.66% 7.13%
2001 -18.50% 18.77% -25.21% 24.72%

Rank in Category (By Total Return)

YTD 41
1-Month 58
3-Month 41
1-Year 50
3-Year 49
5-Year 47

Load Adjusted Returns

1-Year 37.92%
3-Year 9.21%
5-Year 15.37%
10-Year 14.03%

Performance & Risk

YTD Return 7.84%
5y Average Return 13.52%
Rank in Category (ytd) 41
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.13
Morningstar Risk Rating

Fund Overview

Category Large Growth
Fund Family T. Rowe Price
Net Assets 1.05B
YTD Return 12.83%
Yield 0.00%
Morningstar Rating
Inception Date Dec 29, 2000

Fund Summary

The fund seeks to buy and hold for the long-term stocks of attractively valued, high-quality growth companies. It typically uses a growth approach in selecting investments by looking for companies with one or more of the following characteristics: a demonstrated ability to consistently increase revenues, earnings, and cash flow; strong management; attractive business niches; and a sustainable competitive advantage.

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