T. Rowe Price Institutional Mid-cap Equity Growth Fund: (MF: PMEGX)
(NASDAQ Mutual Funds) As of Sep 20, 2024 08:00 PM ET
$68.72 USD
-0.50 (-0.72%)
Latest Performance as of Aug 31, 2024
Total Return %* | Percentile Rank Objective | |
---|---|---|
YTD | 8.50 | 86 |
3 months | 4.72 | 74 |
6 months | 2.51 | 88 |
1 Year | 15.20 | 85 |
3 Year | 0.34 | 83 |
5 Year | 8.95 | 85 |
10 Year | 10.98 | 42 |
* Annual for three years and beyond.
Bull Market (9/02 - 10/07) | 176.76 |
Bear Market (10/07 - 2/09) | -49.22 |
Bull Market (2/09 - 3/21) | 915.06 |
Load Adjusted Returns as of Aug 31, 2024
1 Year | 10.28 |
5 Year | 7.81 |
10 Year | 10.64 |
Since Inception | 11.67 |
Quarterly Return
1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
---|---|---|---|---|
2024 | 8.56 | -4.65 | NA | NA |
2023 | 7.41 | 5.39 | -4.75 | 11.86 |
2022 | -11.57 | -16.47 | -4.08 | 8.46 |
2021 | 3.11 | 6.74 | 0.13 | 4.80 |
2020 | -24.13 | 28.62 | 8.43 | 17.07 |
2019 | 16.91 | 7.26 | -0.72 | 6.89 |
Annual Return
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
---|---|---|---|---|---|---|---|---|---|---|---|
% Total Return | 8.50 | 20.61 | -23.17 | 15.51 | 23.87 | 33.08 | -2.23 | 26.02 | 6.94 | 6.93 | 13.78 |
% Total Return Rel to Index | -11.04 | -5.63 | -4.96 | -13.16 | 5.46 | 1.59 | 2.16 | 4.22 | -4.99 | 5.54 | 0.14 |
% Total Return Rel to Peer | -6.34 | -2.38 | -3.47 | -6.54 | 3.95 | 4.66 | 4.62 | 5.34 | -0.87 | 8.53 | 5.58 |
% Perf Quintile vs Peer* | 0.00 | 3.00 | 4.00 | 5.00 | 3.00 | 2.00 | 2.00 | 2.00 | 4.00 | 1.00 | 1.00 |
% Dividends | 0.00 | 0.10 | 0.00 | 0.00 | 0.04 | 0.19 | 0.13 | 0.07 | 0.09 | 0.00 | 0.00 |
% Yield | 0.00 | 0.14 | 0.00 | 0.00 | 0.04 | 0.28 | 0.23 | 0.11 | 0.18 | 0.00 | 0.00 |
Capital Gains ($) | 0.00 | 4.34 | 0.92 | 9.46 | 3.18 | 2.93 | 4.90 | 3.36 | 0.39 | 2.68 | 3.09 |
Expense Ratio | 0.00 | 0.61 | 0.61 | 0.61 | 0.61 | 0.61 | 0.61 | 0.61 | 0.61 | 0.61 | 0.61 |
* 1 = Top 20%, 5 = Bottom 20%