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T. Rowe Price Tax-efficient Equity Fund: (MF: PREFX)

(NASDAQ Mutual Funds) As of Jun 8, 2026 05:17 PM ET

$90.99 USD

+0.40 (0.44%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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1-Strong Buy of 5 1        

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Apr 30, 2026

Total Return %* Percentile Rank Objective
YTD 1.52 76
3 months 2.66 60
6 months -1.12 80
1 Year 27.58 46
3 Year 23.68 15
5 Year 11.02 27
10 Year 16.33 10

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) 125.58
Bear Market (10/07 - 2/09) -51.82
Bull Market (2/09 - 3/21) 1,433.20

Load Adjusted Returns as of Apr 30, 2026

1 Year 16.18
5 Year 9.97
10 Year 15.06
Since Inception 9.36

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 -9.47 NA NA NA
2025 -9.38 18.04 8.19 0.48
2024 12.82 7.36 3.27 5.79
2023 12.05 11.52 -3.73 13.87
2022 -11.85 -20.69 -3.17 2.67
2021 0.78 11.95 0.54 7.74

Annual Return

20262025202420232022202120202019201820172016
% Total Return 1.5216.3032.3636.98-30.5022.2235.3136.04-0.4729.102.43
% Total Return Rel to Index -5.14-1.917.3410.74-12.29-6.4516.914.553.927.31-9.50
% Total Return Rel to Peer -5.813.5912.9713.98-10.800.1615.407.616.398.42-5.38
% Perf Quintile vs Peer* 5.002.001.001.004.004.002.001.001.001.005.00
% Dividends 0.000.000.000.000.000.000.020.060.050.070.05
% Yield 0.000.000.000.000.000.000.030.140.160.230.20
Capital Gains ($) 0.000.000.640.350.371.270.990.150.330.810.00
Expense Ratio 0.000.820.830.850.760.780.780.770.780.830.86

* 1 = Top 20%, 5 = Bottom 20%