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T. Rowe Price Tax-efficient Equity Fund: (MF: PREFX)
(NASDAQ Mutual Funds) As of Apr 23, 2024 08:00 PM ET
$61.97 USD
+1.01 (1.66%)
Zacks MF Rank
2-Buy of 5 2
Latest Performance as of Mar 31, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 12.82 | 16 |
| 3 months | 12.82 | 16 |
| 6 months | 28.47 | 16 |
| 1 Year | 37.93 | 15 |
| 3 Year | 9.21 | 38 |
| 5 Year | 15.37 | 17 |
| 10 Year | 14.03 | 10 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 125.58 |
| Bear Market (10/07 - 2/09) | -51.82 |
| Bull Market (2/09 - 3/21) | 1,006.85 |
Load Adjusted Returns as of Mar 31, 2024
| 1 Year | 37.93 |
| 5 Year | 15.37 |
| 10 Year | 14.03 |
| Since Inception | 9.21 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 12.82 | NA | NA | NA |
| 2023 | 12.05 | 11.52 | -3.73 | 13.87 |
| 2022 | -11.85 | -20.69 | -3.17 | 2.66 |
| 2021 | 0.78 | 11.95 | 0.54 | 7.74 |
| 2020 | -17.22 | 29.77 | 11.39 | 13.07 |
| 2019 | 18.22 | 6.23 | -0.81 | 9.20 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 12.82 | 36.98 | -30.50 | 22.22 | 35.31 | 36.03 | -0.47 | 29.10 | 2.43 | 6.34 | 9.62 |
| % Total Return Rel to Index | 2.26 | 10.74 | -12.29 | -6.45 | 16.91 | 4.54 | 3.92 | 7.31 | -9.50 | 4.95 | -4.01 |
| % Total Return Rel to Peer | 2.87 | 13.98 | -10.80 | 0.16 | 15.40 | 7.61 | 6.39 | 8.42 | -5.38 | 7.93 | 1.42 |
| % Perf Quintile vs Peer* | 0.00 | 1.00 | 4.00 | 4.00 | 2.00 | 1.00 | 1.00 | 1.00 | 5.00 | 1.00 | 3.00 |
| % Dividends | 0.00 | 0.00 | 0.00 | 0.00 | 0.02 | 0.06 | 0.05 | 0.07 | 0.05 | 0.01 | 0.01 |
| % Yield | 0.00 | 0.00 | 0.00 | 0.00 | 0.03 | 0.14 | 0.16 | 0.23 | 0.20 | 0.04 | 0.04 |
| Capital Gains ($) | 0.00 | 0.35 | 0.37 | 1.27 | 0.99 | 0.15 | 0.33 | 0.81 | 0.00 | 0.12 | 0.90 |
| Expense Ratio | 0.00 | 0.83 | 0.76 | 0.78 | 0.78 | 0.77 | 0.78 | 0.83 | 0.86 | 0.87 | 0.89 |
* 1 = Top 20%, 5 = Bottom 20%