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T. Rowe Price Equity Income Fd: (MF: PRFDX)

(NASDAQ Mutual Funds) As of May 2, 2025 08:00 PM ET

$34.70 USD

+0.55 (1.61%)

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 Mar 31, 2025

Total Return %* Percentile Rank Objective
YTD 4.02 24
3 months 4.02 24
6 months 0.88 37
1 Year 6.96 48
3 Year 6.36 33
5 Year 17.02 15
10 Year 8.95 29

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) 112.63
Bear Market (10/07 - 2/09) -52.57
Bull Market (2/09 - 3/21) 611.67

Load Adjusted Returns as of Mar 31, 2025

1 Year 6.96
5 Year 17.01
10 Year 8.96
Since Inception 10.51

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 4.02 NA NA NA
2024 8.81 -0.75 6.83 -3.02
2023 -0.65 3.22 -3.16 10.42
2022 2.57 -10.68 -6.47 12.86
2021 13.38 4.47 -1.01 7.18
2020 -28.36 13.37 3.14 20.93

Annual Return

20252024202320222021202020192018201720162015
% Total Return 4.0211.889.65-3.2925.671.3226.58-9.3016.1719.28-6.66
% Total Return Rel to Index 8.29-13.14-16.5914.91-3.00-17.08-4.90-4.91-5.627.34-8.05
% Total Return Rel to Peer 1.910.230.273.684.67-3.834.59-2.282.067.92-3.17
% Perf Quintile vs Peer* 0.000.003.002.002.004.002.004.002.001.005.00
% Dividends 0.100.730.700.690.630.680.760.730.670.730.65
% Yield 0.281.901.951.951.562.052.152.351.782.102.07
Capital Gains ($) 0.002.351.381.462.530.431.632.392.521.711.48
Expense Ratio 0.000.670.680.670.630.650.640.640.650.660.66

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