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T. Rowe Price U.s. Equity Research Fund Class R: (MF: RRCOX)
(NASDAQ Mutual Funds) As of May 6, 2025 08:00 PM ET
$54.85 USD
-0.43 (-0.78%)
Zacks MF Rank
1-Strong Buy of 5 1
Latest Performance as of Mar 31, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | -5.02 | 48 |
| 3 months | -5.02 | 48 |
| 6 months | -2.50 | 38 |
| 1 Year | 7.01 | 20 |
| 3 Year | 9.24 | 14 |
| 5 Year | 18.58 | 16 |
| 10 Year | 12.31 | 17 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | -50.27 |
| Bull Market (2/09 - 3/21) | 939.03 |
Load Adjusted Returns as of Mar 31, 2025
| 1 Year | 7.01 |
| 5 Year | 18.58 |
| 10 Year | 12.32 |
| Since Inception | 9.69 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | -5.02 | NA | NA | NA |
| 2024 | 11.37 | 4.72 | 4.81 | 2.65 |
| 2023 | 8.07 | 9.71 | -2.81 | 11.94 |
| 2022 | -4.90 | -16.61 | -4.78 | 6.80 |
| 2021 | 5.32 | 8.57 | 0.55 | 10.57 |
| 2020 | -19.96 | 20.43 | 9.07 | 13.24 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | -5.02 | 25.49 | 28.99 | -19.36 | 27.15 | 19.06 | 31.73 | -5.21 | 23.04 | 9.55 | 2.30 |
| % Total Return Rel to Index | -0.76 | 0.47 | 2.75 | -1.15 | -1.53 | 0.65 | 0.24 | -0.82 | 1.24 | -2.38 | 0.91 |
| % Total Return Rel to Peer | 0.00 | 6.10 | 5.99 | 0.33 | 5.09 | -0.85 | 3.30 | 1.64 | 2.36 | 1.73 | 3.90 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 2.00 | 3.00 | 2.00 | 3.00 | 2.00 | 3.00 | 3.00 | 3.00 | 2.00 |
| % Dividends | 0.00 | 0.00 | 0.33 | 0.11 | 0.10 | 0.14 | 0.00 | 0.15 | 0.10 | 0.15 | 0.24 |
| % Yield | 0.00 | 0.00 | 0.00 | 0.29 | 0.20 | 0.36 | 0.00 | 0.58 | 0.34 | 0.59 | 0.97 |
| Capital Gains ($) | 0.00 | 0.00 | 0.00 | 0.14 | 1.37 | 0.06 | 0.13 | 1.03 | 1.55 | 1.36 | 1.56 |
| Expense Ratio | 0.00 | 1.17 | 1.08 | 1.12 | 1.09 | 1.09 | 1.18 | 1.29 | 1.27 | 1.30 | 1.26 |
* 1 = Top 20%, 5 = Bottom 20%