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T. Rowe Price U.S. Equity Research Adv (PACOX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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52.54+0.06 (+0.11%)
At close: 05:35PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return12.93%
5-year average return15.41%
Number of years up16
Number of years down3
Best 1-yr total return (16 May 2024)32.31%
Worst 1-yr total return (16 May 2024)N/A
Best 3-yr total return32.31%
Worst 3-yr total return7.16%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnPACOXCategory
YTD7.08%5.31%
1-month-3.96%-4.19%
3-month4.71%3.90%
1-year25.42%20.31%
3-year8.63%6.48%
5-year13.59%11.78%
10-year12.64%10.96%
Last bull market27.49%25.56%
Last bear market-16.57%-15.11%

Annual total return (%) history

Year
PACOXCategory
2024
N/AN/A
2023
29.37%22.32%
2022
-19.11%-16.96%
2021
27.39%26.07%
2020
19.44%15.83%
2019
32.04%28.78%
2018
-4.86%-6.27%
2017
23.32%20.44%
2016
9.95%10.37%
2015
2.57%-1.07%
2014
11.91%10.96%
2013
32.31%31.50%
2012
15.69%14.96%
2011
0.93%-1.27%
2010
12.96%14.01%
2009
28.76%28.17%
2008
-36.66%-37.79%
2007
5.25%6.16%
2006
15.51%14.17%
2005
4.50%5.88%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202411.49%N/AN/AN/A
20238.14%9.80%-2.74%12.03%
2022-4.82%-16.57%-4.71%6.89%
20215.34%8.62%0.60%10.68%
2020-19.88%20.53%9.12%13.35%
201914.36%4.27%1.43%9.18%
2018-0.27%3.51%6.97%-13.85%
20176.64%4.05%4.46%6.40%
20160.14%2.24%4.29%2.98%
20151.21%0.56%-6.42%7.69%
20141.11%5.25%0.39%4.75%
201310.25%2.70%5.73%10.52%
201213.40%-3.49%6.28%-0.54%
20115.57%-0.07%-14.18%11.48%
20105.14%-12.31%10.65%10.71%
2009-9.15%16.54%15.04%5.72%
2008-9.33%-1.36%-9.19%-22.01%
20070.57%6.62%2.11%-3.86%
20064.26%-1.80%5.50%6.94%
2005-2.40%2.00%2.87%2.05%

Rank in category (by total return)

YTD19
1-month30
3-month26
1-year13
3-year14
5-year13

Load adjusted returns

1-year25.42%
3-year8.63%
5-year13.59%
10-year12.64%