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T. Rowe Price Equity Income (PRFDX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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36.00+0.06 (+0.17%)
At close: 06:46PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return7.81%
5-year average return9.92%
Number of years up31
Number of years down7
Best 1-yr total return (26 Jun 2024)29.75%
Worst 1-yr total return (26 Jun 2024)N/A
Best 3-yr total return29.75%
Worst 3-yr total return5.17%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnPRFDXCategory
YTD9.32%4.44%
1-month3.56%-4.04%
3-month5.38%4.09%
1-year24.52%14.37%
3-year6.29%6.04%
5-year11.46%9.20%
10-year8.54%8.57%
Last bull market23.28%22.97%
Last bear market-10.69%-11.27%

Annual total return (%) history

Year
PRFDXCategory
2024
N/AN/A
2023
9.65%11.63%
2022
-3.28%-5.90%
2021
25.68%26.22%
2020
1.32%2.91%
2019
26.58%25.04%
2018
-9.30%-8.53%
2017
16.18%15.94%
2016
19.28%14.81%
2015
-6.66%-4.05%
2014
7.49%10.21%
2013
29.75%31.21%
2012
17.25%14.57%
2011
-0.72%-0.75%
2010
15.15%13.66%
2009
25.62%24.13%
2008
-35.75%-37.09%
2007
3.30%1.42%
2006
19.14%18.15%
2005
4.26%5.95%
2004
15.05%12.97%
2003
25.78%28.44%
2002
-13.04%-18.69%
2001
1.64%-4.99%
2000
13.12%7.87%
1999
3.82%6.72%
1998
9.23%12.00%
1997
28.82%26.61%
1996
20.40%20.08%
1995
33.35%32.39%
1994
4.53%-0.70%
1993
14.84%N/A
1992
14.13%N/A
1991
25.28%N/A
1990
-6.79%N/A
1989
13.74%N/A
1988
27.69%N/A
1987
3.54%N/A
1986
26.74%N/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
20248.82%N/AN/AN/A
2023-0.66%3.23%-3.17%10.42%
20222.58%-10.69%-6.47%12.88%
202113.38%4.48%-1.01%7.18%
2020-28.36%13.38%3.15%20.94%
201910.99%4.29%2.24%6.96%
2018-2.25%1.79%3.99%-12.35%
20173.30%2.19%4.37%5.44%
20162.74%3.93%4.09%7.32%
2015-1.03%-0.57%-10.24%5.67%
20141.59%4.46%-1.68%3.02%
201311.19%2.63%4.57%8.73%
201211.23%-2.73%6.32%1.92%
20115.66%-0.95%-15.34%12.05%
20106.53%-11.47%10.04%10.97%
2009-15.36%19.44%17.94%5.35%
2008-8.08%-5.89%-4.61%-22.14%
20071.26%6.76%-1.34%-3.14%
20065.36%-0.29%5.57%7.42%
2005-0.62%0.34%2.88%1.63%
20041.91%2.59%0.72%9.25%
2003-6.02%16.82%1.49%12.90%
20024.62%-7.93%-17.33%9.21%
2001-2.81%5.76%-8.28%7.81%
2000-2.92%0.16%6.88%8.85%
1999-0.63%13.26%-8.52%0.85%
19988.83%-2.35%-7.49%11.10%
19972.90%11.43%7.89%4.13%
19964.94%3.00%3.59%7.53%
19958.13%6.71%7.41%7.60%
1994-2.78%1.95%5.53%-0.06%
19936.15%1.59%3.29%3.11%
19923.49%3.96%2.60%3.40%
199114.76%1.72%3.28%3.92%
1990-2.20%1.33%-13.46%8.69%
19895.31%6.16%4.98%-3.08%
198812.75%6.16%4.32%2.26%
198713.45%1.90%3.99%-13.87%
198615.20%4.65%-1.55%6.78%

Rank in category (by total return)

YTD23
1-month28
3-month22
1-year33
3-year50
5-year49

Load adjusted returns

1-year24.52%
3-year6.29%
5-year11.46%
10-year8.54%