Singapore markets open in 2 hours 10 minutes

T. Rowe Price Financial Services (PRISX)

Nasdaq - Nasdaq Delayed price. Currency in USD
Add to watchlist
38.98+0.27 (+0.70%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return10.27%
5-year average return12.73%
Number of years up19
Number of years down8
Best 1-yr total return (2 May 2024)38.93%
Worst 1-yr total return (2 May 2024)N/A
Best 3-yr total return38.93%
Worst 3-yr total return6.83%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnPRISXCategory
YTD8.43%23.64%
1-month-3.77%-3.05%
3-month5.94%5.29%
1-year31.66%61.45%
3-year6.56%10.74%
5-year12.36%14.55%
10-year11.22%11.64%
Last bull market34.41%28.35%
Last bear market-15.05%-25.24%

Annual total return (%) history

Year
PRISXCategory
2024
N/AN/A
2023
14.96%N/A
2022
-10.95%N/A
2021
37.81%N/A
2020
5.42%-1.15%
2019
29.73%28.39%
2018
-10.00%-14.21%
2017
19.09%16.72%
2016
16.91%19.09%
2015
-0.64%-0.87%
2014
9.24%4.90%
2013
38.93%34.57%
2012
27.48%24.77%
2011
-15.28%-15.12%
2010
12.90%11.13%
2009
28.44%25.26%
2008
-40.06%-43.91%
2007
-9.35%-11.64%
2006
15.98%16.90%
2005
5.10%6.74%
2004
13.42%14.02%
2003
35.08%33.56%
2002
-10.10%-10.28%
2001
-3.13%-2.05%
2000
36.76%27.74%
1999
1.70%-1.79%
1998
11.55%6.05%
1997
41.44%47.00%
1996
N/A31.88%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202412.67%N/AN/AN/A
2023-7.27%4.78%1.18%16.94%
2022-2.67%-15.05%-3.90%12.07%
202119.93%5.08%4.10%5.05%
2020-31.45%15.33%1.53%31.35%
201910.02%6.41%3.79%6.76%
20181.86%0.95%0.63%-13.01%
20173.05%4.93%4.85%5.05%
2016-7.29%-0.10%9.40%15.39%
20151.26%5.38%-8.31%1.55%
20141.02%0.43%0.48%7.16%
201311.91%6.52%4.83%11.18%
201219.97%-5.20%7.93%3.86%
20113.88%-5.64%-23.04%12.30%
201011.76%-13.42%4.98%11.14%
2009-15.66%25.60%21.33%-0.06%
2008-12.87%-12.21%-0.69%-21.09%
20070.80%4.78%-4.47%-10.14%
20065.72%-1.39%4.04%6.93%
2005-4.98%0.54%3.30%6.51%
20042.88%-1.78%-0.54%12.85%
2003-6.81%21.59%4.90%13.64%
20024.46%-5.49%-15.54%7.81%
2001-8.61%9.57%-10.74%8.38%
20006.20%0.88%22.76%3.99%
19992.73%5.96%-15.84%11.01%
199812.28%2.69%-20.07%21.04%
19972.21%17.91%11.01%5.73%
199613.40%N/AN/AN/A

Rank in category (by total return)

YTD11
1-month27
3-month15
1-year10
3-year20
5-year11

Load adjusted returns

1-year31.66%
3-year6.56%
5-year12.36%
10-year11.22%