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VY T. Rowe Price Equity Income S (IRPSX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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11.050.00 (0.00%)
At close: 08:05AM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return8.02%
5-Year Average Return9.52%
Number of Years Up26
Number of Years Down8
Best 1 Yr Total Return (Jun 20, 2024)29.74%
Worst 1 Yr Total Return (Jun 20, 2024)N/A
Best 3-Yr Total Return29.74%
Worst 3-Yr Total Return4.99%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnIRPSXCategory
YTD9.09%4.44%
1-Month3.53%-4.04%
3-Month5.18%4.09%
1-Year24.18%14.37%
3-Year6.01%6.04%
5-Year11.15%9.20%
10-Year8.31%8.57%
Last Bull Market23.14%22.97%
Last Bear Market-10.68%-11.27%

Annual Total Return (%) History

Year
IRPSXCategory
2024
N/AN/A
2023
9.33%11.63%
2022
-3.41%-5.90%
2021
25.27%26.22%
2020
0.95%2.91%
2019
26.42%25.04%
2018
-9.32%-8.53%
2017
16.24%15.94%
2016
18.77%14.81%
2015
-6.90%-4.05%
2014
7.45%10.21%
2013
29.74%31.21%
2012
17.22%14.57%
2011
-0.89%-0.75%
2010
14.94%13.66%
2009
24.99%24.13%
2008
-35.69%-37.09%
2007
3.06%1.42%
2006
19.09%18.15%
2005
3.92%5.95%
2004
14.89%12.97%
2003
25.16%28.44%
2002
-13.19%-18.69%
2001
1.36%-4.99%
2000
12.93%7.87%
1999
-0.72%6.72%
1998
8.26%12.00%
1997
17.43%26.61%
1996
8.77%20.08%
1995
18.93%32.39%
1994
-1.18%-0.70%
1993
11.13%N/A
1992
1.88%N/A
1991
20.03%N/A
1990
4.74%N/A
1989
N/AN/A

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20248.70%N/AN/AN/A
2023-0.89%3.29%-3.27%10.41%
20222.59%-10.68%-6.54%12.77%
202113.30%4.39%-1.06%7.05%
2020-28.61%13.45%3.09%20.91%
201911.00%4.18%2.27%6.90%
2018-2.33%2.03%3.88%-12.41%
20173.32%2.16%4.37%5.51%
20162.80%3.46%4.11%7.27%
2015-1.09%-0.67%-10.41%5.78%
20141.55%4.52%-1.74%3.03%
201311.25%2.53%4.59%8.75%
201211.28%-2.75%6.31%1.89%
20115.69%-0.96%-15.49%12.04%
20106.53%-11.63%10.02%10.98%
2009-15.60%19.47%17.94%5.11%
2008-8.15%-6.01%-4.58%-21.94%
20071.10%6.70%-1.33%-3.18%
20065.37%-0.28%5.50%7.42%
2005-0.66%0.22%2.94%1.40%
20041.82%2.59%0.71%9.22%
2003-6.28%16.79%1.32%12.86%
20024.65%-7.87%-17.45%9.08%
2001-3.00%5.83%-8.43%7.82%
2000-2.94%0.18%6.86%8.68%
19990.08%7.81%-8.63%0.71%
19985.12%-0.15%-2.33%5.60%
19970.16%7.80%7.79%0.90%
19961.12%0.63%1.83%4.97%
19954.15%6.36%3.35%3.90%
1994-1.60%-1.20%0.87%0.77%
19933.86%2.53%4.61%-0.24%
1992-4.00%2.04%2.80%1.16%
19918.42%-1.03%5.57%5.96%
1990-2.33%4.72%-1.45%3.91%
19893.22%4.68%-0.52%N/A

Rank In Category (By Total Return)

YTD26
1-Month29
3-Month24
1-Year36
3-Year55
5-Year56

Load Adjusted Returns

1-Year24.18%
3-Year6.01%
5-Year11.15%
10-Year8.31%