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T. Rowe Price Equity Index 500 (PREIX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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133.41+1.57 (+1.19%)
As of 08:06AM EDT. Market open.

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return6.70%
5-Year Average Return13.23%
Number of Years Up27
Number of Years Down6
Best 1 Yr Total Return (Apr 22, 2024)32.02%
Worst 1 Yr Total Return (Apr 22, 2024)N/A
Best 3-Yr Total Return32.02%
Worst 3-Yr Total Return7.47%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnPREIXCategory
YTD10.51%14.84%
1-Month3.20%1.65%
3-Month10.51%7.55%
1-Year29.64%40.47%
3-Year11.29%16.77%
5-Year14.84%16.15%
10-Year12.72%13.21%
Last Bull Market39.88%24.09%
Last Bear Market-16.15%-17.61%

Annual Total Return (%) History

Year
PREIXCategory
2024
N/AN/A
2023
26.06%N/A
2022
-18.28%N/A
2021
28.50%N/A
2020
18.19%15.83%
2019
31.23%28.78%
2018
-4.58%-6.27%
2017
21.55%20.44%
2016
11.70%10.37%
2015
1.11%-1.07%
2014
13.40%10.96%
2013
32.02%31.50%
2012
15.68%14.96%
2011
1.87%-1.27%
2010
14.71%14.01%
2009
26.33%28.17%
2008
-37.06%-37.79%
2007
5.18%6.16%
2006
15.41%14.17%
2005
4.62%5.88%
2004
10.51%10.02%
2003
28.31%27.05%
2002
-22.21%-22.25%
2001
-12.17%-13.50%
2000
-9.30%-6.31%
1999
20.64%20.16%
1998
28.31%22.39%
1997
32.87%28.37%
1996
22.65%20.76%
1995
37.16%32.35%
1994
1.01%-0.93%
1993
9.42%10.21%
1992
7.19%7.00%
1991
29.21%30.90%
1990
N/A-3.13%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
202410.51%N/AN/AN/A
20237.46%8.69%-3.32%11.64%
2022-4.64%-16.15%-4.94%7.51%
20216.13%8.50%0.54%10.99%
2020-19.64%20.49%8.88%12.11%
201913.60%4.26%1.63%9.02%
2018-0.82%3.39%7.65%-13.56%
20176.01%3.01%4.43%6.60%
20161.27%2.40%3.81%3.76%
20150.90%0.21%-6.50%6.96%
20141.75%5.15%1.06%4.88%
201310.55%2.84%5.17%10.42%
201212.49%-2.81%6.27%-0.43%
20115.85%0.04%-13.92%11.76%
20105.29%-11.48%11.20%10.68%
2009-11.02%15.99%15.48%6.00%
2008-9.50%-2.79%-8.35%-21.94%
20070.55%6.19%1.96%-3.39%
20064.11%-1.51%5.57%6.61%
2005-2.21%1.29%3.53%2.02%
20041.60%1.62%-1.95%9.16%
2003-3.26%15.33%2.59%12.09%
20020.20%-13.46%-17.23%8.38%
2001-11.91%5.68%-14.68%10.58%
20002.25%-2.73%-1.02%-7.87%
19994.90%6.93%-6.33%14.81%
199813.84%3.21%-9.97%21.31%
19972.52%17.40%7.39%2.80%
19965.28%4.42%3.01%8.31%
19959.70%9.40%7.87%5.96%
1994-3.87%0.31%4.84%-0.08%
19934.12%0.30%2.38%2.34%
1992-2.56%1.80%3.05%4.87%
199113.89%-0.18%5.15%8.09%
19906.80%-13.25%8.27%N/A

Rank In Category (By Total Return)

YTD41
1-Month56
3-Month41
1-Year38
3-Year28
5-Year29

Load Adjusted Returns

1-Year29.64%
3-Year11.29%
5-Year14.84%
10-Year12.72%