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T. Rowe Price Equity Income R (RRFDX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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35.75+0.01 (+0.03%)
At close: 08:01PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return7.58%
5-Year Average Return9.04%
Number of Years Up16
Number of Years Down5
Best 1 Yr Total Return (Jul 1, 2024)29.07%
Worst 1 Yr Total Return (Jul 1, 2024)N/A
Best 3-Yr Total Return29.07%
Worst 3-Yr Total Return4.57%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnRRFDXCategory
YTD9.07%4.44%
1-Month3.50%-4.04%
3-Month5.23%4.09%
1-Year23.81%14.37%
3-Year5.70%6.04%
5-Year10.83%9.20%
10-Year7.94%8.57%
Last Bull Market22.96%22.97%
Last Bear Market-10.80%-11.27%

Annual Total Return (%) History

Year
RRFDXCategory
2024
N/AN/A
2023
9.06%11.63%
2022
-3.81%-5.90%
2021
24.92%26.22%
2020
0.73%2.91%
2019
25.90%25.04%
2018
-9.84%-8.53%
2017
15.52%15.94%
2016
18.63%14.81%
2015
-7.18%-4.05%
2014
6.91%10.21%
2013
29.07%31.21%
2012
16.62%14.57%
2011
-1.24%-0.75%
2010
14.58%13.66%
2009
25.04%24.13%
2008
-36.05%-37.09%
2007
2.80%1.42%
2006
18.56%18.15%
2005
3.76%5.95%
2004
14.53%12.97%
2003
25.27%28.44%
2002
N/A-18.69%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20248.65%N/AN/AN/A
2023-0.77%3.06%-3.27%10.25%
20222.42%-10.80%-6.60%12.72%
202113.20%4.32%-1.18%7.04%
2020-28.45%13.16%3.00%20.78%
201910.86%4.14%2.12%6.79%
2018-2.38%1.64%3.85%-12.50%
20173.19%2.01%4.24%5.28%
20162.61%3.77%3.97%7.16%
2015-1.19%-0.69%-10.35%5.51%
20141.44%4.33%-1.84%2.90%
201311.04%2.47%4.43%8.63%
201211.05%-2.86%6.22%1.77%
20115.51%-1.08%-15.47%11.95%
20106.40%-11.59%9.92%10.81%
2009-15.41%19.29%17.83%5.16%
2008-8.18%-5.99%-4.75%-22.23%
20071.13%6.64%-1.44%-3.29%
20065.22%-0.40%5.44%7.30%
2005-0.78%0.23%2.77%1.52%
20041.79%2.47%0.60%9.15%
2003-6.13%16.71%1.40%12.76%
20029.15%N/AN/AN/A

Rank In Category (By Total Return)

YTD26
1-Month31
3-Month23
1-Year39
3-Year63
5-Year62

Load Adjusted Returns

1-Year23.81%
3-Year5.70%
5-Year10.83%
10-Year7.94%