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T. Rowe Price U.s. Equity Research Fund: (MF: PRCOX)
(NASDAQ Mutual Funds) As of Aug 6, 2025 08:00 PM ET
$63.06 USD
+0.47 (0.75%)
Zacks MF Rank
1-Strong Buy of 5 1
Latest Performance as of Jun 30, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 5.43 | 46 |
| 3 months | 10.84 | 47 |
| 6 months | 5.43 | 46 |
| 1 Year | 13.87 | 41 |
| 3 Year | 20.87 | 24 |
| 5 Year | 17.37 | 7 |
| 10 Year | 14.11 | 16 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 114.07 |
| Bear Market (10/07 - 2/09) | -49.90 |
| Bull Market (2/09 - 3/21) | 1,074.33 |
Load Adjusted Returns as of Jun 30, 2025
| 1 Year | 13.87 |
| 5 Year | 17.36 |
| 10 Year | 14.12 |
| Since Inception | 10.28 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | -4.87 | 10.84 | NA | NA |
| 2024 | 11.58 | 4.91 | 5.01 | 2.84 |
| 2023 | 8.15 | 9.91 | -2.64 | 12.15 |
| 2022 | -4.75 | -16.48 | -4.61 | 6.99 |
| 2021 | 5.50 | 8.73 | 0.71 | 10.76 |
| 2020 | -19.81 | 20.60 | 9.26 | 13.39 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 5.43 | 26.41 | 29.80 | -18.81 | 27.98 | 19.80 | 32.46 | -4.63 | 23.72 | 10.23 | 2.90 |
| % Total Return Rel to Index | -0.76 | 1.39 | 3.55 | -0.60 | -0.70 | 1.40 | 0.97 | -0.24 | 1.92 | -1.70 | 1.51 |
| % Total Return Rel to Peer | 0.29 | 7.02 | 6.80 | 0.88 | 5.92 | -0.11 | 4.03 | 2.22 | 3.04 | 2.41 | 4.50 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 2.00 | 3.00 | 2.00 | 3.00 | 2.00 | 2.00 | 2.00 | 3.00 | 2.00 |
| % Dividends | 0.00 | 0.37 | 0.54 | 0.32 | 0.31 | 0.32 | 0.17 | 0.29 | 0.28 | 0.28 | 0.36 |
| % Yield | 0.00 | 0.60 | 0.75 | 0.82 | 0.62 | 0.82 | 0.51 | 1.11 | 0.95 | 1.10 | 1.45 |
| Capital Gains ($) | 0.00 | 0.00 | 0.00 | 0.14 | 1.37 | 0.06 | 0.13 | 1.03 | 1.55 | 1.36 | 1.56 |
| Expense Ratio | 0.00 | 0.45 | 0.44 | 0.45 | 0.42 | 0.45 | 0.53 | 0.69 | 0.69 | 0.70 | 0.70 |
* 1 = Top 20%, 5 = Bottom 20%