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Nasdaq - Delayed Quote USD

T. Rowe Price U.S. Equity Research (PRCOX)

56.26
+0.39
+(0.70%)
At close: 8:03:59 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return -4.87%
5y Average Return 19.37%
Number of Years Up 24
Number of Years Down 6
Best 1Y Total Return (Mar 31, 2025) 32.73%
Worst 1Y Total Return (Mar 31, 2025) --
Best 3Y Total Return 32.73%
Worst 3Y Total Return 7.58%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
PRCOX
Category
YTD
1.11%
5.31%
1-Month
-1.65%
-4.19%
3-Month
-0.97%
3.90%
1-Year
18.13%
20.31%
3-Year
13.44%
6.48%
5-Year
17.50%
11.78%
10-Year
13.53%
10.96%
Last Bull Market
20.38%
25.56%
Last Bear Market
-16.48%
-15.11%

Annual Total Return (%) History

Year
PRCOX
Category
2024
26.42%
--
2023
29.80%
22.32%
2022
-18.80%
-16.96%
2021
27.98%
26.07%
2020
19.81%
15.83%
2019
32.46%
28.78%
2018
-4.63%
-6.27%
2017
23.72%
20.44%

2016
10.23%
10.37%
2015
2.90%
-1.07%
2014
12.21%
10.96%
2013
32.73%
31.50%
2012
15.99%
14.96%
2011
1.29%
-1.27%
2010
13.30%
14.01%
2009
29.28%
28.17%
2008
-36.48%
-37.79%
2007
5.64%
6.16%
2006
15.81%
14.17%
2005
4.58%
5.88%
2004
11.39%
10.02%
2003
30.78%
27.05%
2002
-22.25%
-22.25%
2001
-10.10%
-13.50%
2000
-6.32%
-6.31%
1999
11.50%
20.16%
1998
14.70%
22.39%
1997
15.87%
28.37%
1996
16.76%
20.76%
1995
46.51%
32.35%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 11.58% 4.91% 5.01% 2.84%
2023 8.16% 9.91% -2.64% 12.15%
2022 -4.75% -16.48% -4.61% 7.01%
2021 5.51% 8.74% 0.71% 10.77%
2020 -19.82% 20.60% 9.26% 13.39%
2019 14.46% 4.33% 1.49% 9.29%
2018 -0.23% 3.58% 7.06% -13.80%
2017 6.70% 4.12% 4.55% 6.52%
2016 0.18% 2.32% 4.36% 3.04%
2015 1.34% 0.60% -6.31% 7.74%

2014 1.20% 5.28% 0.52% 4.78%
2013 10.35% 2.80% 5.82% 10.57%
2012 13.43% -3.36% 6.32% -0.48%
2011 5.62% 0.00% -14.05% 11.58%
2010 5.20% -12.25% 10.77% 10.81%
2009 -9.13% 16.70% 15.06% 5.94%
2008 -9.27% -1.23% -9.17% -21.96%
2007 0.63% 6.75% 2.17% -3.75%
2006 4.19% -1.66% 5.64% 7.00%
2005 -2.40% 1.92% 2.95% 2.12%
2004 2.08% 1.87% -1.84% 9.13%
2003 -2.82% 16.61% 2.77% 12.29%
2002 0.25% -13.07% -17.92% 8.68%
2001 -11.61% 7.17% -14.49% 10.99%
2000 4.78% -2.62% -0.31% -7.91%
1999 -4.58% 4.80% -4.91% 17.26%
1998 15.04% -0.31% -18.00% 21.97%
1997 -7.11% 11.83% 9.41% 1.95%
1996 10.90% 0.96% 3.86% 0.41%
1995 14.48% 10.64% 10.52% 4.66%

Rank in Category (By Total Return)

YTD 69
1-Month 53
3-Month 29
1-Year 24
3-Year 10
5-Year 10

Load Adjusted Returns

1-Year 18.13%
3-Year 13.44%
5-Year 17.50%
10-Year 13.53%

Performance & Risk

YTD Return -4.87%
5y Average Return 19.37%
Rank in Category (ytd) 69
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.00
Morningstar Risk Rating

Fund Overview

Category Large Blend
Fund Family T. Rowe Price
Net Assets 14.34B
YTD Return 1.11%
Yield 0.63%
Morningstar Rating
Inception Date Dec 31, 2004

Fund Summary

The fund uses a disciplined portfolio construction process whereby it weights each sector and industry approximately the same as the Standard & Poor's 500 Stock Index® (S&P 500 Index). While the majority of assets will be invested in large-capitalization U.S. common stocks, the fund may have small- and mid-capitalization and foreign exposure in keeping with fund objectives.

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