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Nasdaq - Delayed Quote USD

T. Rowe Price Financial Services I (TFIFX)

42.96
0.00
(0.00%)
As of 8:07:15 AM EDT. Market Open.

Performance Overview

Morningstar Return Rating --
YTD Return 1.03%
5y Average Return 23.63%
Number of Years Up 6
Number of Years Down 2
Best 1Y Total Return (Mar 31, 2025) 38.01%
Worst 1Y Total Return (Mar 31, 2025) --
Best 3Y Total Return 38.01%
Worst 3Y Total Return 7.34%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
TFIFX
Category
YTD
6.30%
23.64%
1-Month
-0.11%
-3.05%
3-Month
0.12%
5.29%
1-Year
31.45%
61.45%
3-Year
12.97%
10.74%
5-Year
18.25%
14.55%
10-Year
12.88%
11.64%
Last Bull Market
28.28%
28.35%
Last Bear Market
-15.01%
-25.24%

Annual Total Return (%) History

Year
TFIFX
Category
2024
31.06%
--
2023
15.11%
--
2022
-10.83%
--
2021
38.01%
--
2020
5.57%
-1.15%
2019
29.92%
28.39%
2018
-9.82%
-14.21%
2017
19.25%
16.72%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 12.71% -1.23% 9.51% 7.51%
2023 -7.25% 4.82% 1.22% 16.97%
2022 -2.67% -15.01% -3.86% 12.12%
2021 20.01% 5.08% 4.16% 5.07%
2020 -31.43% 15.38% 1.57% 31.37%
2019 10.07% 6.45% 3.79% 6.83%
2018 1.93% 0.98% 0.66% -12.96%
2017 3.09% 4.97% 4.88% 5.08%

Rank in Category (By Total Return)

YTD 30
1-Month 39
3-Month 28
1-Year 35
3-Year 28
5-Year 11

Load Adjusted Returns

1-Year 31.45%
3-Year 12.97%
5-Year 18.25%
10-Year 12.88%

Performance & Risk

YTD Return 1.03%
5y Average Return 23.63%
Rank in Category (ytd) 30
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.05
Morningstar Risk Rating

Fund Overview

Category Financial
Fund Family T. Rowe Price
Net Assets 1.98B
YTD Return 6.30%
Yield 1.17%
Morningstar Rating
Inception Date Sep 30, 1996

Fund Summary

The fund normally invests at least 80% of its net assets (plus any borrowings for investment purposes) in the common stocks of companies in the financial services industry. Any derivatives that provide exposure to the investment focus suggested by the fund’s name, or to one or more market risk factors associated with the investment focus suggested by the fund’s name, are counted (as applicable) toward compliance with the fund’s 80% investment policy.

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