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    T. Rowe Price

  • T. Rowe Price Tax-Efficient Equity Fund

T. Rowe Price Tax-Efficient Equity Fund

Monthly Returns (%)



Years Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Annual
2000 0 0 0 0 0 0 0 0 0 0 0 0 0
2001 4.5 11.8 6.8 -15.7 -6.8 -4.8 1.6 1 15.8 -11.9 -14.2 7.8 -9.7
2002 -7.5 7.3 7.9 -7.6 -1.3 -10.8 -9.2 -1.6 -4.3 7.8 -3.9 -0.9 -23.5
2003 1.6 1.9 8 -3 4.1 4.1 1.3 8.2 8.9 1.5 -1.5 -2.2 37
2004 4.1 5.4 2.7 3.8 -1.7 -7 1.6 2.1 -0.9 -0.4 1 3.3 14
2005 0 5 -1.6 0.7 -1.5 4.7 0.8 5 -3.3 -1.4 0.3 -3.7 4.6
2006 0.5 3.2 3.1 2.1 2.5 -3.7 -0.4 -4.5 -0.4 1.7 0.3 4.3 8.5
2007 0.2 -4.7 4.2 5.6 1.4 -2 -1.4 3.7 3.9 0.1 -1 3.2 13.4
2008 3 -10.7 -20.9 -13.5 -0.2 -3 -5.9 4.7 6.5 -1.9 -2.6 -7.4 -43.5
2009 3.2 5.8 -2 4.7 2.7 7.2 0 5 11.8 9.8 -6.5 -4.6 41.7
2010 6.1 1.9 4.6 11.6 -4.1 7.1 -5.2 -7.5 1.5 5.8 3.9 -4.3 21.4
2011 -1.6 -0.9 12.7 -8.6 -6.2 -1.5 -1.4 -1.1 2.9 1 3.2 2.2 -0.9
2012 0.7 2.6 -3.1 2.2 3.2 -0.3 2.7 -7.5 -0.3 3.1 5.3 6.5 15.3
2013 3 2.8 4 6.1 -1.6 5.5 -1.3 2.1 1.5 3.1 0.7 5.2 35.5
2014 -0.5 3 3.6 -2 4.6 -1.9 2.3 3.6 -3.1 -3.6 5.7 -2.2 9.7
2015 -1.7 0.4 8 -3.9 -5.6 3.3 -1.1 2 -0.4 -0.3 7 -0.7 6.3
2016 0.1 2.4 -2.8 0.3 -0.6 5.3 -1.3 2.2 0.6 6.4 -0.6 -8.7 2.4
2017 0.4 2.8 3.1 1.7 0.9 2.4 0.3 4.1 1.9 0.8 3.7 3.9 29.1
2018 -8.6 2.4 -9 0.1 4.8 2.2 1 3.5 0.4 -1 -2.5 7.8 0
2019 1.3 4.8 2.2 -1.3 -1.5 2 7 -5.1 4.6 2.1 4.7 10.6 35.3
2020 2.1 10.7 -2 -5.6 8 7.1 3.7 8.5 15.4 -13 -6.5 1.8 32.6
2021 -1 -0.9 7.5 -5.5 3.3 3.1 6.3 -1.5 9.2 -0.1 2 -1 19.7
2022 -8.2 5.1 5.6 -9.4 -4.6 12.1 -7.7 -2.2 -12.2 2.7 -4.1 -10.5 -31.1
2023 3.5 11 -1.5 -5.4 -1 2.8 6.7 3.5 1 5.9 -1.7 7.7 36.1
2024 0.06 1.9 3.19