T. Rowe Price Earns Multiple Refinitiv Lipper Awards for History of Strong Investment Performance
Refinitiv Lipper has honored T. Rowe Price with more than two dozen awards, including the U.S. 2022 Best Large Fund Family Group Over Three Years, in recognition of the company’s strong investment performance.
In all, 21 T. Rowe Price funds earned a total of 24 Refinitiv Lipper Fund Awards, in recognition of their “Consistent Return” rating for historically strong risk-adjusted returns over 3-, 5-, and 10-year periods relative to their peers.
This Best U.S. Large Fund Family award honors T. Rowe Price broadly for its track record of investment performance relative to its peers.
We are honored and grateful that T. Rowe Price has been recognized with such a prestigious award. It demonstrates the value that our strategic investing approach brings to our clients. And it reflects the impressive strength and depth of the investment professionals we are fortunate to have, including the portfolio managers, analysts and traders who comprise our global research and trading teams.
- Eric Veiel, Head of Global Equity and CIO, T. Rowe Price
Our portfolio managers, the analysts who comprise one of the industry’s largest and most experienced global research platforms, and our trading teams, strive every day to deliver superior, long-term investment results to our clients. We are pleased that their achievements have been recognized with these distinguished awards.
- Andy McCormick, Head of Fixed Income and CIO, T. Rowe Price
Our Strategic Investing Approach
T. Rowe Price has a track record of delivering strong long-term returns1 as a result of our strategic investing approach, which brings together our rigorous research, deep experience, and prudent risk management. Our investment professionals go out in the field to research and prepare for what's ahead, always with an eye on investment opportunities that will help our clients feel confident in their ability to meet their financial goals.
1166 of our 373 mutual funds had a 10-year track record as of 12/31/21. (Includes all share classes and excludes funds used in insurance products.)
127 of these 166 funds (77%) beat their Lipper average for the 10-year period. 225 of 373 (60%), 227 of 352 (64%), and 210 of 315 (67%) of T. Rowe Price funds outperformed their Lipper average for the 1-, 3-, and 5-year periods ended 12/31/21, respectively. Calculations based on cumulative total return. Not all funds outperformed for all periods. (Source for data: Lipper Inc.)
Past performance cannot guarantee future results.
All investments are subject to risk, including the possible loss of principal.
The Refinitiv Lipper Fund Awards, granted annually, highlight funds and fund companies that have excelled in delivering consistently strong risk-adjusted performance relative to their peers.
The Refinitiv Lipper Fund Awards are based on the Lipper Leader for Consistent Return rating, which is a risk-adjusted performance measure calculated over 36, 60, and 120 months. The fund with the highest Lipper Leader for Consistent Return (Effective Return) value in each eligible classification wins the Refinitiv Lipper Fund Award. For more information, see lipperfundawards.com. The link to lipperfundawards.com will cause you to leave T. Rowe Price's website and will redirect you to a website that is not an affiliated of T. Rowe Price. T. Rowe Price assumes no responsibility for your or any other person's use this third-party website or any of its contents. Although Refinitiv Lipper makes reasonable efforts to ensure the accuracy and reliability of the data contained herein, the accuracy is not guaranteed by Refinitiv Lipper.
Winning funds over three years within the 20 largest classifications per award universe according to assets under management are awarded a trophy. Where appropriate, only funds domiciled in the respective country are taken into consideration for determining the largest classifications. All winning groups are awarded a trophy as well. The methodology for awarding trophies in regions is subject to change based on local market needs. However, all winners receive a certificate.
The Best Overall US Fund Group award is given to the group with the lowest average decile ranking of its respective asset class results based on the methodology described above. Large fund family groups with at least five equity, five bond, and three mixed-asset portfolios are eligible for an overall group award
ABOUT REFINITIV LIPPER
Refinitiv Lipper provides independent insight on global collective investments, including mutual funds, retirement funds, hedge funds and fund fees and expenses. Lipper offers premium-quality data, fund ratings, analytical tools and global commentary through specialized product offerings. Trusted by investment professionals for more than 40 years, Lipper provides unparalleled expertise and insight to the funds industry.
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