Helping to limit investors’ losses is just as important as—if not more important than—delivering growth. Over a 20-year period from 2002 to 2022, our U.S. equity funds analyzed beat their benchmarks over 70% of the time in trailing five-year monthly rolling periods when their designated benchmarks were positive.1 Perhaps more importantly, our funds helped investors limit losses better than the benchmark during that same period, outperforming over 90% of the time when benchmarks were down.
Our 17 U.S. equity funds beat their benchmarks most of the time in both up and down markets (3/31/2002–3/31/2022).
We manage risk and seek to maximize value over longer time horizons—reacting to geopolitical, market, and economic factors opportunistically or defensively.
Our investment professionals don’t just sit behind their screens, they go out into the field to get the answers they need on the markets and the companies within them.
Diversification benefits in a single fund.
A diversified cash alternative strategy.
T. Rowe Price mutual funds are subject to ongoing management fees. See prospectus for details.
1 Results based on an analysis of T. Rowe Price’s active, diversified U.S. equity mutual funds (oldest share class). Index, sector, specialized, and institutional clones of our retail funds were excluded. Funds with less than a 15-year track record were also excluded due to limited performance data availability. Of T. Rowe Price’s 25 diversified U.S. equity funds, 17 met the criteria for the analysis and are represented within. One of the 17 funds, the Capital Appreciation Fund, also has the ability to invest in fixed income assets but is primarily an equity portfolio and benchmarked to the S&P 500 Index. The funds included in the analysis represented over 75% of total U.S. equity assets in the domestic and global equity mutual funds advised by the firm as of 3/31/2022. Results for other time periods will differ. Past performance is no guarantee of future results.
All investments are subject to risk, including the possible loss of principal.
Bond funds are subject to risk that if interest rates rise significantly from current levels, bond fund total returns will decline and may even turn negative in the short term.
Investing overseas involves special risks, including political uncertainty; unfavorable currency exchange rates; and, to a lesser degree, market illiquidity. As with all mutual funds, these funds are subject to market risk, including possible loss of principal.
Diversification cannot assure a profit or protect against loss in a declining market.
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