Our clients enjoyed better performance in up and down markets.

T. Rowe Price U.S. equity funds have beaten their benchmarks time and time again.

We helped clients power through historic market swings---and they came out ahead.

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 our clients limit losses better than their benchmarks during that same period, outperforming over 90% of the time when benchmarks were down.¹

70%

Better performance in up markets over 70% of the time.

90%

Better performance in down markets over 90% of the time.

View more on this analysis and other important information.

What does that look like in dollars and cents?

During two of the most prolonged crises in the past 25 years, our U.S. Equity funds generated higher returns than their respective indexes through the longest decline.² This resulted in more money saved--followed by more money gained--for our clients. That’s the T. Rowe Price strategic investing difference.

Collapse of the Tech Bubble & Recovery

(2001–2005)

+$15k higher ending balance

than the index in just 5 years. That's a 12% higher ending balance.*

Global Financial Crisis & Recovery

(2008–2012)

+$7k higher ending balance

than the index in just 5 years. That's a 6% higher ending balance.*

View standardized returns and other information about the funds in this analysis (PDF).
Comparison of T. Rowe Price U.S. Equity Portfolio Balance to U.S. Equity Blended Index Balance.^1,2
Results shown after fees and expenses.
*Based on $100k initial balance.
Past performance is no guarantee of future results.

For deeper insights and more information on this study, read "Powering Through Down Markets for Better Investor Results."

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Since 1937, our focus has been helping clients plan and save for retirement. Today, we help over 3.7 million people around the world through our results driven approach.³

Aug 24, 2022

Active Stock Choices Are Key in Volatile Times

Steering through complex dynamics within global equities.

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¹Results 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 12/31/2023. Results for other time periods will differ. The performance data shown is past performance and is no guarantee of future results.

²Results based on an analysis of T. Rowe Price’s current active, diversified U.S. equity mutual funds (oldest share class). Index, sector, specialized, and institutional clones of our retail funds were excluded. Of T. Rowe Price’s 25 current 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 12/31/2023. The analysis spans two five year periods surrounding significant market corrections and recovery (2001 through 2005, and 2008 through 2012) and measures performance net of fees and trading costs. Fund performance was measured against a custom blended index allocated according to the designated benchmarks of each fund included in the analysis. Compares an initial $100,000 investment in this custom blended index to a similar investment equally-weighted across the T. Rowe Price funds available at the beginning of the analysis, and expanding to include new diversified U.S. equity funds as they incepted (14 of 17 have track records allowing inclusion at the beginning of the first 5-year period and all 17 are included throughout the second). Both the funds and indices are rebalanced monthly to reinstitute an equal-weighting of each fund and index at each interval throughout the analysis period. Assumes dividends and capital gains are reinvested and no additional contributions.

³As of 12/31/2022 (# of clients).

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