Daily Prices Compare Funds
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T. Rowe Price
Domestic Stocks Historical Performance
Daily Year-to-date (YTD) values represent total returns as of November 22, 2017
Monthly Year-to-date (YTD) values represent total returns as of October 31, 2017
Percent Average Annual Total Return as of quarter end, September 30, 2017
Expense Ratio
Average Annual Total Returns
Ticker
Symbol
Fund Name   Daily
YTD
  Monthly
YTD
1 Yr 3 Yrs 5 Yrs   10 Yrs   Since
Inception
  Gross   Net Limitation
Ticker
Symbol
Fund Name   Daily
YTD
  Monthly
YTD
1 Yr 3 Yrs 5 Yrs   10 Yrs   Since
Inception
  Gross   Net Limitation
RPBAX Balanced 7 16.75 15.82 13.82 7.30 9.28 6.09 9.58
Since
12/31/1939
0.68 0.64  Contractual
RBAIX Balanced-I Cl 7 ^
I Class Inception Date:
12/17/2015
16.89 15.97 14.01 7.41 9.35 6.12 9.59
Since
12/31/1939
0.50 0.46  Contractual
TBCIX Blue Chip Gr-I Cl ^
I Class Inception Date:
12/17/2015
35.86 33.70 27.30 14.40 17.11 9.60 10.78
Since
06/30/1993
0.58 0.58  N/A
TRBCX Blue Chip Growth 35.71 33.56 27.15 14.31 17.05 9.57 10.77
Since
06/30/1993
0.72 0.72  N/A
TRAIX Cap App-I Cl ** ^
I Class Inception Date:
12/17/2015
13.85 13.32 12.34 10.33 12.38 8.53 11.37
Since
06/30/1986
0.60 0.60  N/A
PCCOX Cap Opportunity-I Cl ^
I Class Inception Date:
11/29/2016
20.85 19.48 19.82 11.39 14.35 7.53 8.85
Since
11/30/1994
0.57 0.54  Contractual
Expires
04/30/2019
PRWCX Capital Appreciation ** 13.75 13.21 12.23 10.25 12.34 8.51 11.37
Since
06/30/1986
0.70 0.70  N/A
PRCOX Capital Opportunity 20.72 19.34 19.68 11.35 14.32 7.52 8.84
Since
11/30/1994
0.70 0.70  N/A
RPTTX Div Mid-Cap Gr-I Cl ^
I Class Inception Date:
05/03/2017
0.00 0.00 19.14 11.39 14.49 8.42 9.58
Since
12/31/2003
0.73 0.69  Contractual
Expires
04/30/2019
PRDMX Div Mid-Cap Growth 22.00 20.36 19.02 11.35 14.47 8.41 9.57
Since
12/31/2003
0.87 0.87  N/A
PRDGX Dividend Growth 16.52 15.36 15.24 11.09 13.67 7.67 9.67
Since
12/30/1992
0.64 0.64  N/A
PDGIX Dividend Growth-I Cl ^
I Class Inception Date:
12/17/2015
16.67 15.47 15.39 11.15 13.72 7.69 9.68
Since
12/30/1992
0.51 0.51  N/A
PRFDX Equity Income 12.63 11.70 18.25 8.11 11.76 6.01 10.88
Since
10/31/1985
0.66 0.66  N/A
REIPX Equity Income-I Cl ^
I Class Inception Date:
12/17/2015
12.73 11.79 18.35 8.19 11.81 6.03 10.89
Since
10/31/1985
0.54 0.54  N/A
PREIX Equity Index 500
Redemption Fee: 0.5%
(90 days or less)
17.85 16.67 18.31 10.54 13.93 7.19 9.55
Since
03/30/1990
0.23 0.21  Contractual
Expires
04/30/2020
PRUIX Equity Indx 500-I Cl ^
I Class Inception Date:
08/28/2015
Redemption Fee: 0.5%
(90 days or less)
18.01 16.81 18.51 10.65 14.00 7.22 9.56
Since
03/30/1990
0.06 0.06  N/A
PEXMX Ext Equity Mkt Index
Redemption Fee: 0.5%
(90 days or less)
15.79 14.13 19.35 10.47 14.24 8.32 8.38
Since
01/30/1998
0.35 0.35  N/A
TFIFX Financial Ser-I Cl ^
I Class Inception Date:
11/29/2016
15.28 15.68 30.96 12.21 15.75 5.37 9.63
Since
09/30/1996
0.76 0.74  Contractual
Expires
04/30/2019
PRISX Financial Services 15.12 15.56 30.82 12.17 15.73 5.36 9.62
Since
09/30/1996
0.93 0.93  N/A
PRGIX Growth & Income 18.80 17.32 14.92 10.74 13.90 7.25 9.94
Since
12/21/1982
0.67 0.67  N/A
TGTIX Growth & Income-I Cl ^
I Class Inception Date:
11/29/2016
18.89 17.44 15.00 10.77 13.92 7.26 9.95
Since
12/21/1982
0.59 0.59  N/A
PRGFX Growth Stock 33.16 31.51 26.10 13.90 16.26 9.16 10.95
Since
04/11/1950
0.68 0.68  N/A
PRUFX Growth Stock-I Cl ^
I Class Inception Date:
08/28/2015
33.33 31.66 26.28 14.02 16.33 9.19 10.95
Since
04/11/1950
0.52 0.52  N/A
PRHSX Health Sciences 25.51 24.97 19.82 12.34 19.96 15.50 14.73
Since
12/29/1995
0.77 0.77  N/A
THISX Health Sciences-I Cl ^
I Class Inception Date:
03/23/2016
25.63 25.09 19.96 12.40 20.00 15.52 14.74
Since
12/29/1995
0.66 0.66  N/A
TTMIX Media & Telecom-I Cl ^
I Class Inception Date:
03/23/2016
33.66 30.94 22.75 15.47 16.96 11.91 14.72
Since
10/13/1993
0.67 0.67  N/A
PRMTX Media & Telecomm 33.52 30.83 22.62 15.41 16.92 11.89 14.72
Since
10/13/1993
0.79 0.79  N/A
RPMGX Mid-Cap Growth ** 23.71 22.32 20.13 13.73 16.35 10.11 13.77
Since
06/30/1992
0.77 0.77  N/A
RPTIX Mid-Cap Growth-I Cl ** ^
I Class Inception Date:
08/28/2015
23.86 22.45 20.29 13.83 16.42 10.14 13.79
Since
06/30/1992
0.63 0.63  N/A
TRMCX Mid-Cap Value ** 8.81 6.57 13.78 9.72 13.68 8.49 11.64
Since
06/28/1996
0.80 0.80  N/A
TRMIX Mid-Cap Value-I Cl ** ^
I Class Inception Date:
08/28/2015
8.95 6.68 13.96 9.81 13.74 8.52 11.66
Since
06/28/1996
0.66 0.66  N/A
PNAIX New Amer Growth-I Cl ^
I Class Inception Date:
12/17/2015
33.44 31.32 25.51 13.17 16.11 9.87 10.81
Since
09/30/1985
0.66 0.66  N/A
PRWAX New America Growth 33.28 31.15 25.34 13.10 16.07 9.85 10.81
Since
09/30/1985
0.80 0.80  N/A
PRNEX New Era 6.92 5.64 6.59 -2.84 2.35 -0.59 9.35
Since
01/20/1969
0.67 0.67  N/A
TRNEX New Era-I Cl ^
I Class Inception Date:
12/17/2015
7.04 5.73 6.74 -2.78 2.39 -0.57 9.36
Since
01/20/1969
0.56 0.56  N/A
PRNHX New Horizons ** 29.05 28.35 24.71 14.83 17.31 12.08 11.59
Since
06/03/1960
0.79 0.79  N/A
PRJIX New Horizons-I Cl ** ^
I Class Inception Date:
08/28/2015
29.20 28.49 24.88 14.96 17.39 12.11 11.60
Since
06/03/1960
0.65 0.65  N/A
TPPAX Pers Strat Bal-I Cl 7 ^
I Class Inception Date:
03/23/2016
16.45 15.43 13.50 7.30 9.12 6.28 8.64
Since
07/29/1994
0.75 0.62  Contractual
Expires
09/30/2018
TRPBX Pers Strat Balanced 7 16.31 15.29 13.36 7.23 9.07 6.26 8.63
Since
07/29/1994
0.87 0.74  N/A
TGIPX Pers Strat Gr-I Cl 7 ^
I Class Inception Date:
03/23/2016
20.78 19.44 17.54 8.59 11.21 6.37 9.33
Since
07/29/1994
0.76 0.66  Contractual
Expires
09/30/2018
TRSGX Pers Strat Growth 7 20.69 19.31 17.40 8.51 11.16 6.34 9.32
Since
07/29/1994
0.88 0.78  N/A
PPIPX Pers Strat Inc-I Cl 7 ^
I Class Inception Date:
03/23/2016
12.23 11.50 9.47 5.77 6.86 5.65 7.65
Since
07/29/1994
0.68 0.53  Contractual
Expires
09/30/2018
PRSIX Pers Strat Income 7 12.11 11.38 9.41 5.75 6.85 5.64 7.65
Since
07/29/1994
0.75 0.60  N/A
TQSIX QM US S&M Cr Eq-I Cl
Redemption Fee: 1%
(90 days or less)
13.50 12.14 18.09 N/A N/A N/A 22.30
Since
02/26/2016
3.67 0.69  Contractual
Expires
04/30/2018
TQAIX QM US S-C Gr Eq-I Cl ^
I Class Inception Date:
03/23/2016
Redemption Fee: 1%
(90 days or less)
20.15 18.05 19.81 12.02 15.41 10.38 7.79
Since
06/30/1997
0.66 0.66  N/A
TQSMX QM US Sm&Mid Cor Eq
Redemption Fee: 1%
(90 days or less)
13.34 12.06 17.91 N/A N/A N/A 22.19
Since
02/26/2016
2.61 0.80  Contractual
Expires
04/30/2018
PRDSX QM US Sm-Cap Gr Eq
Redemption Fee: 1%
(90 days or less)
19.97 17.90 19.65 11.93 15.36 10.36 7.78
Since
06/30/1997
0.81 0.81  N/A
TQVIX QM US Value Eq-I Cl 11.05 10.39 18.10 N/A N/A N/A 20.32
Since
02/26/2016
4.31 0.54  Contractual
Expires
04/30/2018
TQMVX QM US Value Equity 10.89 10.31 17.82 N/A N/A N/A 20.15
Since
02/26/2016
3.63 0.69  Contractual
Expires
04/30/2018
PRAFX Real Assets
Redemption Fee: 2%
(90 days or less)
7.54 5.21 3.45 1.39 2.05 N/A 3.43
Since
07/28/2010
0.84 0.84  N/A
PRIKX Real Assets-I Cl ^
I Class Inception Date:
08/28/2015
Redemption Fee: 2%
(90 days or less)
7.74 5.41 3.55 1.46 2.08 N/A 3.45
Since
07/28/2010
0.66 0.66  N/A
TRREX Real Estate
Redemption Fee: 1%
(90 days or less)
4.75 0.64 -0.76 8.66 8.83 5.28 9.72
Since
10/31/1997
0.74 0.74  N/A
TIRRX Real Estate-I Cl ^
I Class Inception Date:
12/17/2015
Redemption Fee: 1%
(90 days or less)
4.86 0.75 -0.66 8.73 8.86 5.30 9.73
Since
10/31/1997
0.61 0.61  N/A
TRPTX Ret Balanced I-I Cl 9.46 8.91 7.64 N/A N/A N/A 8.64
Since
09/29/2015
0.63 0.42  Contractual
Expires
09/30/2019
TRPFX Ret I 2005-I Cl 9.75 9.18 7.54 N/A N/A N/A 8.89
Since
09/29/2015
0.89 0.43  Contractual
Expires
09/30/2019
TRPAX Ret I 2010-I Cl 10.65 10.09 8.52 N/A N/A N/A 9.77
Since
09/29/2015
0.55 0.42  Contractual
Expires
09/30/2019
TRFGX Ret I 2015-I Cl 12.32 11.67 10.14 N/A N/A N/A 10.94
Since
09/29/2015
0.52 0.45  Contractual
Expires
09/30/2019
TRBRX Ret I 2020-I Cl 14.57 13.66 12.14 N/A N/A N/A 12.39
Since
09/29/2015
0.52 0.49  Contractual
Expires
09/30/2019
TRPHX Ret I 2025-I Cl 16.46 15.46 13.83 N/A N/A N/A 13.59
Since
09/29/2015
0.55 0.52  Contractual
Expires
09/30/2019
TRPCX Ret I 2030-I Cl 18.08 17.00 15.46 N/A N/A N/A 14.60
Since
09/29/2015
0.58 0.55  Contractual
Expires
09/30/2019
TRPJX Ret I 2035-I Cl 19.50 18.34 16.70 N/A N/A N/A 15.42
Since
09/29/2015
0.62 0.58  Contractual
Expires
09/30/2019
TRPDX Ret I 2040-I Cl 20.50 19.34 17.74 N/A N/A N/A 16.09
Since
09/29/2015
0.62 0.59  Contractual
Expires
09/30/2019
TRPKX Ret I 2045-I Cl 20.94 19.70 18.10 N/A N/A N/A 16.26
Since
09/29/2015
0.66 0.60  Contractual
Expires
09/30/2019
TRPMX Ret I 2050-I Cl 20.94 19.70 18.10 N/A N/A N/A 16.26
Since
09/29/2015
0.66 0.60  Contractual
Expires
09/30/2019
TRPNX Ret I 2055-I Cl 20.96 19.71 18.13 N/A N/A N/A 16.18
Since
09/29/2015
0.78 0.60  Contractual
Expires
09/30/2019
TRPLX Ret I 2060-I Cl 21.01 19.75 18.13 N/A N/A N/A 16.08
Since
09/29/2015
2.05 0.60  Contractual
Expires
09/30/2019
TRLAX Ret Inc 2020 0.00 0.00 N/A N/A N/A N/A 3.74
Since
05/25/2017
1.31 0.74  Contractual
Expires
04/30/2020
TRRFX Retirement 2005 9.72 9.18 7.39 4.97 5.96 4.81 5.85
Since
02/27/2004
0.58 0.58  N/A
TRRAX Retirement 2010 10.61 9.97 8.39 5.40 6.68 4.88 7.69
Since
09/30/2002
0.57 0.57  N/A
TRRGX Retirement 2015 12.20 11.50 9.99 6.04 7.75 5.22 6.59
Since
02/27/2004
0.59 0.59  N/A
TRRBX Retirement 2020 14.45 13.67 12.03 6.83 8.81 5.51 8.78
Since
09/30/2002
0.63 0.63  N/A
TRRHX Retirement 2025 16.32 15.42 13.73 7.46 9.75 5.73 7.31
Since
02/27/2004
0.67 0.67  N/A
TRRCX Retirement 2030 18.02 16.96 15.32 8.03 10.54 5.95 9.56
Since
09/30/2002
0.69 0.69  N/A
TRRJX Retirement 2035 19.40 18.23 16.60 8.45 11.12 6.11 7.74
Since
02/27/2004
0.72 0.72  N/A
TRRDX Retirement 2040 20.47 19.26 17.62 8.74 11.51 6.30 9.84
Since
09/30/2002
0.74 0.74  N/A
TRRKX Retirement 2045 20.87 19.65 17.98 8.86 11.59 6.34 8.01
Since
05/31/2005
0.74 0.74  N/A
TRRMX Retirement 2050 20.78 19.56 17.99 8.85 11.58 6.33 6.81
Since
12/29/2006
0.74 0.74  N/A
TRRNX Retirement 2055 20.80 19.51 17.95 8.85 11.56 6.32 6.80
Since
12/29/2006
0.74 0.74  N/A
TRRLX Retirement 2060 20.81 19.53 17.94 8.85 N/A N/A 7.52
Since
06/23/2014
0.74 0.74  N/A
TRRIX Retirement Balanced 9.42 8.86 7.53 4.70 5.54 4.70 6.41
Since
09/30/2002
0.56 0.56  N/A
TSNIX Science & Tech-I Cl ^
I Class Inception Date:
03/23/2016
40.03 34.59 24.10 17.45 20.66 10.78 11.02
Since
09/30/1987
0.68 0.68  N/A
PRSCX Science & Technology 39.85 34.44 23.93 17.37 20.61 10.76 11.01
Since
09/30/1987
0.83 0.83  N/A
OTCFX Small-Cap Stock ** 13.53 12.98 19.70 11.78 13.88 9.81 13.03
Since
06/01/1956
0.90 0.90  N/A
OTIIX Small-Cap Stock-I Cl ** ^
I Class Inception Date:
08/28/2015
13.66 13.08 19.86 11.89 13.95 9.84 13.03
Since
06/01/1956
0.75 0.75  N/A
PRSVX Small-Cap Value
Redemption Fee: 1%
(90 days or less)
12.19 11.26 23.70 12.97 13.36 8.57 11.90
Since
06/30/1988
0.93 0.93  N/A
PRVIX Small-Cap Value-I Cl ^
I Class Inception Date:
08/28/2015
Redemption Fee: 1%
(90 days or less)
12.34 11.41 23.84 13.05 13.42 8.60 11.91
Since
06/30/1988
0.78 0.78  N/A
PRSGX Spectrum Growth 23.61 22.27 20.61 9.78 12.54 6.54 9.51
Since
06/29/1990
0.80 0.80  N/A
TRARX Target 2005 9.04 8.48 6.86 4.72 N/A N/A 5.59
Since
08/20/2013
1.35 0.58  Contractual
Expires
09/30/2018
TFRRX Target 2005-I Cl ^
I Class Inception Date:
02/26/2016
9.05 8.58 6.86 4.72 N/A N/A 5.59
Since
08/20/2013
1.48 0.48  Contractual
Expires
09/30/2018
TRROX Target 2010 9.27 8.80 7.10 4.81 N/A N/A 5.77
Since
08/20/2013
0.92 0.58  Contractual
Expires
09/30/2018
TORFX Target 2010-I Cl ^
I Class Inception Date:
02/26/2016
9.35 8.89 7.19 4.87 N/A N/A 5.82
Since
08/20/2013
1.05 0.47  Contractual
Expires
09/30/2018
TRRTX Target 2015 10.07 9.52 7.94 5.09 N/A N/A 6.15
Since
08/20/2013
0.67 0.57  Contractual
Expires
09/30/2018
TTRTX Target 2015-I Cl ^
I Class Inception Date:
02/26/2016
10.17 9.62 8.03 5.12 N/A N/A 6.18
Since
08/20/2013
0.66 0.49  Contractual
Expires
09/30/2018
TRRUX Target 2020 11.63 10.99 9.37 5.63 N/A N/A 6.82
Since
08/20/2013
0.69 0.64  Contractual
Expires
09/30/2018
TTURX Target 2020-I Cl ^
I Class Inception Date:
02/26/2016
11.81 11.17 9.55 5.72 N/A N/A 6.88
Since
08/20/2013
0.61 0.51  Contractual
Expires
09/30/2018
TRRVX Target 2025 13.26 12.53 10.88 6.23 N/A N/A 7.56
Since
08/20/2013
0.77 0.67  Contractual
Expires
09/30/2018
TRVVX Target 2025-I Cl ^
I Class Inception Date:
02/26/2016
13.44 12.62 10.97 6.29 N/A N/A 7.60
Since
08/20/2013
0.75 0.54  Contractual
Expires
09/30/2018
TRRWX Target 2030 15.05 14.16 12.44 6.93 N/A N/A 8.35
Since
08/20/2013
0.83 0.70  Contractual
Expires
09/30/2018
TWRRX Target 2030-I Cl ^
I Class Inception Date:
02/26/2016
15.14 14.34 12.62 7.02 N/A N/A 8.42
Since
08/20/2013
0.74 0.57  Contractual
Expires
09/30/2018
RPGRX Target 2035 16.65 15.67 13.82 7.52 N/A N/A 9.03
Since
08/20/2013
0.98 0.72  Contractual
Expires
09/30/2018
TPGPX Target 2035-I Cl ^
I Class Inception Date:
02/26/2016
16.83 15.85 14.01 7.58 N/A N/A 9.08
Since
08/20/2013
0.90 0.60  Contractual
Expires
09/30/2018
TRHRX Target 2040 18.01 17.03 15.18 7.98 N/A N/A 9.54
Since
08/20/2013
1.06 0.74  Contractual
Expires
09/30/2018
TRXRX Target 2040-I Cl ^
I Class Inception Date:
02/26/2016
18.18 17.12 15.26 8.04 N/A N/A 9.58
Since
08/20/2013
0.96 0.62  Contractual
Expires
09/30/2018
RPTFX Target 2045 19.02 17.88 16.14 8.31 N/A N/A 9.91
Since
08/20/2013
1.23 0.74  Contractual
Expires
09/30/2018
TRFWX Target 2045-I Cl ^
I Class Inception Date:
02/26/2016
19.19 18.05 16.23 8.37 N/A N/A 9.95
Since
08/20/2013
1.13 0.63  Contractual
Expires
09/30/2018
TRFOX Target 2050 19.93 18.71 17.05 8.54 N/A N/A 10.21
Since
08/20/2013
1.55 0.75  Contractual
Expires
09/30/2018
TOORX Target 2050-I Cl ^
I Class Inception Date:
02/26/2016
19.93 18.80 17.05 8.57 N/A N/A 10.24
Since
08/20/2013
1.27 0.63  Contractual
Expires
09/30/2018
TRFFX Target 2055 20.54 19.32 17.70 8.74 N/A N/A 10.41
Since
08/20/2013
2.17 0.75  Contractual
Expires
09/30/2018
TRPPX Target 2055-I Cl ^
I Class Inception Date:
02/26/2016
20.63 19.40 17.79 8.80 N/A N/A 10.45
Since
08/20/2013
1.84 0.63  Contractual
Expires
09/30/2018
TRTFX Target 2060 20.75 19.53 17.75 8.78 N/A N/A 7.46
Since
06/23/2014
5.40 0.75  Contractual
Expires
09/30/2018
TTOIX Target 2060-I Cl ^
I Class Inception Date:
02/26/2016
20.83 19.61 17.94 0.00 0.00 0.00 0.00
Since
06/23/2014
5.57 0.64  Contractual
Expires
09/30/2018
TEEFX Tax-Eff Eq-I Cl ^
I Class Inception Date:
07/06/2017
Redemption Fee: 1%
(less than 365 days)
0.00 0.00 21.00 12.03 14.49 8.07 6.85
Since
12/29/2000
0.78 0.69  Contractual
Expires
06/30/2019
PREFX Tax-Efficient Equity
Redemption Fee: 1%
(less than 365 days)

Returns after taxes on distributions
Returns after taxes on distributions
and sale of fund shares
27.03 25.21 20.96

 

20.89
11.90
12.01 14.48

 

14.08
11.58
8.07 6.85
Since
12/29/2000
0.83 0.83  N/A
POMIX Tot Equity Mkt Index
Redemption Fee: 0.5%
(90 days or less)
17.40 16.06 18.48 10.59 14.12 7.50 7.11
Since
01/30/1998
0.30 0.30  N/A
TRULX U.S. Large-Cap Core 18.64 17.21 14.74 11.44 14.41 N/A 14.95
Since
06/26/2009
0.81 0.81  N/A
RCLIX U.S. Lg-Cap Cr-I Cl ^
I Class Inception Date:
11/29/2016
18.84 17.36 14.94 11.51 14.44 N/A 14.98
Since
06/26/2009
0.67 0.59  Contractual
Expires
04/30/2019
TRVLX Value 16.08 14.74 17.06 8.58 14.36 7.22 11.10
Since
09/30/1994
0.82 0.82  N/A
TRPIX Value-I Cl ^
I Class Inception Date:
08/28/2015
16.29 14.92 17.25 8.70 14.44 7.26 11.12
Since
09/30/1994
0.64 0.64  N/A
Updated: Wednesday, November 22, 2017 7:03:01 PM
* Formerly the closed-end New Age Media Fund. Converted to open-end status on July 28, 1997, and operates under a different expense structure.
** Closed to new investors except for a direct rollover from a retirement plan into a T. Rowe Price IRA invested in this fund.
^ The T. Rowe Price Funds-I Class share the portfolio of an existing fund (the original share class of the fund is referred to as the "investor class"). The total return figures for I Class shares have been calculated using the performance data of the investor class up to the inception date of the I Class (shown above) and the actual performance results of the I Class since that date. Because the I Classes are expected to have lower expenses than the Investor Classes, the I Class performance, had it existed over the periods shown, would have been higher.
7 T. Rowe Price Associates, Inc. is required to permanently waive a portion of its management fee charged to the fund in an amount sufficient to fully offset any acquired fund fees and expenses related to investments in other T. Rowe Price mutual funds. The amount of the waiver will vary each fiscal year in proportion to the amount invested in other T. Rowe Price mutual funds.

For detailed information on after-tax returns, please click here.

Stock Benchmarks
Monthly Year-to-date (YTD) values represent total returns as of October 31, 2017
Percent Average Annual Total Return as of quarter end, September 30, 2017
Name Monthly YTD 1 Yr 3 Yrs 5 Yrs 10 Yrs  
S&P 500 Index 16.91 18.61 10.81 14.22 7.44  
Nasdaq Composite Index 24.98 22.29 13.07 15.83 9.17  
Current mutual fund performance may be lower or higher than the quoted past mutual fund performance, which cannot guarantee future results. Share price, principal value, yield, and return will vary and you may have a gain or loss when you sell your shares. For the most recent month-end mutual fund performance, please click on the name of the fund, above. The performance information shown does not reflect the deduction of redemption fees; if it did, the mutual fund performance would be lower.

All investments involve risk, including possible loss of principal.

Total return figures include changes in principal value, reinvested dividends, and capital gain distributions. For funds less than one year old, the since inception return figure is not annualized and represents an aggregate total return.

The gross expense ratio reflects the fund expenses as stated in the fee table of the fund's prospectus prior to the deduction of any waiver or reimbursement. The net expense ratio reflects fund expenses after the deduction of any waiver or reimbursement. If a fund has an active contractual expense limitation, the expiration date is shown below the gross and net expense ratio values above. Expense ratios are as of the most recent prospectus.


The mutual funds referred to in this website are offered and sold only to persons residing in the United States and are offered by prospectus only. The prospectuses include investment objectives, risks, fees, expenses, and other information that you should read and consider carefully before investing.
Download a prospectus.

2017. All Rights Reserved. T. Rowe Price Investment Services, Inc., distributor, T. Rowe Price mutual funds. T. ROWE PRICE, INVEST WITH CONFIDENCE, and the bighorn sheep design are trademarks of T. Rowe Price Group, Inc. All other trademarks are the property of their respective owners.