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T. Rowe Price QM US Value Equity (TQMVX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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17.82+0.05 (+0.28%)
As of 08:05AM EDT. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return11.44%
5-year average return11.75%
Number of years up4
Number of years down3
Best 1-yr total return (16 May 2024)28.89%
Worst 1-yr total return (16 May 2024)N/A
Best 3-yr total return28.89%
Worst 3-yr total return3.58%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnTQMVXCategory
YTD7.38%4.44%
1-month-3.81%-4.04%
3-month5.79%4.09%
1-year17.70%14.37%
3-year7.68%6.04%
5-year10.15%9.20%
10-year0.00%8.57%
Last bull market25.74%22.97%
Last bear market-10.78%-11.27%

Annual total return (%) history

Year
TQMVXCategory
2024
N/AN/A
2023
11.68%11.63%
2022
-3.44%-5.90%
2021
28.89%26.22%
2020
-0.50%2.91%
2019
25.38%25.04%
2018
-10.92%-8.53%
2017
15.91%15.94%
2016
N/A14.81%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202411.63%N/AN/AN/A
2023-0.26%4.04%-1.38%9.13%
20221.48%-10.78%-6.47%14.02%
202115.53%4.69%-0.98%7.62%
2020-29.84%15.24%2.50%20.06%
201910.91%2.60%1.53%8.53%
2018-1.40%0.15%5.61%-14.58%
20173.30%1.12%4.03%6.67%
20163.10%3.74%8.43%N/A

Rank in category (by total return)

YTD9
1-month40
3-month15
1-year27
3-year22
5-year32

Load adjusted returns

1-year17.70%
3-year7.68%
5-year10.15%
10-yearN/A