Total Returns for T. Rowe Price Equity Income (PRFDX)

  • Growth of $10,000

    From 12/31/1998 to 10/31/2009

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  • Calendar Year Total Returns

    Total Return +/- Category +/- Index Rank in Category # of Funds in Category
    16.86% 1.06 -0.19 38 —

    10 Year History

    2008 2007 2006 2005 2004
    Total Returns Per Year -35.75% 3.30% 19.14% 4.26% 15.05%
    +/- Category 1.34 1.88 0.99 -1.69 2.08
    +/- Index 1.25 -2.19 3.35 -0.65 4.17
    Rank in Category 39 36 37 68 23
    # of Funds in Category 1,433 1,432 1,371 1,296 1,220
    2003 2002 2001 2000 1999
    Total Returns Per Year 25.78% -13.04% 1.64% 13.12% 3.82%
    +/- Category -2.66 5.65 6.63 5.25 -2.90
    +/- Index -2.90 9.06 13.53 22.22 -17.22
    Rank in Category 69 10 16 23 60
    # of Funds in Category 1,050 961 892 809 638
    Data as of 10/31/2009

  • Trailing Total Returns

    Total Return Rank in Category +/- S&P 500 TR # of Funds
    1-Day -1.81% — -0.11% 1,113
    1-Week 0.15% 24 0.09% 1,113
    1-Month 1.98% 51 -0.93% 1,111
    3-Month 4.51% 61 -1.92% 1,105
    Year-to-date 22.58% 37 -1.01% 1,080
    1-Year 25.75% 41 -0.36% 1,065
    3-Year Annualized -5.65% 30 -0.18% 910
    5-Year Annualized 0.85% 34 0.37% 767
    10-Year Annualized 3.13% 27 4.08% 183
    Since Inception 10.49% — — —
    Inception Date 10/31/1985
    1 Day, 1 Week data as of 03/03/2008
    1 Month, 3 Month, YTD, 3 Year and 5 Year data as of 10/31/2009
    10 Year and Since Inception data as of 11/27/2009

  • Standardized Returns

    Quarter Standardized Return Month Standardized Return
    (as of 09/30/2009) (as of 10/31/2009)
    1-Month 2.44% -2.00%
    3-Month 17.94% 6.13%
    Year-to-date 19.24% 16.86%
    1-Year -7.16% 9.59%
    3-Year Annualized -5.27% -6.90%
    5-Year Annualized 1.44% 0.81%
    10-Year Annualized 3.67% 3.13%
    Since Inception 10.63% 10.49%
    Inception Date 10/31/1985
    Data as of 10/31/2009

  • Tax Analysis

    Potential Capital Gains Exposure -15.95%
    YTD 1 Year 3 Year Avg 5 Year Avg 10 Year Avg Since Inception
    Pretax Return 16.86% 9.59% -6.90% 0.81% 3.13% 10.49%
    On Distribution* 16.16% 8.56% -8.20% -0.54% 1.55% 8.25%
    Rank in Category 33 38 27 36 31 —
    On Distribution & Sales of Shares* 10.89% 6.13% -6.10% 0.33% 2.07% 8.20%
    Rank in Category 32 39 26 35 27 —
    Tax Cost Ratio — — 1.40% 1.34% 1.53% —
    Data as of 10/31/2009
    * After Tax