T. Rowe Price Tax-Efficient Equity Fund
Monthly Returns (%)| Years | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annual |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2000 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| 2001 | 7.8 | -14.19 | -11.89 | 15.83 | 0.95 | 1.57 | -4.75 | -6.83 | -15.72 | 6.77 | 11.77 | 4.51 | -9.7 |
| 2002 | -0.89 | -3.91 | 7.79 | -4.31 | -1.58 | -9.16 | -10.84 | -1.27 | -7.59 | 7.91 | 7.33 | -7.5 | -23.5 |
| 2003 | -2.17 | -1.48 | 1.5 | 8.88 | 8.15 | 1.26 | 4.09 | 4.05 | -2.98 | 8.03 | 1.86 | 1.61 | 37.1 |
| 2004 | 3.27 | 1.02 | -0.4 | -0.91 | 2.05 | 1.61 | -7.02 | -1.7 | 3.79 | 2.71 | 5.38 | 4.05 | 14 |
| 2005 | -3.7 | 0.29 | -1.44 | -3.31 | 5.03 | 0.77 | 4.66 | -1.45 | 0.74 | -1.56 | 5.02 | 0 | 4.6 |
| 2006 | 4.25 | 0.25 | 1.69 | -0.42 | -4.52 | -0.35 | -3.69 | 2.46 | 2.05 | 3.14 | 3.21 | 0.49 | 8.5 |
| 2007 | 3.18 | -1.03 | 0.08 | 3.91 | 3.69 | -1.41 | -2.03 | 1.38 | 5.6 | 4.23 | -4.67 | 0.22 | 13.4 |
| 2008 | -7.41 | -2.64 | -1.91 | 6.51 | 4.66 | -5.91 | -2.95 | -0.24 | -13.46 | -20.93 | -10.66 | 3.01 | -43.5 |
| 2009 | -4.58 | -6.53 | 9.84 | 11.82 | 4.99 | 0 | 7.19 | 2.68 | 4.72 | -2.02 | 5.78 | 3.15 | 41.7 |
| 2010 | -4.31 | 3.85 | 5.78 | 1.54 | -7.49 | -5.18 | 7.09 | -4.12 | 11.58 | 4.6 | 1.92 | 6.13 | 21.4 |
| 2011 | 2.15 | 3.19 | 0.98 | 2.85 | -1.08 | -1.44 | -1.53 | -6.2 | -8.56 | 12.65 | -0.88 | -1.58 | -0.9 |
| 2012 | 6.52 | 5.34 | 3.07 | -0.26 | -7.53 | 2.67 | -0.34 | 3.23 | 2.19 | -3.06 | 2.62 | 0.66 | 15.3 |
| 2013 | 5.15 | 0.68 | 3.14 | 1.49 | 2.12 | -1.27 | 5.54 | -1.6 | 6.07 | 3.97 | 2.8 | 2.97 | 35.5 |
| 2014 | -2.17 | 5.74 | -3.57 | -3.06 | 3.62 | 2.31 | -1.87 | 4.6 | -1.97 | 3.63 | 3.04 | -0.45 | 9.7 |
| 2015 | -0.66 | 6.98 | -0.26 | -0.44 | 1.95 | -1.05 | 3.26 | -5.63 | -3.89 | 7.95 | 0.44 | -1.67 | 6.3 |
| 2016 | -8.74 | -0.58 | 6.4 | 0.55 | 2.24 | -1.3 | 5.3 | -0.56 | 0.26 | -2.8 | 2.4 | 0.08 | 2.4 |
| 2017 | 3.86 | 3.72 | 0.81 | 1.88 | 4.08 | 0.34 | 2.37 | 0.92 | 1.74 | 3.11 | 2.77 | 0.35 | 29.1 |
| 2018 | 7.76 | -2.47 | -0.99 | 0.4 | 3.45 | 0.96 | 2.19 | 4.82 | 0.09 | -9.03 | 2.38 | -8.62 | -0.5 |
| 2019 | 10.61 | 4.72 | 2.07 | 4.56 | -5.08 | 7.03 | 1.96 | -1.49 | -1.26 | 2.24 | 4.84 | 1.32 | 35.3 |
| 2020 | 7.95 | 7.13 | 3.67 | 8.51 | 15.36 | -12.98 | -6.53 | 1.77 | -5.61 | -2 | 10.73 | 2.07 | 32.6 |
| 2021 | -1.02 | 1.95 | -0.12 | 9.2 | -1.49 | 6.25 | 3.05 | 3.26 | -5.52 | 7.5 | -0.85 | -1.01 | 19.7 |
| 2022 | -10.51 | -4.05 | 2.66 | -12.2 | -2.16 | -7.68 | 12.12 | -4.63 | -9.44 | 5.58 | 5.05 | -8.22 | -31.1 |
| 2023 | 7.67 | -1.68 | 5.85 | 0.98 | 3.5 | 6.71 | 2.78 | -0.96 | -5.43 | -1.45 | 10.99 | 3.46 | 36.1 |
| 2024 | 3.19 | 25.8 |