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T. Rowe Price Equity Index 500 Z (TRHZX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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145.60+0.74 (+0.51%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return16.91%
5-year average return0.00%
Number of years up2
Number of years down1
Best 1-yr total return (2 Jul 2024)28.70%
Worst 1-yr total return (2 Jul 2024)N/A
Best 3-yr total return28.70%
Worst 3-yr total return10.00%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnTRHZXCategory
YTD15.28%5.31%
1-month3.59%-4.19%
3-month4.28%3.90%
1-year24.55%20.31%
3-year10.01%6.48%
5-year15.01%11.78%
10-year12.71%10.96%
Last bull market26.13%25.56%
Last bear market-16.10%-15.11%

Annual total return (%) history

Year
TRHZXCategory
2024
N/AN/A
2023
26.30%22.32%
2022
-18.11%-16.96%
2021
28.70%26.07%
2020
N/A15.83%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202410.55%4.28%N/AN/A
20237.51%8.74%-3.28%11.70%
2022-4.60%-16.10%-4.88%7.57%
20216.17%8.55%0.58%11.03%
202020.53%8.93%12.15%N/A

Rank in category (by total return)

YTD26
1-month22
3-month20
1-year32
3-year20
5-year19

Load adjusted returns

1-year24.55%
3-year10.01%
5-year15.01%
10-year12.71%