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PRNEX: T. ROWE PRICE NEW ERA FUND INC. T. ROWE PRICE NEW ERA FUND INC. (MUTUAL FUND)
Basic Info 38.09 0.03(0.08%) May 16
Asset Class: | Natural Resources |
MyPlanIQ Rating: | (63%) |
Start Date: | 01/04/1980 |
Last Dividend Date: | 12/16/2024 |
12-Mo. Yield | 1.93% |
Expenses | 0.74% |
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Performance Analytics (As of 05/16/2025)
Not up-to-date? TryLast 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 01/03/1986 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | 1985 | 1984 | 1983 | 1982 | 1981 | 1980 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 2.4 | 2.5 | -5.8 | 0.3 | 12.5 | 3.0 | 3.4 | 4.8 | 8.0 | 1.8 | -6.7 | 7.0 | 25.3 | -2.8 | 16.9 | -16.2 | 10.6 | 25.0 | -18.7 | -8.1 | 15.8 | 4.0 | -15.1 | 20.9 | 49.4 | -50.2 | 40.8 | 17.0 | 29.9 | 30.1 | 33.2 | -6.3 | -4.4 | 20.3 | 21.5 | -9.6 | 11.1 | 24.3 | 20.8 | 5.2 | 15.4 | 2.1 | 14.9 | -8.8 | 24.3 | 10.4 | 17.8 | 16.0 | 13.4 | -4.0 | 24.9 | -15.8 | -21.3 | 48.5 |
Sharpe Ratio | NA | 0.14 | -0.58 | -0.2 | 0.48 | 0.06 | NA | NA | 0.22 | -0.33 | -0.57 | 0.23 | 1.56 | -0.07 | 1.11 | -1.04 | 0.96 | 1.22 | -0.89 | -0.47 | 1.08 | 0.21 | -0.46 | 0.8 | 1.25 | -0.84 | 1.76 | 0.65 | 1.57 | 1.87 | 2.42 | -0.33 | -0.35 | 0.8 | 1.05 | -0.65 | 0.55 | 2.5 | 2.54 | 0.29 | 1.66 | -0.03 | 1.03 | -1.27 | 1.8 | 0.43 | 0.52 | 0.55 | 0.69 | -0.76 | 1.36 | -0.81 | -1.57 | 1.98 |
Draw Down(%) | NA | 18.1 | 21.6 | 21.6 | 21.6 | 49.6 | NA | NA | 66.6 | 13.5 | 13.5 | 21.5 | 8.7 | 46.2 | 12.7 | 24.1 | 6.7 | 12.8 | 26.2 | 25.4 | 8.4 | 22.1 | 34.3 | 20.4 | 26.6 | 66.6 | 14.4 | 18.1 | 13.4 | 9.4 | 8.9 | 25.9 | 27.7 | 13.5 | 11.9 | 31.5 | 14.6 | 6.5 | 7.6 | 8.4 | 4.6 | 8.3 | 8.8 | 17.1 | 6.7 | 8.7 | 32.1 | 12.9 | 7.1 | 17.4 | 7.7 | 38.3 | 28.0 | 25.9 |
Standard Deviation(%) | NA | 27.2 | 20.7 | 20.9 | 20.6 | 21.7 | NA | NA | 21.4 | 14.7 | 19.5 | 24.5 | 16.2 | 40.9 | 13.9 | 16.9 | 10.4 | 20.3 | 21.1 | 17.0 | 14.6 | 19.5 | 32.7 | 26.0 | 39.4 | 60.8 | 21.6 | 21.2 | 17.6 | 15.6 | 13.4 | 22.8 | 19.5 | 20.4 | 17.4 | 20.1 | 13.7 | 8.2 | 6.7 | 7.7 | 8.0 | 9.8 | 10.8 | 11.0 | 10.3 | 13.3 | 26.5 | 21.5 | 11.9 | 14.1 | 13.8 | 28.7 | 19.8 | 20.7 |
Treynor Ratio | NA | 0.04 | -0.13 | -0.05 | 0.12 | 0.02 | NA | NA | 0.05 | -0.06 | -0.13 | 0.08 | 0.36 | -0.03 | 0.18 | -0.23 | 0.2 | 0.34 | -0.24 | -0.1 | 0.18 | 0.05 | -0.16 | 0.19 | 0.49 | -0.54 | 0.42 | 0.17 | 0.38 | 0.36 | 0.42 | -0.08 | -0.09 | 0.23 | 0.22 | -0.13 | 0.08 | 0.25 | 0.24 | 0.03 | 0.25 | -0.01 | 0.22 | -0.2 | 0.36 | 0.12 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Alpha | NA | -0.04 | 0.0 | 0.01 | 0.0 | 0.0 | NA | NA | 0.01 | 0.02 | -0.02 | 0.01 | 0.01 | -0.02 | 0.01 | -0.01 | 0.02 | 0.02 | 0.0 | 0.01 | 0.0 | 0.01 | -0.03 | 0.0 | -0.01 | -0.04 | 0.01 | 0.04 | -0.02 | 0.02 | 0.03 | -0.03 | 0.0 | -0.03 | 0.0 | 0.02 | 0.09 | 0.04 | 0.04 | 0.01 | 0.02 | 0.02 | 0.05 | -0.04 | 0.03 | 0.03 | NA | NA | NA | NA | NA | NA | NA | NA |
Beta | NA | 1.02 | 0.93 | 0.81 | 0.8 | 0.82 | NA | NA | 0.87 | 0.8 | 0.88 | 0.72 | 0.69 | 0.98 | 0.88 | 0.77 | 0.5 | 0.73 | 0.79 | 0.83 | 0.88 | 0.88 | 0.96 | 1.09 | 1.01 | 0.94 | 0.89 | 0.82 | 0.72 | 0.8 | 0.77 | 0.91 | 0.73 | 0.71 | 0.84 | 0.97 | 0.89 | 0.81 | 0.7 | 0.64 | 0.53 | 0.53 | 0.51 | 0.69 | 0.52 | 0.49 | NA | NA | NA | NA | NA | NA | NA | NA |
RSquared | NA | 0.93 | 0.84 | 0.79 | 0.82 | 0.85 | NA | NA | 0.74 | 0.75 | 0.74 | 0.82 | 0.9 | 0.95 | 0.79 | 0.77 | 0.52 | 0.89 | 0.94 | 0.94 | 0.94 | 0.96 | 0.98 | 0.97 | 0.98 | 0.98 | 0.95 | 0.94 | 0.92 | 0.86 | 0.73 | 0.91 | 0.88 | 0.82 | 0.82 | 0.84 | 0.72 | 0.63 | 0.62 | 0.62 | 0.42 | 0.31 | 0.24 | 0.34 | 0.24 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Yield(%) | N/A | 0.0 | 1.9 | 3.0 | 4.2 | 2.4 | 3.7 | 4.9 | N/A | 2.1 | 2.9 | 4.4 | 2.5 | 2.3 | 2.5 | 1.4 | 2.0 | 1.6 | 2.1 | 13.8 | 9.1 | 4.2 | 4.1 | 1.3 | 1.7 | 1.4 | 7.6 | 5.0 | 8.2 | 6.2 | 1.2 | 0.9 | 3.9 | 8.5 | 10.7 | 13.7 | 11.2 | 9.1 | 8.4 | 6.1 | 7.5 | 7.0 | 7.0 | 6.0 | 8.6 | 6.2 | 15.3 | 20.2 | 4.0 | 3.3 | 5.3 | 4.5 | 2.6 | 2.7 |
Dividend Growth(%) | N/A | -100.0 | -33.2 | 59.8 | 73.0 | -64.8 | -14.4 | N/A | N/A | -33.2 | -33.4 | 115.2 | 6.4 | 4.0 | 47.1 | -26.1 | 60.5 | -41.2 | -87.9 | 55.0 | 116.0 | -15.0 | 261.0 | 9.3 | -38.6 | -74.0 | 59.4 | -21.2 | 59.2 | 576.0 | 25.0 | -78.9 | -47.2 | -15.1 | -40.6 | 22.7 | 39.2 | 24.4 | 34.4 | -11.3 | 1.4 | 8.6 | -3.8 | -17.4 | 41.2 | -58.5 | -26.7 | 451.5 | 11.5 | -24.7 | -6.1 | 28.4 | 43.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/03/1986
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