Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| TEEFX (T. ROWE PRICE TAX-EFFICIENT EQUITY FUND T. ROWE PRICE TAX-EFFICIENT EQUITY FUND-I CLASS) | 7.17% | 14.79% | 23.46% | 15.40% | NA | NA | NA | 18.86% |
Data as of 07/11/2025, AR inception is 07/13/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TEEFX (T. ROWE PRICE TAX-EFFICIENT EQUITY FUND T. ROWE PRICE TAX-EFFICIENT EQUITY FUND-I CLASS) | 07/13/2017 | 07/11/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.05 | 14.79 | 23.46 | 15.40 | NA | NA | NA | 18.86 | 7.17 | 32.53 | 37.20 | -30.43 | 22.30 | 35.46 | 36.11 | -0.44 | 10.15 |
| Sharpe Ratio | NA | 0.47 | 0.96 | 0.58 | NA | NA | NA | 0.64 | 0.39 | 1.67 | 2.17 | -1.04 | 1.24 | 0.98 | 2.41 | -0.09 | 2.83 |
| Standard Deviation(%) | NA | 24.76 | 21.02 | 22.18 | NA | NA | NA | 22.75 | 28.79 | 17.32 | 15.57 | 30.84 | 18.03 | 35.67 | 14.36 | 19.37 | 7.82 |
| Draw Down(%) | NA | 22.81 | 22.81 | 35.89 | NA | NA | NA | 35.89 | 22.81 | 11.92 | 9.91 | 33.81 | 10.84 | 33.96 | 7.28 | 21.00 | 3.31 |
| Yield(%) | 0.00 | 0.90 | 1.10 | 1.77 | 1.95 | 1.30 | 0.98 | 2.79 | 0.00 | 1.13 | 0.95 | 0.69 | 2.53 | 2.60 | 0.85 | 1.39 | 3.33 |
Data as of 07/11/2025, AR inception is 07/13/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TEEFX (T. ROWE PRICE TAX-EFFICIENT EQUITY FUND T. ROWE PRICE TAX-EFFICIENT EQUITY FUND-I CLASS) |
4.85%
Dec 2019 - Dec 2022 |
9.32%
Jan 2018 - Jan 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TEEFX (T. ROWE PRICE TAX-EFFICIENT EQUITY FUND T. ROWE PRICE TAX-EFFICIENT EQUITY FUND-I CLASS) |
31.13%
Dec 2018 - Dec 2021 |
18.06%
Mar 2020 - Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart