Simulated Performance for T. Rowe Price Investment Management, Inc.
| Reporting Period | Quarterly Simulated Performance | Quarterly Hit Rate | Annual Simulated Performance | Annual Hit Rate | Annual Simulated Performance Decile | Annual Simulated Performance Hedge Funds Decile | Annual Simulated Performance Quant Decile | Annual Simulated Performance Fundamental Decile |
|---|---|---|---|---|---|---|---|---|
| June 30, 2013 | 9.04 % | 0.75 | 26.36 % | 0.82 | ||||
| Sept. 30, 2013 | 10.18 % | 0.77 | 16.82 % | 0.66 | ||||
| Dec. 31, 2013 | 1.45 % | 0.55 | 11.69 % | 0.62 | ||||
| March 31, 2014 | 4.45 % | 0.62 | 14.10 % | 0.62 | ||||
| June 30, 2014 | -0.42 % | 0.30 | 9.04 % | 0.57 | ||||
| Sept. 30, 2014 | 5.48 % | 0.72 | 1.47 % | 0.49 | ||||
| Dec. 31, 2014 | 3.99 % | 0.59 | 3.66 % | 0.43 | ||||
| March 31, 2015 | 0.49 % | 0.46 | -1.25 % | 0.40 | ||||
| June 30, 2015 | -7.40 % | 0.22 | -0.32 % | 0.43 | ||||
| Sept. 30, 2015 | 7.64 % | 0.62 | 13.25 % | 0.70 | ||||
| Dec. 31, 2015 | -1.90 % | 0.54 | 9.89 % | 0.75 | ||||
| March 31, 2016 | 2.19 % | 0.60 | 18.17 % | 0.77 | ||||
| June 30, 2016 | 5.29 % | 0.69 | 21.63 % | 0.76 | ||||
| Sept. 30, 2016 | 2.09 % | 0.63 | 21.70 % | 0.73 | ||||
| Dec. 31, 2016 | 7.80 % | 0.60 | 25.47 % | 0.68 | ||||
| March 31, 2017 | 5.32 % | 0.59 | 20.19 % | 0.62 | ||||
| June 30, 2017 | 5.34 % | 0.68 | 19.09 % | 0.67 | ||||
| Sept. 30, 2017 | 5.75 % | 0.62 | 20.77 % | 0.63 | ||||
| Dec. 31, 2017 | 2.41 % | 0.43 | -2.33 % | 0.31 | ||||
| March 31, 2018 | 4.48 % | 0.65 | 13.51 % | 0.55 | ||||
| June 30, 2018 | 5.94 % | 0.58 | 10.26 % | 0.49 | ||||
| Sept. 30, 2018 | -13.81 % | 0.11 | 4.55 % | 0.46 | ||||
| Dec. 31, 2018 | 16.11 % | 0.86 | 32.03 % | 0.78 | ||||
| March 31, 2019 | 4.46 % | 0.58 | -8.96 % | 0.19 | ||||
| June 30, 2019 | -0.19 % | 0.49 | 7.31 % | 0.34 | ||||
| Sept. 30, 2019 | 8.68 % | 0.73 | 19.37 % | 0.43 | ||||
| Dec. 31, 2019 | -19.29 % | 0.07 | 23.66 % | 0.55 | ||||
| March 31, 2020 | 25.19 % | 0.87 | 61.82 % | 0.95 | ||||
| June 30, 2020 | 9.41 % | 0.56 | 41.51 % | 0.90 | ||||
| Sept. 30, 2020 | 14.45 % | 0.88 | 29.74 % | 0.84 | ||||
| Dec. 31, 2020 | 4.24 % | 0.75 | 20.61 % | 0.70 | ||||
| March 31, 2021 | 8.87 % | 0.61 | 6.12 % | 0.49 | ||||
| June 30, 2021 | 0.01 % | 0.39 | -20.53 % | 0.23 | ||||
| Sept. 30, 2021 | 5.12 % | 0.57 | -25.16 % | 0.21 | ||||
| Dec. 31, 2021 | -9.28 % | 0.33 | -25.72 % | 0.25 | ||||
| March 31, 2022 | -19.07 % | 0.13 | -11.34 % | 0.31 | ||||
| June 30, 2022 | -4.30 % | 0.37 | 19.99 % | 0.55 | ||||
| Sept. 30, 2022 | 4.83 % | 0.65 | 21.71 % | 0.57 | ||||
| Dec. 31, 2022 | 8.40 % | 0.55 | 30.12 % | 0.61 | ||||
| March 31, 2023 | 9.36 % | 0.55 | 32.40 % | 0.62 | ||||
| June 30, 2023 | -2.85 % | 0.34 | 25.73 % | 0.54 | ||||
| Sept. 30, 2023 | 12.29 % | 0.76 | 35.14 % | 0.70 | ||||
| Dec. 31, 2023 | 10.98 % | 0.58 | 22.84 % | 0.56 | ||||
| March 31, 2024 | 2.90 % | 0.38 | 4.88 % | 0.47 | ||||
| June 30, 2024 | 5.15 % | 0.70 | - | - | ||||
| Sept. 30, 2024 | 1.62 % | 0.47 | - | - | ||||
| Dec. 31, 2024 | -4.58 % | 0.32 | - | - | ||||
| March 31, 2025 | - | - | - | - |