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T. Rowe Price Institutional Mid Cap Equity Growth ...
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Fund Info

ISIN

US45775L1017

Inception Date

Jul 31, 1996

Min. Investment

$1,000,000

Asset Class

Equity

Asset Class Size

Mid-Cap

Asset Class Style

Growth

Expense Ratio

PMEGX has an expense ratio of 0.61%, placing it in the medium range.


Share Price Chart


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Compare to other instruments

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Performance

Performance Chart


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Returns By Period

T. Rowe Price Institutional Mid Cap Equity Growth Fund (PMEGX) returned -5.52% year-to-date (YTD) and -1.69% over the past 12 months. Over the past 10 years, PMEGX had an annualized return of 10.05%, just below the S&P 500 benchmark at 10.46%.


PMEGX

YTD

-5.52%

1M

9.80%

6M

-9.14%

1Y

-1.69%

5Y*

10.83%

10Y*

10.05%

^GSPC (Benchmark)

YTD

-3.77%

1M

7.44%

6M

-5.60%

1Y

8.37%

5Y*

14.12%

10Y*

10.46%

*Annualized

Monthly Returns

The table below presents the monthly returns of PMEGX, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20254.30%-5.68%-5.68%-0.55%2.38%-5.52%
2024-0.06%5.92%2.57%-5.94%1.46%-0.09%3.04%1.73%1.22%-1.79%7.37%-5.74%9.15%
20238.30%-2.21%1.42%-1.07%-0.91%7.51%3.59%-3.13%-5.09%-5.66%10.45%7.42%20.69%
2022-11.04%-1.70%1.11%-9.16%-1.06%-7.06%9.73%-4.64%-8.33%6.40%7.18%-4.91%-23.19%
2021-0.43%2.37%1.16%4.46%-1.06%3.29%2.03%2.37%-4.13%4.46%-2.49%2.88%15.50%
2020-0.39%-7.87%-17.33%15.81%9.20%1.71%5.67%3.71%-1.06%-0.37%12.23%14.68%35.68%
201910.40%4.84%1.02%3.91%-4.96%8.61%1.59%-2.10%-0.18%0.18%4.43%2.17%33.08%
20186.55%-2.86%0.55%-1.25%1.93%0.33%3.95%3.53%0.18%-7.76%2.76%-8.97%-2.23%
20173.42%3.41%1.36%1.95%2.82%1.38%1.74%0.56%2.20%2.40%2.36%-0.18%26.02%
2016-8.36%1.48%7.26%0.44%2.74%-1.07%5.23%-0.67%-0.09%-3.79%4.57%-0.03%6.94%
2015-1.76%7.48%1.05%-0.48%2.23%-0.36%1.59%-4.41%-3.40%6.38%1.16%-2.15%6.84%
2014-0.30%5.08%-1.83%-1.65%1.46%3.76%-2.93%4.76%-3.54%4.78%3.35%0.76%13.97%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of PMEGX is 18, meaning it’s performing worse than 82% of other mutual funds on our website when it comes to balancing risk and reward. Below is a breakdown of how it compares using common performance measures.


The Risk-Adjusted Performance Rank of PMEGX is 1818
Overall Rank
The Sharpe Ratio Rank of PMEGX is 1919
Sharpe Ratio Rank
The Sortino Ratio Rank of PMEGX is 1919
Sortino Ratio Rank
The Omega Ratio Rank of PMEGX is 1919
Omega Ratio Rank
The Calmar Ratio Rank of PMEGX is 1818
Calmar Ratio Rank
The Martin Ratio Rank of PMEGX is 1818
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

Risk-Adjusted Performance Indicators

The charts below present risk-adjusted performance metrics for T. Rowe Price Institutional Mid Cap Equity Growth Fund (PMEGX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


The Sharpe ratio helps investors understand how much return they're getting for the level of risk taken. A higher Sharpe ratio indicates better risk-adjusted performance, meaning more reward for each unit of risk.

T. Rowe Price Institutional Mid Cap Equity Growth Fund Sharpe ratios as of May 11, 2025 (values are recalculated daily):

  • 1-Year: -0.08
  • 5-Year: 0.54
  • 10-Year: 0.51
  • All Time: 0.50

These values reflect how efficiently the investment has delivered returns relative to its volatility over different time periods. All figures are annualized and based on daily total returns (including price changes and dividends).

The chart below shows the rolling Sharpe ratio of T. Rowe Price Institutional Mid Cap Equity Growth Fund compared to the selected benchmark. This view highlights how the investment's risk-adjusted performance has changed over time. For deeper analysis or to customize the calculation, use the Sharpe ratio tool.


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Dividends

Dividend History

T. Rowe Price Institutional Mid Cap Equity Growth Fund provided a 0.05% dividend yield over the last twelve months, with an annual payout of $0.03 per share.


0.00%2.00%4.00%6.00%8.00%$0.00$1.00$2.00$3.00$4.00$5.00$6.00201620172018201920202021202220232024
Dividends
Dividend Yield
PeriodTTM202420232022202120202019201820172016
Dividend$0.03$0.03$0.10$0.00$0.00$6.48$0.19$0.13$0.07$0.09

Dividend yield

0.05%0.05%0.17%0.00%0.00%8.94%0.31%0.27%0.13%0.20%

Monthly Dividends

The table displays the monthly dividend distributions for T. Rowe Price Institutional Mid Cap Equity Growth Fund. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2025$0.00$0.00$0.00$0.00$0.00$0.00
2024$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.03$0.03
2023$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.10$0.10
2022$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00
2021$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00
2020$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$6.48$6.48
2019$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.19$0.19
2018$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.13$0.13
2017$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.07$0.07
2016$0.09$0.09

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.


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Worst Drawdowns

The table below displays the maximum drawdowns of the T. Rowe Price Institutional Mid Cap Equity Growth Fund. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the T. Rowe Price Institutional Mid Cap Equity Growth Fund was 55.88%, occurring on Nov 20, 2008. Recovery took 492 trading sessions.

The current T. Rowe Price Institutional Mid Cap Equity Growth Fund drawdown is 12.15%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-55.88%Oct 11, 2007281Nov 20, 2008492Nov 4, 2010773
-45.54%Sep 5, 2000523Oct 9, 2002521Nov 4, 20041044
-37.16%Feb 20, 202023Mar 23, 202092Aug 3, 2020115
-32.87%Nov 17, 2021229Oct 14, 2022518Nov 6, 2024747
-32.81%Jul 17, 199860Oct 8, 199864Jan 6, 1999124

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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