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T. Rowe Price Total Equity Market Index Fund (POMI...
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Fund Info

ISINUS7795523064
CUSIP779552306
IssuerT. Rowe Price
Inception DateJan 30, 1998
CategoryLarge Cap Blend Equities
Min. Investment$2,500
Home Pagewww.troweprice.com
Asset ClassEquity

Asset Class Size

Large-Cap

Asset Class Style

Blend

Expense Ratio

The T. Rowe Price Total Equity Market Index Fund has a high expense ratio of 0.20%, indicating higher-than-average management fees.


0.50%1.00%1.50%2.00%0.20%

Share Price Chart


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Compare to other instruments

Search for stocks, ETFs, and funds to compare with POMIX

T. Rowe Price Total Equity Market Index Fund

Popular comparisons: POMIX vs. SPY, POMIX vs. VTSAX, POMIX vs. PREFX, POMIX vs. TRRJX, POMIX vs. VTI, POMIX vs. PIEQX, POMIX vs. TRRNX, POMIX vs. PREIX, POMIX vs. SWPPX, POMIX vs. VFIAX

Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in T. Rowe Price Total Equity Market Index Fund, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


300.00%400.00%500.00%600.00%OctoberNovemberDecember2024FebruaryMarch
647.95%
374.80%
POMIX (T. Rowe Price Total Equity Market Index Fund)
Benchmark (^GSPC)

S&P 500

Returns By Period

T. Rowe Price Total Equity Market Index Fund had a return of 10.06% year-to-date (YTD) and 32.35% in the last 12 months. Over the past 10 years, T. Rowe Price Total Equity Market Index Fund had an annualized return of 12.06%, outperforming the S&P 500 benchmark which had an annualized return of 10.89%.


PeriodReturnBenchmark
Year-To-Date10.06%10.16%
1 month3.65%3.47%
6 months23.29%22.20%
1 year32.35%30.45%
5 years (annualized)14.02%13.16%
10 years (annualized)12.06%10.89%

Monthly Returns Heatmap


JanFebMarAprMayJunJulAugSepOctNovDec
20241.19%5.34%
2023-1.96%-4.78%-2.62%9.45%5.37%

Risk-Adjusted Performance

Risk-Adjusted Performance Indicators

This table presents risk-adjusted performance metrics for T. Rowe Price Total Equity Market Index Fund (POMIX) and compares them with a selected benchmark (^GSPC). These performance indicators assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


Sharpe ratioSortino ratioOmega ratioCalmar ratioUlcer Index
POMIX
T. Rowe Price Total Equity Market Index Fund
2.76
^GSPC
S&P 500
2.79

Sharpe Ratio

The current T. Rowe Price Total Equity Market Index Fund Sharpe ratio is 2.76. A Sharpe ratio higher than 2.0 is considered very good.


Rolling 12-month Sharpe Ratio0.501.001.502.002.503.00OctoberNovemberDecember2024FebruaryMarch
2.76
2.79
POMIX (T. Rowe Price Total Equity Market Index Fund)
Benchmark (^GSPC)

Dividends

Dividend History

T. Rowe Price Total Equity Market Index Fund granted a 1.33% dividend yield in the last twelve months. The annual payout for that period amounted to $0.75 per share.


PeriodTTM20232022202120202019201820172016201520142013
Dividend$0.75$0.75$0.61$0.79$0.65$0.61$0.80$0.49$0.61$0.48$0.35$0.27

Dividend yield

1.33%1.46%1.49%1.53%1.55%1.72%2.89%1.63%2.41%2.08%1.49%1.27%

Monthly Dividends

The table displays the monthly dividend distributions for T. Rowe Price Total Equity Market Index Fund. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDec
2024$0.00$0.00
2023$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.75
2022$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.61
2021$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.79
2020$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.65
2019$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.61
2018$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.80
2017$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.49
2016$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.61
2015$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.48
2014$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.35
2013$0.27

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way.


-15.00%-10.00%-5.00%0.00%OctoberNovemberDecember2024FebruaryMarch00
POMIX (T. Rowe Price Total Equity Market Index Fund)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the T. Rowe Price Total Equity Market Index 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 Total Equity Market Index Fund was 55.54%, occurring on Mar 9, 2009. Recovery took 762 trading sessions.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-55.54%Oct 10, 2007354Mar 9, 2009762Mar 15, 20121116
-48.51%Mar 27, 2000634Oct 9, 20021002Oct 4, 20061636
-35.05%Feb 20, 202023Mar 23, 202099Aug 12, 2020122
-25.56%Jan 4, 2022195Oct 12, 2022294Dec 13, 2023489
-21.46%Jul 20, 199859Oct 8, 199854Dec 23, 1998113

Volatility

Volatility Chart

The current T. Rowe Price Total Equity Market Index Fund volatility is 2.85%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.


2.00%3.00%4.00%5.00%OctoberNovemberDecember2024FebruaryMarch
2.85%
2.80%
POMIX (T. Rowe Price Total Equity Market Index Fund)
Benchmark (^GSPC)