T. Rowe Price Total Equity Market Index Fund (POMIX)
Fund Info
US7795523064
779552306
Jan 30, 1998
$2,500
Large-Cap
Blend
Share Price Chart
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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.
Returns By Period
T. Rowe Price Total Equity Market Index Fund had a return of 24.50% year-to-date (YTD) and 32.46% in the last 12 months. Over the past 10 years, T. Rowe Price Total Equity Market Index Fund had an annualized return of 12.38%, outperforming the S&P 500 benchmark which had an annualized return of 11.16%.
POMIX
24.50%
1.73%
12.22%
32.46%
14.63%
12.38%
^GSPC (Benchmark)
24.72%
1.67%
12.93%
30.55%
13.88%
11.16%
Monthly Returns
The table below presents the monthly returns of POMIX, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | 1.19% | 5.34% | 3.25% | -4.43% | 4.76% | 3.13% | 1.79% | 2.08% | 1.99% | -0.80% | 24.50% | ||
| 2023 | 6.97% | -2.30% | 2.64% | 1.09% | 0.45% | 6.80% | 3.62% | -1.96% | -4.78% | -2.62% | 9.45% | 5.37% | 26.38% |
| 2022 | -5.97% | -2.53% | 3.12% | -9.09% | -0.13% | -8.35% | 9.38% | -3.84% | -9.41% | 8.25% | 5.28% | -5.91% | -19.64% |
| 2021 | -0.45% | 3.11% | 3.48% | 5.16% | 0.45% | 2.44% | 1.80% | 2.85% | -4.50% | 6.60% | -1.46% | 3.85% | 25.39% |
| 2020 | -0.22% | -8.31% | -13.74% | 13.22% | 5.23% | 2.27% | 5.65% | 7.03% | -3.72% | -2.12% | 12.02% | 4.40% | 19.82% |
| 2019 | 8.63% | 3.46% | 1.45% | 4.02% | -6.49% | 7.07% | 1.40% | -2.13% | 1.84% | 2.11% | 3.74% | 2.81% | 30.69% |
| 2018 | 5.31% | -3.75% | -2.00% | 0.23% | 2.70% | 0.75% | 3.32% | 3.37% | 0.12% | -7.35% | 2.05% | -9.33% | -5.57% |
| 2017 | 1.97% | 3.64% | 0.07% | 1.04% | 1.03% | 0.95% | 1.85% | 0.00% | 2.45% | 2.05% | 3.13% | 0.93% | 20.80% |
| 2016 | -5.69% | 0.05% | 7.04% | 0.60% | 1.79% | 0.13% | 3.98% | 0.28% | 0.16% | -2.17% | 4.47% | 1.94% | 12.70% |
| 2015 | -2.82% | 5.79% | -1.04% | 0.46% | 1.38% | -1.85% | 1.55% | -5.99% | -2.86% | 7.96% | 0.59% | -2.09% | 0.29% |
| 2014 | -3.16% | 4.78% | 0.47% | 0.05% | 2.22% | 2.54% | -1.99% | 4.19% | -2.20% | 2.74% | 2.41% | -0.01% | 12.30% |
| 2013 | 5.54% | 1.24% | 3.90% | 1.68% | 2.48% | -1.29% | 5.56% | -2.89% | 3.78% | 4.20% | 2.90% | 2.63% | 33.69% |
Expense Ratio
POMIX has an expense ratio of 0.20%, which is considered low compared to other funds.
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current risk-adjusted rank of POMIX is 83, placing it in the top 17% of mutual funds on our website in terms of risk-adjusted performance. This ranking is based on the combined values of the indicators listed below.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for T. Rowe Price Total Equity Market Index Fund (POMIX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
T. Rowe Price Total Equity Market Index Fund provided a 0.97% dividend yield over the last twelve months, with an annual payout of $0.61 per share. The fund has been increasing its distributions for 3 consecutive years.
| Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.61 | $0.61 | $0.60 | $0.53 | $0.49 | $0.54 | $0.49 | $0.43 | $0.41 | $0.41 | $0.33 | $0.27 |
Dividend yield | 0.97% | 1.20% | 1.46% | 1.02% | 1.17% | 1.52% | 1.77% | 1.43% | 1.62% | 1.78% | 1.41% | 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.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $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 | $0.61 | $0.61 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.60 | $0.60 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.53 | $0.53 |
| 2020 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.49 | $0.49 |
| 2019 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.54 | $0.54 |
| 2018 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.49 | $0.49 |
| 2017 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.43 | $0.43 |
| 2016 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.41 | $0.41 |
| 2015 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.41 | $0.41 |
| 2014 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.33 | $0.33 |
| 2013 | $0.27 | $0.27 |
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.
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.
The current T. Rowe Price Total Equity Market Index Fund drawdown is 1.49%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -55.54% | Oct 10, 2007 | 354 | Mar 9, 2009 | 762 | Mar 15, 2012 | 1116 |
| -48.51% | Mar 27, 2000 | 634 | Oct 9, 2002 | 1002 | Oct 4, 2006 | 1636 |
| -35.05% | Feb 20, 2020 | 23 | Mar 23, 2020 | 99 | Aug 12, 2020 | 122 |
| -25.56% | Jan 4, 2022 | 195 | Oct 12, 2022 | 294 | Dec 13, 2023 | 489 |
| -21.46% | Jul 20, 1998 | 59 | Oct 8, 1998 | 54 | Dec 23, 1998 | 113 |
Volatility
Volatility Chart
The current T. Rowe Price Total Equity Market Index Fund volatility is 4.23%, 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.