Nasdaq - Delayed Quote • USD
T. Rowe Price Small-Cap Stock (OTCFX)
As of 8:06 AM EDT. Market Open.
Performance Overview
Morningstar Return Rating | -- |
YTD Return | 4.71% |
5y Average Return | 7.76% |
Number of Years Up | 50 |
Number of Years Down | 17 |
Best 1Y Total Return (Sep 11, 2024) | 38.46% |
Worst 1Y Total Return (Sep 11, 2024) | -- |
Best 3Y Total Return | 38.46% |
Worst 3Y Total Return | 1.72% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
OTCFX
Category
- YTD
- 8.52%
- 12.40%
- 1-Month
- 0.82%
- 3.37%
- 3-Month
- 6.84%
- 4.88%
- 1-Year
- 17.02%
- 55.69%
- 3-Year
- -0.53%
- 19.34%
- 5-Year
- 9.12%
- 20.72%
- 10-Year
- 9.83%
- 13.98%
- Last Bull Market
- 27.55%
- 27.85%
- Last Bear Market
- -15.28%
- -24.06%
Annual Total Return (%) History
Year
OTCFX
Category
Past Quarterly Returns
Year | Q1 | Q2 | Q3 | Q4 |
---|---|---|---|---|
2024 | 5.57% | -4.62% | -- | -- |
2023 | 3.43% | 5.12% | -5.75% | 14.60% |
2022 | -11.40% | -15.28% | -2.14% | 4.15% |
2021 | 8.40% | 5.70% | -0.98% | 3.25% |
2020 | -26.19% | 25.46% | 8.34% | 24.65% |
2019 | 17.56% | 5.67% | 0.10% | 7.47% |
2018 | 1.87% | 6.65% | 6.27% | -16.19% |
2017 | 3.49% | 2.37% | 5.19% | 3.44% |
2016 | -0.16% | 4.20% | 6.10% | 7.42% |
2015 | 3.90% | -0.80% | -10.31% | 4.73% |
2014 | 2.06% | 2.15% | -6.09% | 9.18% |
2013 | 12.52% | 2.85% | 9.55% | 8.58% |
2012 | 13.47% | -2.65% | 4.98% | 1.76% |
2011 | 9.12% | -0.51% | -21.21% | 16.80% |
2010 | 9.61% | -8.80% | 12.89% | 17.45% |
2009 | -9.53% | 21.12% | 20.38% | 4.96% |
2008 | -10.79% | 0.85% | -2.74% | -23.83% |
2007 | 2.60% | 4.58% | -2.50% | -6.08% |
2006 | 11.16% | -4.85% | -0.03% | 6.66% |
2005 | -3.43% | 2.51% | 6.06% | 3.28% |
2004 | 4.75% | 2.32% | -1.53% | 12.54% |
2003 | -4.84% | 16.57% | 4.95% | 13.68% |
2002 | 4.18% | -6.78% | -17.55% | 7.15% |
2001 | -8.59% | 14.80% | -14.69% | 19.31% |
2000 | 9.34% | 1.85% | 4.17% | 0.42% |
1999 | -8.71% | 14.49% | -2.49% | 12.50% |
1998 | 8.56% | -3.69% | -19.39% | 14.55% |
1997 | -3.54% | 15.49% | 14.01% | 1.42% |
1996 | 4.72% | 8.72% | 3.66% | 2.57% |
1995 | 5.00% | 9.18% | 12.39% | 3.89% |
1994 | -3.05% | -0.94% | 5.82% | -1.52% |
1993 | 2.78% | 3.18% | 7.09% | 4.25% |
1992 | 5.63% | -7.19% | 0.97% | 15.07% |
1991 | 21.07% | -0.71% | 7.26% | 7.50% |
1990 | -4.19% | 2.96% | -21.86% | 3.18% |
1989 | 10.33% | 5.19% | 7.13% | -4.18% |
1988 | 17.66% | 6.51% | 1.09% | 0.37% |
1987 | 18.33% | -1.13% | 3.48% | -27.86% |
1986 | 15.04% | 4.79% | -12.34% | -0.91% |
1985 | 13.89% | 6.26% | -0.84% | 12.87% |
1984 | -5.89% | -1.52% | 4.27% | 0.81% |
1983 | 17.16% | 22.11% | -0.77% | -2.24% |
1982 | -8.32% | -1.53% | 4.38% | 17.84% |
1981 | 3.04% | 4.80% | -7.19% | 7.52% |
1980 | -1.59% | 7.61% | 10.27% | 5.68% |
1979 | 9.53% | 10.98% | 17.50% | 8.21% |
1978 | 10.15% | 9.69% | 13.75% | -5.44% |
1977 | 6.30% | 3.90% | 3.28% | 6.72% |
1976 | 16.57% | 5.12% | 5.05% | 7.27% |
1975 | 15.60% | 9.58% | -3.28% | 0.52% |
1974 | 7.53% | -4.37% | -9.98% | -0.59% |
1973 | -6.78% | -7.08% | 5.77% | -7.18% |
1972 | 13.45% | 3.35% | -3.91% | 1.30% |
1971 | 14.39% | 1.46% | -0.19% | -0.04% |
1970 | 0.09% | -11.11% | -1.06% | 2.05% |
1969 | -1.07% | -5.01% | -3.97% | -1.68% |
1968 | -1.66% | 17.59% | 5.33% | 7.74% |
1967 | 8.69% | 12.74% | 8.16% | 4.26% |
1966 | 6.15% | 1.86% | -6.85% | 3.63% |
1965 | 11.73% | 1.26% | 9.28% | 6.67% |
1964 | 13.86% | 3.04% | 6.27% | 2.78% |
1963 | 3.21% | 2.83% | 3.86% | -0.52% |
1962 | 2.91% | -25.35% | 0.33% | -5.88% |
1961 | 29.32% | 8.40% | -2.82% | 2.12% |
1960 | -2.68% | 11.88% | -2.35% | 3.11% |
1959 | 13.47% | 11.87% | -3.67% | 16.13% |
1958 | 9.66% | 5.46% | 10.49% | 10.97% |
1957 | 1.18% | 5.10% | -3.77% | -6.85% |
1956 | 2.42% | 0.19% | -- | -- |
Rank in Category (By Total Return)
YTD | 73 |
1-Month | 41 |
3-Month | 33 |
1-Year | 47 |
3-Year | 37 |
5-Year | 51 |
Load Adjusted Returns
1-Year | 17.02% |
3-Year | -0.53% |
5-Year | 9.12% |
10-Year | 9.83% |
Performance & Risk
YTD Return | 4.71% |
5y Average Return | 7.76% |
Rank in Category (ytd) | 73 |
% Rank in Category (ytd) | -- |
Beta (5Y Monthly) | 0.96 |
Morningstar Risk Rating |
Fund Overview
Category | Small Growth |
Fund Family | T. Rowe Price |
Net Assets | 9.14B |
YTD Return | 8.52% |
Yield | 0.20% |
Morningstar Rating | |
Inception Date | Jun 01, 1956 |
Fund Summary
The fund normally invests at least 80% of its net assets (including any borrowings for investment purposes) in stocks of small companies. The manager defines a small company as one whose market capitalization falls (i) within or below the current range of companies in either the Russell 2000® Index or the S&P SmallCap 600 Index or (ii) below the three-year average maximum market capitalization of companies in either index as of December 31 of the three preceding years.
Related Tickers
FSELX Fidelity Select Semiconductors
31.91
+5.31%
FELCX Fidelity Advisor Semiconductors C
63.65
+5.29%
FELAX Fidelity Advisor Semiconductors A
79.80
+5.29%
FELTX Fidelity Advisor Semiconductors M
74.43
+5.29%
FELIX Fidelity Advisor Semiconductors I
86.40
+5.29%
FIKGX Fidelity Advisor Semiconductors Z
86.62
+5.29%
RYELX Rydex Electronics A
380.35
+5.06%
RYSAX Rydex Electronics H
368.53
+5.06%
RYSIX Rydex Electronics Inv
418.63
+5.06%
RYSCX Rydex Electronics C
321.05
+5.05%
UOPIX ProFunds UltraNASDAQ-100 Fund
98.62
+4.33%
UOPSX ProFunds UltraNASDAQ-100 Fund
68.05
+4.32%
RYVYX Rydex NASDAQ-100 2x Strategy H
499.26
+4.30%
RYVLX Rydex NASDAQ-100 2x Strategy A
499.41
+4.30%
RYCCX Rydex NASDAQ-100 2x Strategy C
359.58
+4.30%
DXQLX Direxion Monthly NASDAQ-100 Bull 1.75X Fund
80.06
+3.89%
PGKZX Prudential Investment Portfolios 12 - PGIM Jennison Technology Fund
25.16
+3.45%
PGKRX PGIM Jennison Technology R6
25.20
+3.45%
PGKAX PGIM Jennison Technology A
24.74
+3.43%
PGKCX PGIM Jennison Technology C
23.54
+3.43%
FTHCX Fidelity Advisor Technology C
83.75
+3.41%
FSPTX Fidelity Select Technology
34.32
+3.40%
FADTX Fidelity Advisor Technology A
114.62
+3.40%
FATIX Fidelity Advisor Technology Fund
129.53
+3.40%
FIKHX Fidelity Advisor Technology Z
129.60
+3.40%
FATEX Fidelity Advisor Technology Fund
104.06
+3.40%
ALGYX Alger Focus Equity Y
69.89
+3.31%
ALZFX Alger Focus Equity Z
69.62
+3.31%
ALAFX Alger Focus Equity A
66.82
+3.31%
ALCFX Alger Focus Equity C
59.98
+3.31%
ALGRX Alger Focus Equity I
67.37
+3.30%
UPDDX Upright Growth & Income
16.75
+3.27%
WIREX Wireless
18.02
+3.27%
BGSRX BlackRock Technology Opportunities Fund
62.15
+3.17%
BSTSX BlackRock Technology Opportunities Svc
63.80
+3.17%
BGSCX BlackRock Technology Opportunities Fund
49.16
+3.17%
BGSIX BlackRock Technology Opportunities Fund
68.73
+3.17%
BGSAX BlackRock Technology Opportunities Fund
62.24
+3.17%
BTEKX BlackRock Technology Opportunities K
68.93
+3.16%
CGTUX Columbia Global Technology Growth Inst3
86.06
+3.07%
CTHCX Columbia Global Technology Growth C
67.35
+3.06%
JAGTX Janus Henderson Glb Tech and Innovt T
63.65
+3.06%
CMTFX Columbia Global Technology Growth Inst
83.54
+3.06%
JATNX Janus Henderson Global Technology and Innovation Fund
64.72
+3.06%
CTHRX Columbia Global Technology Growth Inst2
85.63
+3.06%
JAGCX Janus Henderson Glb Tech and Innovt C
51.60
+3.06%
CTCAX Columbia Global Technology Growth A
79.02
+3.05%
CTYRX Columbia Global Technology Growth Adv
84.83
+3.05%
JNGTX Janus Henderson Glb Tech and Innovt D
64.57
+3.05%
JATIX Janus Henderson Global Technology and Innovation Fund
65.45
+3.04%
JATSX Janus Henderson Global Technology and Innovation Fund
59.69
+3.04%
JATAX Janus Henderson Global Technology and Innovation Fund
61.84
+3.03%
FTRNX Fidelity Trend
181.04
+3.02%
FAGOX Fidelity Advisor Growth Opps M
153.61
+2.91%
FAGCX Fidelity Advisor Growth Opps I
174.10
+2.91%
FZAHX Fidelity Advisor Growth Opps Z
176.72
+2.91%
FAGAX Fidelity Advisor Growth Opps A
156.67
+2.91%
FACGX Fidelity Advisor Growth Opps C
124.95
+2.91%
BIOIX Baron Opportunity Fund
45.13
+2.66%
BIOUX Baron Opportunity Fund
45.18
+2.66%
BIOPX Baron Opportunity Fund
42.30
+2.64%
FBGRX Fidelity Blue Chip Growth Fund
211.99
+2.63%
FBGKX Fidelity Blue Chip Growth Fund
213.26
+2.63%
SPFZX PGIM Jennison Focused Growth Z
27.60
+2.53%
PSGQX PGIM Jennison Focused Growth R6
27.68
+2.52%
SPFAX PGIM Jennison Focused Growth A
24.50
+2.51%
SPFCX PGIM Jennison Focused Growth C
16.93
+2.48%
KTCCX DWS Science and Technology C
15.70
+2.48%
KTCAX DWS Science and Technology A
38.47
+2.45%
KTCSX DWS Science and Technology S
39.89
+2.44%
BGLKX Baillie Gifford Long Term Global Growth Fund
29.41
+2.44%
BGLTX Baillie Gifford Long Term Global Growth Fund
29.39
+2.43%
KTCIX DWS Science and Technology Inst
45.28
+2.42%
BSGLX Baillie Gifford Long Term Global Gr I
29.23
+2.42%
INPIX ProFunds Internet UltraSector Inv
41.64
+2.41%
NWHQX Nationwide Bailard Tech & Sci M
31.92
+2.41%
CSGZX Columbia Seligman Global Tech Inst
76.18
+2.39%
INPSX ProFunds Internet UltraSector Svc
26.58
+2.39%
NWHTX Nationwide Bailard Tech & Sci R6
31.77
+2.38%
CCHRX Columbia Seligman Global Tech Adv
78.16
+2.38%
SGTTX Columbia Seligman Global Tech Inst2
76.96
+2.38%
NWHOX Nationwide Bailard Tech & Sci A
28.38
+2.38%
SHTCX Columbia Seligman Global Tech C
44.36
+2.38%
SHGTX Columbia Seligman Global Tech A
73.29
+2.37%
CGTYX Columbia Seligman Global Tech Inst3
76.34
+2.37%
SGTRX Columbia Seligman Global Tech R
68.27
+2.37%
NWHUX Nationwide Bailard Tech & Sci Instl Svc
31.60
+2.36%
TILHX Nuveen Large Cap Growth I
27.44
+2.35%
TILPX Nuveen Large Cap Growth Premier
27.45
+2.35%
TILGX Nuveen Large Cap Growth R6
27.47
+2.35%
TILWX Nuveen Large Cap Growth W
27.53
+2.34%
TILRX Nuveen Large Cap Growth R
27.13
+2.34%
TBDQX PGIM Jennison Diversified Growth R6
19.77
+2.33%
TIRTX Nuveen Large Cap Growth A
27.27
+2.33%
SLMCX Columbia Seligman Tech & Info A
125.05
+2.32%
HCAIX Harbor Capital Appreciation Inv
105.24
+2.32%
SCMIX Columbia Seligman Tech & Info Inst2
147.52
+2.32%
HNACX Harbor Capital Appreciation Retirement
114.94
+2.32%
CCOYX Columbia Seligman Technology and Information Fund
145.80
+2.32%
SCIRX Columbia Seligman Tech & Info R
113.21
+2.32%