Nasdaq - Delayed Quote USD
T. Rowe Price Small-Cap Stock (OTCFX)
52.46
-0.72
(-1.35%)
At close: 8:04:27 PM EDT
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | -4.86% |
| 5y Average Return | 11.24% |
| Number of Years Up | 51 |
| Number of Years Down | 17 |
| Best 1Y Total Return (May 2, 2025) | 37.65% |
| Worst 1Y Total Return (May 2, 2025) | -- |
| Best 3Y Total Return | 37.65% |
| Worst 3Y Total Return | 0.10% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
OTCFX
Category
- YTD
- -7.08%
- 12.40%
- 1-Month
- -1.32%
- 3.37%
- 3-Month
- -9.35%
- 4.88%
- 1-Year
- 5.37%
- 55.69%
- 3-Year
- 4.82%
- 19.34%
- 5-Year
- 10.01%
- 20.72%
- 10-Year
- 8.77%
- 13.98%
- Last Bull Market
- 22.05%
- 27.85%
- Last Bear Market
- -15.28%
- -24.06%
Annual Total Return (%) History
Year
OTCFX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -5.84% | -- | -- | -- |
| 2024 | 5.57% | -4.62% | 9.30% | 1.44% |
| 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 | 9 |
| 1-Month | 65 |
| 3-Month | 4 |
| 1-Year | 19 |
| 3-Year | 36 |
| 5-Year | 34 |
Load Adjusted Returns
| 1-Year | 5.37% |
| 3-Year | 4.82% |
| 5-Year | 10.01% |
| 10-Year | 8.77% |
Performance & Risk
| YTD Return | -4.86% |
| 5y Average Return | 11.24% |
| Rank in Category (ytd) | 9 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.04 |
| Morningstar Risk Rating |
Fund Overview
| Category | Small Growth |
| Fund Family | T. Rowe Price |
| Net Assets | 7.58B |
| YTD Return | -7.08% |
| Yield | 0.46% |
| 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
FGADX Franklin Gold and Precious Metals Adv
30.16
+5.64%
FRGOX Franklin Gold and Precious Metals C
23.62
+5.64%
FKRCX Franklin Gold and Precious Metals A
27.45
+5.62%
FGPMX Franklin Gold and Precious Metals R6
30.66
+5.61%
USERX U.S. Global Investors Gold & Precious Metals Fund
16.47
+5.31%
INIVX VanEck International Investors Gold A
15.76
+4.58%
INIIX VanEck International Investors Gold I
22.35
+4.54%
INIYX VanEck International Investors Gold Y
16.36
+4.54%
FEURX First Eagle Gold R6
37.78
+3.82%
FEGIX First Eagle Gold I
37.66
+3.80%
NEAGX Needham Aggressive Growth Retail
43.54
+2.71%
NEAIX Needham Aggressive Growth Institutional
46.05
+2.70%
AVALX Aegis Value I
41.63
+2.29%
FNARX Fidelity Natural Resources Fund
42.42
+1.12%
FIUIX Fidelity Telecom and Utilities
34.52
+0.99%
GDLFX Gotham Defensive Long 500 Institutional
18.44
+0.93%
FSUTX Fidelity Select Utilities
123.25
+0.90%
COBYX The Cook & Bynum
17.03
+0.89%
FUGCX Fidelity Advisor Utilities C
43.90
+0.87%
FUGAX Fidelity Advisor Utilities A
45.15
+0.87%
FIKIX Fidelity Advisor Utilities Z
46.36
+0.87%
FUGIX Fidelity Advisor Utilities I
46.38
+0.87%
FAUFX Fidelity Advisor Utilities Fund
45.32
+0.87%
PRUQX PGIM Jennison Utility R6
15.48
+0.85%
KNPAX Kinetics Paradigm Adv A
146.25
+0.79%
KNPYX Kinetics Paradigm Instl
156.59
+0.79%
KNPCX Kinetics Paradigm Adv C
129.67
+0.79%
WWNPX Kinetics Paradigm No Load
154.29
+0.78%
ALCKX AB Large Cap Growth K
90.69
+0.74%
WWWFX Kinetics Internet No Load
107.47
+0.73%
KINAX Kinetics Internet Adv A
96.76
+0.73%
TAVZX Third Avenue Value Z
60.94
+0.73%
TAVFX Third Avenue Value Instl
60.96
+0.73%
FIQRX Fidelity Advisor Global Commodity Stk Z
18.04
+0.73%
TVFVX Third Avenue Value Investor
61.45
+0.72%
KINCX Kinetics Internet Adv C
78.56
+0.72%
FIQIX Fidelity Advisor Intl Small Cap Z
34.27
+0.71%
FIASX Fidelity Advisor Intl Small Cap A
33.30
+0.70%
FISMX Fidelity International Small Cap
34.07
+0.68%
FIXIX Fidelity Advisor Intl Small Cap I
34.31
+0.67%
KSCYX Kinetics Small Cap Opportunities Inst
193.84
+0.67%
FTISX Fidelity Advisor Intl Small Cap M
33.12
+0.67%
KSOAX Kinetics Small Cap Opportunities Adv A
180.71
+0.67%
KSCOX Kinetics Small Cap Opportunities No Load
188.88
+0.67%
KSOCX Kinetics Small Cap Opportunities Adv C
168.76
+0.66%
LSHAX Kinetics Spin-Off and Corp Rest Adv A
36.98
+0.63%
WIESX Wasatch Emerging Markets Select Instl
17.69
+0.63%
LSHUX Kinetics Spin-Off and Corp Rest Instl
37.28
+0.62%
LSHEX Kinetics Spin-Off and Corp Rest No Load
39.08
+0.62%
LSHCX Kinetics Spin-Off and Corp Rest Adv C
33.16
+0.61%
MOWNX Moerus Worldwide Value N
17.11
+0.59%
MOWIX Moerus Worldwide Value Institutional
17.16
+0.59%
WAESX Wasatch Emerging Markets Select Investor
17.17
+0.59%
KMKYX Kinetics Market Opportunities Inst
87.36
+0.56%
KMKCX Kinetics Market Opportunities Adv C
79.72
+0.55%
FMGIX Frontier MFG Core Infrastructure Instl
16.35
+0.55%
KMKNX Kinetics Market Opportunities No Load
85.83
+0.55%
KMKAX Kinetics Market Opportunities Adv A
84.21
+0.55%
RYBMX Rydex Basic Materials A
68.48
+0.51%
FOPIX Fidelity Advisor Intl Sm Cap Opps I
21.62
+0.51%
FOPCX Fidelity Advisor Intl Sm Cap Opps C
19.69
+0.51%
FSCOX Fidelity International Small Cap Opp
21.66
+0.51%
RYBAX Rydex Basic Materials H
65.77
+0.50%
RYBIX Rydex Basic Materials Inv
75.91
+0.50%
FOPTX Fidelity Advisor Intl Sm Cap Opps M
20.80
+0.48%
BINCX Brandes International Small Cap Equity Fund
20.89
+0.48%
HIMDX Hennessy Cornerstone Mid Cap 30 Instl
21.02
+0.48%
KGLAX Kinetics The Global Fund
16.94
+0.47%
FOPAX Fidelity Advisor Intl Sm Cap Opps A
21.18
+0.47%
WWWEX Kinetics Global No Load
17.08
+0.47%
FIQJX Fidelity Advisor Intl Sm Cap Opps Z
21.55
+0.47%
BISAX Brandes International Small Cap Equity Fund
21.87
+0.46%
BISMX Brandes International Small Cap Equity Fund
22.04
+0.46%
HFMDX Hennessy Cornerstone Mid Cap 30 Inv
19.93
+0.45%
BISRX Brandes International Small Cap Equity Fund
22.20
+0.45%
KGLCX Kinetics The Global Fund
15.58
+0.45%
FSPCX Fidelity Select Insurance Port
94.17
+0.44%
PCIEX PACE International Equity P
18.46
+0.44%
AVEMX Ave Maria Value
28.01
+0.43%
BIVRX Invenomic Investor
16.57
+0.42%
FSENX Fidelity Select Energy Portfolio
52.58
+0.42%
ISCIX Federated Hermes Intl Small-Mid Co IS
45.90
0.00%
BIVIX Invenomic Institutional
16.92
+0.42%
BIVSX Invenomic Super Institutional
17.17
+0.41%
AIAFX abrdn Global Infrastructure A
24.88
+0.40%
AIFRX abrdn Global Infrastructure Instl
24.96
+0.40%
ISCCX Federated Hermes Intl Small-Mid Co C
29.96
0.00%
JAKTX JHancock Disciplined Value Glb L/S C
15.11
+0.40%
JAKRX JHancock Disciplined Value Glb L/S A
15.15
+0.40%
JAKVX JHancock Disciplined Value Glb L/S R6
15.17
+0.40%
JAKUX JHancock Disciplined Value Glb L/S I
15.48
+0.39%
SEUPX NAA Mid Growth P
33.57
+0.39%
PWGAX PACE International Equity A
18.66
+0.38%
FIKAX Fidelity Advisor Energy Z
43.20
+0.37%
FZAEX Fidelity Advisor Focused Em Mkts Z
32.95
+0.37%
FIMKX Fidelity Advisor Focused Em Mkts I
33.03
+0.36%
FMCKX Fidelity Advisor Focused Em Mkts C
30.58
+0.36%
FDEVX Templeton Developing Markets R6
20.31
+0.35%
RYGBX Rydex Government Long Bd 1.2x Strat Inv
102.58
+0.34%
PDEZX PGIM Jennison Emerging Markets Equity Opportunities Fund
17.66
+0.34%