Nasdaq - Delayed Quote USD

T. Rowe Price Small-Cap Stock (OTCFX)

60.73 +0.27 (+0.45%)
As of 8:06 AM EDT. Market Open.

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.

Risk Overview

Morningstar Risk Rating
Best 1Y Total Return 38.46%
Worst 1Y Total Return --
Number of Years Up 50
Number of Years Down 17

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

Risk Statistics

3 Years5 Years10 Years
OTCFXCategory AverageOTCFXCategory AverageOTCFXCategory Average
Alpha -8.87 -0.02 -5.91 0.01 -2.71 -0.02
BETA 0.96 0.01 1.03 0.01 1.02 0.01
Mean Annual Return 0.12 0.02 0.91 0.02 0.92 0.01
R-squared 73.04 0.78 78.05 0.73 76.42 0.73
Standard Deviation 19.99 0.26 20.95 0.21 17.88 0.19
Sharpe Ratio -0.12 0.01 0.41 0.01 0.52 0.01
Treynor Ratio -4.44 0.15 6.52 0.17 7.92 0.11

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