Nasdaq - Delayed Quote USD

T. Rowe Price Small-Cap Stock I (OTIIX)

61.40 +0.57 (+0.94%)
As of 8:05 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 33.80%
Worst 1Y Total Return --
Number of Years Up 6
Number of Years Down 2

Performance & Risk

YTD Return 5.81%
5y Average Return 8.07%
Rank in Category (ytd) 71
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.96
Morningstar Risk Rating

Risk Statistics

3 Years5 Years10 Years
OTIIXCategory AverageOTIIXCategory AverageOTIIXCategory Average
Alpha -8.74 -0.02 -5.78 0.01 -2.59 -0.02
BETA 0.96 0.01 1.03 0.01 1.02 0.01
Mean Annual Return 0.13 0.02 0.92 0.02 0.93 0.01
R-squared 73.02 0.78 78.04 0.73 76.42 0.73
Standard Deviation 19.99 0.26 20.94 0.21 17.88 0.19
Sharpe Ratio -0.11 0.01 0.41 0.01 0.53 0.01
Treynor Ratio -4.31 0.15 6.66 0.17 8.05 0.11

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