Nasdaq - Delayed Quote • USD
T. Rowe Price Small-Cap Stock Adv (PASSX)
As of 8:06 AM EDT. Market Open.
Performance Overview
Morningstar Return Rating | -- |
YTD Return | 4.52% |
5y Average Return | 7.46% |
Number of Years Up | 16 |
Number of Years Down | 7 |
Best 1Y Total Return (Sep 11, 2024) | 38.16% |
Worst 1Y Total Return (Sep 11, 2024) | -- |
Best 3Y Total Return | 38.16% |
Worst 3Y Total Return | 1.44% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
PASSX
Category
- YTD
- 8.31%
- 12.40%
- 1-Month
- 0.78%
- 3.37%
- 3-Month
- 6.76%
- 4.88%
- 1-Year
- 16.69%
- 55.69%
- 3-Year
- -0.80%
- 19.34%
- 5-Year
- 8.82%
- 20.72%
- 10-Year
- 9.53%
- 13.98%
- Last Bull Market
- 27.41%
- 27.85%
- Last Bear Market
- -15.32%
- -24.06%
Annual Total Return (%) History
Year
PASSX
Category
Past Quarterly Returns
Year | Q1 | Q2 | Q3 | Q4 |
---|---|---|---|---|
2024 | 5.50% | -4.68% | -- | -- |
2023 | 3.38% | 5.03% | -5.82% | 14.54% |
2022 | -11.47% | -15.32% | -2.18% | 4.07% |
2021 | 8.30% | 5.64% | -1.05% | 3.16% |
2020 | -26.25% | 25.37% | 8.27% | 24.58% |
2019 | 17.49% | 5.60% | 0.02% | 7.39% |
2018 | 1.82% | 6.57% | 6.18% | -16.24% |
2017 | 3.44% | 2.30% | 5.12% | 3.35% |
2016 | -0.24% | 4.17% | 6.01% | 7.36% |
2015 | 3.82% | -0.88% | -10.40% | 4.68% |
2014 | 2.01% | 2.06% | -6.13% | 9.07% |
2013 | 12.44% | 2.79% | 9.45% | 8.49% |
2012 | 13.40% | -2.70% | 4.91% | 1.71% |
2011 | 9.06% | -0.56% | -21.27% | 16.72% |
2010 | 9.60% | -8.86% | 12.79% | 17.38% |
2009 | -9.55% | 21.05% | 20.31% | 4.88% |
2008 | -10.85% | 0.82% | -2.80% | -23.88% |
2007 | 2.52% | 4.55% | -2.55% | -6.15% |
2006 | 11.08% | -4.90% | -0.09% | 6.61% |
2005 | -3.44% | 2.45% | 6.00% | 3.21% |
2004 | 4.66% | 2.26% | -1.58% | 12.47% |
2003 | -4.90% | 16.53% | 4.88% | 13.62% |
2002 | 4.07% | -6.79% | -17.63% | 7.12% |
2001 | -8.62% | 14.70% | -14.74% | 19.28% |
2000 | 1.89% | 4.17% | 0.62% | -- |
Rank in Category (By Total Return)
YTD | 75 |
1-Month | 42 |
3-Month | 36 |
1-Year | 50 |
3-Year | 40 |
5-Year | 55 |
Load Adjusted Returns
1-Year | 16.69% |
3-Year | -0.80% |
5-Year | 8.82% |
10-Year | 9.53% |
Performance & Risk
YTD Return | 4.52% |
5y Average Return | 7.46% |
Rank in Category (ytd) | 75 |
% 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 | 8.31% |
Yield | 0.00% |
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.
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