Nasdaq - Delayed Quote USD

T. Rowe Price Small-Cap Stock Adv (PASSX)

59.71 +0.27 (+0.45%)
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
2024
--
--
2023
17.12%
--
2022
-23.69%
--
2021
16.79%
--
2020
24.72%
38.62%
2019
33.27%
27.68%
2018
-3.49%
-5.76%
2017
14.96%
21.50%

2016
18.27%
11.20%
2015
-3.47%
-2.41%
2014
6.60%
2.44%
2013
37.24%
40.91%
2012
17.73%
13.15%
2011
-0.34%
-3.55%
2010
32.25%
26.98%
2009
38.16%
35.46%
2008
-33.50%
-41.55%
2007
-1.96%
7.59%
2006
12.52%
10.81%
2005
8.23%
6.02%
2004
18.48%
12.41%
2003
32.06%
45.54%
2002
-14.41%
-27.88%
2001
6.60%
-8.91%
2000
--
-3.85%

Past Quarterly Returns

YearQ1Q2Q3Q4
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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