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.

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 38.16%
Worst 1Y Total Return --
Number of Years Up 16
Number of Years Down 7

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

Risk Statistics

3 Years5 Years10 Years
PASSXCategory AveragePASSXCategory AveragePASSXCategory Average
Alpha -9.14 -0.02 -6.18 0.01 -2.98 -0.02
BETA 0.96 0.01 1.03 0.01 1.02 0.01
Mean Annual Return 0.09 0.02 0.89 0.02 0.9 0.01
R-squared 72.99 0.78 78 0.73 76.41 0.73
Standard Deviation 19.98 0.26 20.95 0.21 17.88 0.19
Sharpe Ratio -0.13 0.01 0.4 0.01 0.51 0.01
Treynor Ratio -4.73 0.15 6.23 0.17 7.63 0.11

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