Nasdaq - Delayed Quote USD
T. Rowe Price Hedged Equity I (PHEIX)
11.69
+0.01
+(0.09%)
At close: April 17 at 8:01:58 PM EDT
Fund Summary
The fund normally invests at least 80% of its net assets (including any borrowings for investment purposes) in equity securities and derivatives that have similar economic characteristics to equity securities or the equity markets. The fund may purchase the stocks of companies of any size and invest in any type of equity security, but its focus will typically be on common stocks of large-cap U.S. companies. The fund is non-diversified.
Risk Overview
| Morningstar Risk Rating | -- |
| Best 1Y Total Return | 19.42% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 1 |
| Number of Years Down | -- |
Performance & Risk
| YTD Return | -5.73% |
| 5y Average Return | 0.00% |
| Rank in Category (ytd) | 44 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | -- |
| Morningstar Risk Rating | -- |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| PHEIX | Category Average | PHEIX | Category Average | PHEIX | Category Average | |
| Alpha | -- | 0 | -- | -0 | -- | 0 |
| BETA | -- | 0 | -- | 0 | -- | 0 |
| Mean Annual Return | -- | 0.01 | -- | 0.01 | -- | 0 |
| R-squared | -- | 0.66 | -- | 0.64 | -- | 0.59 |
| Standard Deviation | -- | 0.1 | -- | 0.08 | -- | 0.07 |
| Sharpe Ratio | -- | 0.01 | -- | 0.01 | -- | 0.01 |
| Treynor Ratio | -- | -0.35 | -- | 0.18 | -- | 0.1 |
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