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Nasdaq - Delayed Quote USD
T. Rowe Price U.S. Equity Research (PRCOX)
56.26
+0.39
+(0.70%)
At close: 8:03:59 PM EDT
Fund Summary
The fund uses a disciplined portfolio construction process whereby it weights each sector and industry approximately the same as the Standard & Poor's 500 Stock Index® (S&P 500 Index). While the majority of assets will be invested in large-capitalization U.S. common stocks, the fund may have small- and mid-capitalization and foreign exposure in keeping with fund objectives.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 32.73% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 24 |
| Number of Years Down | 6 |
Performance & Risk
| YTD Return | -4.87% |
| 5y Average Return | 19.37% |
| Rank in Category (ytd) | 69 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.00 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| PRCOX | Category Average | PRCOX | Category Average | PRCOX | Category Average | |
| Alpha | 0.79 | -0.01 | 0.42 | -0.01 | 0.38 | -0.01 |
| BETA | 1 | 0.01 | 1.01 | 0.01 | 1.01 | 0.01 |
| Mean Annual Return | 1.18 | 0.01 | 1.49 | 0.01 | 1.16 | 0.01 |
| R-squared | 99.58 | 0.94 | 99.64 | 0.95 | 99.53 | 0.95 |
| Standard Deviation | 17.04 | 0.17 | 18 | 0.19 | 15.49 | 0.15 |
| Sharpe Ratio | 0.57 | 0 | 0.84 | 0.01 | 0.78 | 0.01 |
| Treynor Ratio | 8.92 | 0.03 | 14.58 | 0.1 | 11.45 | 0.1 |
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