Nasdaq - Delayed Quote USD

T. Rowe Price Integrated US Sm Gr Eq (PRDSX)

42.42
+0.44
+(1.05%)
At close: 8:04:26 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return -2.53%
5y Average Return 10.62%
Number of Years Up 21
Number of Years Down 6
Best 1Y Total Return (May 15, 2025) 44.19%
Worst 1Y Total Return (May 15, 2025) --
Best 3Y Total Return 44.19%
Worst 3Y Total Return 1.52%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
PRDSX
Category
YTD
-7.80%
12.40%
1-Month
0.33%
3.37%
3-Month
-11.40%
4.88%
1-Year
1.86%
55.69%
3-Year
7.00%
19.34%
5-Year
9.24%
20.72%
10-Year
8.18%
13.98%
Last Bull Market
21.02%
27.85%
Last Bear Market
-16.94%
-24.06%

Annual Total Return (%) History

Year
PRDSX
Category
2025
--
--
2024
12.93%
--
2023
21.16%
--
2022
-22.41%
--
2021
11.30%
--
2020
23.84%
38.62%
2019
32.76%
27.68%
2018
-6.86%
-5.76%

2017
22.12%
21.50%
2016
11.31%
11.20%
2015
2.33%
-2.41%
2014
6.38%
2.44%
2013
44.19%
40.91%
2012
15.69%
13.15%
2011
1.54%
-3.55%
2010
33.50%
26.98%
2009
37.98%
35.46%
2008
-36.28%
-41.55%
2007
9.35%
7.59%
2006
3.35%
10.81%
2005
10.49%
6.02%
2004
10.26%
12.41%
2003
40.24%
45.54%
2002
-27.50%
-27.88%
2001
-9.81%
-8.91%
2000
-8.29%
-3.85%
1999
27.69%
64.77%
1998
3.58%
5.23%
1997
--
17.41%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 -8.10% -- -- --
2024 9.10% -1.32% 7.57% -2.48%
2023 7.15% 6.38% -5.64% 12.65%
2022 -11.63% -16.94% -1.53% 7.35%
2021 4.19% 2.51% 0.29% 3.90%
2020 -23.85% 24.02% 7.12% 22.42%
2019 17.23% 5.34% -1.04% 8.63%
2018 2.01% 5.54% 7.24% -19.32%
2017 6.68% 3.77% 4.17% 5.90%
2016 -2.26% 3.86% 5.67% 3.76%

2015 8.21% 1.01% -10.41% 4.50%
2014 -0.40% 3.05% -2.92% 6.76%
2013 12.56% 3.26% 13.52% 9.28%
2012 14.05% -5.39% 5.76% 1.38%
2011 11.44% 0.28% -21.27% 15.40%
2010 8.95% -9.22% 14.76% 17.62%
2009 -7.80% 19.44% 18.60% 5.64%
2008 -11.30% 8.31% -10.74% -25.70%
2007 2.56% 9.02% 1.42% -3.57%
2006 9.85% -9.03% -1.71% 5.23%
2005 -2.52% 4.37% 4.88% 3.55%
2004 4.96% 0.91% -7.64% 12.71%
2003 -3.78% 22.94% 6.19% 11.65%
2002 -1.06% -16.18% -18.66% 7.47%
2001 -20.10% 20.36% -25.46% 25.81%
2000 12.83% -4.40% -3.94% -11.49%
1999 -9.50% 13.20% -1.86% 27.00%
1998 11.96% -5.01% -22.23% 25.24%
1997 13.80% -5.88% -- --

Rank in Category (By Total Return)

YTD 14
1-Month 22
3-Month 16
1-Year 41
3-Year 12
5-Year 42

Load Adjusted Returns

1-Year 1.86%
3-Year 7.00%
5-Year 9.24%
10-Year 8.18%

Performance & Risk

YTD Return -2.53%
5y Average Return 10.62%
Rank in Category (ytd) 14
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.10
Morningstar Risk Rating

Fund Overview

Category Small Growth
Fund Family T. Rowe Price
Net Assets 7.44B
YTD Return -7.80%
Yield 0.22%
Morningstar Rating
Inception Date Jul 05, 2016

Fund Summary

The fund normally invests at least 80% of its net assets (plus any borrowings for investment purposes) in equity securities issued by small-cap U.S. growth companies.

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