Nasdaq - Delayed Quote USD
T. Rowe Price Integrated US SMCC Eq Adv (TQSAX)
19.58
-0.84
(-4.11%)
As of 8:07:16 AM EDT. Market Open.
Fund Summary
The fund invests at least 80% of its net assets (including any borrowings for investment purposes) in equity securities issued by small- and mid-cap U.S. companies. The adviser expects to invest predominantly in common stocks. The adviser defines small- and mid-cap securities as those whose market capitalization, at the time of purchase, falls within the market capitalization range of the Russell 2500® Index.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 29.81% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 6 |
| Number of Years Down | 2 |
Performance & Risk
| YTD Return | -9.73% |
| 5y Average Return | 13.54% |
| Rank in Category (ytd) | 61 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.08 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| TQSAX | Category Average | TQSAX | Category Average | TQSAX | Category Average | |
| Alpha | -1.75 | -0.06 | -1.62 | -0.05 | -- | -0.04 |
| BETA | 1.08 | 0.01 | 1.02 | 0.01 | -- | 0.01 |
| Mean Annual Return | 0.74 | 0.01 | 1.44 | 0.01 | -- | 0.01 |
| R-squared | 79.26 | 0.88 | 78.8 | 0.85 | -- | 0.84 |
| Standard Deviation | 21 | 0.23 | 19.38 | 0.19 | -- | 0.17 |
| Sharpe Ratio | 0.21 | 0.01 | 0.74 | 0.01 | -- | 0.01 |
| Treynor Ratio | 2.2 | 0.11 | 13.52 | 0.11 | -- | 0.1 |
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