Nasdaq - Delayed Quote USD

T. Rowe Price Instl Small-Cap Stock (TRSSX)

28.16 +0.26 (+0.93%)
As of 8:06 AM EDT. Market Open.

Performance Overview

Morningstar Return Rating --
YTD Return 5.75%
5y Average Return 7.95%
Number of Years Up 17
Number of Years Down 6
Best 1Y Total Return (Sep 12, 2024) 39.56%
Worst 1Y Total Return (Sep 12, 2024) --
Best 3Y Total Return 39.56%
Worst 3Y Total Return 1.73%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
TRSSX
Category
YTD
8.56%
12.40%
1-Month
0.84%
3.37%
3-Month
6.84%
4.88%
1-Year
17.00%
55.69%
3-Year
-0.40%
19.34%
5-Year
9.14%
20.72%
10-Year
9.98%
13.98%
Last Bull Market
27.49%
27.85%
Last Bear Market
-15.23%
-24.06%

Annual Total Return (%) History

Year
TRSSX
Category
2024
--
--
2023
17.55%
--
2022
-23.31%
--
2021
16.77%
--
2020
25.00%
38.62%
2019
33.96%
27.68%
2018
-3.07%
-5.76%
2017
15.45%
21.50%

2016
19.00%
11.20%
2015
-3.07%
-2.41%
2014
7.42%
2.44%
2013
39.56%
40.91%
2012
18.68%
13.15%
2011
0.22%
-3.55%
2010
32.96%
26.98%
2009
39.22%
35.46%
2008
-33.10%
-41.55%
2007
-1.88%
7.59%
2006
12.80%
10.81%
2005
8.96%
6.02%
2004
19.32%
12.41%
2003
34.84%
45.54%
2002
-14.36%
-27.88%
2001
7.26%
-8.91%
2000
--
-3.85%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 5.60% -4.59% -- --
2023 3.43% 5.22% -5.73% 14.58%
2022 -11.26% -15.23% -2.19% 4.23%
2021 8.52% 5.33% -1.17% 3.37%
2020 -26.24% 25.41% 8.32% 24.76%
2019 17.59% 5.82% 0.16% 7.48%
2018 1.94% 6.66% 6.28% -16.12%
2017 3.61% 2.43% 5.25% 3.36%
2016 -0.16% 4.38% 6.16% 7.57%
2015 4.10% -0.80% -10.54% 4.92%

2014 2.12% 2.17% -5.96% 9.47%
2013 13.05% 2.99% 9.95% 9.02%
2012 13.79% -2.67% 5.22% 1.84%
2011 9.53% -0.58% -21.26% 16.89%
2010 9.80% -9.10% 13.00% 17.88%
2009 -9.44% 21.71% 20.42% 4.89%
2008 -10.65% 0.95% -2.53% -23.90%
2007 2.55% 4.63% -2.58% -6.14%
2006 11.45% -5.07% 0.07% 6.55%
2005 -3.52% 2.48% 6.34% 3.63%
2004 5.00% 2.34% -1.77% 13.04%
2003 -5.06% 17.76% 5.28% 14.56%
2002 4.67% -7.03% -18.27% 7.68%
2001 -8.77% 15.70% -15.80% 20.68%
2000 2.60% 4.58% -0.25% --

Rank in Category (By Total Return)

YTD 72
1-Month 39
3-Month 34
1-Year 48
3-Year 35
5-Year 51

Load Adjusted Returns

1-Year 17.00%
3-Year -0.40%
5-Year 9.14%
10-Year 9.98%

Performance & Risk

YTD Return 5.75%
5y Average Return 7.95%
Rank in Category (ytd) 72
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.96
Morningstar Risk Rating

Fund Overview

Category Small Growth
Fund Family T. Rowe Price
Net Assets 4.53B
YTD Return 8.56%
Yield 0.39%
Morningstar Rating
Inception Date Mar 31, 2000

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 advisor defines a small company as one whose market capitalization falls within or below the current range of companies in either the Russell 2000® Index or the S&P SmallCap 600 Index or below the three-year average maximum market capitalization of companies in either index as of December 31 of the three preceding years. While most assets will typically be invested in U.S. common stocks, the fund may invest in foreign stocks in keeping with its objectives.

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