Nasdaq - Delayed Quote USD
T. Rowe Price Instl Small-Cap Stock (TRSSX)
23.74
+0.41
+(1.76%)
At close: 6:49:28 PM EDT
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | -6.23% |
| 5y Average Return | 10.64% |
| Number of Years Up | 18 |
| Number of Years Down | 6 |
| Best 1Y Total Return (May 7, 2025) | 39.56% |
| Worst 1Y Total Return (May 7, 2025) | -- |
| Best 3Y Total Return | 39.56% |
| Worst 3Y Total Return | 0.25% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
TRSSX
Category
- YTD
- -7.07%
- 12.40%
- 1-Month
- -1.28%
- 3.37%
- 3-Month
- -9.37%
- 4.88%
- 1-Year
- 5.47%
- 55.69%
- 3-Year
- 4.92%
- 19.34%
- 5-Year
- 10.03%
- 20.72%
- 10-Year
- 8.88%
- 13.98%
- Last Bull Market
- 22.12%
- 27.85%
- Last Bear Market
- -15.23%
- -24.06%
Annual Total Return (%) History
Year
TRSSX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -5.87% | -- | -- | -- |
| 2024 | 5.60% | -4.59% | 9.28% | 1.50% |
| 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 | 9 |
| 1-Month | 64 |
| 3-Month | 4 |
| 1-Year | 19 |
| 3-Year | 35 |
| 5-Year | 33 |
Load Adjusted Returns
| 1-Year | 5.47% |
| 3-Year | 4.92% |
| 5-Year | 10.03% |
| 10-Year | 8.88% |
Performance & Risk
| YTD Return | -6.23% |
| 5y Average Return | 10.64% |
| Rank in Category (ytd) | 9 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.05 |
| Morningstar Risk Rating |
Fund Overview
| Category | Small Growth |
| Fund Family | T. Rowe Price |
| Net Assets | 4.05B |
| YTD Return | -7.07% |
| Yield | 0.64% |
| Morningstar Rating | |
| Inception Date | Mar 31, 2000 |
Fund Summary
The fund normally invests at least 80% of its net assets (plus any borrowings for investment purposes) in stocks of small companies. Any derivatives that provide exposure to the investment focus suggested by the fund’s name, or to one or more market risk factors associated with the investment focus suggested by the fund’s name, are counted (as applicable) toward compliance with the fund’s 80% investment policy. 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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