Nasdaq - Delayed Quote USD

T. Rowe Price US Large-Cap Core (TRULX)

40.90
-0.69
(-1.66%)
At close: January 10 at 6:46:54 PM EST

Fund Summary

The fund will normally invest at least 80% of its net assets (including any borrowings for investment purposes) in the stocks of large-cap U.S. companies. The advisor defines a large-cap company as one whose market cap is larger than the median market cap of companies in the Russell 1000® Index. The fund uses fundamental, bottom-up research and takes a core approach to stock selection, which includes both growth and value styles of investing.

Risk Overview

Morningstar Risk Rating
Best 1Y Total Return 31.78%
Worst 1Y Total Return --
Number of Years Up 13
Number of Years Down 2

Performance & Risk

YTD Return 0.97%
5y Average Return 13.17%
Rank in Category (ytd) 50
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.90
Morningstar Risk Rating

Risk Statistics

3 Years5 Years10 Years
TRULXCategory AverageTRULXCategory AverageTRULXCategory Average
Alpha 0.01 -0.01 -0.58 -0.01 0.26 -0.01
BETA 0.9 0.01 0.94 0.01 0.92 0.01
Mean Annual Return 0.79 0.01 1.16 0.01 1.08 0.01
R-squared 96.24 0.94 97.2 0.95 96.28 0.95
Standard Deviation 15.96 0.17 17.38 0.19 14.45 0.15
Sharpe Ratio 0.34 0 0.65 0.01 0.77 0.01
Treynor Ratio 4.78 0.03 11.23 0.1 11.56 0.1

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