Nasdaq - Delayed Quote USD

T. Rowe Price Small-Cap Stock Z (TRZZX)

61.87 +0.58 (+0.95%)
As of 8:05 AM EDT. Market Open.

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 manager defines a small company as one whose market capitalization falls (i) within or below the current range of companies in either the Russell 2000® Index or the S&P SmallCap 600 Index or (ii) below the three-year average maximum market capitalization of companies in either index as of December 31 of the three preceding years.

Risk Overview

Morningstar Risk Rating
Best 1Y Total Return 18.49%
Worst 1Y Total Return --
Number of Years Up 2
Number of Years Down 1

Performance & Risk

YTD Return 6.38%
5y Average Return 0.00%
Rank in Category (ytd) 67
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.96
Morningstar Risk Rating

Risk Statistics

3 Years5 Years10 Years
TRZZXCategory AverageTRZZXCategory AverageTRZZXCategory Average
Alpha -7.97 -0.02 -5.13 0.01 -2.33 -0.02
BETA 0.96 0.01 1.03 0.01 1.03 0.01
Mean Annual Return 0.19 0.02 0.98 0.02 0.95 0.01
R-squared 73.03 0.78 78.04 0.73 76.48 0.73
Standard Deviation 20 0.26 20.97 0.21 17.89 0.19
Sharpe Ratio -0.07 0.01 0.44 0.01 0.54 0.01
Treynor Ratio -3.5 0.15 7.35 0.17 8.33 0.11

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