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OTCFX: T. ROWE PRICE SMALL-CAP STOCK FUND INC. T. ROWE PRICE SMALL-CAP STOCK FUND INC. (MUTUAL FUND)
Basic Info 58.44 0.64(1.11%) May 03
Asset Class: | Small Growth |
MyPlanIQ Rating: | (77%) |
Start Date: | 03/06/1980 |
Last Dividend Date: | 12/13/2023 |
12-Mo. Yield | 0.21% |
Expenses | 1.17% |
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Performance Analytics (As of 05/02/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 06/09/1993 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | 1985 | 1984 | 1983 | 1982 | 1981 | 1980 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 1.0 | 0.8 | 16.7 | -2.0 | 8.1 | 9.4 | 13.7 | 10.0 | 11.0 | 17.6 | -23.5 | 17.1 | 25.1 | 33.6 | -3.4 | 15.2 | 18.5 | -3.3 | 6.8 | 37.7 | 18.0 | -0.2 | 32.5 | 38.5 | -33.3 | -1.6 | 12.8 | 8.4 | 18.8 | 32.3 | -14.2 | 6.8 | 16.3 | 14.7 | -3.4 | 28.9 | 21.1 | 33.9 | 0.1 | 18.3 | -14.4 | 33.3 | -21.1 | 15.7 | 8.0 | -21.1 | -8.5 | 26.3 | -10.6 | 38.7 | 2.7 | 3.9 | 4.4 |
Sharpe Ratio | NA | -0.27 | 0.83 | -0.24 | 0.26 | 0.42 | NA | NA | 0.31 | 0.78 | -0.97 | 1.01 | 0.67 | 2.39 | -0.28 | 1.4 | 1.13 | -0.22 | 0.45 | 2.81 | 1.13 | -0.01 | 1.4 | 1.15 | -0.82 | -0.26 | 0.65 | 0.46 | 1.2 | 2.05 | -0.7 | 0.24 | 0.58 | 1.17 | -0.4 | 2.7 | 2.12 | 4.8 | -0.41 | 1.05 | -0.57 | 2.89 | -2.59 | 1.42 | 0.2 | -1.09 | -1.03 | 2.88 | -1.27 | 1.95 | -0.31 | -0.42 | -0.12 |
Draw Down(%) | NA | 7.8 | 15.5 | 32.4 | 37.7 | 37.7 | NA | NA | 56.4 | 15.5 | 28.1 | 11.1 | 37.7 | 5.6 | 22.6 | 4.6 | 14.0 | 13.7 | 11.5 | 4.7 | 10.5 | 27.5 | 17.9 | 29.0 | 48.0 | 13.3 | 12.9 | 9.2 | 10.8 | 12.9 | 31.4 | 20.0 | 13.1 | 12.7 | 33.2 | 7.5 | 10.2 | 4.2 | 7.1 | 9.7 | 25.1 | 6.5 | 28.3 | 10.0 | 15.6 | 38.8 | 20.8 | 4.5 | 17.0 | 4.9 | 11.4 | 8.5 | 15.2 |
Standard Deviation(%) | NA | 15.8 | 16.3 | 20.0 | 23.7 | 19.7 | NA | NA | 18.7 | 17.3 | 25.6 | 17.0 | 37.0 | 13.5 | 16.6 | 10.4 | 16.2 | 14.9 | 15.0 | 13.4 | 16.0 | 30.8 | 23.1 | 33.3 | 41.7 | 18.0 | 14.6 | 13.6 | 14.9 | 15.4 | 22.0 | 18.7 | 21.0 | 9.8 | 16.8 | 9.4 | 8.2 | 6.3 | 7.0 | 15.5 | 29.4 | 10.2 | 10.1 | 7.0 | 17.2 | 23.0 | 12.2 | 7.3 | 13.6 | 16.7 | 15.7 | 14.4 | 21.3 |
Treynor Ratio | NA | -0.05 | 0.16 | -0.06 | 0.07 | 0.1 | NA | NA | 0.07 | 0.16 | -0.33 | 0.23 | 0.26 | 0.39 | -0.06 | 0.15 | 0.2 | -0.04 | 0.07 | 0.41 | 0.2 | 0.0 | 0.34 | 0.38 | -0.36 | -0.05 | 0.11 | 0.07 | 0.23 | 0.42 | -0.18 | 0.06 | 0.22 | 0.22 | -0.1 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Alpha | NA | -0.02 | 0.01 | 0.0 | 0.01 | 0.01 | NA | NA | 0.02 | -0.01 | -0.01 | 0.05 | -0.02 | 0.02 | 0.0 | -0.02 | 0.03 | 0.0 | 0.01 | 0.01 | 0.01 | 0.0 | 0.01 | -0.01 | 0.03 | -0.04 | 0.01 | 0.0 | 0.02 | 0.0 | -0.01 | 0.02 | 0.06 | 0.01 | -0.02 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
Beta | NA | 0.83 | 0.85 | 0.79 | 0.85 | 0.86 | NA | NA | 0.85 | 0.86 | 0.77 | 0.73 | 0.94 | 0.83 | 0.84 | 0.96 | 0.9 | 0.91 | 0.94 | 0.92 | 0.92 | 0.95 | 0.96 | 1.01 | 0.95 | 0.96 | 0.85 | 0.9 | 0.79 | 0.76 | 0.86 | 0.71 | 0.55 | 0.53 | 0.66 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
RSquared | NA | 0.91 | 0.93 | 0.93 | 0.92 | 0.93 | NA | NA | 0.7 | 0.93 | 0.97 | 0.79 | 0.94 | 0.93 | 0.95 | 0.89 | 0.95 | 0.95 | 0.96 | 0.97 | 0.98 | 0.99 | 0.98 | 0.98 | 0.97 | 0.95 | 0.96 | 0.97 | 0.95 | 0.93 | 0.96 | 0.93 | 0.85 | 0.71 | 0.73 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Yield(%) | N/A | 0.0 | 4.2 | 4.3 | 5.4 | 7.1 | 12.6 | 8.7 | N/A | 4.3 | 3.0 | 7.8 | 2.8 | 6.8 | 10.7 | 8.9 | 2.2 | 9.6 | 7.2 | 6.2 | 8.8 | 8.6 | 4.5 | 0.4 | 2.3 | 9.3 | 8.3 | 5.5 | 4.9 | 2.1 | 1.0 | 0.7 | 11.6 | 4.7 | 2.7 | 5.8 | 10.2 | 15.6 | 10.4 | 11.0 | 0.4 | 0.7 | 0.5 | 0.8 | 1.0 | 1.9 | 0.3 | 1.0 | 0.6 | 1.4 | 2.1 | 5.0 | 3.8 |
Dividend Growth(%) | N/A | -100.0 | 4.2 | -1.3 | -22.2 | 62.4 | 89.5 | N/A | N/A | 4.2 | -57.1 | 238.4 | -47.9 | -45.4 | 27.6 | 372.9 | -79.9 | 32.7 | 46.5 | -21.7 | -8.0 | 140.8 | 1462.5 | -88.4 | -78.4 | 16.4 | 59.0 | 24.5 | 202.2 | 91.7 | 60.0 | -94.2 | 168.0 | 61.7 | -42.9 | -37.1 | -21.6 | 34.0 | 0.6 | 2157.1 | -22.2 | 12.5 | -33.3 | -7.7 | -59.4 | 433.3 | -60.0 | 50.0 | -41.2 | -32.0 | -59.7 | 34.8 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/09/1993
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