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TRISX: T. Rowe Price Instl US Structured Rsrch (MUTUAL FUND)
Basic Info
Asset Class: | LARGE BLEND |
MyPlanIQ Rating: | Not Rated |
Start Date: | 11/05/2007 |
Last Dividend Date: | 12/28/2018 |
12-Mo. Yield | 1.21% |
Expenses | 0.38% |
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Performance Analytics (As of 11/15/2019)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 11/05/2007 |
2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | -2.5 | 13.6 | 14.4 | 11.0 | 12.9 | 8.2 | 23.6 | -4.4 | 23.8 | 10.4 | 2.9 | 12.4 | 32.9 | 16.2 | 1.4 | 13.6 | 28.0 | -37.5 | -2.5 |
Sharpe Ratio | NA | 0.77 | 1.02 | 0.74 | 0.83 | 0.4 | 1.88 | -0.34 | 3.34 | 0.75 | 0.19 | 1.05 | 2.96 | 1.25 | 0.06 | 0.74 | 1.03 | -0.94 | -0.81 |
Draw Down(%) | NA | 15.7 | 19.6 | 19.6 | 19.6 | 53.6 | 6.7 | 19.6 | 2.4 | 11.5 | 11.7 | 7.8 | 5.8 | 10.2 | 18.9 | 16.3 | 25.7 | 47.2 | 7.1 |
Standard Deviation(%) | NA | 15.8 | 13.0 | 13.8 | 15.1 | 19.8 | 13.7 | 17.0 | 7.0 | 13.6 | 15.6 | 11.7 | 11.1 | 13.0 | 23.6 | 18.3 | 27.1 | 40.7 | 21.4 |
Treynor Ratio | NA | 0.12 | 0.13 | 0.1 | 0.12 | 0.08 | 0.26 | -0.06 | 0.23 | 0.1 | 0.03 | 0.12 | 0.33 | 0.16 | 0.01 | 0.13 | 0.28 | -0.39 | -0.18 |
Alpha | NA | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | -0.01 | 0.0 | 0.0 | -0.01 | 0.01 | 0.0 | 0.0 | 0.0 | 0.0 | -0.01 | 0.0 | 0.0 | -0.02 |
Beta | NA | 1.0 | 1.0 | 1.01 | 1.0 | 1.0 | 1.01 | 0.99 | 1.03 | 1.03 | 1.01 | 1.02 | 1.0 | 1.01 | 1.0 | 1.0 | 0.99 | 0.99 | 0.97 |
RSquared | NA | 0.95 | 0.97 | 0.98 | 0.99 | 0.99 | 0.93 | 1.0 | 0.97 | 0.99 | 1.0 | 0.99 | 0.99 | 0.99 | 1.0 | 1.0 | 1.0 | 1.0 | 0.98 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 11/05/2007
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