Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| OTIIX (T. ROWE PRICE SMALL-CAP STOCK FUND INC. T. ROWE PRICE SMALL-CAP STOCK FUND-I CLASS) | 10.96% | 22.76% | 15.13% | 5.03% | 11.54% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 08/31/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| OTIIX (T. ROWE PRICE SMALL-CAP STOCK FUND INC. T. ROWE PRICE SMALL-CAP STOCK FUND-I CLASS) | 08/31/2015 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.08 | 22.76 | 15.13 | 5.03 | 11.54 | NA | NA | … | … | 10.96 | 3.52 | 11.62 | 17.69 | -23.36 | 17.19 | 25.21 | 33.79 | -3.25 | 15.33 | 18.73 | -0.16 |
| Sharpe Ratio | NA | 1.30 | 0.69 | 0.13 | 0.50 | NA | NA | … | … | 1.43 | 0.03 | 0.48 | 0.81 | -0.97 | 1.01 | 0.67 | 2.40 | -0.28 | 1.41 | 1.14 | -0.03 |
| Standard Deviation(%) | NA | 17.41 | 18.62 | 19.86 | 20.44 | NA | NA | … | … | 20.14 | 21.61 | 16.76 | 17.39 | 25.59 | 16.97 | 37.04 | 13.47 | 16.58 | 10.44 | 16.22 | 16.87 |
| Draw Down(%) | NA | 10.75 | 23.47 | 32.39 | 37.71 | NA | NA | … | … | 10.75 | 20.40 | 8.04 | 15.49 | 28.04 | 11.14 | 37.71 | 5.56 | 22.57 | 4.62 | 14.01 | 7.05 |
| Yield(%) | 0.00 | 7.40 | 9.67 | 6.37 | 9.12 | 6.44 | 4.83 | … | … | 0.00 | 7.29 | 15.81 | 4.43 | 3.12 | 7.97 | 2.92 | 6.97 | 10.86 | 9.05 | 2.40 | 9.87 |
Data as of 06/04/2026, Common starting date is 08/31/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OTIIX (T. ROWE PRICE SMALL-CAP STOCK FUND INC. T. ROWE PRICE SMALL-CAP STOCK FUND-I CLASS) |
-2.64%
Apr 2021 – Apr 2024 |
3.71%
Mar 2021 – Mar 2026 |
10.59%
Nov 2015 – Nov 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OTIIX (T. ROWE PRICE SMALL-CAP STOCK FUND INC. T. ROWE PRICE SMALL-CAP STOCK FUND-I CLASS) |
25.21%
Dec 2018 – Dec 2021 |
20.59%
Feb 2016 – Feb 2021 |
12.79%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart