Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| TRSSX (T. ROWE PRICE INSTITUTIONAL SMALL-CAP STOCK FUND T. ROWE PRICE INSTITUTIONAL SMALL-CAP STOCK FUND) | 1.69% | 7.21% | 10.01% | 9.33% | 9.54% | 12.71% | 10.03% | 9.96% |
Data as of 07/18/2025, AR inception is 10/02/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TRSSX (T. ROWE PRICE INSTITUTIONAL SMALL-CAP STOCK FUND T. ROWE PRICE INSTITUTIONAL SMALL-CAP STOCK FUND) | 10/02/2000 | 07/18/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.12 | 7.21 | 10.01 | 9.33 | 9.54 | 12.71 | 10.03 | 9.96 | 1.69 | 10.93 | 17.65 | -23.36 | 16.81 | 25.07 | 33.96 | -3.07 | 15.41 | 19.01 | -3.14 | 7.61 | 39.69 | 18.68 | 0.13 | 32.96 | 39.22 | -33.24 | -1.67 | 12.80 | 8.96 | 19.32 | 32.88 | -14.81 | 5.00 | 0.66 |
| Sharpe Ratio | NA | 0.19 | 0.34 | 0.36 | 0.39 | NA | NA | 0.39 | 0.00 | 0.43 | 0.82 | -0.97 | 0.99 | 0.66 | 2.40 | -0.27 | 1.42 | 1.14 | -0.21 | 0.50 | 2.84 | 1.13 | 0.00 | 1.40 | 1.16 | -0.81 | -0.27 | 0.63 | 0.47 | 1.17 | 1.96 | -0.70 | 0.13 | -0.06 |
| Standard Deviation(%) | NA | 21.60 | 19.66 | 19.81 | 20.55 | NA | NA | 21.84 | 24.08 | 16.88 | 17.21 | 25.63 | 17.04 | 37.42 | 13.51 | 16.50 | 10.45 | 16.55 | 15.38 | 15.20 | 13.96 | 16.55 | 31.14 | 23.49 | 33.66 | 42.01 | 18.02 | 14.95 | 14.13 | 15.64 | 16.45 | 22.96 | 20.31 | 27.24 |
| Draw Down(%) | NA | 23.94 | 23.94 | 32.12 | 37.85 | NA | NA | 56.48 | 20.43 | 8.19 | 15.53 | 27.97 | 10.88 | 37.85 | 5.55 | 22.48 | 4.59 | 14.35 | 13.96 | 11.39 | 4.85 | 10.78 | 27.67 | 18.31 | 29.18 | 48.04 | 13.23 | 13.36 | 9.63 | 11.35 | 13.52 | 32.64 | 21.43 | 9.60 |
| Yield(%) | 0.00 | 17.43 | 10.12 | 9.70 | 9.06 | 14.04 | 9.84 | 11.51 | 0.00 | 18.50 | 6.11 | 3.89 | 9.28 | 5.41 | 7.75 | 11.45 | 7.05 | 0.96 | 6.42 | 6.24 | 5.10 | 6.66 | 4.72 | 0.64 | 0.64 | 1.55 | 14.26 | 12.88 | 9.53 | 6.63 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 07/18/2025, AR inception is 10/02/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TRSSX (T. ROWE PRICE INSTITUTIONAL SMALL-CAP STOCK FUND T. ROWE PRICE INSTITUTIONAL SMALL-CAP STOCK FUND) |
-17.02%
Feb 2006 - Feb 2009 |
-5.25%
Feb 2004 - Feb 2009 |
7.28%
Dec 2001 - Dec 2011 |
8.41%
Jan 2001 - Jan 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TRSSX (T. ROWE PRICE INSTITUTIONAL SMALL-CAP STOCK FUND T. ROWE PRICE INSTITUTIONAL SMALL-CAP STOCK FUND) |
35.57%
Feb 2009 - Feb 2012 |
30.70%
Feb 2009 - Feb 2014 |
19.80%
Feb 2009 - Feb 2019 |
16.03%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart