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TRSSX: T. ROWE PRICE INSTITUTIONAL SMALL-CAP STOCK FUND T. ROWE PRICE INSTITUTIONAL SMALL-CAP STOCK FUND (MUTUAL FUND)
Basic Info 23.06 0.09(0.39%) April 28
| Asset Class: | Small Growth |
| MyPlanIQ Rating: | (78%) |
| Start Date: | 10/02/2000 |
| Last Dividend Date: | 12/18/2024 |
| 12-Mo. Yield | 0.68% |
| Expenses | 0.66% |
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Performance Analytics (As of 04/25/2025)
Not up-to-date? Try| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 10/02/2000 |
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(%) | 6.4 | -7.3 | -12.4 | -5.4 | 2.9 | 4.2 | 8.1 | 8.0 | 7.6 | -6.0 | 11.9 | -27.1 | 7.3 | 19.8 | 34.0 | -3.1 | 15.4 | 19.0 | -3.1 | 7.6 | 39.7 | 18.7 | 0.1 | 33.0 | 39.2 | -33.2 | -1.7 | 12.8 | 9.0 | 19.3 | 32.9 | -14.8 | 5.0 | 0.7 |
| Sharpe Ratio | NA | -0.89 | -0.64 | -0.42 | 0.0 | 0.11 | NA | NA | 0.28 | -0.47 | 0.44 | -1.09 | 0.39 | 0.52 | 2.41 | -0.27 | 1.42 | 1.14 | -0.21 | 0.5 | 2.84 | 1.13 | 0.0 | 1.4 | 1.16 | -0.81 | -0.26 | 0.64 | 0.48 | 1.17 | 1.96 | -0.69 | 0.13 | -0.06 |
| Draw Down(%) | NA | 20.4 | 35.6 | 35.6 | 45.4 | 45.4 | NA | NA | 56.5 | 22.2 | 15.5 | 28.8 | 18.1 | 37.9 | 5.6 | 22.5 | 4.6 | 14.3 | 14.0 | 11.4 | 4.8 | 10.8 | 27.7 | 18.3 | 29.2 | 48.0 | 13.2 | 13.4 | 9.6 | 11.3 | 13.5 | 32.6 | 21.4 | 9.6 |
| Standard Deviation(%) | NA | 28.7 | 29.9 | 24.4 | 23.3 | 21.8 | NA | NA | 22.4 | 26.7 | 17.5 | 26.3 | 18.9 | 37.5 | 13.5 | 16.5 | 10.5 | 16.6 | 15.4 | 15.2 | 14.0 | 16.6 | 31.1 | 23.5 | 33.7 | 42.0 | 18.0 | 14.9 | 14.1 | 15.6 | 16.4 | 23.0 | 20.3 | 27.2 |
| Treynor Ratio | NA | -0.31 | -0.2 | -0.12 | 0.0 | 0.03 | NA | NA | 0.07 | -0.12 | 0.09 | -0.37 | 0.1 | 0.2 | 0.39 | -0.05 | 0.15 | 0.2 | -0.03 | 0.08 | 0.42 | 0.2 | 0.0 | 0.34 | 0.38 | -0.36 | -0.05 | 0.11 | 0.07 | 0.22 | 0.4 | -0.18 | 0.04 | -0.02 |
| Alpha | NA | 0.03 | -0.06 | -0.03 | -0.02 | -0.01 | NA | NA | 0.0 | -0.08 | -0.02 | -0.03 | 0.01 | -0.04 | 0.02 | 0.01 | -0.02 | 0.03 | 0.0 | 0.01 | 0.01 | 0.01 | 0.01 | 0.01 | -0.01 | 0.03 | -0.04 | 0.01 | 0.0 | 0.02 | 0.0 | -0.01 | 0.02 | 0.1 |
| Beta | NA | 0.82 | 0.96 | 0.85 | 0.83 | 0.87 | NA | NA | 0.9 | 1.06 | 0.83 | 0.78 | 0.72 | 0.95 | 0.83 | 0.84 | 0.96 | 0.92 | 0.94 | 0.95 | 0.95 | 0.95 | 0.96 | 0.98 | 1.02 | 0.96 | 0.96 | 0.87 | 0.93 | 0.82 | 0.81 | 0.9 | 0.77 | 0.62 |
| RSquared | NA | 0.95 | 0.68 | 0.8 | 0.78 | 0.85 | NA | NA | 0.92 | 0.62 | 0.86 | 0.94 | 0.64 | 0.92 | 0.93 | 0.96 | 0.89 | 0.95 | 0.95 | 0.96 | 0.97 | 0.98 | 0.99 | 0.99 | 0.98 | 0.97 | 0.95 | 0.96 | 0.97 | 0.94 | 0.92 | 0.96 | 0.92 | 0.79 |
| Yield(%) | N/A | 0.0 | 0.7 | 0.4 | 0.4 | 3.6 | 6.1 | 6.6 | N/A | 0.7 | 0.5 | 0.2 | 0.1 | 0.2 | 7.8 | 11.4 | 7.0 | 1.0 | 6.4 | 6.2 | 5.1 | 6.7 | 4.7 | 0.6 | 0.6 | 1.5 | 14.3 | 12.9 | 9.5 | 6.6 | 0.0 | 0.0 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | -100.0 | 53.0 | -78.7 | -94.3 | -15.0 | N/A | N/A | N/A | 53.0 | 116.7 | 170.0 | -60.0 | -96.8 | -42.5 | 76.1 | 785.7 | -86.6 | 4.8 | 58.2 | -13.2 | 33.8 | 871.4 | 40.0 | -72.2 | -91.0 | 8.6 | 39.1 | 58.3 | N/A | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 10/02/2000
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