Nasdaq - Delayed Quote • USD
T. Rowe Price Small-Cap Stock (OTCFX)
At close: 6:46 PM EDT
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | -0.59% |
| 5y Average Return | 7.86% |
| Number of Years Up | 50 |
| Number of Years Down | 17 |
| Best 1Y Total Return (Apr 25, 2024) | 38.46% |
| Worst 1Y Total Return (Apr 25, 2024) | -- |
| Best 3Y Total Return | 38.46% |
| Worst 3Y Total Return | 1.72% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
OTCFX
Category
- YTD
- 5.57%
- 12.40%
- 1-Month
- 3.25%
- 3.37%
- 3-Month
- 5.57%
- 4.88%
- 1-Year
- 19.86%
- 55.69%
- 3-Year
- 0.83%
- 19.34%
- 5-Year
- 9.57%
- 20.72%
- 10-Year
- 9.55%
- 13.98%
- Last Bull Market
- 39.68%
- 27.85%
- Last Bear Market
- -15.28%
- -24.06%
Annual Total Return (%) History
Year
OTCFX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 5.57% | -- | -- | -- |
| 2023 | 3.43% | 5.12% | -5.75% | 14.60% |
| 2022 | -11.40% | -15.28% | -2.14% | 4.15% |
| 2021 | 8.40% | 5.70% | -0.98% | 3.25% |
| 2020 | -26.19% | 25.46% | 8.34% | 24.65% |
| 2019 | 17.56% | 5.67% | 0.10% | 7.47% |
| 2018 | 1.87% | 6.65% | 6.27% | -16.19% |
| 2017 | 3.49% | 2.37% | 5.19% | 3.44% |
| 2016 | -0.16% | 4.20% | 6.10% | 7.42% |
| 2015 | 3.90% | -0.80% | -10.31% | 4.73% |
| 2014 | 2.06% | 2.15% | -6.09% | 9.18% |
| 2013 | 12.52% | 2.85% | 9.55% | 8.58% |
| 2012 | 13.47% | -2.65% | 4.98% | 1.76% |
| 2011 | 9.12% | -0.51% | -21.21% | 16.80% |
| 2010 | 9.61% | -8.80% | 12.89% | 17.45% |
| 2009 | -9.53% | 21.12% | 20.38% | 4.96% |
| 2008 | -10.79% | 0.85% | -2.74% | -23.83% |
| 2007 | 2.60% | 4.58% | -2.50% | -6.08% |
| 2006 | 11.16% | -4.85% | -0.03% | 6.66% |
| 2005 | -3.43% | 2.51% | 6.06% | 3.28% |
| 2004 | 4.75% | 2.32% | -1.53% | 12.54% |
| 2003 | -4.84% | 16.57% | 4.95% | 13.68% |
| 2002 | 4.18% | -6.78% | -17.55% | 7.15% |
| 2001 | -8.59% | 14.80% | -14.69% | 19.31% |
| 2000 | 9.34% | 1.85% | 4.17% | 0.42% |
| 1999 | -8.71% | 14.49% | -2.49% | 12.50% |
| 1998 | 8.56% | -3.69% | -19.39% | 14.55% |
| 1997 | -3.54% | 15.49% | 14.01% | 1.42% |
| 1996 | 4.72% | 8.72% | 3.66% | 2.57% |
| 1995 | 5.00% | 9.18% | 12.39% | 3.89% |
| 1994 | -3.05% | -0.94% | 5.82% | -1.52% |
| 1993 | 2.78% | 3.18% | 7.09% | 4.25% |
| 1992 | 5.63% | -7.19% | 0.97% | 15.07% |
| 1991 | 21.07% | -0.71% | 7.26% | 7.50% |
| 1990 | -4.19% | 2.96% | -21.86% | 3.18% |
| 1989 | 10.33% | 5.19% | 7.13% | -4.18% |
| 1988 | 17.66% | 6.51% | 1.09% | 0.37% |
| 1987 | 18.33% | -1.13% | 3.48% | -27.86% |
| 1986 | 15.04% | 4.79% | -12.34% | -0.91% |
| 1985 | 13.89% | 6.26% | -0.84% | 12.87% |
| 1984 | -5.89% | -1.52% | 4.27% | 0.81% |
| 1983 | 17.16% | 22.11% | -0.77% | -2.24% |
| 1982 | -8.32% | -1.53% | 4.38% | 17.84% |
| 1981 | 3.04% | 4.80% | -7.19% | 7.52% |
| 1980 | -1.59% | 7.61% | 10.27% | 5.68% |
| 1979 | 9.53% | 10.98% | 17.50% | 8.21% |
| 1978 | 10.15% | 9.69% | 13.75% | -5.44% |
| 1977 | 6.30% | 3.90% | 3.28% | 6.72% |
| 1976 | 16.57% | 5.12% | 5.05% | 7.27% |
| 1975 | 15.60% | 9.58% | -3.28% | 0.52% |
| 1974 | 7.53% | -4.37% | -9.98% | -0.59% |
| 1973 | -6.78% | -7.08% | 5.77% | -7.18% |
| 1972 | 13.45% | 3.35% | -3.91% | 1.30% |
| 1971 | 14.39% | 1.46% | -0.19% | -0.04% |
| 1970 | 0.09% | -11.11% | -1.06% | 2.05% |
| 1969 | -1.07% | -5.01% | -3.97% | -1.68% |
| 1968 | -1.66% | 17.59% | 5.33% | 7.74% |
| 1967 | 8.69% | 12.74% | 8.16% | 4.26% |
| 1966 | 6.15% | 1.86% | -6.85% | 3.63% |
| 1965 | 11.73% | 1.26% | 9.28% | 6.67% |
| 1964 | 13.86% | 3.04% | 6.27% | 2.78% |
| 1963 | 3.21% | 2.83% | 3.86% | -0.52% |
| 1962 | 2.91% | -25.35% | 0.33% | -5.88% |
| 1961 | 29.32% | 8.40% | -2.82% | 2.12% |
| 1960 | -2.68% | 11.88% | -2.35% | 3.11% |
| 1959 | 13.47% | 11.87% | -3.67% | 16.13% |
| 1958 | 9.66% | 5.46% | 10.49% | 10.97% |
| 1957 | 1.18% | 5.10% | -3.77% | -6.85% |
| 1956 | 2.42% | 0.19% | -- | -- |
Rank in Category (By Total Return)
| YTD | 75 |
| 1-Month | 25 |
| 3-Month | 75 |
| 1-Year | 42 |
| 3-Year | 32 |
| 5-Year | 38 |
Load Adjusted Returns
| 1-Year | 19.86% |
| 3-Year | 0.83% |
| 5-Year | 9.57% |
| 10-Year | 9.55% |
Performance & Risk
| YTD Return | -0.59% |
| 5y Average Return | 7.86% |
| Rank in Category (ytd) | 75 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.96 |
| Morningstar Risk Rating |
Fund Overview
| Category | Small Growth |
| Fund Family | T. Rowe Price |
| Net Assets | 9.8B |
| YTD Return | 5.57% |
| Yield | 0.20% |
| Morningstar Rating | |
| Inception Date | Jun 01, 1956 |
Fund Summary
The fund will normally invest at least 80% of its net assets (including any borrowings for investment purposes) in stocks of small companies. The manager defines a small company as one whose market capitalization falls (i) within or below the current range of companies in either the Russell 2000® Index or the S&P SmallCap 600 Index or (ii) below the three-year average maximum market capitalization of companies in either index as of December 31 of the three preceding years.
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