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T. Rowe Price Small-cap Stock Fund: (MF: OTCFX)
(NASDAQ Mutual Funds) As of May 7, 2024 08:00 PM ET
$59.36 USD
+0.22 (0.37%)
Zacks MF Rank
1-Strong Buy of 5 1
Latest Performance as of Mar 31, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 5.56 | 61 |
| 3 months | 5.56 | 61 |
| 6 months | 20.98 | 31 |
| 1 Year | 19.87 | 44 |
| 3 Year | 0.83 | 64 |
| 5 Year | 9.57 | 43 |
| 10 Year | 9.55 | 14 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 119.89 |
| Bear Market (10/07 - 2/09) | -43.86 |
| Bull Market (2/09 - 3/21) | 815.28 |
Load Adjusted Returns as of Mar 31, 2024
| 1 Year | 19.87 |
| 5 Year | 9.57 |
| 10 Year | 9.55 |
| Since Inception | 12.94 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 5.56 | NA | NA | NA |
| 2023 | 3.42 | 5.12 | -5.75 | 14.60 |
| 2022 | -11.39 | -15.27 | -2.13 | 4.16 |
| 2021 | 8.40 | 5.70 | -0.98 | 3.24 |
| 2020 | -26.19 | 25.46 | 8.34 | 24.65 |
| 2019 | 17.56 | 5.66 | 0.09 | 7.46 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 5.56 | 17.43 | -23.48 | 17.14 | 25.05 | 33.63 | -3.24 | 15.27 | 18.57 | -3.18 | 6.89 |
| % Total Return Rel to Index | -4.99 | -8.80 | -5.27 | -11.54 | 6.65 | 2.14 | 1.14 | -6.52 | 6.63 | -4.57 | -6.74 |
| % Total Return Rel to Peer | -0.94 | 1.35 | -3.96 | -2.17 | 6.06 | 8.19 | 7.53 | -0.32 | 2.62 | 1.54 | 4.22 |
| % Perf Quintile vs Peer* | 0.00 | 2.00 | 4.00 | 4.00 | 2.00 | 1.00 | 1.00 | 3.00 | 3.00 | 3.00 | 2.00 |
| % Dividends | 0.00 | 0.12 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.02 | 0.06 | 0.05 | 0.05 |
| % Yield | 0.00 | 0.20 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.03 | 0.12 | 0.11 | 0.10 |
| Capital Gains ($) | 0.00 | 2.08 | 2.12 | 4.94 | 1.46 | 2.80 | 5.13 | 4.00 | 0.79 | 4.17 | 3.13 |
| Expense Ratio | 0.00 | 0.90 | 0.91 | 0.85 | 0.88 | 0.88 | 0.89 | 0.89 | 0.90 | 0.90 | 0.91 |
* 1 = Top 20%, 5 = Bottom 20%