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Money
What pension research reveals about retirement planning
As the cost of living crisis eases, what steps are you taking to build your pension?
T. Rowe Price Small-Cap Index Z (TRZIX)
Nasdaq - Nasdaq Delayed price. Currency in USD
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15.08
+0.05
(+0.33%)
As of 08:05AM EDT. Market open.
Summary
Chart
Conversations
Historical data
Profile
Holdings
Performance
Risk
Purchase info
Sustainability
Performance overview
Morningstar return rating
N/A1
Year-to-date return
4.29%
5-year average return
0.00%
Number of years up
2
Number of years down
1
Best 1-yr total return (19 May 2024)
17.07%
Worst 1-yr total return (19 May 2024)
N/A
Best 3-yr total return
17.07%
Worst 3-yr total return
2.27%
Trailing returns (%) vs. Benchmarks
Time periods longer than one year are annualised.
Return
TRZIX
Category
YTD
-2.21%
20.19%
1-month
-7.03%
0.02%
3-month
1.73%
4.36%
1-year
13.39%
60.18%
3-year
-3.09%
11.32%
5-year
5.90%
13.88%
10-year
0.00%
11.19%
Last bull market
28.68%
27.98%
Last bear market
-17.23%
-24.08%
Annual total return (%) history
Year
TRZIX
Category
2024
N/A
N/A
2023
17.07%
N/A
2022
-20.35%
N/A
2021
14.71%
N/A
2020
N/A
10.99%
Past quarterly returns (%)
Year
Q1
Q2
Q3
Q4
2024
5.19%
N/A
N/A
N/A
2023
2.79%
5.20%
-5.09%
14.06%
2022
-7.44%
-17.23%
-2.12%
6.23%
2021
12.61%
4.25%
-4.32%
2.12%
2020
25.53%
4.99%
31.53%
N/A
Rank in category (by total return)
YTD
66
1-month
85
3-month
54
1-year
54
3-year
89
5-year
77
Load adjusted returns
1-year
13.39%
3-year
-3.09%
5-year
5.90%
10-year
N/A
Data disclaimer
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